Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| EverCommerce Inc. | 36,157 | reported | 21 Jun 2023 | tx 2+36,157 |
| US BANCORP \DE\ | 3,355 | reported | 23 Apr 2026 | tx 7+24,189 |
| Marathon Petroleum Corp | 3,203.195 | reported | 30 Apr 2026 | tx 8+3,137.852 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 30 Apr 2026 | GRANT_AWARD | Marathon Petroleum Corp | 727.742 | 0.00 USD | |
| 23 Apr 2026 | GRANT_AWARD | US BANCORP \DE\ | 3,355 | 0.00 USD | deriv |
| 01 May 2025 | GRANT_AWARD | Marathon Petroleum Corp | 1,275.96 | 0.00 USD | |
| 17 Apr 2025 | GRANT_AWARD | US BANCORP \DE\ | 4,843 | 0.00 USD | deriv |
| 01 Apr 2025 | GRANT_AWARD | Marathon Petroleum Corp | 93.59 | 0.00 USD | |
| 02 Jan 2025 | GRANT_AWARD | Marathon Petroleum Corp | 294.19 | 0.00 USD | |
| 01 Oct 2024 | GRANT_AWARD | Marathon Petroleum Corp | 251.03 | 0.00 USD | |
| 01 Jul 2024 | GRANT_AWARD | Marathon Petroleum Corp | 225.27 | 0.00 USD | |
| 18 Apr 2024 | GRANT_AWARD | US BANCORP \DE\ | 4,691 | 0.00 USD | deriv |
| 01 Apr 2024 | GRANT_AWARD | Marathon Petroleum Corp | 192.63 | 0.00 USD | |
| 01 Mar 2024 | GRANT_AWARD | Marathon Petroleum Corp | 77.44 | 0.00 USD | |
| 21 Jun 2023 | GRANT_AWARD | EverCommerce Inc. | 15,569 | 0.00 USD | |
| 20 Apr 2023 | GRANT_AWARD | US BANCORP \DE\ | 5,035 | 0.00 USD | deriv |
| 22 Jun 2022 | GRANT_AWARD | EverCommerce Inc. | 20,588 | 0.00 USD | |
| 21 Apr 2022 | GRANT_AWARD | US BANCORP \DE\ | 3,040 | 0.00 USD | deriv |
| 22 Apr 2021 | GRANT_AWARD | US BANCORP \DE\ | 2,849 | 0.00 USD | deriv |
| 11 Feb 2021 | GRANT_AWARD | US BANCORP \DE\ | 376 | 0.00 USD | deriv |