Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| CVS HEALTH Corp | 129,316 | reported | 14 May 2026 | tx 94+786,330.62−757,362 |
| RAYONIER ADVANCED MATERIALS INC. | 108,450 | reported | 21 May 2020 | tx 15+120,324−26,103 |
| ITT EDUCATIONAL SERVICES INC | 46,083 | reported | 02 May 2016 | tx 2+66,450 |
| RAYONIER INC | 42,687.5 | reported | 16 May 2014 | tx 12+37,617 |
| CAREMARK RX INC | 0 | reported | 22 Mar 2007 | tx 18+62,739.942−168,228.46 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 14 May 2026 | GRANT_AWARD | CVS HEALTH Corp | 1,544 | 97.15 USD | |
| 20 Nov 2025 | GRANT_AWARD | CVS HEALTH Corp | 1,775 | 76.04 USD | |
| 15 May 2025 | GRANT_AWARD | CVS HEALTH Corp | 2,232 | 60.47 USD | |
| 21 Nov 2024 | GRANT_AWARD | CVS HEALTH Corp | 2,331 | 57.10 USD | |
| 16 May 2024 | GRANT_AWARD | CVS HEALTH Corp | 2,314 | 57.52 USD | |
| 15 Nov 2023 | GRANT_AWARD | CVS HEALTH Corp | 1,925.72 | 69.13 USD | deriv |
| 18 May 2023 | GRANT_AWARD | CVS HEALTH Corp | 1,437.38 | 69.31 USD | deriv |
| 17 Nov 2022 | GRANT_AWARD | CVS HEALTH Corp | 1,402.35 | 94.93 USD | deriv |
| 11 May 2022 | GRANT_AWARD | CVS HEALTH Corp | 1,358.56 | 97.99 USD | deriv |
| 17 Nov 2021 | GRANT_AWARD | CVS HEALTH Corp | 1,779.36 | 92.73 USD | deriv |
| 13 May 2021 | GRANT_AWARD | CVS HEALTH Corp | 1,957.99 | 84.27 USD | deriv |
| 18 Nov 2020 | GRANT_AWARD | CVS HEALTH Corp | 1,865 | 66.35 USD | |
| 21 May 2020 | EXERCISE | RAYONIER ADVANCED MATERIALS INC. | 13,258 | 0.00 USD | |
| 21 May 2020 | EXERCISE | RAYONIER ADVANCED MATERIALS INC. | 13,258 | 0.00 USD | deriv |
| 14 May 2020 | GRANT_AWARD | CVS HEALTH Corp | 1,986 | 62.31 USD | |
| 20 Nov 2019 | GRANT_AWARD | CVS HEALTH Corp | 1,651 | 74.92 USD | |
| 15 Aug 2019 | CONVERSION | RAYONIER ADVANCED MATERIALS INC. | 54,949 | 0.00 USD | |
| 15 Aug 2019 | CONVERSION | RAYONIER ADVANCED MATERIALS INC. | 7,094 | 0.00 USD | deriv |
| 20 May 2019 | EXERCISE | RAYONIER ADVANCED MATERIALS INC. | 5,751 | 0.00 USD | |
| 20 May 2019 | EXERCISE | RAYONIER ADVANCED MATERIALS INC. | 5,751 | 0.00 USD | deriv |
| 21 May 2019 | GRANT_AWARD | RAYONIER ADVANCED MATERIALS INC. | 13,258 | 0.00 USD | deriv |
| 16 May 2019 | GRANT_AWARD | CVS HEALTH Corp | 2,366 | 52.30 USD | |
| 11 Mar 2019 | PURCHASE | CVS HEALTH Corp | 10,000 | 53.18 USD | |
| 07 Nov 2018 | GRANT_AWARD | CVS HEALTH Corp | 1,904.28 | 78.77 USD | deriv |
| 04 Jun 2018 | GRANT_AWARD | CVS HEALTH Corp | 2,340.09 | 64.10 USD | deriv |
3 purchases reported after at least 12 months of silence — most recent on 08 Aug 2016.