Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| MERRILL LYNCH & CO INC | 455,455 | reported | 31 Jan 2007 | tx 4+256,174−30,963 |
| RAYMOND JAMES FINANCIAL INC | 22,008 | reported | 24 Feb 2026 | tx 45+66,201−43,774 |
| American Water Works Company, Inc. | 11,826 | reported | 13 May 2026 | tx 11+11,093 |
| NASDAQ, INC. | 6,878 | reported | 23 May 2006 | tx 2+5,362 |
| AAR CORP | 4,591 | reported | 01 Jun 2025 | tx 3+4,591 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 13 May 2026 | GRANT_AWARD | American Water Works Company, Inc. | 1,374 | 0.00 USD | |
| 24 Feb 2026 | GIFT | RAYMOND JAMES FINANCIAL INC | 1,503.5 | 0.00 USD | |
| 24 Feb 2026 | GIFT | RAYMOND JAMES FINANCIAL INC | 1,503.5 | 0.00 USD | |
| 19 Feb 2026 | EXERCISE | RAYMOND JAMES FINANCIAL INC | 1,253 | 0.00 USD | |
| 19 Feb 2026 | EXERCISE | RAYMOND JAMES FINANCIAL INC | 1,253 | 0.00 USD | deriv |
| 19 Feb 2026 | GRANT_AWARD | RAYMOND JAMES FINANCIAL INC | 1,303 | 0.00 USD | deriv |
| 30 Jan 2026 | GIFT | RAYMOND JAMES FINANCIAL INC | 20,504.5 | 0.00 USD | |
| 30 Jan 2026 | GIFT | RAYMOND JAMES FINANCIAL INC | 20,504.5 | 0.00 USD | |
| 01 Jun 2025 | GRANT_AWARD | AAR CORP | 2,198 | 0.00 USD | |
| 14 May 2025 | GRANT_AWARD | American Water Works Company, Inc. | 1,308 | 0.00 USD | |
| 20 Feb 2025 | EXERCISE | RAYMOND JAMES FINANCIAL INC | 1,711 | 0.00 USD | |
| 20 Feb 2025 | GRANT_AWARD | RAYMOND JAMES FINANCIAL INC | 1,253 | 0.00 USD | deriv |
| 20 Feb 2025 | EXERCISE | RAYMOND JAMES FINANCIAL INC | 1,711 | 0.00 USD | deriv |
| 01 Jun 2024 | GRANT_AWARD | AAR CORP | 1,901 | 0.00 USD | |
| 15 May 2024 | GRANT_AWARD | American Water Works Company, Inc. | 1,234 | 0.00 USD | |
| 19 Mar 2024 | GRANT_AWARD | AAR CORP | 492 | 0.00 USD | |
| 22 Feb 2024 | EXERCISE | RAYMOND JAMES FINANCIAL INC | 1,643 | 0.00 USD | |
| 22 Feb 2024 | EXERCISE | RAYMOND JAMES FINANCIAL INC | 1,643 | 0.00 USD | deriv |
| 22 Feb 2024 | GRANT_AWARD | RAYMOND JAMES FINANCIAL INC | 1,711 | 0.00 USD | deriv |
| 10 May 2023 | GRANT_AWARD | American Water Works Company, Inc. | 1,035 | 0.00 USD | |
| 23 Feb 2023 | EXERCISE | RAYMOND JAMES FINANCIAL INC | 1,683 | 0.00 USD | |
| 23 Feb 2023 | GRANT_AWARD | RAYMOND JAMES FINANCIAL INC | 1,643 | 0.00 USD | deriv |
| 23 Feb 2023 | EXERCISE | RAYMOND JAMES FINANCIAL INC | 1,683 | 0.00 USD | deriv |
| 11 May 2022 | GRANT_AWARD | American Water Works Company, Inc. | 1,041 | 0.00 USD | |
| 24 Feb 2022 | EXERCISE | RAYMOND JAMES FINANCIAL INC | 1,925 | 0.00 USD |