Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Duke Energy CORP | 19,193 | reported | 18 May 2026 | tx 27+35,644.47−15,727.28 |
| EDISON INTERNATIONAL | 0 | reported | 07 Mar 2016 | tx 129+6,336,558.54−1,960,881.88 |
| WELLS FARGO & COMPANY/MN | 0 | reported | 14 May 2026 | tx 20+56,655−15,701 |
| HEALTH NET INC | 0 | reported | 24 Mar 2016 | tx 26+100,123−115,123 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 18 May 2026 | GIFT | Duke Energy CORP | 2,402 | 0.00 USD | |
| 14 May 2026 | GIFT | WELLS FARGO & COMPANY/MN | 89 | 0.00 USD | |
| 14 May 2026 | GIFT | WELLS FARGO & COMPANY/MN | 89 | 0.00 USD | |
| 07 May 2026 | GRANT_AWARD | Duke Energy CORP | 2,402 | 124.87 USD | |
| 28 Apr 2026 | GRANT_AWARD | WELLS FARGO & COMPANY/MN | 3,436 | 81.50 USD | deriv |
| 08 Aug 2025 | GIFT | Duke Energy CORP | 2,431 | 0.00 USD | |
| 01 May 2025 | GRANT_AWARD | Duke Energy CORP | 2,431 | 121.33 USD | |
| 29 Apr 2025 | GRANT_AWARD | WELLS FARGO & COMPANY/MN | 3,728 | 71.10 USD | deriv |
| 17 May 2024 | GIFT | Duke Energy CORP | 1,699 | 0.00 USD | |
| 09 May 2024 | GRANT_AWARD | Duke Energy CORP | 1,698.7 | 103.02 USD | |
| 30 Apr 2024 | GRANT_AWARD | WELLS FARGO & COMPANY/MN | 4,046 | 59.32 USD | deriv |
| 18 Aug 2023 | GIFT | Duke Energy CORP | 1,784 | 0.00 USD | |
| 18 Aug 2023 | GIFT | Duke Energy CORP | 1,784 | 0.00 USD | |
| 04 May 2023 | GRANT_AWARD | Duke Energy CORP | 1,783.71 | 98.11 USD | |
| 25 Apr 2023 | GRANT_AWARD | WELLS FARGO & COMPANY/MN | 5,919 | 40.55 USD | deriv |
| 25 Apr 2022 | SALE | Duke Energy CORP | 33 | 112.40 USD | anomaly |
| 13 May 2022 | GIFT | WELLS FARGO & COMPANY/MN | 5,384 | 0.00 USD | |
| 13 May 2022 | GIFT | WELLS FARGO & COMPANY/MN | 5,384 | 0.00 USD | |
| 17 May 2022 | GIFT | Duke Energy CORP | 1,590 | 0.00 USD | |
| 17 May 2022 | GIFT | Duke Energy CORP | 1,590 | 0.00 USD | |
| 05 May 2022 | GRANT_AWARD | Duke Energy CORP | 1,590 | 110.05 USD | |
| 26 Apr 2022 | GRANT_AWARD | WELLS FARGO & COMPANY/MN | 5,384 | 0.00 USD | |
| 23 Jun 2021 | GIFT | WELLS FARGO & COMPANY/MN | 3,993 | 0.00 USD | |
| 23 Jun 2021 | GIFT | WELLS FARGO & COMPANY/MN | 3,993 | 0.00 USD | |
| 19 May 2021 | GIFT | Duke Energy CORP | 1,591 | 0.00 USD |
2 purchases reported after at least 12 months of silence — most recent on 15 May 2017.