Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Kosmos Energy Ltd. | 143,162 | reported | 09 Jun 2021 | tx 3+143,162 |
| PENSKE AUTOMOTIVE GROUP, INC. | 25,336 | reported | 05 Mar 2026 | tx 42+31,986.85−3,633 |
| C3.ai, Inc. | 23,642 | reported | 02 Oct 2024 | tx 8+184,715−2,915 |
| Phillips 66 | 8,701.18 | reported | 13 Mar 2026 | tx 9+13,365−3,800 |
| Air Products & Chemicals, Inc. | 3,608.33 | reported | 31 Dec 2025 | tx 31+3,611.7 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 13 Mar 2026 | SALE | Phillips 66 | 3,800 | 174.37 USD | |
| 05 Mar 2026 | GRANT_AWARD | PENSKE AUTOMOTIVE GROUP, INC. | 223 | — | deriv |
| 15 Jan 2026 | GRANT_AWARD | Phillips 66 | 1,423 | 140.56 USD | |
| 31 Dec 2025 | GRANT_AWARD | Air Products & Chemicals, Inc. | 25.76 | 248.91 USD | deriv |
| 16 Dec 2025 | GRANT_AWARD | PENSKE AUTOMOTIVE GROUP, INC. | 1,488 | 0.00 USD | |
| 02 Dec 2025 | GRANT_AWARD | PENSKE AUTOMOTIVE GROUP, INC. | 214 | — | deriv |
| 30 Sept 2025 | GRANT_AWARD | Air Products & Chemicals, Inc. | 23.55 | 270.48 USD | deriv |
| 03 Sept 2025 | GRANT_AWARD | PENSKE AUTOMOTIVE GROUP, INC. | 178 | — | deriv |
| 18 Aug 2025 | SALE | PENSKE AUTOMOTIVE GROUP, INC. | 1,604 | 180.74 USD | |
| 30 Jun 2025 | GRANT_AWARD | Air Products & Chemicals, Inc. | 22.42 | 282.35 USD | deriv |
| 03 Jun 2025 | GRANT_AWARD | PENSKE AUTOMOTIVE GROUP, INC. | 189 | — | deriv |
| 31 Mar 2025 | GRANT_AWARD | Air Products & Chemicals, Inc. | 21.29 | 292.27 USD | deriv |
| 06 Mar 2025 | GRANT_AWARD | PENSKE AUTOMOTIVE GROUP, INC. | 178 | — | deriv |
| 24 Jan 2025 | GRANT_AWARD | Air Products & Chemicals, Inc. | 485.94 | 329.26 USD | deriv |
| 15 Jan 2025 | GRANT_AWARD | Phillips 66 | 1,684 | 118.78 USD | |
| 31 Dec 2024 | GRANT_AWARD | Air Products & Chemicals, Inc. | 18.46 | 288.69 USD | deriv |
| 11 Dec 2024 | GRANT_AWARD | PENSKE AUTOMOTIVE GROUP, INC. | 1,529 | 0.00 USD | |
| 03 Dec 2024 | GRANT_AWARD | PENSKE AUTOMOTIVE GROUP, INC. | 173 | — | deriv |
| 02 Oct 2024 | GRANT_AWARD | C3.ai, Inc. | 23,642 | 0.00 USD | deriv |
| 30 Sept 2024 | GRANT_AWARD | Air Products & Chemicals, Inc. | 17.64 | 300.36 USD | deriv |
| 04 Sept 2024 | GRANT_AWARD | PENSKE AUTOMOTIVE GROUP, INC. | 158 | — | deriv |
| 30 Jun 2024 | GRANT_AWARD | Air Products & Chemicals, Inc. | 20 | 263.07 USD | deriv |
| 04 Jun 2024 | GRANT_AWARD | PENSKE AUTOMOTIVE GROUP, INC. | 152 | — | deriv |
| 31 Mar 2024 | GRANT_AWARD | Air Products & Chemicals, Inc. | 21.32 | 242.27 USD | deriv |
| 01 Mar 2024 | GRANT_AWARD | PENSKE AUTOMOTIVE GROUP, INC. | 133 | — | deriv |