Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Dayforce, Inc. | 58,353 | reported | 10 Nov 2023 | tx 29+135,968−39,448 |
| MOODYS CORP /DE/ | 4,086.41 | reported | 04 Mar 2026 | tx 13+20,906−2,249.59 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 04 Mar 2026 | SALE | MOODYS CORP /DE/ | 100 | 465.87 USD | |
| 02 Mar 2026 | TAX_WITHHOLDING | MOODYS CORP /DE/ | 327.59 | 467.49 USD | |
| 23 Feb 2026 | GRANT_AWARD | MOODYS CORP /DE/ | 2,366 | 0.00 USD | |
| 23 Feb 2026 | GRANT_AWARD | MOODYS CORP /DE/ | 7,885 | 0.00 USD | deriv |
| 29 Jul 2025 | SALE | MOODYS CORP /DE/ | 114.43 | 508.84 USD | |
| 29 Jul 2025 | SALE | MOODYS CORP /DE/ | 783 | 508.15 USD | |
| 29 Jul 2025 | EXERCISE | MOODYS CORP /DE/ | 783 | 391.67 USD | |
| 29 Jul 2025 | EXERCISE | MOODYS CORP /DE/ | 783 | 0.00 USD | deriv |
| 07 May 2025 | TAX_WITHHOLDING | MOODYS CORP /DE/ | 141.57 | 466.86 USD | |
| 20 Feb 2025 | GRANT_AWARD | MOODYS CORP /DE/ | 1,383 | 513.21 USD | |
| 20 Feb 2025 | GRANT_AWARD | MOODYS CORP /DE/ | 4,336 | 0.00 USD | deriv |
| 07 May 2024 | GRANT_AWARD | MOODYS CORP /DE/ | 1,021 | 391.67 USD | |
| 07 May 2024 | GRANT_AWARD | MOODYS CORP /DE/ | 3,132 | 0.00 USD | deriv |
| 10 Nov 2023 | SALE | Dayforce, Inc. | 3,000 | 65.18 USD | |
| 09 Nov 2023 | TAX_WITHHOLDING | Dayforce, Inc. | 4,453 | 64.97 USD | |
| 03 Jul 2023 | SALE | Dayforce, Inc. | 4,243 | 65.77 USD | |
| 30 Jun 2023 | SALE | Dayforce, Inc. | 4,200 | 66.47 USD | |
| 28 Feb 2023 | GRANT_AWARD | Dayforce, Inc. | 17,139 | 0.00 USD | |
| 28 Feb 2023 | GRANT_AWARD | Dayforce, Inc. | 5,141 | 0.00 USD | deriv |
| 28 Feb 2023 | GRANT_AWARD | Dayforce, Inc. | 2,715 | 0.00 USD | deriv |
| 28 Feb 2023 | GRANT_AWARD | Dayforce, Inc. | 17,139 | 0.00 USD | deriv |
| 27 Feb 2023 | SALE | Dayforce, Inc. | 566 | 72.44 USD | |
| 27 Feb 2023 | SALE | Dayforce, Inc. | 1,443 | 72.44 USD | |
| 24 Feb 2023 | EXERCISE | Dayforce, Inc. | 2,117 | — | |
| 24 Feb 2023 | EXERCISE | Dayforce, Inc. | 4,900 | — |