Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Vistra Corp. | 127,384 | reported | 05 Jun 2020 | tx 7+497,977−6,756 |
| Evergy, Inc. | 56,898 | reported | 01 Mar 2026 | tx 27+387,863−156,491 |
| ESCO TECHNOLOGIES INC | 3,629.997 | reported | 17 Apr 2026 | tx 13+3,630.002 |
| InfraREIT, Inc. | 0 | reported | 16 May 2019 | tx 7+224,232−224,232 |
| TXU CORP /TX/ | 0 | reported | 10 Oct 2007 | tx 8+173,151−173,942 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 17 Apr 2026 | GRANT_AWARD | ESCO TECHNOLOGIES INC | 0.922 | 314.92 USD | deriv |
| 01 Mar 2026 | GRANT_AWARD | Evergy, Inc. | 61,984 | 0.00 USD | |
| 01 Mar 2026 | TAX_WITHHOLDING | Evergy, Inc. | 22,975 | 83.66 USD | |
| 01 Mar 2026 | EXERCISE | Evergy, Inc. | 22,077 | 0.00 USD | |
| 01 Mar 2026 | TAX_WITHHOLDING | Evergy, Inc. | 9,946 | 83.66 USD | |
| 01 Mar 2026 | EXERCISE | Evergy, Inc. | 22,077 | 0.00 USD | deriv |
| 01 Mar 2026 | GRANT_AWARD | Evergy, Inc. | 25,235 | 0.00 USD | deriv |
| 02 Feb 2026 | GRANT_AWARD | ESCO TECHNOLOGIES INC | 214.51 | 233.09 USD | deriv |
| 02 Feb 2026 | GRANT_AWARD | ESCO TECHNOLOGIES INC | 772 | 233.09 USD | deriv |
| 16 Jan 2026 | GRANT_AWARD | ESCO TECHNOLOGIES INC | 0.97 | 218.58 USD | deriv |
| 16 Oct 2025 | GRANT_AWARD | ESCO TECHNOLOGIES INC | 0.98 | 215.17 USD | deriv |
| 17 Jul 2025 | GRANT_AWARD | ESCO TECHNOLOGIES INC | 1.07 | 197.53 USD | deriv |
| 17 Apr 2025 | GRANT_AWARD | ESCO TECHNOLOGIES INC | 1.4 | 151.16 USD | deriv |
| 01 Mar 2025 | GRANT_AWARD | Evergy, Inc. | 10,052 | 0.00 USD | |
| 01 Mar 2025 | TAX_WITHHOLDING | Evergy, Inc. | 2,273 | 68.91 USD | |
| 01 Mar 2025 | TAX_WITHHOLDING | Evergy, Inc. | 8,902 | 68.91 USD | |
| 01 Mar 2025 | EXERCISE | Evergy, Inc. | 20,875 | 0.00 USD | |
| 01 Mar 2025 | GRANT_AWARD | Evergy, Inc. | 28,319 | 0.00 USD | deriv |
| 01 Mar 2025 | EXERCISE | Evergy, Inc. | 20,875 | 0.00 USD | deriv |
| 05 Feb 2025 | GRANT_AWARD | ESCO TECHNOLOGIES INC | 374.22 | 133.61 USD | deriv |
| 05 Feb 2025 | GRANT_AWARD | ESCO TECHNOLOGIES INC | 1,347 | 133.61 USD | deriv |
| 17 Jan 2025 | GRANT_AWARD | ESCO TECHNOLOGIES INC | 0.55 | 134.06 USD | deriv |
| 16 Oct 2024 | GRANT_AWARD | ESCO TECHNOLOGIES INC | 0.57 | 128.99 USD | deriv |
| 16 Oct 2024 | GRANT_AWARD | ESCO TECHNOLOGIES INC | 193.81 | 128.99 USD | deriv |
| 16 Oct 2024 | GRANT_AWARD | ESCO TECHNOLOGIES INC | 722 | 124.57 USD | deriv |
1 purchase reported after at least 12 months of silence — most recent on 17 Jun 2019.