Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| GENERAL ELECTRIC CO | 99,091 | reported | 01 Oct 2018 | tx 28+126,165 |
| LPL Financial Holdings Inc. | 45,872 | reported | 24 Mar 2017 | tx 16+25,497 |
| AMERICAN EXPRESS CO | 29,205.217 | reported | 05 May 2026 | tx 47+31,234.245 |
| HANOVER INSURANCE GROUP, INC. | 2,253 | reported | 14 May 2013 | tx 22+14,778.52 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 05 May 2026 | GRANT_AWARD | AMERICAN EXPRESS CO | 742.115 | 0.00 USD | deriv |
| 31 Dec 2025 | GRANT_AWARD | AMERICAN EXPRESS CO | 174.96 | 378.66 USD | deriv |
| 30 Sept 2025 | GRANT_AWARD | AMERICAN EXPRESS CO | 197.55 | 335.36 USD | deriv |
| 30 Jun 2025 | GRANT_AWARD | AMERICAN EXPRESS CO | 219.26 | 302.15 USD | deriv |
| 29 Apr 2025 | GRANT_AWARD | AMERICAN EXPRESS CO | 948.47 | 0.00 USD | deriv |
| 31 Mar 2025 | GRANT_AWARD | AMERICAN EXPRESS CO | 244.36 | 267.80 USD | deriv |
| 31 Dec 2024 | GRANT_AWARD | AMERICAN EXPRESS CO | 217.01 | 299.52 USD | deriv |
| 30 Sept 2024 | GRANT_AWARD | AMERICAN EXPRESS CO | 246.82 | 263.35 USD | deriv |
| 30 Jun 2024 | GRANT_AWARD | AMERICAN EXPRESS CO | 284.13 | 228.77 USD | deriv |
| 06 May 2024 | GRANT_AWARD | AMERICAN EXPRESS CO | 955.28 | 0.00 USD | deriv |
| 31 Mar 2024 | GRANT_AWARD | AMERICAN EXPRESS CO | 290.22 | 223.97 USD | deriv |
| 31 Dec 2023 | GRANT_AWARD | AMERICAN EXPRESS CO | 359.85 | 180.63 USD | deriv |
| 29 Sept 2023 | GRANT_AWARD | AMERICAN EXPRESS CO | 416.91 | 155.91 USD | deriv |
| 30 Jun 2023 | GRANT_AWARD | AMERICAN EXPRESS CO | 379.96 | 171.07 USD | deriv |
| 02 May 2023 | GRANT_AWARD | AMERICAN EXPRESS CO | 1,364.6 | 0.00 USD | deriv |
| 31 Mar 2023 | GRANT_AWARD | AMERICAN EXPRESS CO | 402.83 | 161.36 USD | deriv |
| 31 Dec 2022 | GRANT_AWARD | AMERICAN EXPRESS CO | 444.63 | 146.19 USD | deriv |
| 30 Sept 2022 | GRANT_AWARD | AMERICAN EXPRESS CO | 454.86 | 142.90 USD | deriv |
| 30 Jun 2022 | GRANT_AWARD | AMERICAN EXPRESS CO | 456.72 | 142.32 USD | deriv |
| 03 May 2022 | GRANT_AWARD | AMERICAN EXPRESS CO | 1,218.16 | 0.00 USD | deriv |
| 31 Mar 2022 | GRANT_AWARD | AMERICAN EXPRESS CO | 343.24 | 187.00 USD | deriv |
| 31 Dec 2021 | GRANT_AWARD | AMERICAN EXPRESS CO | 384.89 | 162.39 USD | deriv |
| 30 Sept 2021 | GRANT_AWARD | AMERICAN EXPRESS CO | 243.45 | 169.33 USD | deriv |
| 30 Jun 2021 | GRANT_AWARD | AMERICAN EXPRESS CO | 242.78 | 164.76 USD | deriv |
| 04 May 2021 | GRANT_AWARD | AMERICAN EXPRESS CO | 1,339.14 | 149.35 USD | deriv |
1 purchase reported after at least 12 months of silence — most recent on 22 Feb 2017.