Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Gen Digital Inc. | 263,259 | reported | 01 Jun 2013 | tx 18+337,690−92,602 |
| Walt Disney Co | 16,661.8 | reported | 31 Mar 2024 | tx 22+16,661.9 |
| CITRIX SYSTEMS INC | 14,000 | reported | 01 Jun 2015 | tx 2+14,000 |
| ILLUMINA, INC. | 12,592 | reported | 01 Mar 2023 | tx 223+703,911−438,158 |
| WALT DISNEY CO/ | 0 | reported | 20 Mar 2019 | tx 5+2,114.1−2,114.1 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 31 Mar 2024 | GRANT_AWARD | Walt Disney Co | 803.3 | 116.95 USD | |
| 31 Dec 2023 | GRANT_AWARD | Walt Disney Co | 994.1 | 91.79 USD | |
| 30 Sept 2023 | GRANT_AWARD | Walt Disney Co | 1,114.6 | 81.87 USD | |
| 30 Jun 2023 | GRANT_AWARD | Walt Disney Co | 1,023.3 | 89.17 USD | |
| 31 Mar 2023 | GRANT_AWARD | Walt Disney Co | 950 | 96.05 USD | |
| 01 Mar 2023 | GRANT_AWARD | ILLUMINA, INC. | 31,480 | 0.00 USD | |
| 01 Mar 2023 | GRANT_AWARD | ILLUMINA, INC. | 18,888 | 0.00 USD | deriv |
| 01 Mar 2023 | GRANT_AWARD | ILLUMINA, INC. | 12,592 | 0.00 USD | deriv |
| 21 Feb 2023 | EXERCISE | ILLUMINA, INC. | 23,473 | 0.00 USD | |
| 21 Feb 2023 | TAX_WITHHOLDING | ILLUMINA, INC. | 10,907 | 202.84 USD | |
| 21 Feb 2023 | EXERCISE | ILLUMINA, INC. | 23,473 | 0.00 USD | deriv |
| 31 Dec 2022 | GRANT_AWARD | Walt Disney Co | 1,049.9 | 86.92 USD | |
| 05 Nov 2022 | TAX_WITHHOLDING | ILLUMINA, INC. | 2,591 | 217.19 USD | |
| 30 Sept 2022 | GRANT_AWARD | Walt Disney Co | 901 | 101.28 USD | |
| 30 Jun 2022 | GRANT_AWARD | Walt Disney Co | 958.2 | 95.24 USD | |
| 31 Mar 2022 | GRANT_AWARD | Walt Disney Co | 653.8 | 139.57 USD | |
| 01 Mar 2022 | GRANT_AWARD | ILLUMINA, INC. | 109,371 | 0.00 USD | deriv |
| 01 Mar 2022 | GRANT_AWARD | ILLUMINA, INC. | 37,851 | 0.00 USD | deriv |
| 22 Feb 2022 | EXERCISE | ILLUMINA, INC. | 19,383 | 0.00 USD | |
| 22 Feb 2022 | TAX_WITHHOLDING | ILLUMINA, INC. | 9,144 | 319.86 USD | |
| 22 Feb 2022 | EXERCISE | ILLUMINA, INC. | 19,383 | 0.00 USD | deriv |
| 31 Dec 2021 | GRANT_AWARD | Walt Disney Co | 595.2 | 152.67 USD | |
| 05 Nov 2021 | TAX_WITHHOLDING | ILLUMINA, INC. | 3,604 | 408.14 USD | |
| 30 Sept 2021 | GRANT_AWARD | Walt Disney Co | 446.1 | 176.26 USD | |
| 30 Jun 2021 | GRANT_AWARD | Walt Disney Co | 449.6 | 175.07 USD |