Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| PUBLIC SERVICE ENTERPRISE GROUP INC | 431,723.91 | reported | 01 Sept 2022 | tx 764+4,923,257.24−4,251,280.78 |
| Ovintiv Inc. | 20,515 | reported | 21 May 2026 | tx 39+48,296−20,515 |
| Bank of New York Mellon Corp | 15,769.78 | reported | 02 Feb 2026 | tx 27+33,070.56 |
| CMS ENERGY CORP | 10,779 | reported | 08 May 2026 | tx 4+10,290 |
| WILLIAMS COMPANIES, INC. | 3,086 | reported | 27 Jun 2016 | tx 27+12,533−46 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 21 May 2026 | EXERCISE | Ovintiv Inc. | 3,510 | — | |
| 21 May 2026 | GRANT_AWARD | Ovintiv Inc. | 3,510 | 0.00 USD | deriv |
| 21 May 2026 | EXERCISE | Ovintiv Inc. | 3,510 | 0.00 USD | deriv |
| 15 May 2026 | GRANT_AWARD | Ovintiv Inc. | 407 | 0.00 USD | deriv |
| 08 May 2026 | GRANT_AWARD | CMS ENERGY CORP | 2,411 | 0.00 USD | |
| 27 Feb 2026 | GRANT_AWARD | Ovintiv Inc. | 482 | 0.00 USD | deriv |
| 02 Feb 2026 | GRANT_AWARD | Bank of New York Mellon Corp | 328.77 | 121.61 USD | |
| 31 Dec 2025 | GRANT_AWARD | Ovintiv Inc. | 48 | 0.00 USD | deriv |
| 10 Nov 2025 | GRANT_AWARD | Ovintiv Inc. | 611 | 0.00 USD | deriv |
| 01 Oct 2025 | GRANT_AWARD | Bank of New York Mellon Corp | 374.43 | 106.83 USD | |
| 29 Sept 2025 | GRANT_AWARD | Ovintiv Inc. | 39 | 0.00 USD | deriv |
| 30 Jul 2025 | GRANT_AWARD | Ovintiv Inc. | 554 | 0.00 USD | deriv |
| 01 Jul 2025 | GRANT_AWARD | Bank of New York Mellon Corp | 441.26 | 90.65 USD | |
| 30 Jun 2025 | GRANT_AWARD | Ovintiv Inc. | 40 | 0.00 USD | deriv |
| 16 May 2025 | EXERCISE | Ovintiv Inc. | 5,501 | — | |
| 16 May 2025 | GRANT_AWARD | Ovintiv Inc. | 5,501 | 0.00 USD | deriv |
| 16 May 2025 | EXERCISE | Ovintiv Inc. | 5,501 | 0.00 USD | deriv |
| 12 May 2025 | GRANT_AWARD | Ovintiv Inc. | 657 | 0.00 USD | deriv |
| 02 May 2025 | GRANT_AWARD | CMS ENERGY CORP | 2,401 | 0.00 USD | |
| 21 Apr 2025 | GRANT_AWARD | Bank of New York Mellon Corp | 2,904 | — | deriv |
| 01 Apr 2025 | GRANT_AWARD | Bank of New York Mellon Corp | 477.5 | 83.77 USD | |
| 31 Mar 2025 | GRANT_AWARD | Ovintiv Inc. | 31 | 0.00 USD | deriv |
| 04 Mar 2025 | GRANT_AWARD | Ovintiv Inc. | 599 | 0.00 USD | deriv |
| 03 Feb 2025 | GRANT_AWARD | Bank of New York Mellon Corp | 440.15 | 85.19 USD | |
| 31 Dec 2024 | GRANT_AWARD | Ovintiv Inc. | 28 | 0.00 USD | deriv |