Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| PFIZER INC | 161,084.684 | reported | 23 Apr 2026 | tx 56+123,143.959 |
| Unum Group | 102,090 | reported | 26 May 2026 | tx 23+86,215 |
| Xerox Holdings Corp | 70,806 | reported | 19 May 2022 | tx 4+62,668 |
| Bank of New York Mellon Corp | 64,773.65 | reported | 02 Feb 2026 | tx 61+97,673.72 |
| XEROX CORP | 21,842 | reported | 21 May 2019 | tx 6+30,716 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 26 May 2026 | GRANT_AWARD | Unum Group | 2,191 | 0.00 USD | |
| 26 May 2026 | GRANT_AWARD | Unum Group | 1,540 | 0.00 USD | |
| 23 Apr 2026 | GRANT_AWARD | PFIZER INC | 7,686.539 | 26.67 USD | deriv |
| 27 Mar 2026 | GRANT_AWARD | PFIZER INC | 1,710.43 | 27.04 USD | deriv |
| 02 Feb 2026 | GRANT_AWARD | Bank of New York Mellon Corp | 688.36 | 121.61 USD | |
| 31 Dec 2025 | GRANT_AWARD | PFIZER INC | 1,857.43 | 24.90 USD | deriv |
| 01 Oct 2025 | GRANT_AWARD | Bank of New York Mellon Corp | 783.96 | 106.83 USD | |
| 30 Sept 2025 | GRANT_AWARD | PFIZER INC | 1,815.15 | 25.48 USD | deriv |
| 01 Jul 2025 | GRANT_AWARD | Bank of New York Mellon Corp | 923.88 | 90.65 USD | |
| 30 Jun 2025 | GRANT_AWARD | PFIZER INC | 1,908 | 24.24 USD | deriv |
| 22 May 2025 | GRANT_AWARD | Unum Group | 2,198 | 0.00 USD | |
| 24 Apr 2025 | GRANT_AWARD | PFIZER INC | 8,999 | 22.78 USD | deriv |
| 21 Apr 2025 | GRANT_AWARD | Bank of New York Mellon Corp | 2,904 | — | deriv |
| 31 Mar 2025 | GRANT_AWARD | PFIZER INC | 1,825.18 | 25.34 USD | deriv |
| 01 Apr 2025 | GRANT_AWARD | Bank of New York Mellon Corp | 999.76 | 83.77 USD | |
| 03 Feb 2025 | GRANT_AWARD | Bank of New York Mellon Corp | 880.31 | 85.19 USD | |
| 31 Dec 2024 | GRANT_AWARD | PFIZER INC | 1,743.31 | 26.53 USD | deriv |
| 01 Oct 2024 | GRANT_AWARD | Bank of New York Mellon Corp | 1,054.7 | 71.11 USD | |
| 30 Sept 2024 | GRANT_AWARD | PFIZER INC | 1,598.13 | 28.94 USD | deriv |
| 01 Jul 2024 | GRANT_AWARD | Bank of New York Mellon Corp | 1,247.71 | 60.11 USD | |
| 28 Jun 2024 | GRANT_AWARD | PFIZER INC | 1,678.39 | 27.98 USD | deriv |
| 23 May 2024 | GRANT_AWARD | Unum Group | 2,387 | 0.00 USD | |
| 23 May 2024 | GRANT_AWARD | Unum Group | 3,342 | 0.00 USD | |
| 25 Apr 2024 | GRANT_AWARD | PFIZER INC | 8,115.6 | 25.26 USD | deriv |
| 17 Apr 2024 | GRANT_AWARD | Bank of New York Mellon Corp | 3,581 | — | deriv |