Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Otis Worldwide Corp | 11,055 | reported | 02 Jan 2021 | tx 16+41,357−17,785 |
| CVS HEALTH Corp | 9,426 | reported | 01 Apr 2024 | tx 11+210,891−23,607 |
| American Water Works Company, Inc. | 5,369 | reported | 13 May 2026 | tx 5+5,364 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 13 May 2026 | GRANT_AWARD | American Water Works Company, Inc. | 1,374 | 0.00 USD | |
| 14 May 2025 | GRANT_AWARD | American Water Works Company, Inc. | 1,308 | 0.00 USD | |
| 15 May 2024 | GRANT_AWARD | American Water Works Company, Inc. | 1,234 | 0.00 USD | |
| 01 Apr 2024 | TAX_WITHHOLDING | CVS HEALTH Corp | 7,630 | 79.56 USD | |
| 01 Apr 2024 | GRANT_AWARD | CVS HEALTH Corp | 9,426 | 79.56 USD | |
| 01 Apr 2024 | GRANT_AWARD | CVS HEALTH Corp | 39,184 | 79.56 USD | deriv |
| 26 Feb 2024 | TAX_WITHHOLDING | CVS HEALTH Corp | 6,698 | 76.43 USD | |
| 12 Feb 2024 | GRANT_AWARD | CVS HEALTH Corp | 16,817 | 0.00 USD | |
| 10 May 2023 | GRANT_AWARD | American Water Works Company, Inc. | 1,035 | 0.00 USD | |
| 01 Apr 2023 | GRANT_AWARD | CVS HEALTH Corp | 51,959 | 74.31 USD | deriv |
| 27 Feb 2023 | TAX_WITHHOLDING | CVS HEALTH Corp | 4,046 | 85.77 USD | |
| 07 Dec 2022 | GRANT_AWARD | American Water Works Company, Inc. | 413 | 0.00 USD | |
| 01 Apr 2022 | GRANT_AWARD | CVS HEALTH Corp | 21,829 | 101.09 USD | deriv |
| 26 Feb 2022 | TAX_WITHHOLDING | CVS HEALTH Corp | 5,233 | 104.30 USD | |
| 01 Apr 2021 | GRANT_AWARD | CVS HEALTH Corp | 27,643 | 74.30 USD | deriv |
| 26 Feb 2021 | GRANT_AWARD | CVS HEALTH Corp | 44,033 | 68.13 USD | |
| 02 Jan 2021 | TAX_WITHHOLDING | Otis Worldwide Corp | 539 | 65.59 USD | |
| 02 Jan 2021 | EXERCISE | Otis Worldwide Corp | 3,148 | 65.59 USD | |
| 02 Jan 2021 | TAX_WITHHOLDING | Otis Worldwide Corp | 916 | 65.59 USD | |
| 02 Jan 2021 | EXERCISE | Otis Worldwide Corp | 1,854 | 65.59 USD | |
| 02 Jan 2021 | EXERCISE | Otis Worldwide Corp | 3,148 | 0.00 USD | deriv |
| 02 Jan 2021 | EXERCISE | Otis Worldwide Corp | 1,854 | 0.00 USD | deriv |
| 30 Nov 2020 | TAX_WITHHOLDING | Otis Worldwide Corp | 196 | 66.94 USD | |
| 30 Nov 2020 | TAX_WITHHOLDING | Otis Worldwide Corp | 110 | 66.94 USD | |
| 30 Nov 2020 | EXERCISE | Otis Worldwide Corp | 110 | 66.94 USD |