Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Merck & Co., Inc. | 139,697 | reported | 05 May 2026 | tx 58+4,308,172−2,590,897 |
| BAXTER INTERNATIONAL INC | 103,181 | reported | 04 Mar 2014 | tx 66+1,091,060−544,551 |
| Duke Energy CORP | 14,262 | reported | 07 May 2026 | tx 10+16,267.61 |
| BARD C R INC /NJ/ | 0 | reported | 29 Dec 2017 | tx 8+2,364−2,364 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 07 May 2026 | GRANT_AWARD | Duke Energy CORP | 1,602 | 124.87 USD | |
| 05 May 2026 | GRANT_AWARD | Merck & Co., Inc. | 47,724 | 0.00 USD | deriv |
| 05 May 2026 | GRANT_AWARD | Merck & Co., Inc. | 139,697 | 0.00 USD | deriv |
| 04 Feb 2026 | SALE | Merck & Co., Inc. | 14,972 | 117.38 USD | |
| 04 Feb 2026 | SALE | Merck & Co., Inc. | 32,462 | 118.35 USD | |
| 26 Jan 2026 | GRANT_AWARD | Merck & Co., Inc. | 47,434 | 107.40 USD | |
| 01 May 2025 | GRANT_AWARD | Duke Energy CORP | 1,607 | 121.33 USD | |
| 29 Apr 2025 | GRANT_AWARD | Merck & Co., Inc. | 39,901 | 0.00 USD | deriv |
| 29 Apr 2025 | GRANT_AWARD | Merck & Co., Inc. | 181,623 | 0.00 USD | deriv |
| 27 Jan 2025 | GRANT_AWARD | Merck & Co., Inc. | 95,275 | 97.94 USD | |
| 09 May 2024 | GRANT_AWARD | Duke Energy CORP | 1,698.7 | 103.02 USD | |
| 30 Apr 2024 | GRANT_AWARD | Merck & Co., Inc. | 181,641 | 0.00 USD | deriv |
| 13 Feb 2024 | EXERCISE | Merck & Co., Inc. | 108,491 | 73.73 USD | |
| 14 Feb 2024 | SALE | Merck & Co., Inc. | 85,021 | 125.40 USD | |
| 13 Feb 2024 | SALE | Merck & Co., Inc. | 25,324 | 126.37 USD | |
| 14 Feb 2024 | EXERCISE | Merck & Co., Inc. | 85,021 | 73.73 USD | |
| 13 Feb 2024 | EXERCISE | Merck & Co., Inc. | 41,509 | 75.36 USD | |
| 13 Feb 2024 | SALE | Merck & Co., Inc. | 124,676 | 125.74 USD | |
| 13 Feb 2024 | EXERCISE | Merck & Co., Inc. | 41,509 | 0.00 USD | deriv |
| 14 Feb 2024 | EXERCISE | Merck & Co., Inc. | 85,021 | 0.00 USD | deriv |
| 13 Feb 2024 | EXERCISE | Merck & Co., Inc. | 108,491 | 0.00 USD | deriv |
| 22 Jan 2024 | GRANT_AWARD | Merck & Co., Inc. | 76,510 | 119.43 USD | |
| 04 May 2023 | GRANT_AWARD | Duke Energy CORP | 1,783.71 | 98.11 USD | |
| 02 May 2023 | GRANT_AWARD | Merck & Co., Inc. | 186,722 | 0.00 USD | deriv |
| 28 Apr 2023 | SALE | Merck & Co., Inc. | 143,329 | 114.93 USD |