Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| MARZETTI CO | 59,011 | reported | 21 Aug 2025 | tx 73+657,486−602,904 |
| Kraft Foods Group, Inc. | 29,050 | reported | 14 Jul 2014 | tx 2+33,201 |
| HEINZ H J CO | 18,925 | reported | 01 Sept 2006 | tx 3+10,420 |
| Essential Utilities, Inc. | 13,134 | reported | 23 Jun 2025 | tx 10+13,124 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 21 Aug 2025 | TAX_WITHHOLDING | MARZETTI CO | 5,840 | 180.29 USD | |
| 21 Aug 2025 | GRANT_AWARD | MARZETTI CO | 12,881 | 0.00 USD | |
| 16 Aug 2025 | TAX_WITHHOLDING | MARZETTI CO | 2,674 | 180.29 USD | |
| 12 Aug 2025 | GRANT_AWARD | MARZETTI CO | 8,714 | 0.00 USD | deriv |
| 23 Jun 2025 | GRANT_AWARD | Essential Utilities, Inc. | 3,608 | 37.42 USD | |
| 13 Feb 2025 | SALE | MARZETTI CO | 17,000 | 191.19 USD | |
| 23 Aug 2024 | GRANT_AWARD | MARZETTI CO | 8,467 | 0.00 USD | |
| 23 Aug 2024 | TAX_WITHHOLDING | MARZETTI CO | 3,839 | 198.38 USD | |
| 17 Aug 2024 | TAX_WITHHOLDING | MARZETTI CO | 2,466 | 198.38 USD | |
| 13 Aug 2024 | GRANT_AWARD | MARZETTI CO | 6,981 | 0.00 USD | |
| 21 Jun 2024 | GRANT_AWARD | Essential Utilities, Inc. | 3,259 | 36.82 USD | |
| 29 Feb 2024 | TAX_WITHHOLDING | MARZETTI CO | 2,499 | 206.92 USD | |
| 29 Feb 2024 | OTHER | MARZETTI CO | 33,906 | 206.92 USD | |
| 29 Feb 2024 | EXERCISE | MARZETTI CO | 39,416 | 177.99 USD | |
| 29 Feb 2024 | EXERCISE | MARZETTI CO | 39,416 | 177.99 USD | deriv |
| 23 Feb 2024 | TAX_WITHHOLDING | MARZETTI CO | 1,961 | 199.81 USD | |
| 06 Feb 2024 | TAX_WITHHOLDING | MARZETTI CO | 4,486 | 193.29 USD | |
| 06 Feb 2024 | EXERCISE | MARZETTI CO | 56,569 | 153.71 USD | |
| 06 Feb 2024 | OTHER | MARZETTI CO | 44,986 | 193.29 USD | |
| 06 Feb 2024 | EXERCISE | MARZETTI CO | 56,569 | 153.71 USD | deriv |
| 15 Aug 2023 | GRANT_AWARD | MARZETTI CO | 361 | 0.00 USD | |
| 20 Jun 2023 | GRANT_AWARD | Essential Utilities, Inc. | 2,173 | 41.43 USD | |
| 20 Mar 2023 | GRANT_AWARD | Essential Utilities, Inc. | 702 | 42.77 USD | |
| 25 Feb 2023 | TAX_WITHHOLDING | MARZETTI CO | 1,449 | 192.42 USD | |
| 20 Dec 2022 | GRANT_AWARD | Essential Utilities, Inc. | 591 | 46.56 USD |