Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| UGI CORP /PA/ | 447,086 | reported | 20 Jan 2016 | tx 170+6,559,790−7,439,485 |
| Essential Utilities, Inc. | 33,361 | reported | 03 Oct 2017 | tx 19+30,361 |
| AMERIGAS PARTNERS LP | 20,000 | reported | 21 Dec 2015 | tx 7+18,000 |
| Cencora, Inc. | 18,408 | reported | 05 Mar 2026 | tx 28+34,208−15,801 |
| AMERIPRISE FINANCIAL INC | 17,365.99 | reported | 27 Apr 2022 | tx 15+21,332.33−2,500 |
2 purchases reported after at least 12 months of silence — most recent on 30 Jan 2015.
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 05 Mar 2026 | GRANT_AWARD | Cencora, Inc. | 557 | 359.28 USD | |
| 14 May 2025 | SALE | Cencora, Inc. | 3,000 | 279.05 USD | |
| 06 Mar 2025 | GRANT_AWARD | Cencora, Inc. | 789 | — | |
| 05 Aug 2024 | GIFT | Cencora, Inc. | 5,000 | 0.00 USD | |
| 20 Oct 2023 | GIFT | Cencora, Inc. | 2,000 | 0.00 USD | |
| 12 Mar 2024 | GRANT_AWARD | Cencora, Inc. | 843 | — | |
| 15 Jan 2024 | EXERCISE | Cencora, Inc. | 1,340 | 219.43 USD | |
| 09 Mar 2023 | GRANT_AWARD | Cencora, Inc. | 1,334 | — | |
| 17 Jan 2023 | EXERCISE | Cencora, Inc. | 1,360 | — | |
| 17 Jan 2023 | EXERCISE | Cencora, Inc. | 1,360 | — | deriv |
| 27 Apr 2022 | GRANT_AWARD | AMERIPRISE FINANCIAL INC | 713.72 | 0.00 USD | deriv |
| 10 Mar 2022 | GRANT_AWARD | Cencora, Inc. | 1,197 | — | deriv |
| 15 Jan 2022 | EXERCISE | Cencora, Inc. | 1,417 | — | |
| 15 Jan 2022 | EXERCISE | Cencora, Inc. | 1,417 | — | deriv |
| 20 Sept 2021 | GIFT | AMERIPRISE FINANCIAL INC | 2,500 | 0.00 USD | |
| 28 Apr 2021 | GRANT_AWARD | AMERIPRISE FINANCIAL INC | 584.52 | 0.00 USD | deriv |
| 11 Mar 2021 | GRANT_AWARD | Cencora, Inc. | 1,593 | — | deriv |
| 15 Jan 2021 | EXERCISE | Cencora, Inc. | 1,206 | — | |
| 15 Jan 2021 | EXERCISE | Cencora, Inc. | 1,206 | — | deriv |
| 29 Apr 2020 | GRANT_AWARD | AMERIPRISE FINANCIAL INC | 1,270.97 | 0.00 USD | deriv |
| 05 Mar 2020 | GRANT_AWARD | Cencora, Inc. | 2,012 | 0.00 USD | deriv |
| 24 Apr 2019 | GRANT_AWARD | AMERIPRISE FINANCIAL INC | 1,041.67 | 0.00 USD | deriv |
| 28 Feb 2019 | GRANT_AWARD | Cencora, Inc. | 2,101 | 83.30 USD | deriv |
| 25 Apr 2018 | GRANT_AWARD | AMERIPRISE FINANCIAL INC | 1,060.52 | 0.00 USD | deriv |
| 01 Mar 2018 | GRANT_AWARD | Cencora, Inc. | 1,340 | 0.00 USD | deriv |