Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Enable Midstream Partners, LP | 80,279 | reported | 02 Mar 2020 | tx 2+60,667 |
| UGI CORP /PA/ | 12,303 | reported | 30 Jan 2026 | tx 3+13,226 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 30 Jan 2026 | GRANT_AWARD | UGI CORP /PA/ | 4,364 | 0.00 USD | |
| 31 Jan 2025 | GRANT_AWARD | UGI CORP /PA/ | 7,633 | 0.00 USD | |
| 31 Jan 2025 | GRANT_AWARD | UGI CORP /PA/ | 1,229 | 0.00 USD | deriv |
| 02 Mar 2020 | GRANT_AWARD | Enable Midstream Partners, LP | 14,656 | 0.00 USD | |
| 03 Dec 2019 | GRANT_AWARD | Enable Midstream Partners, LP | 46,011 | 0.00 USD |