Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Spectra Energy Corp. | 75,161 | reported | 28 Aug 2014 | tx 187+619,993.75−390,346 |
| UGI CORP /PA/ | 33,377 | reported | 30 Jan 2026 | tx 18+92,769 |
| Enable Midstream Partners, LP | 0 | reported | 02 Dec 2021 | tx 37+120,662.18−85,616.53 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 30 Jan 2026 | GRANT_AWARD | UGI CORP /PA/ | 4,364 | 0.00 USD | |
| 31 Jan 2025 | GRANT_AWARD | UGI CORP /PA/ | 5,695 | 0.00 USD | |
| 26 Jan 2024 | GRANT_AWARD | UGI CORP /PA/ | 4,470 | 0.00 USD | |
| 26 Jan 2024 | GRANT_AWARD | UGI CORP /PA/ | 12,890 | 0.00 USD | deriv |
| 27 Jan 2023 | GRANT_AWARD | UGI CORP /PA/ | 2,600 | 0.00 USD | |
| 27 Jan 2023 | GRANT_AWARD | UGI CORP /PA/ | 5,670 | 0.00 USD | deriv |
| 28 Jan 2022 | GRANT_AWARD | UGI CORP /PA/ | 6,050 | 0.00 USD | |
| 28 Jan 2022 | GRANT_AWARD | UGI CORP /PA/ | 2,300 | 0.00 USD | deriv |
| 02 Dec 2021 | OTHER | Enable Midstream Partners, LP | 85,616.53 | — | |
| 29 Jan 2021 | GRANT_AWARD | UGI CORP /PA/ | 2,870 | 0.00 USD | |
| 29 Jan 2021 | GRANT_AWARD | UGI CORP /PA/ | 8,860 | 0.00 USD | deriv |
| 03 Nov 2020 | GRANT_AWARD | Enable Midstream Partners, LP | 21,321 | 0.00 USD | |
| 22 Jan 2020 | GRANT_AWARD | UGI CORP /PA/ | 2,350 | 0.00 USD | |
| 22 Jan 2020 | GRANT_AWARD | UGI CORP /PA/ | 9,060 | 0.00 USD | deriv |
| 21 Nov 2019 | GRANT_AWARD | Enable Midstream Partners, LP | 30,000 | 9.10 USD | |
| 05 Nov 2019 | GRANT_AWARD | Enable Midstream Partners, LP | 9,407 | 0.00 USD | |
| 30 Jan 2019 | GRANT_AWARD | UGI CORP /PA/ | 1,840 | 0.00 USD | |
| 30 Jan 2019 | GRANT_AWARD | UGI CORP /PA/ | 5,400 | 0.00 USD | deriv |
| 29 May 2018 | OTHER | Enable Midstream Partners, LP | 412.02 | 15.34 USD | |
| 06 Nov 2018 | GRANT_AWARD | Enable Midstream Partners, LP | 5,445 | 0.00 USD | |
| 22 Nov 2017 | OTHER | Enable Midstream Partners, LP | 131.42 | 15.11 USD | |
| 27 Feb 2018 | OTHER | Enable Midstream Partners, LP | 434.8 | 14.22 USD | |
| 28 Feb 2018 | OTHER | Enable Midstream Partners, LP | 144.12 | 14.06 USD | |
| 21 Nov 2017 | OTHER | Enable Midstream Partners, LP | 286.04 | 15.12 USD | |
| 30 May 2018 | OTHER | Enable Midstream Partners, LP | 129.3 | 16.03 USD |