Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| CITIZENS FINANCIAL GROUP INC/RI | 195,894 | reported | 01 Mar 2025 | tx 24+177,479−47,486 |
| Invesco Ltd. | 48,770 | reported | 15 May 2026 | tx 5+48,770 |
| BILL Holdings, Inc. | 7,278 | reported | 11 Dec 2025 | tx 1+7,278 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 15 May 2026 | GRANT_AWARD | Invesco Ltd. | 8,112 | 0.00 USD | |
| 11 Dec 2025 | GRANT_AWARD | BILL Holdings, Inc. | 7,278 | 0.00 USD | deriv |
| 15 May 2025 | GRANT_AWARD | Invesco Ltd. | 12,728 | 0.00 USD | |
| 01 Mar 2025 | TAX_WITHHOLDING | CITIZENS FINANCIAL GROUP INC/RI | 9,074 | 45.77 USD | |
| 01 Mar 2025 | GRANT_AWARD | CITIZENS FINANCIAL GROUP INC/RI | 28,402 | 0.00 USD | |
| 12 Feb 2025 | GRANT_AWARD | CITIZENS FINANCIAL GROUP INC/RI | 6,220 | 0.00 USD | |
| 13 Jun 2024 | GRANT_AWARD | CITIZENS FINANCIAL GROUP INC/RI | 43,490 | 0.00 USD | |
| 15 May 2024 | GRANT_AWARD | Invesco Ltd. | 11,955 | 0.00 USD | |
| 01 Mar 2024 | GRANT_AWARD | CITIZENS FINANCIAL GROUP INC/RI | 20,036 | 0.00 USD | |
| 01 Mar 2024 | TAX_WITHHOLDING | CITIZENS FINANCIAL GROUP INC/RI | 8,588 | 31.39 USD | |
| 14 Feb 2024 | GRANT_AWARD | CITIZENS FINANCIAL GROUP INC/RI | 8,760 | 0.00 USD | |
| 15 May 2023 | GRANT_AWARD | Invesco Ltd. | 12,820 | 0.00 USD | |
| 13 May 2023 | TAX_WITHHOLDING | CITIZENS FINANCIAL GROUP INC/RI | 1,764 | 24.80 USD | |
| 15 Mar 2023 | GRANT_AWARD | Invesco Ltd. | 3,155 | 0.00 USD | |
| 02 Mar 2023 | TAX_WITHHOLDING | CITIZENS FINANCIAL GROUP INC/RI | 4,658 | 41.61 USD | |
| 01 Mar 2023 | TAX_WITHHOLDING | CITIZENS FINANCIAL GROUP INC/RI | 2,114 | 41.76 USD | |
| 01 Mar 2023 | GRANT_AWARD | CITIZENS FINANCIAL GROUP INC/RI | 13,338 | 0.00 USD | |
| 15 Feb 2023 | GRANT_AWARD | CITIZENS FINANCIAL GROUP INC/RI | 11,856 | 0.00 USD | |
| 21 Jun 2022 | TAX_WITHHOLDING | CITIZENS FINANCIAL GROUP INC/RI | 9,473 | 35.04 USD | |
| 02 Mar 2022 | TAX_WITHHOLDING | CITIZENS FINANCIAL GROUP INC/RI | 1,165 | 48.56 USD | |
| 01 Mar 2022 | TAX_WITHHOLDING | CITIZENS FINANCIAL GROUP INC/RI | 3,155 | 52.42 USD | |
| 01 Mar 2022 | GRANT_AWARD | CITIZENS FINANCIAL GROUP INC/RI | 10,270 | 0.00 USD | |
| 25 Feb 2022 | GRANT_AWARD | CITIZENS FINANCIAL GROUP INC/RI | 4,702 | 0.00 USD | |
| 02 Mar 2021 | TAX_WITHHOLDING | CITIZENS FINANCIAL GROUP INC/RI | 771 | 44.30 USD | |
| 01 Mar 2021 | GRANT_AWARD | CITIZENS FINANCIAL GROUP INC/RI | 9,085 | 0.00 USD |