Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Chubb Ltd | 44,541.53 | reported | 17 May 2023 | tx 35+42,959.29−16,315.38 |
| DealerTrack Holdings, Inc. | 16,836.52 | reported | 30 Jun 2014 | tx 47+70,079.12−77,335 |
| HEALTHPEAK PROPERTIES, INC. | 4,582.51 | reported | 21 Feb 2008 | tx 21+12,291.6 |
| QUEST DIAGNOSTICS INC | 79.98 | reported | 01 Apr 2004 | tx 8+27,079.98−26,985 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 17 May 2023 | TAX_WITHHOLDING | Chubb Ltd | 423 | 198.93 USD | |
| 18 Jan 2023 | INHERITANCE | Chubb Ltd | 30 | 0.00 USD | |
| 17 Jun 2022 | INHERITANCE | Chubb Ltd | 30 | 0.00 USD | |
| 18 Jan 2023 | INHERITANCE | Chubb Ltd | 30 | 0.00 USD | |
| 19 May 2022 | TAX_WITHHOLDING | Chubb Ltd | 489 | 0.00 USD | |
| 19 May 2022 | GRANT_AWARD | Chubb Ltd | 1,692 | — | |
| 20 May 2021 | TAX_WITHHOLDING | Chubb Ltd | 777 | 166.16 USD | |
| 20 May 2021 | GRANT_AWARD | Chubb Ltd | 1,956 | — | |
| 20 May 2020 | TAX_WITHHOLDING | Chubb Ltd | 558 | 104.61 USD | |
| 20 May 2020 | GRANT_AWARD | Chubb Ltd | 3,107 | — | |
| 16 May 2019 | GRANT_AWARD | Chubb Ltd | 2,231 | — | |
| 16 May 2019 | TAX_WITHHOLDING | Chubb Ltd | 577 | 145.62 USD | |
| 17 May 2018 | TAX_WITHHOLDING | Chubb Ltd | 560 | 134.45 USD | |
| 17 May 2018 | GRANT_AWARD | Chubb Ltd | 2,306 | — | |
| 18 May 2017 | TAX_WITHHOLDING | Chubb Ltd | 545 | 138.56 USD | |
| 18 May 2017 | GRANT_AWARD | Chubb Ltd | 2,237 | — | |
| 19 May 2016 | GRANT_AWARD | Chubb Ltd | 2,179 | — | |
| 19 May 2016 | TAX_WITHHOLDING | Chubb Ltd | 625 | 124.85 USD | |
| 21 May 2015 | TAX_WITHHOLDING | Chubb Ltd | 665 | 108.90 USD | |
| 21 May 2015 | GRANT_AWARD | Chubb Ltd | 2,497 | — | |
| 30 Jun 2014 | GRANT_AWARD | DealerTrack Holdings, Inc. | 275.69 | 45.34 USD | deriv |
| 15 May 2014 | GRANT_AWARD | Chubb Ltd | 2,659 | — | |
| 15 May 2014 | TAX_WITHHOLDING | Chubb Ltd | 625 | 102.29 USD | |
| 31 Mar 2014 | GRANT_AWARD | DealerTrack Holdings, Inc. | 254.12 | 49.19 USD | deriv |
| 31 Dec 2013 | GRANT_AWARD | DealerTrack Holdings, Inc. | 263.35 | 48.08 USD | deriv |