Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| CMS ENERGY CORP | 276,825 | reported | 26 Mar 2026 | tx 35+359,137−123,189 |
| Fortive Corp | 22,220 | reported | 02 Jun 2025 | tx 15+30,560 |
| ITC Holdings Corp. | 0 | reported | 14 Oct 2016 | tx 15+76,323.69−137,724.69 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 26 Mar 2026 | GRANT_AWARD | CMS ENERGY CORP | 6,316 | 0.00 USD | |
| 26 Mar 2026 | TAX_WITHHOLDING | CMS ENERGY CORP | 8,290 | 76.33 USD | |
| 29 Jan 2026 | GRANT_AWARD | CMS ENERGY CORP | 33,144 | 0.00 USD | |
| 26 Jan 2026 | TAX_WITHHOLDING | CMS ENERGY CORP | 9,174 | 71.53 USD | |
| 26 Jan 2026 | GRANT_AWARD | CMS ENERGY CORP | 719 | 0.00 USD | |
| 02 Jun 2025 | GRANT_AWARD | Fortive Corp | 1,835 | 70.87 USD | |
| 02 Jun 2025 | GRANT_AWARD | Fortive Corp | 2,120 | 0.00 USD | |
| 02 Jun 2025 | GRANT_AWARD | Fortive Corp | 2,140 | 0.00 USD | deriv |
| 21 Mar 2025 | TAX_WITHHOLDING | CMS ENERGY CORP | 8,537 | 73.50 USD | |
| 21 Mar 2025 | GRANT_AWARD | CMS ENERGY CORP | 8,194 | 0.00 USD | |
| 30 Jan 2025 | GRANT_AWARD | CMS ENERGY CORP | 31,723 | 0.00 USD | |
| 29 Jan 2025 | GRANT_AWARD | CMS ENERGY CORP | 587 | 0.00 USD | |
| 29 Jan 2025 | TAX_WITHHOLDING | CMS ENERGY CORP | 8,198 | 65.77 USD | |
| 03 Jun 2024 | GRANT_AWARD | Fortive Corp | 1,710 | 76.14 USD | |
| 03 Jun 2024 | GRANT_AWARD | Fortive Corp | 1,970 | 0.00 USD | |
| 03 Jun 2024 | GRANT_AWARD | Fortive Corp | 1,990 | 0.00 USD | deriv |
| 22 Mar 2024 | TAX_WITHHOLDING | CMS ENERGY CORP | 12,573 | 58.97 USD | |
| 22 Mar 2024 | GRANT_AWARD | CMS ENERGY CORP | 12,706 | 0.00 USD | |
| 25 Jan 2024 | GRANT_AWARD | CMS ENERGY CORP | 35,424 | 0.00 USD | |
| 20 Jan 2024 | TAX_WITHHOLDING | CMS ENERGY CORP | 9,242 | 56.44 USD | |
| 20 Jan 2024 | OTHER | CMS ENERGY CORP | 4,527 | 0.00 USD | |
| 06 Jun 2023 | GRANT_AWARD | Fortive Corp | 1,985 | 65.60 USD | |
| 06 Jun 2023 | GRANT_AWARD | Fortive Corp | 2,290 | 0.00 USD | |
| 06 Jun 2023 | GRANT_AWARD | Fortive Corp | 2,310 | 0.00 USD | deriv |
| 23 Mar 2023 | TAX_WITHHOLDING | CMS ENERGY CORP | 6,647 | 57.96 USD |