Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Essential Utilities, Inc. | 345,456 | reported | 22 Feb 2026 | tx 146+1,370,799.46−701,871.53 |
| HARLEYSVILLE GROUP INC | 27,147 | reported | 28 Apr 2010 | tx 1+1,530 |
| CENTERPOINT ENERGY INC | 25,039 | reported | 01 May 2026 | tx 5+25,039 |
| ITC Holdings Corp. | 6,549 | reported | 14 Oct 2016 | tx 23+7,989−12,355 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 01 May 2026 | GRANT_AWARD | CENTERPOINT ENERGY INC | 4,037 | 0.00 USD | |
| 22 Feb 2026 | TAX_WITHHOLDING | Essential Utilities, Inc. | 17,964 | 38.78 USD | |
| 22 Feb 2026 | GRANT_AWARD | Essential Utilities, Inc. | 25,332 | 0.00 USD | |
| 17 Feb 2026 | GRANT_AWARD | Essential Utilities, Inc. | 10,068 | 39.73 USD | |
| 05 Feb 2026 | TAX_WITHHOLDING | Essential Utilities, Inc. | 5,917 | 37.69 USD | |
| 23 Jan 2026 | GRANT_AWARD | Essential Utilities, Inc. | 36,788 | 0.00 USD | |
| 23 Jan 2026 | GRANT_AWARD | Essential Utilities, Inc. | 88,375 | 39.19 USD | deriv |
| 01 May 2025 | GRANT_AWARD | CENTERPOINT ENERGY INC | 4,534 | 0.00 USD | |
| 14 Mar 2025 | SALE | Essential Utilities, Inc. | 7,700 | 39.40 USD | |
| 18 Feb 2025 | TAX_WITHHOLDING | Essential Utilities, Inc. | 19,022 | 35.65 USD | |
| 18 Feb 2025 | GRANT_AWARD | Essential Utilities, Inc. | 29,539 | 0.00 USD | |
| 05 Feb 2025 | GRANT_AWARD | Essential Utilities, Inc. | 39,855 | 0.00 USD | |
| 01 May 2024 | GRANT_AWARD | CENTERPOINT ENERGY INC | 5,798 | 0.00 USD | |
| 26 Feb 2024 | GRANT_AWARD | Essential Utilities, Inc. | 24,428 | 0.00 USD | |
| 26 Feb 2024 | TAX_WITHHOLDING | Essential Utilities, Inc. | 18,375 | 35.48 USD | |
| 24 Jan 2024 | GRANT_AWARD | Essential Utilities, Inc. | 23,058 | 0.00 USD | |
| 24 Jan 2024 | GRANT_AWARD | Essential Utilities, Inc. | 43,098 | 35.78 USD | deriv |
| 01 May 2023 | GRANT_AWARD | CENTERPOINT ENERGY INC | 5,541 | 0.00 USD | |
| 08 Mar 2023 | PURCHASE | Essential Utilities, Inc. | 37,245 | 40.70 USD | first after silence |
| 26 Feb 2023 | TAX_WITHHOLDING | Essential Utilities, Inc. | 24,365 | 44.43 USD | |
| 26 Feb 2023 | GRANT_AWARD | Essential Utilities, Inc. | 41,553 | 0.00 USD | |
| 22 Feb 2023 | GRANT_AWARD | Essential Utilities, Inc. | 15,973 | 0.00 USD | |
| 22 Feb 2023 | GRANT_AWARD | Essential Utilities, Inc. | 26,292 | 45.37 USD | deriv |
| 02 May 2022 | GRANT_AWARD | CENTERPOINT ENERGY INC | 5,129 | 0.00 USD | |
| 28 Feb 2022 | TAX_WITHHOLDING | Essential Utilities, Inc. | 5,359 | 47.46 USD |
1 purchase reported after at least 12 months of silence — most recent on 08 Mar 2023.