Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| OGE ENERGY CORP. | 37,153 | reported | 20 Feb 2024 | tx 11+59,607−13,772 |
| Evergy, Inc. | 28,750 | reported | 01 Mar 2026 | tx 6+57,809−21,123 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 01 Mar 2026 | GRANT_AWARD | Evergy, Inc. | 6,186 | 0.00 USD | deriv |
| 01 Oct 2025 | TAX_WITHHOLDING | Evergy, Inc. | 5,786 | 76.23 USD | |
| 01 Oct 2025 | EXERCISE | Evergy, Inc. | 15,337 | 0.00 USD | |
| 01 Oct 2025 | EXERCISE | Evergy, Inc. | 15,337 | 0.00 USD | deriv |
| 01 Mar 2025 | GRANT_AWARD | Evergy, Inc. | 6,815 | 0.00 USD | deriv |
| 01 Oct 2024 | GRANT_AWARD | Evergy, Inc. | 29,471 | 0.00 USD | deriv |
| 19 Feb 2024 | GRANT_AWARD | OGE ENERGY CORP. | 22,217 | 0.00 USD | |
| 20 Feb 2024 | TAX_WITHHOLDING | OGE ENERGY CORP. | 9,798 | 32.85 USD | |
| 19 Feb 2024 | GRANT_AWARD | OGE ENERGY CORP. | 8,682 | 0.00 USD | |
| 02 Jan 2024 | TAX_WITHHOLDING | OGE ENERGY CORP. | 2,357 | 34.79 USD | |
| 21 Feb 2023 | GRANT_AWARD | OGE ENERGY CORP. | 6,725 | 0.00 USD | |
| 21 Feb 2023 | GRANT_AWARD | OGE ENERGY CORP. | 5,713 | 0.00 USD | |
| 28 Feb 2022 | TAX_WITHHOLDING | OGE ENERGY CORP. | 728 | 37.20 USD | |
| 22 Feb 2022 | GRANT_AWARD | OGE ENERGY CORP. | 6,824 | 0.00 USD | |
| 26 Feb 2021 | TAX_WITHHOLDING | OGE ENERGY CORP. | 889 | 29.54 USD | |
| 24 Feb 2021 | GRANT_AWARD | OGE ENERGY CORP. | 4,794 | 0.00 USD | |
| 04 Jan 2021 | GRANT_AWARD | OGE ENERGY CORP. | 4,652 | 0.00 USD |