Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| IDEX CORP /DE/ | 10,200 | reported | 16 Feb 2022 | tx 63+167,524−127,808 |
| Phillips 66 | 3,472.21 | reported | 14 Jan 2022 | tx 2+3,442 |
| TELEDYNE TECHNOLOGIES INC | 836 | reported | 28 Apr 2021 | tx 3+836 |
| SunCoke Energy, Inc. | 0 | reported | 21 Jul 2015 | tx 29+170,486−22,317 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 16 Feb 2022 | TAX_WITHHOLDING | IDEX CORP /DE/ | 2,001 | 191.27 USD | |
| 16 Feb 2022 | GRANT_AWARD | IDEX CORP /DE/ | 4,469 | 191.27 USD | |
| 14 Jan 2022 | GRANT_AWARD | Phillips 66 | 2,284 | 87.57 USD | |
| 14 Jul 2021 | GRANT_AWARD | Phillips 66 | 1,158 | 0.00 USD | |
| 25 May 2021 | SALE | IDEX CORP /DE/ | 2,823 | 221.09 USD | |
| 25 May 2021 | EXERCISE | IDEX CORP /DE/ | 6,435 | 144.85 USD | |
| 25 May 2021 | SALE | IDEX CORP /DE/ | 8,375 | 221.09 USD | |
| 25 May 2021 | EXERCISE | IDEX CORP /DE/ | 2,823 | 173.35 USD | |
| 25 May 2021 | SALE | IDEX CORP /DE/ | 6,435 | 221.09 USD | |
| 25 May 2021 | EXERCISE | IDEX CORP /DE/ | 8,375 | 138.12 USD | |
| 25 May 2021 | EXERCISE | IDEX CORP /DE/ | 2,823 | 0.00 USD | deriv |
| 25 May 2021 | EXERCISE | IDEX CORP /DE/ | 8,375 | 0.00 USD | deriv |
| 25 May 2021 | EXERCISE | IDEX CORP /DE/ | 6,435 | 0.00 USD | deriv |
| 10 May 2021 | EXERCISE | IDEX CORP /DE/ | 3,161 | 74.74 USD | |
| 10 May 2021 | SALE | IDEX CORP /DE/ | 3,161 | 228.00 USD | |
| 10 May 2021 | EXERCISE | IDEX CORP /DE/ | 7,203 | 93.27 USD | |
| 10 May 2021 | SALE | IDEX CORP /DE/ | 7,203 | 228.00 USD | |
| 10 May 2021 | EXERCISE | IDEX CORP /DE/ | 471 | 138.12 USD | |
| 10 May 2021 | SALE | IDEX CORP /DE/ | 471 | 228.00 USD | |
| 10 May 2021 | EXERCISE | IDEX CORP /DE/ | 3,161 | 0.00 USD | deriv |
| 10 May 2021 | EXERCISE | IDEX CORP /DE/ | 7,203 | 0.00 USD | deriv |
| 10 May 2021 | EXERCISE | IDEX CORP /DE/ | 471 | 0.00 USD | deriv |
| 05 May 2021 | EXERCISE | IDEX CORP /DE/ | 73 | 74.74 USD | |
| 05 May 2021 | SALE | IDEX CORP /DE/ | 2,092 | 228.00 USD | |
| 05 May 2021 | EXERCISE | IDEX CORP /DE/ | 2,092 | 76.79 USD |