Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| GENERAL ELECTRIC CO | 65,110 | reported | 01 Mar 2024 | tx 44+3,350,839−188,417 |
| AMERICAN EXPRESS CO | 20,199 | reported | 26 Jan 2019 | tx 122+1,776,448−1,838,477 |
| CORPORATE EXECUTIVE BOARD CO | 12,715 | reported | 05 Apr 2017 | tx 47+132,254−53,194 |
| Chefs' Warehouse, Inc. | 8,215 | reported | 17 May 2012 | tx 5+8,215 |
| Kraft Heinz Co | 8,070 | reported | 14 May 2026 | tx 2+18,120 |
| Kraft Foods Group, Inc. | 0 | reported | 02 Jul 2015 | tx 5+7,747−8,288 |
| Virgin Mobile USA, Inc. | 0 | reported | 24 Nov 2009 | tx 4+47,333−47,333 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 14 May 2026 | GRANT_AWARD | Kraft Heinz Co | 7,937 | 23.31 USD | |
| 01 Mar 2024 | EXERCISE | GENERAL ELECTRIC CO | 20,519 | 0.00 USD | |
| 01 Mar 2024 | TAX_WITHHOLDING | GENERAL ELECTRIC CO | 8,161 | 158.10 USD | |
| 01 Mar 2024 | GRANT_AWARD | GENERAL ELECTRIC CO | 23,884 | 0.00 USD | |
| 01 Mar 2024 | TAX_WITHHOLDING | GENERAL ELECTRIC CO | 10,776 | 158.10 USD | |
| 01 Mar 2024 | EXERCISE | GENERAL ELECTRIC CO | 20,519 | 0.00 USD | deriv |
| 25 Feb 2024 | EXERCISE | GENERAL ELECTRIC CO | 3,154 | 0.00 USD | |
| 25 Feb 2024 | TAX_WITHHOLDING | GENERAL ELECTRIC CO | 1,363 | 152.86 USD | |
| 25 Feb 2024 | EXERCISE | GENERAL ELECTRIC CO | 7,222 | 0.00 USD | |
| 25 Feb 2024 | TAX_WITHHOLDING | GENERAL ELECTRIC CO | 3,024 | 152.86 USD | |
| 25 Feb 2024 | EXERCISE | GENERAL ELECTRIC CO | 7,222 | 0.00 USD | deriv |
| 25 Feb 2024 | EXERCISE | GENERAL ELECTRIC CO | 3,154 | 0.00 USD | deriv |
| 03 Sept 2023 | EXERCISE | GENERAL ELECTRIC CO | 48,226 | 0.00 USD | |
| 03 Sept 2023 | TAX_WITHHOLDING | GENERAL ELECTRIC CO | 21,865 | 114.50 USD | |
| 03 Sept 2023 | EXERCISE | GENERAL ELECTRIC CO | 48,226 | 0.00 USD | deriv |
| 02 Mar 2023 | TAX_WITHHOLDING | GENERAL ELECTRIC CO | 1,420 | 84.56 USD | |
| 02 Mar 2023 | EXERCISE | GENERAL ELECTRIC CO | 3,061 | 0.00 USD | |
| 02 Mar 2023 | EXERCISE | GENERAL ELECTRIC CO | 3,061 | 0.00 USD | deriv |
| 01 Mar 2023 | TAX_WITHHOLDING | GENERAL ELECTRIC CO | 1,434 | 84.57 USD | |
| 01 Mar 2023 | EXERCISE | GENERAL ELECTRIC CO | 3,154 | 0.00 USD | |
| 01 Mar 2023 | EXERCISE | GENERAL ELECTRIC CO | 3,154 | 0.00 USD | deriv |
| 01 Mar 2023 | GRANT_AWARD | GENERAL ELECTRIC CO | 31,259 | 0.00 USD | deriv |
| 01 Mar 2023 | GRANT_AWARD | GENERAL ELECTRIC CO | 20,519 | 0.00 USD | deriv |
| 19 Mar 2022 | EXERCISE | GENERAL ELECTRIC CO | 3,750 | 0.00 USD | |
| 19 Mar 2022 | TAX_WITHHOLDING | GENERAL ELECTRIC CO | 1,793 | 95.25 USD |
2 purchases reported after at least 12 months of silence — most recent on 13 Aug 2019.