Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Xylem Inc. | 39,510 | reported | 05 Mar 2026 | tx 15+73,285−16,010 |
| Crane NXT, Co. | 16,172 | reported | 21 May 2026 | tx 7+16,298 |
| IDEX CORP /DE/ | 12,340 | reported | 23 Feb 2023 | tx 43+174,741−36,703 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 21 May 2026 | GRANT_AWARD | Crane NXT, Co. | 6,366 | 0.00 USD | deriv |
| 21 May 2026 | GRANT_AWARD | Crane NXT, Co. | 126 | 0.00 USD | deriv |
| 05 Mar 2026 | TAX_WITHHOLDING | Xylem Inc. | 641 | 126.19 USD | |
| 01 Mar 2026 | GRANT_AWARD | Xylem Inc. | 3,117 | 128.98 USD | |
| 02 Mar 2026 | GRANT_AWARD | Xylem Inc. | 5,116 | 0.00 USD | |
| 02 Mar 2026 | TAX_WITHHOLDING | Xylem Inc. | 5,888 | 128.98 USD | |
| 02 Mar 2026 | TAX_WITHHOLDING | Xylem Inc. | 578 | 128.98 USD | |
| 01 Mar 2026 | GRANT_AWARD | Xylem Inc. | 4,583 | 128.98 USD | |
| 01 Mar 2026 | GRANT_AWARD | Xylem Inc. | 5,551 | 128.98 USD | |
| 02 Mar 2026 | GRANT_AWARD | Xylem Inc. | 18,228 | 128.98 USD | deriv |
| 18 Sept 2025 | TAX_WITHHOLDING | Xylem Inc. | 4,254 | 142.18 USD | |
| 22 May 2025 | GRANT_AWARD | Crane NXT, Co. | 4,498 | 0.00 USD | deriv |
| 22 May 2025 | GRANT_AWARD | Crane NXT, Co. | 59 | 0.00 USD | deriv |
| 05 Mar 2025 | GRANT_AWARD | Xylem Inc. | 4,338 | 129.67 USD | |
| 05 Mar 2025 | GRANT_AWARD | Xylem Inc. | 15,223 | 129.67 USD | deriv |
| 01 Mar 2025 | TAX_WITHHOLDING | Xylem Inc. | 396 | 129.78 USD | |
| 18 Sept 2024 | TAX_WITHHOLDING | Xylem Inc. | 4,253 | 132.86 USD | |
| 23 May 2024 | GRANT_AWARD | Crane NXT, Co. | 29 | 0.00 USD | deriv |
| 23 May 2024 | GRANT_AWARD | Crane NXT, Co. | 2,377 | 0.00 USD | deriv |
| 01 Mar 2024 | GRANT_AWARD | Xylem Inc. | 3,908 | 127.94 USD | |
| 01 Mar 2024 | GRANT_AWARD | Xylem Inc. | 13,221 | 127.94 USD | deriv |
| 20 Apr 2023 | GRANT_AWARD | Crane NXT, Co. | 2,843 | 0.00 USD | deriv |
| 23 Feb 2023 | GRANT_AWARD | IDEX CORP /DE/ | 12,340 | 0.00 USD | deriv |
| 18 Feb 2023 | TAX_WITHHOLDING | IDEX CORP /DE/ | 2,656 | 231.00 USD | |
| 18 Feb 2023 | GRANT_AWARD | IDEX CORP /DE/ | 5,995 | 231.00 USD |