Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| KKR & Co. Inc. | 89,592 | reported | 20 Oct 2022 | tx 33+173,086−83,494 |
| ORACLE CORP /DE/ | 50,000 | reported | 31 May 2004 | tx 1+50,000 |
| ORACLE CORP | 30,000 | reported | 31 May 2006 | tx 1+30,000 |
| Financial Engines, Inc. | 0 | reported | 19 Jul 2018 | tx 81+186,569−899,768 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 20 Oct 2022 | GRANT_AWARD | KKR & Co. Inc. | 4,134 | 0.00 USD | |
| 09 Dec 2021 | GRANT_AWARD | KKR & Co. Inc. | 2,479 | 0.00 USD | |
| 02 Nov 2020 | GRANT_AWARD | KKR & Co. Inc. | 4,280 | 0.00 USD | |
| 30 Oct 2019 | GRANT_AWARD | KKR & Co. Inc. | 5,205 | 0.00 USD | |
| 01 Oct 2019 | EXERCISE | KKR & Co. Inc. | 6,539 | — | |
| 01 Oct 2019 | EXERCISE | KKR & Co. Inc. | 6,539 | 0.00 USD | deriv |
| 26 Oct 2018 | GRANT_AWARD | KKR & Co. Inc. | 6,539 | 0.00 USD | deriv |
| 01 Oct 2018 | EXERCISE | KKR & Co. Inc. | 7,372 | — | |
| 01 Oct 2018 | EXERCISE | KKR & Co. Inc. | 7,372 | 0.00 USD | deriv |
| 19 Jul 2018 | OTHER | Financial Engines, Inc. | 26,290 | 45.00 USD | |
| 19 Jul 2018 | OTHER | Financial Engines, Inc. | 110,500 | 45.00 USD | |
| 19 Jul 2018 | OTHER | Financial Engines, Inc. | 2,567 | 0.00 USD | deriv |
| 19 Jul 2018 | OTHER | Financial Engines, Inc. | 1,224 | 0.00 USD | deriv |
| 19 Jul 2018 | OTHER | Financial Engines, Inc. | 2,517 | 0.00 USD | deriv |
| 19 Jul 2018 | OTHER | Financial Engines, Inc. | 4,482 | 0.00 USD | deriv |
| 19 Jul 2018 | OTHER | Financial Engines, Inc. | 10,000 | 0.00 USD | deriv |
| 08 Jun 2018 | GIFT | Financial Engines, Inc. | 22,250 | 0.00 USD | |
| 08 Jun 2018 | SALE | Financial Engines, Inc. | 27,250 | 44.82 USD | |
| 21 May 2018 | EXERCISE | Financial Engines, Inc. | 1,255 | 0.00 USD | |
| 21 May 2018 | EXERCISE | Financial Engines, Inc. | 1,255 | 0.00 USD | deriv |
| 23 May 2018 | GRANT_AWARD | Financial Engines, Inc. | 4,482 | 0.00 USD | deriv |
| 15 May 2018 | EXERCISE | Financial Engines, Inc. | 6,309 | 0.00 USD | |
| 15 May 2018 | EXERCISE | Financial Engines, Inc. | 1,224 | 0.00 USD | deriv |
| 15 May 2018 | EXERCISE | Financial Engines, Inc. | 2,568 | 0.00 USD | deriv |
| 15 May 2018 | EXERCISE | Financial Engines, Inc. | 2,517 | 0.00 USD | deriv |