Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| MICROSOFT CORP | 71,148.665 | reported | 01 Jun 2026 | tx 62+32,287−17,173.878 |
| ROCKWELL AUTOMATION, INC | 2,341 | reported | 08 Dec 2025 | tx 4+2,341 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 01 Jun 2026 | TAX_WITHHOLDING | MICROSOFT CORP | 412.578 | 450.24 USD | |
| 02 Mar 2026 | TAX_WITHHOLDING | MICROSOFT CORP | 424.2 | 392.74 USD | |
| 15 Dec 2025 | TAX_WITHHOLDING | MICROSOFT CORP | 617.8 | 478.53 USD | |
| 08 Dec 2025 | GRANT_AWARD | ROCKWELL AUTOMATION, INC | 498 | 0.00 USD | |
| 01 Dec 2025 | TAX_WITHHOLDING | MICROSOFT CORP | 412.95 | 492.01 USD | |
| 02 Sept 2025 | TAX_WITHHOLDING | MICROSOFT CORP | 514.56 | 506.69 USD | |
| 31 Aug 2025 | GRANT_AWARD | MICROSOFT CORP | 3,813 | 0.00 USD | |
| 02 Jun 2025 | TAX_WITHHOLDING | MICROSOFT CORP | 431.21 | 460.36 USD | |
| 28 Feb 2025 | TAX_WITHHOLDING | MICROSOFT CORP | 444.06 | 392.53 USD | |
| 16 Dec 2024 | TAX_WITHHOLDING | MICROSOFT CORP | 617.4 | 447.27 USD | |
| 05 Dec 2024 | GRANT_AWARD | ROCKWELL AUTOMATION, INC | 674 | 0.00 USD | |
| 02 Dec 2024 | TAX_WITHHOLDING | MICROSOFT CORP | 430.84 | 423.46 USD | |
| 30 Aug 2024 | TAX_WITHHOLDING | MICROSOFT CORP | 60.68 | 413.12 USD | |
| 31 Aug 2024 | GRANT_AWARD | MICROSOFT CORP | 4,411 | 0.00 USD | |
| 03 Sept 2024 | TAX_WITHHOLDING | MICROSOFT CORP | 498.24 | 417.14 USD | |
| 15 Jul 2024 | TAX_WITHHOLDING | MICROSOFT CORP | 177.47 | 453.55 USD | |
| 31 May 2024 | TAX_WITHHOLDING | MICROSOFT CORP | 391.94 | 414.67 USD | |
| 30 May 2024 | TAX_WITHHOLDING | MICROSOFT CORP | 60.31 | 429.17 USD | |
| 15 Apr 2024 | TAX_WITHHOLDING | MICROSOFT CORP | 177.47 | 421.90 USD | |
| 29 Feb 2024 | TAX_WITHHOLDING | MICROSOFT CORP | 452.62 | 407.72 USD | |
| 16 Jan 2024 | TAX_WITHHOLDING | MICROSOFT CORP | 197.51 | 388.47 USD | |
| 15 Dec 2023 | TAX_WITHHOLDING | MICROSOFT CORP | 264.43 | 365.93 USD | |
| 04 Dec 2023 | GRANT_AWARD | ROCKWELL AUTOMATION, INC | 716 | 0.00 USD | |
| 30 Nov 2023 | TAX_WITHHOLDING | MICROSOFT CORP | 451.86 | 378.85 USD | |
| 16 Oct 2023 | TAX_WITHHOLDING | MICROSOFT CORP | 177.08 | 327.73 USD |