Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Elevance Health, Inc. | 476,503.29 | reported | 02 Mar 2012 | tx 67+2,347,548−333,180 |
| PROCTER & GAMBLE Co | 57,977.79 | reported | 11 Jun 2024 | tx 72+46,218 |
| EXXON MOBIL CORP | 33,000 | reported | 02 Jan 2026 | tx 11+33,000 |
| LOWES COMPANIES INC | 9,358.38 | reported | 30 Jun 2021 | tx 39+24,285.42 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 02 Jan 2026 | GRANT_AWARD | EXXON MOBIL CORP | 2,500 | 0.00 USD | |
| 02 Jan 2025 | GRANT_AWARD | EXXON MOBIL CORP | 2,500 | 0.00 USD | |
| 11 Jun 2024 | GRANT_AWARD | PROCTER & GAMBLE Co | 165 | 0.00 USD | |
| 12 Mar 2024 | GRANT_AWARD | PROCTER & GAMBLE Co | 186 | 0.00 USD | |
| 02 Jan 2024 | GRANT_AWARD | EXXON MOBIL CORP | 2,500 | 0.00 USD | |
| 12 Dec 2023 | GRANT_AWARD | PROCTER & GAMBLE Co | 240 | 0.00 USD | |
| 10 Oct 2023 | GRANT_AWARD | PROCTER & GAMBLE Co | 1,520 | 0.00 USD | |
| 12 Sept 2023 | GRANT_AWARD | PROCTER & GAMBLE Co | 231 | 0.00 USD | |
| 13 Jun 2023 | GRANT_AWARD | PROCTER & GAMBLE Co | 242 | 0.00 USD | |
| 14 Mar 2023 | GRANT_AWARD | PROCTER & GAMBLE Co | 215 | 0.00 USD | |
| 03 Jan 2023 | GRANT_AWARD | EXXON MOBIL CORP | 2,500 | — | |
| 13 Dec 2022 | GRANT_AWARD | PROCTER & GAMBLE Co | 230 | 0.00 USD | |
| 11 Oct 2022 | GRANT_AWARD | PROCTER & GAMBLE Co | 1,610 | 0.00 USD | |
| 13 Sept 2022 | GRANT_AWARD | PROCTER & GAMBLE Co | 254 | 0.00 USD | |
| 14 Jun 2022 | GRANT_AWARD | PROCTER & GAMBLE Co | 262 | 0.00 USD | |
| 08 Mar 2022 | GRANT_AWARD | PROCTER & GAMBLE Co | 205 | 0.00 USD | |
| 03 Jan 2022 | GRANT_AWARD | EXXON MOBIL CORP | 2,500 | 0.00 USD | |
| 14 Dec 2021 | GRANT_AWARD | PROCTER & GAMBLE Co | 222 | 0.00 USD | |
| 12 Oct 2021 | GRANT_AWARD | PROCTER & GAMBLE Co | 1,408 | 0.00 USD | |
| 14 Sept 2021 | GRANT_AWARD | PROCTER & GAMBLE Co | 241 | 0.00 USD | |
| 30 Jun 2021 | GRANT_AWARD | LOWES COMPANIES INC | 141.78 | 193.97 USD | deriv |
| 08 Jun 2021 | GRANT_AWARD | PROCTER & GAMBLE Co | 260 | 0.00 USD | |
| 28 May 2021 | GRANT_AWARD | LOWES COMPANIES INC | 900 | 0.00 USD | deriv |
| 31 Mar 2021 | GRANT_AWARD | LOWES COMPANIES INC | 144.6 | 190.18 USD | deriv |
| 09 Mar 2021 | GRANT_AWARD | PROCTER & GAMBLE Co | 238 | 0.00 USD |