Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Teladoc Health, Inc. | 36,995 | reported | 23 May 2024 | tx 31+66,995−71,915 |
| COMMERCE BANCSHARES INC /MO/ | 20,305 | reported | 29 May 2026 | tx 46+17,194 |
| Snap-on Inc | 8,550 | reported | 12 Feb 2026 | tx 77+34,410.54−16,381.08 |
| Livongo Health, Inc. | 0 | reported | 30 Oct 2020 | tx 3+4,142−79,142 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 29 May 2026 | GRANT_AWARD | COMMERCE BANCSHARES INC /MO/ | 886 | 52.22 USD | |
| 28 Feb 2026 | GRANT_AWARD | COMMERCE BANCSHARES INC /MO/ | 907 | 50.99 USD | |
| 12 Feb 2026 | GRANT_AWARD | Snap-on Inc | 520 | — | |
| 30 Nov 2025 | GRANT_AWARD | COMMERCE BANCSHARES INC /MO/ | 858 | 53.91 USD | |
| 29 Aug 2025 | GRANT_AWARD | COMMERCE BANCSHARES INC /MO/ | 747 | 61.94 USD | |
| 05 Jun 2025 | SALE | Snap-on Inc | 1,090 | 319.92 USD | |
| 30 May 2025 | GRANT_AWARD | COMMERCE BANCSHARES INC /MO/ | 734 | 63.01 USD | |
| 28 Feb 2025 | GRANT_AWARD | COMMERCE BANCSHARES INC /MO/ | 576 | 65.05 USD | |
| 13 Feb 2025 | GRANT_AWARD | Snap-on Inc | 493 | — | |
| 31 Dec 2024 | GRANT_AWARD | COMMERCE BANCSHARES INC /MO/ | 1,206 | 62.31 USD | |
| 31 Oct 2024 | GRANT_AWARD | COMMERCE BANCSHARES INC /MO/ | 216 | 62.50 USD | |
| 31 Jul 2024 | GRANT_AWARD | COMMERCE BANCSHARES INC /MO/ | 209 | 64.71 USD | |
| 22 May 2024 | EXERCISE | Teladoc Health, Inc. | 9,834 | — | |
| 23 May 2024 | SALE | Teladoc Health, Inc. | 9,834 | 11.90 USD | |
| 22 May 2024 | EXERCISE | Teladoc Health, Inc. | 9,834 | 0.00 USD | deriv |
| 30 Apr 2024 | GRANT_AWARD | COMMERCE BANCSHARES INC /MO/ | 247 | 54.68 USD | |
| 29 Feb 2024 | GRANT_AWARD | COMMERCE BANCSHARES INC /MO/ | 259 | 52.04 USD | |
| 15 Feb 2024 | GRANT_AWARD | Snap-on Inc | 599 | — | |
| 29 Dec 2023 | GRANT_AWARD | COMMERCE BANCSHARES INC /MO/ | 1,406 | 53.41 USD | |
| 20 Dec 2023 | SALE | Teladoc Health, Inc. | 14,073 | 21.41 USD | |
| 17 Nov 2023 | EXERCISE | Teladoc Health, Inc. | 436 | — | |
| 17 Nov 2023 | EXERCISE | Teladoc Health, Inc. | 436 | 0.00 USD | deriv |
| 31 Oct 2023 | GRANT_AWARD | COMMERCE BANCSHARES INC /MO/ | 307 | 43.86 USD | |
| 31 Jul 2023 | GRANT_AWARD | COMMERCE BANCSHARES INC /MO/ | 254 | 53.18 USD | |
| 31 May 2023 | GRANT_AWARD | COMMERCE BANCSHARES INC /MO/ | 21 | 47.95 USD |