Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| STATE STREET CORP | 31,207 | reported | 27 Feb 2020 | tx 4+9,444−4,009 |
| RTX Corp | 16,668.37 | reported | 30 Apr 2026 | tx 10+27,648.26−8,140 |
| CITIZENS FINANCIAL GROUP INC/RI | 12,638.033 | reported | 14 May 2026 | tx 12+10,030.024 |
| AFFILIATED MANAGERS GROUP, INC. | 4,020 | reported | 05 Mar 2024 | tx 28+13,404−2,551 |
| RAYTHEON CO/ | 0 | reported | 03 Apr 2020 | tx 11+6,289−6,289 |
| UNITED STATES STEEL CORP | 0 | reported | 18 Jun 2025 | tx 11+40,719.44−41,389.16 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 14 May 2026 | GRANT_AWARD | CITIZENS FINANCIAL GROUP INC/RI | 94.314 | 0.00 USD | |
| 30 Apr 2026 | GRANT_AWARD | RTX Corp | 1,294.94 | 176.07 USD | deriv |
| 18 Feb 2026 | GRANT_AWARD | CITIZENS FINANCIAL GROUP INC/RI | 69.78 | 0.00 USD | |
| 12 Nov 2025 | GRANT_AWARD | CITIZENS FINANCIAL GROUP INC/RI | 85.44 | 0.00 USD | |
| 24 Oct 2025 | SALE | RTX Corp | 2,800 | 178.91 USD | |
| 14 Aug 2025 | GRANT_AWARD | CITIZENS FINANCIAL GROUP INC/RI | 82.77 | 0.00 USD | |
| 18 Jun 2025 | OTHER | UNITED STATES STEEL CORP | 41,342.16 | — | |
| 14 May 2025 | GRANT_AWARD | CITIZENS FINANCIAL GROUP INC/RI | 96.95 | 0.00 USD | |
| 06 May 2025 | GRANT_AWARD | UNITED STATES STEEL CORP | 3,873 | 0.00 USD | |
| 01 May 2025 | GRANT_AWARD | RTX Corp | 1,789.5 | 127.41 USD | deriv |
| 30 Apr 2025 | TAX_WITHHOLDING | UNITED STATES STEEL CORP | 47 | 43.13 USD | |
| 24 Apr 2025 | GRANT_AWARD | CITIZENS FINANCIAL GROUP INC/RI | 4,273 | 0.00 USD | |
| 14 Feb 2025 | GRANT_AWARD | CITIZENS FINANCIAL GROUP INC/RI | 47.84 | 0.00 USD | |
| 13 Nov 2024 | GRANT_AWARD | CITIZENS FINANCIAL GROUP INC/RI | 47.34 | 0.00 USD | |
| 14 Aug 2024 | GRANT_AWARD | CITIZENS FINANCIAL GROUP INC/RI | 54.22 | 0.00 USD | |
| 15 May 2024 | GRANT_AWARD | CITIZENS FINANCIAL GROUP INC/RI | 58.37 | 0.00 USD | |
| 02 May 2024 | GRANT_AWARD | RTX Corp | 2,119.93 | 101.89 USD | deriv |
| 30 Apr 2024 | GRANT_AWARD | UNITED STATES STEEL CORP | 4,498 | 0.00 USD | |
| 25 Apr 2024 | GRANT_AWARD | CITIZENS FINANCIAL GROUP INC/RI | 4,428 | 0.00 USD | |
| 05 Mar 2024 | EXERCISE | AFFILIATED MANAGERS GROUP, INC. | 544 | 0.00 USD | |
| 05 Mar 2024 | EXERCISE | AFFILIATED MANAGERS GROUP, INC. | 544 | 0.00 USD | deriv |
| 01 Mar 2024 | GRANT_AWARD | CITIZENS FINANCIAL GROUP INC/RI | 692 | 0.00 USD | |
| 05 Feb 2024 | GRANT_AWARD | AFFILIATED MANAGERS GROUP, INC. | 638 | 0.00 USD | deriv |
| 01 Jan 2024 | EXERCISE | AFFILIATED MANAGERS GROUP, INC. | 260 | 0.00 USD | |
| 01 Jan 2024 | EXERCISE | AFFILIATED MANAGERS GROUP, INC. | 260 | 0.00 USD | deriv |