Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Adient plc | 59,666 | reported | 10 Mar 2026 | tx 13+60,088−1,584 |
| 3M CO | 55,466 | reported | 04 Feb 2020 | tx 319+747,824.73−367,465.27 |
| Phillips 66 | 14,841.01 | reported | 15 Jan 2026 | tx 7+13,105 |
| BIO-TECHNE Corp | 3,777 | reported | 30 Oct 2025 | tx 14+20,330 |
| JOHNSON CONTROLS INC | 0 | reported | 02 Sept 2016 | tx 5+13,909−13,909 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 10 Mar 2026 | GRANT_AWARD | Adient plc | 8,208 | — | |
| 15 Jan 2026 | GRANT_AWARD | Phillips 66 | 1,423 | 140.56 USD | |
| 30 Oct 2025 | GRANT_AWARD | BIO-TECHNE Corp | 1,640 | 0.00 USD | |
| 30 Oct 2025 | GRANT_AWARD | BIO-TECHNE Corp | 3,777 | 0.00 USD | deriv |
| 11 Mar 2025 | GRANT_AWARD | Adient plc | 10,118 | — | |
| 15 Jan 2025 | GRANT_AWARD | Phillips 66 | 1,684 | 118.78 USD | |
| 24 Oct 2024 | GRANT_AWARD | BIO-TECHNE Corp | 1,462 | 0.00 USD | |
| 24 Oct 2024 | GRANT_AWARD | BIO-TECHNE Corp | 3,511 | 0.00 USD | deriv |
| 12 Mar 2024 | GRANT_AWARD | Adient plc | 4,207 | — | |
| 16 Jan 2024 | GRANT_AWARD | Phillips 66 | 1,524 | 131.31 USD | |
| 26 Oct 2023 | GRANT_AWARD | BIO-TECHNE Corp | 1,625 | 0.00 USD | |
| 26 Oct 2023 | GRANT_AWARD | BIO-TECHNE Corp | 3,937 | 0.00 USD | deriv |
| 07 Mar 2023 | GRANT_AWARD | Adient plc | 3,312 | — | |
| 17 Jan 2023 | GRANT_AWARD | Phillips 66 | 1,929 | 103.69 USD | |
| 27 Oct 2022 | GRANT_AWARD | BIO-TECHNE Corp | 338 | 0.00 USD | |
| 27 Oct 2022 | GRANT_AWARD | BIO-TECHNE Corp | 865 | 0.00 USD | deriv |
| 08 Mar 2022 | GRANT_AWARD | Adient plc | 4,531 | — | |
| 14 Jan 2022 | GRANT_AWARD | Phillips 66 | 2,284 | 87.57 USD | |
| 28 Oct 2021 | GRANT_AWARD | BIO-TECHNE Corp | 194 | 0.00 USD | |
| 28 Oct 2021 | GRANT_AWARD | BIO-TECHNE Corp | 633 | 0.00 USD | deriv |
| 09 Mar 2021 | GRANT_AWARD | Adient plc | 3,553 | — | |
| 15 Jan 2021 | GRANT_AWARD | Phillips 66 | 2,771 | 72.19 USD | |
| 29 Oct 2020 | GRANT_AWARD | BIO-TECHNE Corp | 391 | 0.00 USD | |
| 29 Oct 2020 | GRANT_AWARD | BIO-TECHNE Corp | 1,507 | 0.00 USD | deriv |
| 03 Aug 2020 | GRANT_AWARD | BIO-TECHNE Corp | 89 | 0.00 USD |