Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| JPMORGAN CHASE & CO | 66,783 | reported | 15 May 2026 | tx 105+628,231.34−626,742.34 |
| Vantiv, Inc. | 8,379 | reported | 30 Apr 2013 | tx 2+8,379 |
| Elevance Health, Inc. | 0 | reported | 30 May 2013 | tx 50+545,388−409,612 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 15 May 2026 | SALE | JPMORGAN CHASE & CO | 3,165 | 300.05 USD | 10b5-1 |
| 25 Mar 2026 | EXERCISE | JPMORGAN CHASE & CO | 28,327.87 | 0.00 USD | |
| 25 Mar 2026 | TAX_WITHHOLDING | JPMORGAN CHASE & CO | 15,665.87 | 295.04 USD | |
| 25 Mar 2026 | EXERCISE | JPMORGAN CHASE & CO | 28,327.87 | 0.00 USD | deriv |
| 17 Mar 2026 | GRANT_AWARD | JPMORGAN CHASE & CO | 28,327.87 | 0.00 USD | deriv |
| 17 Feb 2026 | SALE | JPMORGAN CHASE & CO | 2,047 | 306.40 USD | |
| 20 Jan 2026 | GRANT_AWARD | JPMORGAN CHASE & CO | 12,725 | 0.00 USD | deriv |
| 16 Jan 2026 | SALE | JPMORGAN CHASE & CO | 2,047 | 312.80 USD | |
| 13 Jan 2026 | EXERCISE | JPMORGAN CHASE & CO | 8,349 | 0.00 USD | |
| 13 Jan 2026 | TAX_WITHHOLDING | JPMORGAN CHASE & CO | 8,975 | 318.72 USD | |
| 13 Jan 2026 | EXERCISE | JPMORGAN CHASE & CO | 8,816 | 0.00 USD | |
| 13 Jan 2026 | EXERCISE | JPMORGAN CHASE & CO | 8,349 | 0.00 USD | deriv |
| 13 Jan 2026 | EXERCISE | JPMORGAN CHASE & CO | 8,816 | 0.00 USD | deriv |
| 16 May 2025 | SALE | JPMORGAN CHASE & CO | 5,873 | 267.09 USD | |
| 25 Mar 2025 | TAX_WITHHOLDING | JPMORGAN CHASE & CO | 14,522.73 | 249.72 USD | |
| 25 Mar 2025 | EXERCISE | JPMORGAN CHASE & CO | 26,269.73 | 0.00 USD | |
| 25 Mar 2025 | EXERCISE | JPMORGAN CHASE & CO | 26,269.73 | 0.00 USD | deriv |
| 24 Mar 2025 | SALE | JPMORGAN CHASE & CO | 2,052 | 246.93 USD | |
| 18 Mar 2025 | GRANT_AWARD | JPMORGAN CHASE & CO | 26,269.73 | 0.00 USD | deriv |
| 20 Feb 2025 | SALE | JPMORGAN CHASE & CO | 2,053 | 269.88 USD | |
| 21 Jan 2025 | GRANT_AWARD | JPMORGAN CHASE & CO | 12,029 | 0.00 USD | deriv |
| 13 Jan 2025 | EXERCISE | JPMORGAN CHASE & CO | 8,080 | 0.00 USD | |
| 13 Jan 2025 | TAX_WITHHOLDING | JPMORGAN CHASE & CO | 8,683 | 241.77 USD | |
| 13 Jan 2025 | EXERCISE | JPMORGAN CHASE & CO | 8,815 | 0.00 USD | |
| 13 Jan 2025 | EXERCISE | JPMORGAN CHASE & CO | 8,815 | 0.00 USD | deriv |