Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Organon & Co. | 81,141.134 | reported | 12 Jun 2026 | tx 6+75,898.073 |
| COCA COLA CO | 61,143.89 | reported | 01 Apr 2024 | tx 21+53,091.98 |
| COLGATE PALMOLIVE CO | 21,063 | reported | 01 Apr 2021 | tx 65+127,276−93,579 |
| Palo Alto Networks Inc | 13,050 | reported | 10 Dec 2024 | tx 4+7,270 |
| GoHealth, Inc. | 12,831 | reported | 14 Sept 2021 | tx 3+19,974 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 12 Jun 2026 | GRANT_AWARD | Organon & Co. | 17,857.143 | 13.44 USD | deriv |
| 13 Jun 2025 | GRANT_AWARD | Organon & Co. | 23,904.38 | 10.04 USD | deriv |
| 10 Dec 2024 | GRANT_AWARD | Palo Alto Networks Inc | 915 | 0.00 USD | |
| 07 Jun 2024 | GRANT_AWARD | Organon & Co. | 9,638.55 | 20.75 USD | deriv |
| 01 Apr 2024 | GRANT_AWARD | COCA COLA CO | 3,280.3 | 60.97 USD | deriv |
| 12 Dec 2023 | GRANT_AWARD | Palo Alto Networks Inc | 1,308 | 0.00 USD | |
| 09 Jun 2023 | GRANT_AWARD | Organon & Co. | 10,086 | 19.83 USD | deriv |
| 31 Mar 2023 | GRANT_AWARD | COCA COLA CO | 3,222.69 | 62.06 USD | deriv |
| 13 Dec 2022 | GRANT_AWARD | Palo Alto Networks Inc | 2,157 | 0.00 USD | |
| 10 Jun 2022 | GRANT_AWARD | Organon & Co. | 5,640 | 35.46 USD | deriv |
| 01 Apr 2022 | GRANT_AWARD | COCA COLA CO | 3,198.98 | 62.52 USD | deriv |
| 14 Sept 2021 | GRANT_AWARD | GoHealth, Inc. | 5,688 | 0.00 USD | deriv |
| 04 Jun 2021 | GRANT_AWARD | Organon & Co. | 8,772 | 36.05 USD | deriv |
| 26 May 2021 | GRANT_AWARD | GoHealth, Inc. | 7,143 | 0.00 USD | deriv |
| 25 May 2021 | GRANT_AWARD | Palo Alto Networks Inc | 2,890 | 0.00 USD | |
| 01 Apr 2021 | GRANT_AWARD | COLGATE PALMOLIVE CO | 228 | 76.48 USD | |
| 01 Apr 2021 | GRANT_AWARD | COCA COLA CO | 3,787.16 | 52.81 USD | deriv |
| 04 Jan 2021 | GRANT_AWARD | COLGATE PALMOLIVE CO | 205 | 85.10 USD | |
| 01 Oct 2020 | GRANT_AWARD | COLGATE PALMOLIVE CO | 228 | 76.68 USD | |
| 15 Jul 2020 | GRANT_AWARD | GoHealth, Inc. | 7,143 | 0.00 USD | |
| 01 Jul 2020 | GRANT_AWARD | COLGATE PALMOLIVE CO | 240 | 72.82 USD | |
| 11 May 2020 | GRANT_AWARD | COLGATE PALMOLIVE CO | 2,594 | 0.00 USD | |
| 11 May 2020 | GRANT_AWARD | COLGATE PALMOLIVE CO | 4,155 | 0.00 USD | deriv |
| 01 Apr 2020 | GRANT_AWARD | COLGATE PALMOLIVE CO | 260 | 67.31 USD | |
| 01 Apr 2020 | GRANT_AWARD | COCA COLA CO | 4,680.55 | 42.73 USD | deriv |