Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| PHASE FORWARD INC | 40,000 | reported | 13 Feb 2009 | tx 7+64,076−105,000 |
| Walmart Inc. | 38,313.21 | reported | 02 Jun 2017 | tx 14+32,345.91−1,200 |
| MICROSOFT CORP | 18,865 | reported | 18 Nov 2009 | tx 27+18,856−2,200 |
| Chubb Ltd | 5,046 | reported | 20 May 2021 | tx 12+25,864−1,684 |
| CHUBB CORP | 0 | reported | 14 Jan 2016 | tx 144+61,541.15−111,490.07 |
| SCIENTIFIC ATLANTA INC | 0 | reported | 24 Feb 2006 | tx 16+12,500−97,101 |
| Catalyst Partners Acquisition Corp. | 0 | reported | 07 Feb 2023 | tx 1−2,092,285 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 07 Feb 2023 | OTHER | Catalyst Partners Acquisition Corp. | 2,092,285 | 0.00 USD | deriv |
| 20 May 2021 | TAX_WITHHOLDING | Chubb Ltd | 431 | 166.16 USD | |
| 20 May 2020 | GRANT_AWARD | Chubb Ltd | 1,721 | — | |
| 20 May 2020 | TAX_WITHHOLDING | Chubb Ltd | 309 | 104.61 USD | |
| 16 May 2019 | GRANT_AWARD | Chubb Ltd | 1,236 | — | |
| 16 May 2019 | TAX_WITHHOLDING | Chubb Ltd | 316 | 145.62 USD | |
| 17 May 2018 | GRANT_AWARD | Chubb Ltd | 1,264 | — | |
| 17 May 2018 | TAX_WITHHOLDING | Chubb Ltd | 307 | 134.45 USD | |
| 02 Jun 2017 | GRANT_AWARD | Walmart Inc. | 2,198 | 0.00 USD | |
| 18 May 2017 | GRANT_AWARD | Chubb Ltd | 1,227 | — | |
| 18 May 2017 | TAX_WITHHOLDING | Chubb Ltd | 321 | 138.56 USD | |
| 03 Jun 2016 | GRANT_AWARD | Walmart Inc. | 2,469 | 0.00 USD | |
| 19 May 2016 | GRANT_AWARD | Chubb Ltd | 1,282 | — | |
| 14 Jan 2016 | OTHER | CHUBB CORP | 2,635.07 | — | deriv |
| 14 Jan 2016 | OTHER | CHUBB CORP | 469 | — | deriv |
| 14 Jan 2016 | OTHER | CHUBB CORP | 644 | — | deriv |
| 14 Jan 2016 | OTHER | CHUBB CORP | 1,916 | — | deriv |
| 14 Jan 2016 | OTHER | CHUBB CORP | 10,278 | — | deriv |
| 14 Jan 2016 | OTHER | CHUBB CORP | 413 | — | deriv |
| 14 Jan 2016 | GRANT_AWARD | Chubb Ltd | 3,083 | — | deriv |
| 14 Jan 2016 | GRANT_AWARD | Chubb Ltd | 16,051 | — | deriv |
| 05 Jan 2016 | GRANT_AWARD | CHUBB CORP | 11.37 | 131.55 USD | deriv |
| 06 Oct 2015 | GRANT_AWARD | CHUBB CORP | 12.07 | 123.39 USD | deriv |
| 14 Jul 2015 | GRANT_AWARD | CHUBB CORP | 12.16 | 121.86 USD | deriv |
| 05 Jun 2015 | GRANT_AWARD | Walmart Inc. | 2,395 | 0.00 USD |