Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| US BANCORP \DE\ | 974,867 | reported | 20 Feb 2018 | tx 241+13,546,721.64−13,398,067 |
| XCEL ENERGY INC | 65,712.76 | reported | 15 May 2019 | tx 18+62,960.62 |
| DOW INC. | 50,172 | reported | 10 Apr 2025 | tx 13+53,954.7 |
| WELLS FARGO & COMPANY/MN | 17,851.965 | reported | 28 Apr 2026 | tx 7+26,013 |
| Mastercard Inc | 10,746 | reported | 24 Jun 2025 | tx 11+10,746 |
| DOW CHEMICAL CO /DE/ | 0 | reported | 31 Aug 2017 | tx 4+8,060−8,390.41 |
Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 5 buys in history.
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 28 Apr 2026 | GRANT_AWARD | WELLS FARGO & COMPANY/MN | 3,436 | 81.50 USD | deriv |
| 24 Jun 2025 | GRANT_AWARD | Mastercard Inc | 458 | 0.00 USD | |
| 29 Apr 2025 | GRANT_AWARD | WELLS FARGO & COMPANY/MN | 3,728 | 71.10 USD | deriv |
| 10 Apr 2025 | GRANT_AWARD | DOW INC. | 7,146 | 0.00 USD | |
| 12 Dec 2024 | PURCHASE | DOW INC. | 6,025 | 41.45 USD | first after silence |
| 18 Jun 2024 | GRANT_AWARD | Mastercard Inc | 545 | 0.00 USD | |
| 30 Apr 2024 | GRANT_AWARD | WELLS FARGO & COMPANY/MN | 4,046 | 59.32 USD | deriv |
| 11 Apr 2024 | GRANT_AWARD | DOW INC. | 3,336 | 0.00 USD | |
| 16 Nov 2023 | PURCHASE | DOW INC. | 5,000 | 51.09 USD | |
| 09 Nov 2023 | PURCHASE | WELLS FARGO & COMPANY/MN | 3,500 | 41.22 USD | |
| 09 Nov 2023 | PURCHASE | Mastercard Inc | 1,000 | 390.96 USD | first after silence |
| 27 Jun 2023 | GRANT_AWARD | Mastercard Inc | 642 | 0.00 USD | |
| 25 Apr 2023 | GRANT_AWARD | WELLS FARGO & COMPANY/MN | 5,919 | 40.55 USD | deriv |
| 13 Apr 2023 | GRANT_AWARD | DOW INC. | 3,339 | 0.00 USD | |
| 21 Jun 2022 | GRANT_AWARD | Mastercard Inc | 741 | 0.00 USD | |
| 26 Apr 2022 | GRANT_AWARD | WELLS FARGO & COMPANY/MN | 100 | 0.00 USD | |
| 26 Apr 2022 | GRANT_AWARD | WELLS FARGO & COMPANY/MN | 5,284 | 44.58 USD | deriv |
| 14 Apr 2022 | GRANT_AWARD | DOW INC. | 2,902 | 0.00 USD | |
| 29 Oct 2021 | PURCHASE | DOW INC. | 1,200 | 56.26 USD | first after silence |
| 22 Jun 2021 | GRANT_AWARD | Mastercard Inc | 622 | 0.00 USD | |
| 15 Apr 2021 | GRANT_AWARD | DOW INC. | 2,866 | 0.00 USD | |
| 16 Jun 2020 | GRANT_AWARD | Mastercard Inc | 707 | 0.00 USD | |
| 09 Apr 2020 | GRANT_AWARD | DOW INC. | 5,061 | 0.00 USD | |
| 10 Dec 2019 | PURCHASE | DOW INC. | 6,000 | 52.91 USD | |
| 12 Aug 2019 | PURCHASE | Mastercard Inc | 1,735 | 270.09 USD |
5 purchases reported after at least 12 months of silence — most recent on 12 Dec 2024.