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 | 488,761.4 | reported | 12 Mar 2009 | tx 5+655,153.4−166,392 |
| AMERICAN EXPRESS CO | 142,280 | reported | 27 Jan 2007 | tx 25+893,067−720,569 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 31,748.67 | reported | 01 May 2026 | tx 11+27,187 |
| Primerica, Inc. | 20,808.48 | reported | 13 Mar 2026 | tx 82+25,593.38−2,494 |
| STAPLES INC | 10,800 | reported | 08 Mar 2007 | tx 16+55,300 |
| RYERSON INC. | 10,387 | reported | 01 Nov 2003 | tx 2+101.032 |
| Extra Space Storage Inc. | 8,514 | reported | 14 May 2026 | tx 7+8,514 |
| TJX COMPANIES INC /DE/ | 8,449.2 | reported | 06 Jun 2006 | tx 4+17,566.29 |
| Pluralsight, Inc. | 0 | reported | 06 Apr 2021 | tx 18+396,080−575,838 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 14 May 2026 | GRANT_AWARD | Extra Space Storage Inc. | 1,407 | 142.19 USD | |
| 01 May 2026 | GRANT_AWARD | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 2,055 | 63.26 USD | deriv |
| 13 Mar 2026 | GRANT_AWARD | Primerica, Inc. | 99.78 | 249.06 USD | |
| 15 Dec 2025 | GRANT_AWARD | Primerica, Inc. | 83.12 | 258.08 USD | |
| 15 Sept 2025 | GRANT_AWARD | Primerica, Inc. | 77.93 | 274.23 USD | |
| 13 Jun 2025 | GRANT_AWARD | Primerica, Inc. | 81.5 | 261.16 USD | |
| 21 May 2025 | GRANT_AWARD | Extra Space Storage Inc. | 1,375 | 145.41 USD | |
| 14 May 2025 | GRANT_AWARD | Primerica, Inc. | 552 | 271.30 USD | |
| 02 May 2025 | GRANT_AWARD | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 2,789 | 46.61 USD | deriv |
| 14 Mar 2025 | GRANT_AWARD | Primerica, Inc. | 74.57 | 276.70 USD | |
| 12 Dec 2024 | GRANT_AWARD | Primerica, Inc. | 62.93 | 282.83 USD | |
| 12 Sept 2024 | GRANT_AWARD | Primerica, Inc. | 71.04 | 249.66 USD | |
| 12 Jun 2024 | GRANT_AWARD | Primerica, Inc. | 66.68 | 220.89 USD | |
| 23 May 2024 | GRANT_AWARD | Extra Space Storage Inc. | 1,402 | 142.63 USD | |
| 08 May 2024 | GRANT_AWARD | Primerica, Inc. | 684 | 219.21 USD | |
| 26 Apr 2024 | GRANT_AWARD | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 2,874 | 41.76 USD | deriv |
| 12 Mar 2024 | GRANT_AWARD | Primerica, Inc. | 57.55 | 246.27 USD | |
| 16 Feb 2024 | SALE | Primerica, Inc. | 1,247 | 247.33 USD | |
| 12 Dec 2023 | GRANT_AWARD | Primerica, Inc. | 57.61 | 212.55 USD | |
| 11 Sept 2023 | GRANT_AWARD | Primerica, Inc. | 60.53 | 201.66 USD | |
| 12 Jun 2023 | GRANT_AWARD | Primerica, Inc. | 63.17 | 192.57 USD | |
| 24 May 2023 | GRANT_AWARD | Extra Space Storage Inc. | 1,093 | 146.46 USD | |
| 17 May 2023 | GRANT_AWARD | Primerica, Inc. | 720 | 180.46 USD | |
| 05 May 2023 | GRANT_AWARD | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 4,419 | 23.76 USD | deriv |
| 14 Mar 2023 | GRANT_AWARD | Primerica, Inc. | 71.81 | 162.25 USD |
1 purchase reported after at least 12 months of silence — most recent on 13 Sept 2019.