Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| PG&E Corp | 139,718 | reported | 06 Mar 2020 | tx 7+1,154,685−39,346 |
| NISOURCE INC. | 28,431.355 | reported | 11 May 2026 | tx 6+26,672.69 |
| Terrestrial Energy Inc. /DE/ | 5,865 | reported | 18 Dec 2025 | tx 3+8,614 |
| PROGRESS ENERGY INC | 0 | reported | 02 Jul 2012 | tx 65+584,893−959,272 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 11 May 2026 | GRANT_AWARD | NISOURCE INC. | 3,807 | 47.03 USD | |
| 18 Dec 2025 | GRANT_AWARD | Terrestrial Energy Inc. /DE/ | 1,720 | 0.00 USD | deriv |
| 18 Dec 2025 | GRANT_AWARD | Terrestrial Energy Inc. /DE/ | 5,865 | 0.00 USD | deriv |
| 12 May 2025 | GRANT_AWARD | NISOURCE INC. | 4,541 | 38.32 USD | |
| 13 May 2024 | GRANT_AWARD | NISOURCE INC. | 6,042 | 28.80 USD | |
| 23 May 2023 | GRANT_AWARD | NISOURCE INC. | 6,031 | 27.36 USD | |
| 24 May 2022 | GRANT_AWARD | NISOURCE INC. | 5,282 | 31.24 USD | |
| 18 Mar 2022 | GRANT_AWARD | NISOURCE INC. | 969.69 | 30.09 USD | |
| 06 Mar 2020 | GRANT_AWARD | PG&E Corp | 51,411 | 0.00 USD | |
| 21 Feb 2020 | GRANT_AWARD | PG&E Corp | 96,240 | 0.00 USD | |
| 21 Feb 2020 | TAX_WITHHOLDING | PG&E Corp | 39,346 | 17.92 USD | |
| 21 Feb 2020 | GRANT_AWARD | PG&E Corp | 340,333 | 0.00 USD | deriv |
| 21 Feb 2020 | GRANT_AWARD | PG&E Corp | 272,266 | 0.00 USD | deriv |
| 21 Feb 2020 | GRANT_AWARD | PG&E Corp | 363,022 | 0.00 USD | deriv |
| 10 Sept 2019 | GRANT_AWARD | PG&E Corp | 31,413 | 0.00 USD | |
| 02 Jul 2012 | OTHER | PROGRESS ENERGY INC | 10,088 | — | |
| 02 Jul 2012 | OTHER | PROGRESS ENERGY INC | 309,442 | — | |
| 02 Jul 2012 | OTHER | PROGRESS ENERGY INC | 163,342 | — | deriv |
| 02 Jul 2012 | OTHER | PROGRESS ENERGY INC | 1,195 | — | deriv |
| 02 Jul 2012 | OTHER | PROGRESS ENERGY INC | 1,932 | — | deriv |
| 22 Mar 2012 | TAX_WITHHOLDING | PROGRESS ENERGY INC | 164 | 52.66 USD | |
| 20 Mar 2012 | TAX_WITHHOLDING | PROGRESS ENERGY INC | 7,440 | 52.91 USD | |
| 21 Mar 2012 | TAX_WITHHOLDING | PROGRESS ENERGY INC | 2,102 | 52.97 USD | |
| 19 Mar 2012 | TAX_WITHHOLDING | PROGRESS ENERGY INC | 6,985 | 53.52 USD | |
| 13 Mar 2012 | GRANT_AWARD | PROGRESS ENERGY INC | 21,512 | 0.00 USD |