Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Duke Energy CORP | 4,858 | reported | 28 Feb 2021 | tx 34+17,067−14,393 |
| HomeTrust Bancshares, Inc. | 2,879 | reported | 02 Jun 2025 | tx 3+2,879 |
| INGLES MARKETS INC | 500 | reported | 20 May 2026 | tx 1+500 |
1 purchase reported after at least 12 months of silence — most recent on 20 May 2026.
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 20 May 2026 | PURCHASE | INGLES MARKETS INC | 500 | 88.07 USD | first after silence |
| 02 Jun 2025 | GRANT_AWARD | HomeTrust Bancshares, Inc. | 1,116 | 0.00 USD | |
| 31 May 2024 | GRANT_AWARD | HomeTrust Bancshares, Inc. | 1,218 | 0.00 USD | |
| 04 Jun 2024 | PURCHASE | HomeTrust Bancshares, Inc. | 545 | 27.60 USD | |
| 27 Feb 2021 | TAX_WITHHOLDING | Duke Energy CORP | 84 | 85.59 USD | |
| 28 Feb 2021 | TAX_WITHHOLDING | Duke Energy CORP | 93 | 85.59 USD | |
| 24 Feb 2021 | GIFT | Duke Energy CORP | 112 | 0.00 USD | |
| 24 Feb 2021 | GRANT_AWARD | Duke Energy CORP | 1,155 | 87.34 USD | |
| 23 Feb 2021 | SALE | Duke Energy CORP | 1,802 | 89.35 USD | |
| 22 Feb 2021 | GIFT | Duke Energy CORP | 1,132 | 0.00 USD | |
| 19 Feb 2021 | TAX_WITHHOLDING | Duke Energy CORP | 97 | 88.43 USD | |
| 09 Feb 2021 | TAX_WITHHOLDING | Duke Energy CORP | 780 | 93.32 USD | |
| 09 Feb 2021 | EXERCISE | Duke Energy CORP | 2,480 | 93.32 USD | |
| 09 Feb 2021 | EXERCISE | Duke Energy CORP | 2,480 | 0.00 USD | deriv |
| 26 May 2020 | SALE | Duke Energy CORP | 1,500 | 84.11 USD | |
| 14 May 2020 | GIFT | Duke Energy CORP | 62 | 0.00 USD | |
| 14 May 2020 | GIFT | Duke Energy CORP | 124 | 0.00 USD | |
| 14 May 2020 | GIFT | Duke Energy CORP | 124 | 0.00 USD | |
| 28 Feb 2020 | TAX_WITHHOLDING | Duke Energy CORP | 93 | 91.70 USD | |
| 27 Feb 2020 | TAX_WITHHOLDING | Duke Energy CORP | 84 | 94.99 USD | |
| 22 Feb 2020 | TAX_WITHHOLDING | Duke Energy CORP | 84 | 102.43 USD | |
| 19 Feb 2020 | GRANT_AWARD | Duke Energy CORP | 975 | 101.42 USD | |
| 10 Feb 2020 | TAX_WITHHOLDING | Duke Energy CORP | 793 | 96.23 USD | |
| 10 Feb 2020 | EXERCISE | Duke Energy CORP | 2,535 | 96.23 USD | |
| 10 Feb 2020 | EXERCISE | Duke Energy CORP | 2,535 | 0.00 USD | deriv |