Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| VERIZON COMMUNICATIONS INC | 64,596 | reported | 18 Mar 2025 | tx 13+47,537.76 |
| NORDSTROM INC | 12,021.83 | reported | 13 Apr 2022 | tx 30+53,425.31−3,851 |
| ROPER TECHNOLOGIES INC | 9,477 | reported | 20 May 2026 | tx 16+11,521−2,984 |
| Okta, Inc. | 9,192 | reported | 18 May 2026 | tx 31+35,871−24,192 |
| Lineage, Inc. | 7,622 | reported | 18 Jun 2025 | tx 3+7,622 |
| ARBITRON INC | 0 | reported | 30 Sept 2013 | tx 45+55,014−63,114.61 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 20 May 2026 | GRANT_AWARD | ROPER TECHNOLOGIES INC | 1,191 | 0.00 USD | |
| 18 May 2026 | SALE | Okta, Inc. | 2,500 | 85.00 USD | 10b5-1 |
| 16 Mar 2026 | GRANT_AWARD | ROPER TECHNOLOGIES INC | 92 | 0.00 USD | |
| 15 Sept 2025 | GRANT_AWARD | ROPER TECHNOLOGIES INC | 64 | 0.00 USD | |
| 20 Jun 2025 | EXERCISE | Okta, Inc. | 2,832 | 0.00 USD | |
| 24 Jun 2025 | GRANT_AWARD | Okta, Inc. | 2,487 | 0.00 USD | deriv |
| 20 Jun 2025 | EXERCISE | Okta, Inc. | 2,832 | 0.00 USD | deriv |
| 18 Jun 2025 | GRANT_AWARD | Lineage, Inc. | 4,490 | 0.00 USD | |
| 11 Jun 2025 | GRANT_AWARD | ROPER TECHNOLOGIES INC | 675 | 0.00 USD | |
| 18 Mar 2025 | GRANT_AWARD | VERIZON COMMUNICATIONS INC | 4,748 | 0.00 USD | deriv |
| 26 Nov 2024 | GIFT | ROPER TECHNOLOGIES INC | 625 | 0.00 USD | |
| 26 Jul 2024 | PURCHASE | Lineage, Inc. | 500 | 78.00 USD | |
| 26 Jul 2024 | GRANT_AWARD | Lineage, Inc. | 2,632 | 0.00 USD | |
| 19 Jun 2024 | EXERCISE | Okta, Inc. | 2,818 | 0.00 USD | |
| 20 Jun 2024 | GRANT_AWARD | Okta, Inc. | 2,832 | 0.00 USD | deriv |
| 19 Jun 2024 | EXERCISE | Okta, Inc. | 2,818 | 0.00 USD | deriv |
| 13 Jun 2024 | GRANT_AWARD | ROPER TECHNOLOGIES INC | 703 | 0.00 USD | |
| 14 Mar 2024 | SALE | Okta, Inc. | 971 | 107.53 USD | |
| 14 Mar 2024 | SALE | Okta, Inc. | 14 | 109.59 USD | |
| 14 Mar 2024 | SALE | Okta, Inc. | 382 | 108.71 USD | |
| 14 Mar 2024 | SALE | Okta, Inc. | 3,633 | 106.62 USD | |
| 01 Mar 2024 | GRANT_AWARD | VERIZON COMMUNICATIONS INC | 5,224 | 0.00 USD | deriv |
| 08 Feb 2024 | GIFT | ROPER TECHNOLOGIES INC | 940 | 0.00 USD | |
| 01 Nov 2023 | SALE | ROPER TECHNOLOGIES INC | 479 | 490.13 USD | |
| 21 Jun 2023 | EXERCISE | Okta, Inc. | 2,378 | 0.00 USD |