Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Capstone Green Energy Holdings, Inc. | 16,649 | reported | 25 Nov 2025 | tx 2+16,649 |
| UGI CORP /PA/ | 16,470 | reported | 01 Jan 2024 | tx 107+928,040−427,455 |
| BLACK HILLS CORP /SD/ | 4,237.117 | reported | 01 May 2026 | tx 3+4,215.73 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 01 May 2026 | GRANT_AWARD | BLACK HILLS CORP /SD/ | 1,921 | — | |
| 01 Jun 2025 | OTHER | BLACK HILLS CORP /SD/ | 72.73 | 0.00 USD | |
| 25 Nov 2025 | PURCHASE | Capstone Green Energy Holdings, Inc. | 12,500 | 2.00 USD | first after silence |
| 12 Aug 2025 | GRANT_AWARD | Capstone Green Energy Holdings, Inc. | 4,149 | 0.00 USD | |
| 01 May 2025 | GRANT_AWARD | BLACK HILLS CORP /SD/ | 2,222 | 0.00 USD | |
| 31 Dec 2023 | EXERCISE | UGI CORP /PA/ | 6,610 | 0.00 USD | |
| 31 Dec 2023 | TAX_WITHHOLDING | UGI CORP /PA/ | 2,180 | 24.60 USD | |
| 01 Jan 2024 | GRANT_AWARD | UGI CORP /PA/ | 13,390 | 0.00 USD | deriv |
| 01 Jan 2024 | GRANT_AWARD | UGI CORP /PA/ | 16,470 | 0.00 USD | deriv |
| 01 Jan 2024 | GRANT_AWARD | UGI CORP /PA/ | 10,980 | 0.00 USD | deriv |
| 01 Jan 2024 | GRANT_AWARD | UGI CORP /PA/ | 64,190 | 0.00 USD | deriv |
| 12 Jan 2023 | GRANT_AWARD | UGI CORP /PA/ | 9,770 | 0.00 USD | deriv |
| 12 Jan 2023 | GRANT_AWARD | UGI CORP /PA/ | 10,540 | 0.00 USD | deriv |
| 12 Jan 2023 | GRANT_AWARD | UGI CORP /PA/ | 42,850 | 0.00 USD | deriv |
| 12 Jan 2023 | GRANT_AWARD | UGI CORP /PA/ | 14,660 | 0.00 USD | deriv |
| 01 Jan 2022 | GRANT_AWARD | UGI CORP /PA/ | 29,780 | 0.00 USD | deriv |
| 01 Jan 2022 | GRANT_AWARD | UGI CORP /PA/ | 8,800 | 0.00 USD | deriv |
| 01 Jan 2022 | GRANT_AWARD | UGI CORP /PA/ | 5,720 | 0.00 USD | deriv |
| 01 Jan 2021 | GRANT_AWARD | UGI CORP /PA/ | 40,830 | 0.00 USD | deriv |
| 01 Jan 2021 | GRANT_AWARD | UGI CORP /PA/ | 10,840 | 0.00 USD | deriv |
| 01 Jan 2021 | GRANT_AWARD | UGI CORP /PA/ | 6,610 | 0.00 USD | deriv |
| 01 Jan 2020 | GRANT_AWARD | UGI CORP /PA/ | 73,240 | 0.00 USD | deriv |
| 01 Jan 2020 | GRANT_AWARD | UGI CORP /PA/ | 9,070 | 0.00 USD | deriv |
| 16 Jan 2019 | TAX_WITHHOLDING | UGI CORP /PA/ | 1,506 | 53.35 USD | |
| 16 Jan 2019 | EXERCISE | UGI CORP /PA/ | 5,000 | 0.00 USD |
1 purchase reported after at least 12 months of silence — most recent on 25 Nov 2025.