Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| VISA INC. | 47,735 | reported | 15 Feb 2026 | tx 118+708,209−595,540 |
| AMERICAN EXPRESS CO | 35,930.71 | reported | 25 Jul 2019 | tx 20+75,847−53,945 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 15 Feb 2026 | EXERCISE | VISA INC. | 21,322 | — | |
| 15 Feb 2026 | TAX_WITHHOLDING | VISA INC. | 10,421 | 314.08 USD | |
| 15 Feb 2026 | EXERCISE | VISA INC. | 21,322 | — | deriv |
| 15 Feb 2026 | GRANT_AWARD | VISA INC. | 21,322 | — | deriv |
| 30 Nov 2025 | EXERCISE | VISA INC. | 15,437 | — | |
| 30 Nov 2025 | TAX_WITHHOLDING | VISA INC. | 7,881 | 334.44 USD | |
| 02 Dec 2025 | SALE | VISA INC. | 7,556 | 331.45 USD | |
| 30 Nov 2025 | GRANT_AWARD | VISA INC. | 15,437 | — | deriv |
| 30 Nov 2025 | EXERCISE | VISA INC. | 15,437 | — | deriv |
| 19 Nov 2025 | EXERCISE | VISA INC. | 1,582 | — | |
| 19 Nov 2025 | EXERCISE | VISA INC. | 1,503 | — | |
| 19 Nov 2025 | EXERCISE | VISA INC. | 1,336 | — | |
| 21 Nov 2025 | SALE | VISA INC. | 2,172 | 325.93 USD | |
| 19 Nov 2025 | TAX_WITHHOLDING | VISA INC. | 2,249 | 324.12 USD | |
| 19 Nov 2025 | GRANT_AWARD | VISA INC. | 24,597 | 0.00 USD | deriv |
| 19 Nov 2025 | GRANT_AWARD | VISA INC. | 5,785 | — | deriv |
| 19 Nov 2025 | EXERCISE | VISA INC. | 1,582 | — | deriv |
| 19 Nov 2025 | EXERCISE | VISA INC. | 1,503 | — | deriv |
| 19 Nov 2025 | EXERCISE | VISA INC. | 1,336 | — | deriv |
| 11 Jun 2025 | EXERCISE | VISA INC. | 11,636 | 210.80 USD | |
| 11 Jun 2025 | SALE | VISA INC. | 11,636 | 375.00 USD | |
| 11 Jun 2025 | EXERCISE | VISA INC. | 11,636 | 0.00 USD | deriv |
| 05 Jun 2025 | SALE | VISA INC. | 24,201 | 370.00 USD | |
| 05 Jun 2025 | EXERCISE | VISA INC. | 24,201 | 207.57 USD | |
| 05 Jun 2025 | EXERCISE | VISA INC. | 22,013 | 200.86 USD |