Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| PEPSICO INC | 96,627 | reported | 10 Nov 2023 | tx 128+1,246,867.85−1,467,757.25 |
| TWITTER, INC. | 33,699 | reported | 25 May 2017 | tx 2+33,699 |
| Walt Disney Co | 23,699 | reported | 15 Jan 2026 | tx 15+440,475−48,944 |
| HCA Healthcare, Inc. | 4,475 | reported | 28 Apr 2026 | tx 6+4,465 |
| MICROSOFT CORP | 1,882.58 | reported | 12 Mar 2026 | tx 42+9,389.59 |
| PEPSI BOTTLING GROUP INC | 712 | reported | 01 Jun 2007 | tx 1+712 |
| AOL Inc. | 0 | reported | 23 Jun 2015 | tx 6+15,136−15,136 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 28 Apr 2026 | GRANT_AWARD | HCA Healthcare, Inc. | 809 | 0.00 USD | |
| 12 Mar 2026 | GRANT_AWARD | MICROSOFT CORP | 4.25 | 0.00 USD | deriv |
| 30 Jan 2026 | GRANT_AWARD | MICROSOFT CORP | 244.02 | 0.00 USD | deriv |
| 15 Jan 2026 | TAX_WITHHOLDING | Walt Disney Co | 3,359 | 113.14 USD | |
| 15 Jan 2026 | EXERCISE | Walt Disney Co | 9,421 | — | |
| 15 Jan 2026 | EXERCISE | Walt Disney Co | 9,421 | 0.00 USD | deriv |
| 15 Dec 2025 | TAX_WITHHOLDING | Walt Disney Co | 5,157 | 110.05 USD | |
| 15 Dec 2025 | EXERCISE | Walt Disney Co | 12,658 | — | |
| 15 Dec 2025 | GRANT_AWARD | Walt Disney Co | 113,062 | 0.00 USD | deriv |
| 15 Dec 2025 | GRANT_AWARD | Walt Disney Co | 37,483 | 0.00 USD | deriv |
| 15 Dec 2025 | EXERCISE | Walt Disney Co | 12,658 | 0.00 USD | deriv |
| 11 Dec 2025 | GRANT_AWARD | MICROSOFT CORP | 3.07 | 0.00 USD | deriv |
| 04 Dec 2025 | GRANT_AWARD | MICROSOFT CORP | 218.37 | 0.00 USD | deriv |
| 11 Sept 2025 | GRANT_AWARD | MICROSOFT CORP | 2.34 | 0.00 USD | deriv |
| 10 Sept 2025 | GRANT_AWARD | MICROSOFT CORP | 209.85 | 0.00 USD | deriv |
| 12 Jun 2025 | GRANT_AWARD | MICROSOFT CORP | 2.08 | 0.00 USD | deriv |
| 10 Jun 2025 | GRANT_AWARD | MICROSOFT CORP | 222.97 | 0.00 USD | deriv |
| 29 Apr 2025 | GRANT_AWARD | HCA Healthcare, Inc. | 1,026 | 0.00 USD | |
| 13 Mar 2025 | GRANT_AWARD | MICROSOFT CORP | 2.13 | 0.00 USD | deriv |
| 31 Jan 2025 | GRANT_AWARD | MICROSOFT CORP | 252.98 | 0.00 USD | deriv |
| 15 Jan 2025 | GRANT_AWARD | Walt Disney Co | 28,150 | 0.00 USD | deriv |
| 15 Jan 2025 | GRANT_AWARD | Walt Disney Co | 80,490 | 0.00 USD | deriv |
| 15 Dec 2024 | EXERCISE | Walt Disney Co | 12,548 | — | |
| 15 Dec 2024 | TAX_WITHHOLDING | Walt Disney Co | 5,801 | 114.13 USD | |
| 15 Dec 2024 | EXERCISE | Walt Disney Co | 12,548 | 0.00 USD | deriv |