Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| CITIZENS FINANCIAL GROUP INC/RI | 79,774 | reported | 01 Mar 2026 | tx 2+79,759 |
| STATE STREET CORP | 17,116 | reported | 15 Aug 2020 | tx 5+5,804−1,976 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 01 Mar 2026 | GRANT_AWARD | CITIZENS FINANCIAL GROUP INC/RI | 12,335 | 0.00 USD | |
| 27 Oct 2025 | GRANT_AWARD | CITIZENS FINANCIAL GROUP INC/RI | 67,424 | 0.00 USD | |
| 15 Aug 2020 | TAX_WITHHOLDING | STATE STREET CORP | 374 | 70.53 USD | |
| 15 May 2020 | TAX_WITHHOLDING | STATE STREET CORP | 372 | 54.41 USD | |
| 27 Feb 2020 | GRANT_AWARD | STATE STREET CORP | 5,804 | 0.00 USD | |
| 15 Feb 2020 | TAX_WITHHOLDING | STATE STREET CORP | 856 | 77.85 USD | |
| 15 Nov 2019 | TAX_WITHHOLDING | STATE STREET CORP | 374 | 72.54 USD |