Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| INTERNATIONAL BUSINESS MACHINES CORP | 33,344 | reported | 31 Dec 2025 | tx 47+29,959 |
| JPMORGAN CHASE & CO | 7,293.58 | reported | 20 Jan 2026 | tx 12+6,901.7 |
| Apple Inc. | 1,139 | reported | 24 Feb 2026 | tx 16+14,727−6,794 |
| JOHNSON & JOHNSON | 0 | reported | 17 Jan 2023 | tx 126+6,571,554−3,181,575 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 24 Feb 2026 | GRANT_AWARD | Apple Inc. | 1,139 | 0.00 USD | deriv |
| 01 Feb 2026 | EXERCISE | Apple Inc. | 1,255 | — | |
| 01 Feb 2026 | EXERCISE | Apple Inc. | 1,255 | — | deriv |
| 20 Jan 2026 | GRANT_AWARD | JPMORGAN CHASE & CO | 913.53 | 306.51 USD | |
| 31 Dec 2025 | GRANT_AWARD | INTERNATIONAL BUSINESS MACHINES CORP | 363 | 296.21 USD | deriv |
| 30 Sept 2025 | GRANT_AWARD | INTERNATIONAL BUSINESS MACHINES CORP | 381 | 282.16 USD | deriv |
| 30 Jun 2025 | GRANT_AWARD | INTERNATIONAL BUSINESS MACHINES CORP | 365 | 294.78 USD | deriv |
| 31 Mar 2025 | GRANT_AWARD | INTERNATIONAL BUSINESS MACHINES CORP | 433 | 248.66 USD | deriv |
| 25 Feb 2025 | GRANT_AWARD | Apple Inc. | 1,255 | 0.00 USD | deriv |
| 01 Feb 2025 | EXERCISE | Apple Inc. | 1,516 | — | |
| 01 Feb 2025 | EXERCISE | Apple Inc. | 1,516 | — | deriv |
| 21 Jan 2025 | GRANT_AWARD | JPMORGAN CHASE & CO | 1,011.93 | 261.88 USD | |
| 31 Dec 2024 | GRANT_AWARD | JPMORGAN CHASE & CO | 156.44 | 239.71 USD | |
| 31 Dec 2024 | GRANT_AWARD | INTERNATIONAL BUSINESS MACHINES CORP | 455 | 219.83 USD | deriv |
| 30 Sept 2024 | GRANT_AWARD | JPMORGAN CHASE & CO | 177.84 | 210.86 USD | |
| 30 Sept 2024 | GRANT_AWARD | INTERNATIONAL BUSINESS MACHINES CORP | 453 | 221.08 USD | deriv |
| 28 Jun 2024 | GRANT_AWARD | INTERNATIONAL BUSINESS MACHINES CORP | 579 | 172.95 USD | deriv |
| 30 Jun 2024 | GRANT_AWARD | JPMORGAN CHASE & CO | 185.4 | 202.26 USD | |
| 29 Mar 2024 | GRANT_AWARD | JPMORGAN CHASE & CO | 187.22 | 200.30 USD | |
| 28 Mar 2024 | GRANT_AWARD | INTERNATIONAL BUSINESS MACHINES CORP | 524 | 190.96 USD | deriv |
| 28 Feb 2024 | GRANT_AWARD | Apple Inc. | 1,516 | 0.00 USD | deriv |
| 01 Feb 2024 | EXERCISE | Apple Inc. | 1,852 | — | |
| 01 Feb 2024 | EXERCISE | Apple Inc. | 1,852 | — | deriv |
| 16 Jan 2024 | GRANT_AWARD | JPMORGAN CHASE & CO | 1,594.51 | 166.20 USD | |
| 29 Dec 2023 | GRANT_AWARD | INTERNATIONAL BUSINESS MACHINES CORP | 612 | 163.55 USD | deriv |