Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Sunoco LP | 34,670 | reported | 01 Mar 2014 | tx 4+34,670 |
| SPIRE INC | 1,640 | reported | 05 Feb 2026 | tx 11+18,130 |
| Shell Midstream Partners, L.P. | 0 | reported | 19 Oct 2022 | tx 4+30,000−30,000 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 05 Feb 2026 | GRANT_AWARD | SPIRE INC | 1,640 | 85.27 USD | |
| 07 Feb 2025 | GRANT_AWARD | SPIRE INC | 1,750 | 71.38 USD | |
| 05 Feb 2024 | GRANT_AWARD | SPIRE INC | 2,150 | 58.03 USD | |
| 03 Feb 2023 | GRANT_AWARD | SPIRE INC | 1,590 | 75.59 USD | |
| 19 Oct 2022 | OTHER | Shell Midstream Partners, L.P. | 30,000 | 15.85 USD | |
| 01 Feb 2022 | GRANT_AWARD | SPIRE INC | 1,810 | 66.31 USD | |
| 01 Feb 2021 | GRANT_AWARD | SPIRE INC | 1,760 | 62.35 USD | |
| 03 Mar 2020 | PURCHASE | Shell Midstream Partners, L.P. | 15,000 | 16.57 USD | first after silence |
| 03 Feb 2020 | GRANT_AWARD | SPIRE INC | 1,320 | 85.48 USD | |
| 01 Feb 2019 | GRANT_AWARD | SPIRE INC | 1,470 | 78.69 USD | |
| 01 Feb 2018 | GRANT_AWARD | SPIRE INC | 1,400 | 63.20 USD | |
| 01 Feb 2017 | GRANT_AWARD | SPIRE INC | 1,550 | 0.00 USD | |
| 22 Feb 2016 | GRANT_AWARD | SPIRE INC | 1,690 | 0.00 USD | |
| 10 Dec 2015 | PURCHASE | Shell Midstream Partners, L.P. | 5,000 | 33.93 USD | first after silence |
| 29 Oct 2014 | PURCHASE | Shell Midstream Partners, L.P. | 10,000 | 33.18 USD | first after silence |
| 01 Mar 2014 | GRANT_AWARD | Sunoco LP | 2,118 | 0.00 USD | |
| 01 Mar 2013 | GRANT_AWARD | Sunoco LP | 2,552 | 0.00 USD | |
| 25 Sept 2012 | GRANT_AWARD | Sunoco LP | 5,000 | 0.00 USD | |
| 25 Sept 2012 | PURCHASE | Sunoco LP | 25,000 | 20.50 USD |
3 purchases reported after at least 12 months of silence — most recent on 03 Mar 2020.