Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Walmart Inc. | 84,672.95 | reported | 01 Aug 2016 | tx 115+325,243−431,643 |
| Symbotic Inc. | 24,852 | reported | 05 Mar 2026 | tx 42+2,848,440−925,266 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 05 Mar 2026 | EXERCISE | Symbotic Inc. | 10,345 | — | |
| 05 Mar 2026 | EXERCISE | Symbotic Inc. | 10,345 | 0.00 USD | deriv |
| 05 Mar 2026 | GRANT_AWARD | Symbotic Inc. | 4,738 | 0.00 USD | deriv |
| 11 Feb 2026 | OTHER | Symbotic Inc. | 60,000 | — | |
| 11 Feb 2026 | SALE | Symbotic Inc. | 20,875 | 59.13 USD | |
| 11 Feb 2026 | OTHER | Symbotic Inc. | 60,000 | — | |
| 11 Feb 2026 | SALE | Symbotic Inc. | 38,925 | 56.63 USD | |
| 11 Feb 2026 | SALE | Symbotic Inc. | 200 | 58.21 USD | |
| 11 Feb 2026 | OTHER | Symbotic Inc. | 60,000 | — | deriv |
| 12 Aug 2025 | SALE | Symbotic Inc. | 90,000 | 51.57 USD | |
| 12 Aug 2025 | OTHER | Symbotic Inc. | 90,000 | — | |
| 12 Aug 2025 | OTHER | Symbotic Inc. | 90,000 | — | |
| 12 Aug 2025 | OTHER | Symbotic Inc. | 90,000 | — | deriv |
| 06 Mar 2025 | GRANT_AWARD | Symbotic Inc. | 10,345 | 0.00 USD | deriv |
| 01 Mar 2025 | EXERCISE | Symbotic Inc. | 4,060 | — | |
| 01 Mar 2025 | EXERCISE | Symbotic Inc. | 4,060 | 0.00 USD | deriv |
| 20 Feb 2025 | SALE | Symbotic Inc. | 28,740 | 26.02 USD | |
| 20 Feb 2025 | OTHER | Symbotic Inc. | 28,740 | — | |
| 20 Feb 2025 | OTHER | Symbotic Inc. | 28,740 | — | |
| 20 Feb 2025 | OTHER | Symbotic Inc. | 28,740 | — | deriv |
| 07 Jun 2024 | OTHER | Symbotic Inc. | 49,998 | — | |
| 07 Jun 2024 | OTHER | Symbotic Inc. | 49,998 | — | |
| 07 Jun 2024 | SALE | Symbotic Inc. | 49,998 | 37.29 USD | |
| 07 Jun 2024 | OTHER | Symbotic Inc. | 49,998 | — | deriv |
| 01 Mar 2024 | EXERCISE | Symbotic Inc. | 10,447 | — |