Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| CITIGROUP INC | 688,901.82 | reported | 11 Feb 2021 | tx 45+5,805,404.34−1,560,062.09 |
| Chubb Ltd | 3,131 | reported | 21 May 2026 | tx 8+3,550−612 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 21 May 2026 | GRANT_AWARD | Chubb Ltd | 681 | — | |
| 21 May 2026 | TAX_WITHHOLDING | Chubb Ltd | 193 | 330.26 USD | |
| 25 Jul 2025 | PURCHASE | Chubb Ltd | 425 | 269.80 USD | first after silence |
| 15 May 2025 | GRANT_AWARD | Chubb Ltd | 771 | — | |
| 15 May 2025 | TAX_WITHHOLDING | Chubb Ltd | 180 | 292.05 USD | |
| 16 May 2024 | GRANT_AWARD | Chubb Ltd | 718 | — | |
| 16 May 2024 | TAX_WITHHOLDING | Chubb Ltd | 239 | 264.88 USD | |
| 17 May 2023 | GRANT_AWARD | Chubb Ltd | 955 | — | |
| 11 Feb 2021 | GRANT_AWARD | CITIGROUP INC | 97,299.29 | 0.00 USD | |
| 20 Jan 2021 | TAX_WITHHOLDING | CITIGROUP INC | 52,263.33 | 63.69 USD | |
| 20 Jan 2021 | GRANT_AWARD | CITIGROUP INC | 29,315.55 | 0.00 USD | deriv |
| 13 Feb 2020 | GRANT_AWARD | CITIGROUP INC | 99,794.71 | 0.00 USD | |
| 20 Jan 2020 | TAX_WITHHOLDING | CITIGROUP INC | 55,675.02 | 81.12 USD | |
| 20 Jan 2020 | GRANT_AWARD | CITIGROUP INC | 101,649.56 | 0.00 USD | deriv |
| 04 Nov 2019 | OTHER | CITIGROUP INC | 1,781 | 0.00 USD | |
| 14 Feb 2019 | GRANT_AWARD | CITIGROUP INC | 126,145.32 | 0.00 USD | |
| 20 Jan 2019 | TAX_WITHHOLDING | CITIGROUP INC | 47,400.26 | 63.12 USD | |
| 20 Jan 2019 | GRANT_AWARD | CITIGROUP INC | 100,858.3 | 0.00 USD | deriv |
| 15 Feb 2018 | GRANT_AWARD | CITIGROUP INC | 101,088.12 | 0.00 USD | |
| 22 Jan 2018 | TAX_WITHHOLDING | CITIGROUP INC | 44,862.16 | 78.19 USD | |
| 22 Jan 2018 | GRANT_AWARD | CITIGROUP INC | 64,879.38 | 0.00 USD | deriv |
| 16 Feb 2017 | SALE | CITIGROUP INC | 13,350 | 60.03 USD | |
| 16 Feb 2017 | GRANT_AWARD | CITIGROUP INC | 83,285.18 | 0.00 USD | |
| 16 Feb 2017 | SALE | CITIGROUP INC | 69,935 | 60.16 USD | |
| 20 Jan 2017 | TAX_WITHHOLDING | CITIGROUP INC | 44,915.32 | 56.58 USD |
1 purchase reported after at least 12 months of silence — most recent on 25 Jul 2025.