Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| AMEREN CORP | 207,272 | reported | 02 Mar 2023 | tx 99+1,085,201−973,376 |
| US BANCORP \DE\ | 3,355 | reported | 23 Apr 2026 | tx 12+40,815 |
| WEC ENERGY GROUP, INC. | 3,352.61 | reported | 02 Jan 2026 | tx 2+3,296 |
| UMB FINANCIAL CORP | 1,329 | reported | 30 Jan 2015 | tx 2+1,329 |
| QUANTA SERVICES, INC. | 808 | reported | 21 May 2026 | tx 5+2,052−622 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 21 May 2026 | GRANT_AWARD | QUANTA SERVICES, INC. | 249 | 0.00 USD | deriv |
| 23 Apr 2026 | GRANT_AWARD | US BANCORP \DE\ | 3,355 | 0.00 USD | deriv |
| 02 Jan 2026 | GRANT_AWARD | WEC ENERGY GROUP, INC. | 1,603 | 0.00 USD | |
| 01 Jun 2025 | EXERCISE | QUANTA SERVICES, INC. | 622 | 0.00 USD | |
| 01 Jun 2025 | EXERCISE | QUANTA SERVICES, INC. | 622 | 0.00 USD | deriv |
| 22 May 2025 | GRANT_AWARD | QUANTA SERVICES, INC. | 559 | 0.00 USD | deriv |
| 17 Apr 2025 | GRANT_AWARD | US BANCORP \DE\ | 4,843 | 0.00 USD | deriv |
| 02 Jan 2025 | GRANT_AWARD | WEC ENERGY GROUP, INC. | 1,693 | 0.00 USD | |
| 24 May 2024 | GRANT_AWARD | QUANTA SERVICES, INC. | 622 | 0.00 USD | deriv |
| 18 Apr 2024 | GRANT_AWARD | US BANCORP \DE\ | 4,691 | 0.00 USD | deriv |
| 20 Apr 2023 | GRANT_AWARD | US BANCORP \DE\ | 5,035 | 0.00 USD | deriv |
| 28 Feb 2023 | TAX_WITHHOLDING | AMEREN CORP | 52,832 | 82.71 USD | |
| 02 Mar 2023 | SALE | AMEREN CORP | 16,793 | 81.25 USD | |
| 02 Mar 2023 | SALE | AMEREN CORP | 16,077 | 82.35 USD | |
| 02 Mar 2023 | SALE | AMEREN CORP | 16,949 | 81.92 USD | |
| 09 Feb 2023 | GRANT_AWARD | AMEREN CORP | 96,823 | 0.00 USD | |
| 14 Dec 2022 | SALE | AMEREN CORP | 50,000 | 90.32 USD | |
| 14 Dec 2022 | GIFT | AMEREN CORP | 5,500 | 0.00 USD | |
| 09 Aug 2022 | SALE | AMEREN CORP | 28,278 | 92.97 USD | |
| 09 Aug 2022 | SALE | AMEREN CORP | 25,722 | 93.44 USD | |
| 21 Apr 2022 | GRANT_AWARD | US BANCORP \DE\ | 3,040 | 0.00 USD | deriv |
| 08 Mar 2022 | SALE | AMEREN CORP | 21,789 | 88.10 USD | |
| 08 Mar 2022 | GIFT | AMEREN CORP | 5,555 | 0.00 USD | |
| 01 Mar 2022 | SALE | AMEREN CORP | 8,945 | 85.83 USD | |
| 01 Mar 2022 | SALE | AMEREN CORP | 9,179 | 85.18 USD |