Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| MARSH & MCLENNAN COMPANIES, INC. | 20,064.74 | reported | 15 May 2026 | tx 61+20,064.74 |
| UNION PACIFIC CORP | 12,530 | reported | 02 Jan 2026 | tx 37+16,525 |
| DUPONT E I DE NEMOURS & CO | 3,187.164 | reported | 10 Sept 2004 | tx 17+8,614.091−344.675 |
| VIRTUSA CORP | 0 | reported | 11 Feb 2021 | tx 5+9,690−9,690 |
| Bridge Investment Group Holdings Inc. | 0 | reported | 02 Sept 2025 | tx 7+58,512−58,512 |
| QLIK TECHNOLOGIES INC | 0 | reported | 22 Aug 2016 | tx 22+72,012−72,012 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 15 May 2026 | OTHER | MARSH & MCLENNAN COMPANIES, INC. | 111.82 | 160.60 USD | deriv |
| 13 Feb 2026 | OTHER | MARSH & MCLENNAN COMPANIES, INC. | 103.28 | 172.98 USD | deriv |
| 02 Jan 2026 | GRANT_AWARD | UNION PACIFIC CORP | 261 | 231.91 USD | deriv |
| 14 Nov 2025 | OTHER | MARSH & MCLENNAN COMPANIES, INC. | 96.91 | 183.44 USD | deriv |
| 01 Oct 2025 | GRANT_AWARD | UNION PACIFIC CORP | 257 | 234.74 USD | deriv |
| 02 Sept 2025 | OTHER | Bridge Investment Group Holdings Inc. | 58,512 | — | |
| 15 Aug 2025 | OTHER | MARSH & MCLENNAN COMPANIES, INC. | 85.08 | 208.06 USD | deriv |
| 30 Jun 2025 | GRANT_AWARD | Bridge Investment Group Holdings Inc. | 10,990 | 0.00 USD | |
| 01 Jul 2025 | GRANT_AWARD | UNION PACIFIC CORP | 253 | 235.57 USD | deriv |
| 01 Jun 2025 | GRANT_AWARD | MARSH & MCLENNAN COMPANIES, INC. | 929.65 | 231.27 USD | deriv |
| 15 May 2025 | OTHER | MARSH & MCLENNAN COMPANIES, INC. | 68.47 | 222.22 USD | deriv |
| 01 Apr 2025 | GRANT_AWARD | UNION PACIFIC CORP | 249 | 237.17 USD | deriv |
| 14 Feb 2025 | OTHER | MARSH & MCLENNAN COMPANIES, INC. | 65.84 | 230.28 USD | deriv |
| 02 Jan 2025 | GRANT_AWARD | UNION PACIFIC CORP | 257 | 229.12 USD | deriv |
| 15 Nov 2024 | OTHER | MARSH & MCLENNAN COMPANIES, INC. | 67.56 | 223.62 USD | deriv |
| 01 Oct 2024 | GRANT_AWARD | UNION PACIFIC CORP | 238 | 245.55 USD | deriv |
| 15 Aug 2024 | OTHER | MARSH & MCLENNAN COMPANIES, INC. | 68.65 | 219.25 USD | deriv |
| 01 Jul 2024 | GRANT_AWARD | UNION PACIFIC CORP | 257 | 0.00 USD | deriv |
| 01 Jun 2024 | GRANT_AWARD | MARSH & MCLENNAN COMPANIES, INC. | 970.61 | 206.06 USD | deriv |
| 15 May 2024 | OTHER | MARSH & MCLENNAN COMPANIES, INC. | 60.4 | 204.95 USD | deriv |
| 03 May 2024 | GRANT_AWARD | Bridge Investment Group Holdings Inc. | 15,805 | 0.00 USD | |
| 01 Apr 2024 | GRANT_AWARD | UNION PACIFIC CORP | 236 | 0.00 USD | deriv |
| 15 Feb 2024 | OTHER | MARSH & MCLENNAN COMPANIES, INC. | 62.65 | 196.91 USD | deriv |
| 02 Jan 2024 | GRANT_AWARD | UNION PACIFIC CORP | 235 | 0.00 USD | deriv |
| 15 Nov 2023 | OTHER | MARSH & MCLENNAN COMPANIES, INC. | 61.63 | 199.44 USD | deriv |