Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| AFH ACQUISITION IV, INC. | 52,000 | reported | 26 Feb 2014 | tx 9+443,000 |
| QUEST DIAGNOSTICS INC | 7,748 | reported | 20 May 2026 | tx 6+7,393 |
| PENTAIR plc | 3,566 | reported | 02 Jan 2026 | tx 7+7,598−2,538 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 20 May 2026 | GRANT_AWARD | QUEST DIAGNOSTICS INC | 1,142 | 0.00 USD | |
| 02 Jan 2026 | TAX_WITHHOLDING | PENTAIR plc | 688 | 105.47 USD | |
| 02 Jan 2026 | GRANT_AWARD | PENTAIR plc | 1,564 | 0.00 USD | |
| 15 May 2025 | GRANT_AWARD | QUEST DIAGNOSTICS INC | 1,203 | 0.00 USD | |
| 02 Jan 2025 | GRANT_AWARD | PENTAIR plc | 1,643 | 0.00 USD | |
| 02 Jan 2025 | TAX_WITHHOLDING | PENTAIR plc | 985 | 100.40 USD | |
| 31 Aug 2024 | TAX_WITHHOLDING | PENTAIR plc | 865 | 86.47 USD | |
| 16 May 2024 | GRANT_AWARD | QUEST DIAGNOSTICS INC | 1,482 | 0.00 USD | |
| 02 Jan 2024 | GRANT_AWARD | PENTAIR plc | 2,256 | 0.00 USD | |
| 31 Aug 2023 | GRANT_AWARD | PENTAIR plc | 2,135 | 0.00 USD | |
| 17 May 2023 | GRANT_AWARD | QUEST DIAGNOSTICS INC | 1,369 | 0.00 USD | |
| 18 May 2022 | GRANT_AWARD | QUEST DIAGNOSTICS INC | 1,292 | 0.00 USD | |
| 16 Aug 2021 | GRANT_AWARD | QUEST DIAGNOSTICS INC | 905 | 0.00 USD | |
| 26 Feb 2014 | GRANT_AWARD | AFH ACQUISITION IV, INC. | 52,000 | 0.00 USD | deriv |
| 11 Sept 2013 | PURCHASE | AFH ACQUISITION IV, INC. | 8,000 | — | |
| 11 Sept 2013 | PURCHASE | AFH ACQUISITION IV, INC. | 8,000 | — | deriv |
| 28 Feb 2013 | GRANT_AWARD | AFH ACQUISITION IV, INC. | 10,000 | 0.00 USD | |
| 28 Feb 2013 | GRANT_AWARD | AFH ACQUISITION IV, INC. | 250,000 | 0.00 USD | deriv |
| 02 Apr 2012 | GRANT_AWARD | AFH ACQUISITION IV, INC. | 75,000 | 0.00 USD | deriv |
| 10 Feb 2012 | OTHER | AFH ACQUISITION IV, INC. | — | — | deriv |
| 10 Feb 2012 | OTHER | AFH ACQUISITION IV, INC. | 30,000 | 108000.00 USD | deriv |
| 19 Dec 2011 | GRANT_AWARD | AFH ACQUISITION IV, INC. | 10,000 | 0.00 USD | deriv |