Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Phillips 66 | 30,520 | reported | 11 Feb 2025 | tx 21+63,818−64,774 |
| REGIONS FINANCIAL CORP | 20,903.99 | reported | 11 May 2026 | tx 25+102,479.5−40,503 |
| AGCO CORP /DE | 3,830 | reported | 23 Apr 2026 | tx 2+3,830 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 11 May 2026 | GRANT_AWARD | REGIONS FINANCIAL CORP | 5,404 | 0.00 USD | deriv |
| 06 May 2026 | EXERCISE | REGIONS FINANCIAL CORP | 7,904 | 0.00 USD | |
| 06 May 2026 | EXERCISE | REGIONS FINANCIAL CORP | 7,904 | 0.00 USD | deriv |
| 23 Apr 2026 | GRANT_AWARD | AGCO CORP /DE | 1,673 | 0.00 USD | |
| 24 Apr 2025 | GRANT_AWARD | AGCO CORP /DE | 2,157 | 0.00 USD | |
| 21 Apr 2025 | GRANT_AWARD | REGIONS FINANCIAL CORP | 7,595 | 0.00 USD | deriv |
| 11 Feb 2025 | GRANT_AWARD | Phillips 66 | 4,840 | 129.83 USD | |
| 08 Feb 2025 | TAX_WITHHOLDING | Phillips 66 | 1,062 | 120.78 USD | |
| 02 Dec 2024 | TAX_WITHHOLDING | Phillips 66 | 154 | 134.31 USD | |
| 22 Apr 2024 | GRANT_AWARD | REGIONS FINANCIAL CORP | 6,777 | 0.00 USD | deriv |
| 09 Feb 2024 | TAX_WITHHOLDING | Phillips 66 | 2,129 | 146.56 USD | |
| 06 Feb 2024 | GRANT_AWARD | Phillips 66 | 4,111 | 147.69 USD | |
| 03 Jan 2024 | EXERCISE | Phillips 66 | 1,204 | 94.85 USD | |
| 03 Jan 2024 | SALE | Phillips 66 | 1,204 | 135.00 USD | |
| 02 Jan 2024 | SALE | Phillips 66 | 12,451 | 135.09 USD | |
| 02 Jan 2024 | EXERCISE | Phillips 66 | 12,096 | 94.85 USD | |
| 02 Jan 2024 | SALE | Phillips 66 | 12,096 | 135.09 USD | |
| 03 Jan 2024 | SALE | Phillips 66 | 4,049 | 135.00 USD | |
| 03 Jan 2024 | EXERCISE | Phillips 66 | 4,049 | 78.61 USD | |
| 02 Jan 2024 | EXERCISE | Phillips 66 | 12,451 | 78.61 USD | |
| 02 Jan 2024 | EXERCISE | Phillips 66 | 12,096 | 0.00 USD | deriv |
| 03 Jan 2024 | EXERCISE | Phillips 66 | 1,204 | 0.00 USD | deriv |
| 02 Jan 2024 | EXERCISE | Phillips 66 | 12,451 | 0.00 USD | deriv |
| 03 Jan 2024 | EXERCISE | Phillips 66 | 4,049 | 0.00 USD | deriv |
| 01 Dec 2023 | TAX_WITHHOLDING | Phillips 66 | 201 | 129.51 USD |