Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Invesco Ltd. | 73,257 | reported | 28 Feb 2026 | tx 27+660,441−354,397 |
| HAVERTY FURNITURE COMPANIES INC | 45,529 | reported | 11 May 2026 | tx 18+63,227−5,666 |
| SUNTRUST BANKS INC | 0 | reported | 06 Dec 2019 | tx 32+92,785.33−154,460.91 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 11 May 2026 | GRANT_AWARD | HAVERTY FURNITURE COMPANIES INC | 6,881 | 0.00 USD | deriv |
| 28 Feb 2026 | GRANT_AWARD | Invesco Ltd. | 17,659 | 0.00 USD | |
| 28 Feb 2026 | GRANT_AWARD | Invesco Ltd. | 26,362 | 0.00 USD | |
| 28 Feb 2026 | GRANT_AWARD | Invesco Ltd. | 63,131 | 0.00 USD | |
| 28 Feb 2026 | TAX_WITHHOLDING | Invesco Ltd. | 58,064 | 26.26 USD | |
| 28 Feb 2026 | EXERCISE | Invesco Ltd. | 26,362 | 0.00 USD | deriv |
| 28 Feb 2026 | EXERCISE | Invesco Ltd. | 17,659 | 0.00 USD | deriv |
| 28 Feb 2026 | GRANT_AWARD | Invesco Ltd. | 73,257 | 0.00 USD | deriv |
| 27 Aug 2025 | GIFT | Invesco Ltd. | 34,764 | 0.00 USD | |
| 12 May 2025 | GRANT_AWARD | HAVERTY FURNITURE COMPANIES INC | 6,532 | 21.00 USD | deriv |
| 28 Feb 2025 | GRANT_AWARD | Invesco Ltd. | 12,805 | 0.00 USD | |
| 28 Feb 2025 | TAX_WITHHOLDING | Invesco Ltd. | 27,606 | 17.39 USD | |
| 28 Feb 2025 | GRANT_AWARD | Invesco Ltd. | 17,658 | 0.00 USD | |
| 28 Feb 2025 | GRANT_AWARD | Invesco Ltd. | 105,451 | 0.00 USD | deriv |
| 28 Feb 2025 | EXERCISE | Invesco Ltd. | 17,658 | 0.00 USD | deriv |
| 25 Oct 2024 | GIFT | Invesco Ltd. | 30,727 | 0.00 USD | |
| 15 May 2024 | TAX_WITHHOLDING | Invesco Ltd. | 25,097 | 16.31 USD | |
| 06 May 2024 | GRANT_AWARD | HAVERTY FURNITURE COMPANIES INC | 5,272 | 29.48 USD | deriv |
| 28 Feb 2024 | TAX_WITHHOLDING | Invesco Ltd. | 28,262 | 15.29 USD | |
| 28 Feb 2024 | GRANT_AWARD | Invesco Ltd. | 31,792 | 0.00 USD | |
| 28 Feb 2024 | GRANT_AWARD | Invesco Ltd. | 70,634 | 0.00 USD | deriv |
| 03 Jul 2023 | GRANT_AWARD | Invesco Ltd. | 116,754 | 0.00 USD | |
| 15 May 2023 | TAX_WITHHOLDING | Invesco Ltd. | 25,243 | 15.21 USD | |
| 08 May 2023 | GRANT_AWARD | HAVERTY FURNITURE COMPANIES INC | 5,330 | 25.57 USD | deriv |
| 28 Feb 2023 | GRANT_AWARD | Invesco Ltd. | 43,389 | 0.00 USD |