Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| BROADRIDGE FINANCIAL SOLUTIONS, INC. | 142,876.03 | reported | 06 Mar 2026 | tx 125+3,126,991.04−2,094,871 |
| H&R BLOCK INC | 39,367 | reported | 01 Oct 2008 | tx 10+628,897−11,153 |
| C. H. ROBINSON WORLDWIDE, INC. | 26,809 | reported | 07 May 2026 | tx 35+26,616 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 07 May 2026 | GRANT_AWARD | C. H. ROBINSON WORLDWIDE, INC. | 992 | 0.00 USD | deriv |
| 06 Mar 2026 | PURCHASE | BROADRIDGE FINANCIAL SOLUTIONS, INC. | 5,300 | 194.49 USD | |
| 05 Mar 2026 | GRANT_AWARD | BROADRIDGE FINANCIAL SOLUTIONS, INC. | 170,667 | 0.00 USD | deriv |
| 31 Dec 2025 | GRANT_AWARD | C. H. ROBINSON WORLDWIDE, INC. | 211 | 160.76 USD | deriv |
| 05 Dec 2025 | GIFT | BROADRIDGE FINANCIAL SOLUTIONS, INC. | 5,709 | 0.00 USD | |
| 30 Sept 2025 | GRANT_AWARD | C. H. ROBINSON WORLDWIDE, INC. | 256 | 132.40 USD | deriv |
| 25 Aug 2025 | SALE | BROADRIDGE FINANCIAL SOLUTIONS, INC. | 5,674 | 258.37 USD | |
| 18 Aug 2025 | SALE | BROADRIDGE FINANCIAL SOLUTIONS, INC. | 5,675 | 260.87 USD | |
| 13 Aug 2025 | SALE | BROADRIDGE FINANCIAL SOLUTIONS, INC. | 39,251 | 262.46 USD | |
| 14 Aug 2025 | EXERCISE | BROADRIDGE FINANCIAL SOLUTIONS, INC. | 99,831 | 98.31 USD | |
| 14 Aug 2025 | SALE | BROADRIDGE FINANCIAL SOLUTIONS, INC. | 84,571 | 259.53 USD | |
| 15 Aug 2025 | SALE | BROADRIDGE FINANCIAL SOLUTIONS, INC. | 11,000 | 259.29 USD | |
| 13 Aug 2025 | EXERCISE | BROADRIDGE FINANCIAL SOLUTIONS, INC. | 46,561 | 93.88 USD | |
| 13 Aug 2025 | EXERCISE | BROADRIDGE FINANCIAL SOLUTIONS, INC. | 46,561 | 93.88 USD | deriv |
| 14 Aug 2025 | EXERCISE | BROADRIDGE FINANCIAL SOLUTIONS, INC. | 99,831 | 0.00 USD | deriv |
| 01 Jul 2025 | GRANT_AWARD | C. H. ROBINSON WORLDWIDE, INC. | 354 | 95.95 USD | deriv |
| 08 May 2025 | GRANT_AWARD | C. H. ROBINSON WORLDWIDE, INC. | 1,940 | 0.00 USD | deriv |
| 02 Apr 2025 | SALE | BROADRIDGE FINANCIAL SOLUTIONS, INC. | 11,724 | 245.07 USD | |
| 01 Apr 2025 | TAX_WITHHOLDING | BROADRIDGE FINANCIAL SOLUTIONS, INC. | 15,000 | 244.72 USD | |
| 31 Mar 2025 | GRANT_AWARD | C. H. ROBINSON WORLDWIDE, INC. | 695 | 0.00 USD | deriv |
| 10 Mar 2025 | SALE | BROADRIDGE FINANCIAL SOLUTIONS, INC. | 12,881 | 235.18 USD | |
| 10 Mar 2025 | SALE | BROADRIDGE FINANCIAL SOLUTIONS, INC. | 34,101 | 235.90 USD | |
| 10 Mar 2025 | SALE | BROADRIDGE FINANCIAL SOLUTIONS, INC. | 48,974 | 235.18 USD | |
| 10 Mar 2025 | EXERCISE | BROADRIDGE FINANCIAL SOLUTIONS, INC. | 59,395 | 67.32 USD | |
| 10 Mar 2025 | EXERCISE | BROADRIDGE FINANCIAL SOLUTIONS, INC. | 59,395 | 0.00 USD | deriv |