Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Johnson Controls International plc | 75,516.4 | reported | 09 Mar 2024 | tx 29+95,976−19,994 |
| NICOLET BANKSHARES INC | 61,452 | reported | 05 May 2026 | tx 135+933,294−968,515 |
| INTERNATIONAL BUSINESS MACHINES CORP | 9,264 | reported | 06 Feb 2013 | tx 447+631,367−772,896 |
| SS&C Technologies Holdings Inc | 0 | reported | 29 May 2024 | tx 19+161,359−42,076 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 05 May 2026 | GIFT | NICOLET BANKSHARES INC | 7,738 | 0.00 USD | |
| 05 May 2026 | GIFT | NICOLET BANKSHARES INC | 7,738 | 0.00 USD | |
| 30 Apr 2026 | GIFT | NICOLET BANKSHARES INC | 53,714 | 0.00 USD | |
| 30 Apr 2026 | GIFT | NICOLET BANKSHARES INC | 53,714 | 0.00 USD | |
| 13 Feb 2026 | TAX_WITHHOLDING | NICOLET BANKSHARES INC | 2,624 | 155.19 USD | |
| 13 Feb 2026 | GRANT_AWARD | NICOLET BANKSHARES INC | 6,666 | 155.19 USD | |
| 20 Jan 2026 | GRANT_AWARD | NICOLET BANKSHARES INC | 12,125 | 131.43 USD | |
| 20 Nov 2025 | TAX_WITHHOLDING | NICOLET BANKSHARES INC | 185 | 120.20 USD | |
| 19 Nov 2025 | TAX_WITHHOLDING | NICOLET BANKSHARES INC | 753 | 120.04 USD | |
| 08 Sept 2025 | GRANT_AWARD | NICOLET BANKSHARES INC | 30,000 | 137.68 USD | |
| 20 Nov 2024 | TAX_WITHHOLDING | NICOLET BANKSHARES INC | 185 | 109.48 USD | |
| 19 Nov 2024 | GRANT_AWARD | NICOLET BANKSHARES INC | 9,560 | 109.82 USD | |
| 14 Nov 2024 | TAX_WITHHOLDING | NICOLET BANKSHARES INC | 355 | 111.79 USD | |
| 12 Nov 2024 | EXERCISE | NICOLET BANKSHARES INC | 6,580 | 48.85 USD | |
| 11 Nov 2024 | EXERCISE | NICOLET BANKSHARES INC | 4,869 | 48.85 USD | |
| 12 Nov 2024 | SALE | NICOLET BANKSHARES INC | 6,580 | 115.00 USD | |
| 11 Nov 2024 | SALE | NICOLET BANKSHARES INC | 4,869 | 115.00 USD | |
| 12 Nov 2024 | EXERCISE | NICOLET BANKSHARES INC | 6,580 | 0.00 USD | deriv |
| 11 Nov 2024 | EXERCISE | NICOLET BANKSHARES INC | 4,869 | 0.00 USD | deriv |
| 06 Nov 2024 | SALE | NICOLET BANKSHARES INC | 9,425 | 115.00 USD | |
| 06 Nov 2024 | SALE | NICOLET BANKSHARES INC | 54,126 | 104.99 USD | |
| 06 Nov 2024 | EXERCISE | NICOLET BANKSHARES INC | 63,551 | 48.85 USD | |
| 06 Nov 2024 | EXERCISE | NICOLET BANKSHARES INC | 63,551 | 0.00 USD | deriv |
| 23 Oct 2024 | SALE | NICOLET BANKSHARES INC | 29,071 | 101.08 USD | |
| 23 Oct 2024 | EXERCISE | NICOLET BANKSHARES INC | 29,071 | 48.85 USD |
1 purchase reported after at least 12 months of silence — most recent on 24 May 2022.