Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| KEYCORP /NEW/ | 67,068 | reported | 15 May 2025 | tx 75+329,303−120,131 |
| Voya Financial, Inc. | 29,595 | reported | 21 May 2026 | tx 54+47,152.55−5,163.13 |
| EXELON CORP | 17,811 | reported | 27 Jan 2014 | tx 174+505,838−312,185 |
| Snap-on Inc | 10,526.56 | reported | 12 Feb 2026 | tx 30+12,760−635 |
| POTLATCHDELTIC CORP | 3,038 | reported | 04 Mar 2013 | tx 60+46,016.57−16,675 |
| POTLATCH CORP | 1,561.72 | reported | 30 Dec 2005 | tx 2+858.26 |
| ARCHSTONE SMITH TRUST | 0 | reported | 05 Oct 2007 | tx 25+11,063−13,786 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 21 May 2026 | GRANT_AWARD | Voya Financial, Inc. | 2,062 | 82.42 USD | deriv |
| 12 Feb 2026 | GRANT_AWARD | Snap-on Inc | 520 | — | |
| 22 May 2025 | GRANT_AWARD | Voya Financial, Inc. | 2,547 | 66.72 USD | deriv |
| 15 May 2025 | GRANT_AWARD | KEYCORP /NEW/ | 8,798 | 0.00 USD | deriv |
| 13 Feb 2025 | GRANT_AWARD | Snap-on Inc | 493 | — | |
| 23 May 2024 | GRANT_AWARD | Voya Financial, Inc. | 2,055 | 73.00 USD | deriv |
| 09 May 2024 | GRANT_AWARD | KEYCORP /NEW/ | 9,283 | 0.00 USD | deriv |
| 04 Mar 2024 | GIFT | Snap-on Inc | 370 | — | |
| 04 Mar 2024 | GIFT | Snap-on Inc | 370 | — | |
| 15 Feb 2024 | GRANT_AWARD | Snap-on Inc | 599 | — | |
| 29 Dec 2023 | GRANT_AWARD | Voya Financial, Inc. | 149.05 | 72.96 USD | deriv |
| 29 Sept 2023 | GRANT_AWARD | Voya Financial, Inc. | 163.66 | 66.45 USD | deriv |
| 30 Jun 2023 | GRANT_AWARD | Voya Financial, Inc. | 151.65 | 71.71 USD | deriv |
| 31 Mar 2023 | GRANT_AWARD | Voya Financial, Inc. | 152.18 | 71.46 USD | deriv |
| 28 Jun 2023 | GRANT_AWARD | Voya Financial, Inc. | 13.91 | 70.26 USD | deriv |
| 25 May 2023 | GRANT_AWARD | Voya Financial, Inc. | 2,165 | 69.29 USD | deriv |
| 11 May 2023 | GRANT_AWARD | KEYCORP /NEW/ | 15,401 | 0.00 USD | deriv |
| 14 Mar 2023 | PURCHASE | KEYCORP /NEW/ | 2,000 | 12.95 USD | first after silence |
| 09 Feb 2023 | GRANT_AWARD | Snap-on Inc | 640 | — | |
| 31 Dec 2022 | GRANT_AWARD | Voya Financial, Inc. | 176.86 | 61.49 USD | deriv |
| 30 Sept 2022 | EXERCISE | KEYCORP /NEW/ | 9,124 | — | |
| 30 Sept 2022 | EXERCISE | KEYCORP /NEW/ | 9,124 | — | deriv |
| 30 Sept 2022 | GRANT_AWARD | Voya Financial, Inc. | 179.75 | 60.50 USD | deriv |
| 30 Jun 2022 | GRANT_AWARD | Voya Financial, Inc. | 181.46 | 59.93 USD | deriv |
| 26 May 2022 | GRANT_AWARD | Voya Financial, Inc. | 2,074 | 67.48 USD | deriv |
6 purchases reported after at least 12 months of silence — most recent on 14 Mar 2023.