Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Walmart Inc. | 272,296.72 | reported | 31 Jan 2016 | tx 76+370,208−265,306 |
| CARRIER GLOBAL Corp | 36,281.15 | reported | 09 Apr 2025 | tx 6+34,850.01 |
| Phillips 66 | 18,418.74 | reported | 15 Jan 2026 | tx 23+15,999 |
| AMGEN INC | 12,799.033 | reported | 19 May 2026 | tx 33+13,695.048−1,230 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 19 May 2026 | GRANT_AWARD | AMGEN INC | 665 | 0.00 USD | |
| 05 May 2026 | GRANT_AWARD | AMGEN INC | 128.948 | 0.00 USD | |
| 15 Jan 2026 | GRANT_AWARD | Phillips 66 | 1,423 | 140.56 USD | |
| 07 Nov 2025 | GRANT_AWARD | AMGEN INC | 265.46 | 0.00 USD | |
| 08 Aug 2025 | GRANT_AWARD | AMGEN INC | 147.45 | 0.00 USD | |
| 23 May 2025 | GRANT_AWARD | AMGEN INC | 809 | 0.00 USD | |
| 06 May 2025 | GRANT_AWARD | AMGEN INC | 157.15 | 0.00 USD | |
| 09 Apr 2025 | GRANT_AWARD | CARRIER GLOBAL Corp | 3,554.39 | 60.77 USD | deriv |
| 15 Jan 2025 | GRANT_AWARD | Phillips 66 | 1,684 | 118.78 USD | |
| 04 Nov 2024 | GRANT_AWARD | AMGEN INC | 268.22 | 0.00 USD | |
| 09 Aug 2024 | GRANT_AWARD | AMGEN INC | 131.79 | 0.00 USD | |
| 31 May 2024 | GRANT_AWARD | AMGEN INC | 719 | 0.00 USD | |
| 07 May 2024 | GRANT_AWARD | AMGEN INC | 141.53 | 0.00 USD | |
| 18 Apr 2024 | GRANT_AWARD | CARRIER GLOBAL Corp | 3,765.46 | 53.38 USD | deriv |
| 16 Jan 2024 | GRANT_AWARD | Phillips 66 | 1,524 | 131.31 USD | |
| 03 Nov 2023 | GRANT_AWARD | AMGEN INC | 296.45 | 0.00 USD | |
| 08 Aug 2023 | GRANT_AWARD | AMGEN INC | 153.37 | 0.00 USD | |
| 19 May 2023 | GRANT_AWARD | AMGEN INC | 939 | 0.00 USD | |
| 02 May 2023 | GRANT_AWARD | AMGEN INC | 169.51 | 0.00 USD | |
| 20 Apr 2023 | GRANT_AWARD | CARRIER GLOBAL Corp | 4,429.26 | 45.38 USD | deriv |
| 17 Jan 2023 | GRANT_AWARD | Phillips 66 | 1,929 | 103.69 USD | |
| 17 May 2022 | GRANT_AWARD | AMGEN INC | 855 | 0.00 USD | |
| 14 Apr 2022 | GRANT_AWARD | CARRIER GLOBAL Corp | 4,869.19 | 41.28 USD | deriv |
| 14 Jan 2022 | GRANT_AWARD | Phillips 66 | 2,284 | 87.57 USD | |
| 01 Dec 2021 | GRANT_AWARD | Phillips 66 | 161 | 0.00 USD |