Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| PINNACLE WEST CAPITAL CORP | 172,532 | reported | 18 Mar 2025 | tx 357+403,679−246,897 |
| Nextpower Inc. | 7,861 | reported | 19 Aug 2025 | tx 3+7,861 |
| Duke Energy CORP | 1,022 | reported | 07 May 2026 | tx 2+2,607 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 07 May 2026 | GRANT_AWARD | Duke Energy CORP | 1,602 | 124.87 USD | deriv |
| 15 Sept 2025 | GRANT_AWARD | Duke Energy CORP | 1,005 | 122.37 USD | deriv |
| 19 Aug 2025 | GRANT_AWARD | Nextpower Inc. | 3,692 | 0.00 USD | |
| 18 Mar 2025 | GRANT_AWARD | PINNACLE WEST CAPITAL CORP | 94,008 | 0.00 USD | |
| 18 Mar 2025 | OTHER | PINNACLE WEST CAPITAL CORP | 11,859 | 93.38 USD | |
| 18 Mar 2025 | TAX_WITHHOLDING | PINNACLE WEST CAPITAL CORP | 35,202 | 93.38 USD | |
| 20 Feb 2025 | OTHER | PINNACLE WEST CAPITAL CORP | 682 | 90.77 USD | |
| 20 Feb 2025 | EXERCISE | PINNACLE WEST CAPITAL CORP | 5,401 | — | |
| 20 Feb 2025 | TAX_WITHHOLDING | PINNACLE WEST CAPITAL CORP | 1,555 | 90.77 USD | |
| 20 Feb 2025 | EXERCISE | PINNACLE WEST CAPITAL CORP | 3,838 | — | |
| 20 Feb 2025 | TAX_WITHHOLDING | PINNACLE WEST CAPITAL CORP | 1,912 | 90.77 USD | |
| 20 Feb 2025 | EXERCISE | PINNACLE WEST CAPITAL CORP | 5,396 | — | |
| 20 Feb 2025 | OTHER | PINNACLE WEST CAPITAL CORP | 454 | 90.77 USD | |
| 20 Feb 2025 | TAX_WITHHOLDING | PINNACLE WEST CAPITAL CORP | 2,118 | 90.77 USD | |
| 20 Feb 2025 | EXERCISE | PINNACLE WEST CAPITAL CORP | 6,760 | — | |
| 20 Feb 2025 | OTHER | PINNACLE WEST CAPITAL CORP | 280 | 90.77 USD | |
| 20 Feb 2025 | TAX_WITHHOLDING | PINNACLE WEST CAPITAL CORP | 2,777 | 90.77 USD | |
| 20 Feb 2025 | GRANT_AWARD | PINNACLE WEST CAPITAL CORP | 642 | — | |
| 20 Feb 2025 | TAX_WITHHOLDING | PINNACLE WEST CAPITAL CORP | 276 | 90.77 USD | |
| 20 Feb 2025 | EXERCISE | PINNACLE WEST CAPITAL CORP | 5,401 | — | deriv |
| 20 Feb 2025 | EXERCISE | PINNACLE WEST CAPITAL CORP | 5,396 | — | deriv |
| 20 Feb 2025 | EXERCISE | PINNACLE WEST CAPITAL CORP | 3,838 | — | deriv |
| 20 Feb 2025 | EXERCISE | PINNACLE WEST CAPITAL CORP | 6,760 | — | deriv |
| 22 Oct 2024 | GRANT_AWARD | PINNACLE WEST CAPITAL CORP | 20,918 | 0.00 USD | |
| 22 Oct 2024 | TAX_WITHHOLDING | PINNACLE WEST CAPITAL CORP | 1,340 | 88.12 USD |