Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| UNITEDHEALTH GROUP INC | 184,731.67 | reported | 23 Sept 2014 | tx 102+1,606,262.66−1,313,426 |
| Elevance Health, Inc. | 169,251 | reported | 03 Mar 2026 | tx 50+733,288−174,750 |
| NOVAVAX INC | 80,000 | reported | 16 Mar 2017 | tx 4+260,000 |
| XCEL ENERGY INC | 49,473.05 | reported | 28 Dec 2017 | tx 32+46,235.71 |
| TARGET CORP | 12,192 | reported | 11 Mar 2026 | tx 6+11,349 |
| ZIMMER BIOMET HOLDINGS, INC. | 11,743.19 | reported | 31 Mar 2021 | tx 51+22,906.89 |
| GENZYME CORP | 0 | reported | 04 Apr 2011 | tx 26+84,375−99,375 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 11 Mar 2026 | GRANT_AWARD | TARGET CORP | 2,682 | 0.00 USD | |
| 02 Mar 2026 | TAX_WITHHOLDING | Elevance Health, Inc. | 6,713 | 294.07 USD | |
| 02 Mar 2026 | GRANT_AWARD | Elevance Health, Inc. | 16,153 | 0.00 USD | |
| 02 Mar 2026 | GRANT_AWARD | Elevance Health, Inc. | 10,527 | 0.00 USD | |
| 03 Mar 2026 | TAX_WITHHOLDING | Elevance Health, Inc. | 1,736 | 284.03 USD | |
| 02 Mar 2026 | GRANT_AWARD | Elevance Health, Inc. | 63,818 | 0.00 USD | deriv |
| 18 Jul 2025 | PURCHASE | Elevance Health, Inc. | 2,334 | 286.07 USD | |
| 18 Jul 2025 | PURCHASE | Elevance Health, Inc. | 5,116 | 287.12 USD | first after silence |
| 18 Jul 2025 | PURCHASE | Elevance Health, Inc. | 1,050 | 287.96 USD | |
| 12 Mar 2025 | GRANT_AWARD | TARGET CORP | 2,946 | 0.00 USD | |
| 03 Mar 2025 | GRANT_AWARD | Elevance Health, Inc. | 10,620 | 0.00 USD | |
| 03 Mar 2025 | GRANT_AWARD | Elevance Health, Inc. | 15,587 | 0.00 USD | |
| 03 Mar 2025 | TAX_WITHHOLDING | Elevance Health, Inc. | 10,396 | 395.50 USD | |
| 03 Mar 2025 | GRANT_AWARD | Elevance Health, Inc. | 40,429 | 0.00 USD | deriv |
| 22 Jul 2024 | SALE | Elevance Health, Inc. | 1,000 | 503.67 USD | |
| 22 Jul 2024 | SALE | Elevance Health, Inc. | 2,250 | 502.23 USD | |
| 22 Jul 2024 | SALE | Elevance Health, Inc. | 6,621 | 501.40 USD | |
| 22 Jul 2024 | SALE | Elevance Health, Inc. | 2,250 | 504.27 USD | |
| 22 Jul 2024 | SALE | Elevance Health, Inc. | 1,100 | 498.50 USD | |
| 22 Jul 2024 | SALE | Elevance Health, Inc. | 20,779 | 500.36 USD | |
| 13 Mar 2024 | GRANT_AWARD | TARGET CORP | 1,873 | 0.00 USD | |
| 01 Mar 2024 | GRANT_AWARD | Elevance Health, Inc. | 8,415 | 0.00 USD | |
| 01 Mar 2024 | GRANT_AWARD | Elevance Health, Inc. | 34,517 | 0.00 USD | |
| 01 Mar 2024 | TAX_WITHHOLDING | Elevance Health, Inc. | 19,256 | 499.11 USD | |
| 01 Mar 2024 | GRANT_AWARD | Elevance Health, Inc. | 32,480 | 0.00 USD | deriv |
4 purchases reported after at least 12 months of silence — most recent on 18 Jul 2025.