Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Bloom Energy Corp | 102,898 | reported | 21 May 2026 | tx 8+102,898 |
| ORACLE CORP | 95,444 | reported | 31 May 2025 | tx 134+2,673,320−3,469,762 |
| EXXON MOBIL CORP | 71,800 | reported | 02 Jan 2018 | tx 16+42,000 |
| FIRST HEALTH GROUP CORP | 20,000 | reported | 13 May 2004 | tx 4+36,000−31,000 |
| ORACLE CORP /DE/ | 4,000 | reported | 06 Jan 2006 | tx 15+546,496−324,248 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 21 May 2026 | GRANT_AWARD | Bloom Energy Corp | 1,063 | 0.00 USD | |
| 31 May 2025 | EXERCISE | ORACLE CORP | 2,986 | — | |
| 31 May 2025 | EXERCISE | ORACLE CORP | 2,986 | — | deriv |
| 31 May 2025 | GRANT_AWARD | ORACLE CORP | 2,114 | 0.00 USD | deriv |
| 14 May 2025 | GRANT_AWARD | Bloom Energy Corp | 9,877 | 0.00 USD | |
| 03 Mar 2021 | PURCHASE | ORACLE CORP | 902 | 67.09 USD | |
| 24 Feb 2021 | PURCHASE | ORACLE CORP | 780 | 64.91 USD | first after silence |
| 31 May 2024 | EXERCISE | ORACLE CORP | 3,303 | — | |
| 31 May 2024 | GRANT_AWARD | ORACLE CORP | 2,986 | 0.00 USD | deriv |
| 31 May 2024 | EXERCISE | ORACLE CORP | 3,303 | — | deriv |
| 15 May 2024 | GRANT_AWARD | Bloom Energy Corp | 15,552 | 0.00 USD | |
| 07 May 2024 | SALE | ORACLE CORP | 45,000 | 117.74 USD | |
| 07 May 2024 | EXERCISE | ORACLE CORP | 45,000 | 43.49 USD | |
| 07 May 2024 | EXERCISE | ORACLE CORP | 45,000 | 0.00 USD | deriv |
| 23 Jun 2023 | EXERCISE | ORACLE CORP | 90,000 | 42.02 USD | |
| 23 Jun 2023 | SALE | ORACLE CORP | 90,000 | 118.83 USD | |
| 23 Jun 2023 | EXERCISE | ORACLE CORP | 90,000 | 0.00 USD | deriv |
| 31 May 2023 | EXERCISE | ORACLE CORP | 4,866 | — | |
| 31 May 2023 | EXERCISE | ORACLE CORP | 4,866 | — | deriv |
| 31 May 2023 | GRANT_AWARD | ORACLE CORP | 3,303 | 0.00 USD | deriv |
| 17 May 2023 | GRANT_AWARD | Bloom Energy Corp | 14,503 | 0.00 USD | |
| 15 Nov 2022 | SALE | ORACLE CORP | 90,000 | 80.08 USD | |
| 15 Nov 2022 | EXERCISE | ORACLE CORP | 90,000 | 33.78 USD | |
| 15 Nov 2022 | EXERCISE | ORACLE CORP | 90,000 | 0.00 USD | deriv |
| 31 May 2022 | EXERCISE | ORACLE CORP | 4,445 | — |
1 purchase reported after at least 12 months of silence — most recent on 24 Feb 2021.