Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Terrestrial Energy Inc. /DE/ | 6,894 | reported | 18 Dec 2025 | tx 2+6,894 |
| Bats Global Markets, Inc. | 0 | reported | 28 Feb 2017 | tx 3+28,529−28,529 |
| PROGRESS ENERGY INC | 0 | reported | 02 Jul 2012 | tx 32+20,419−23,461 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 18 Dec 2025 | GRANT_AWARD | Terrestrial Energy Inc. /DE/ | 5,865 | 0.00 USD | deriv |
| 18 Dec 2025 | GRANT_AWARD | Terrestrial Energy Inc. /DE/ | 1,029 | 0.00 USD | deriv |
| 28 Feb 2017 | OTHER | Bats Global Markets, Inc. | 28,529 | — | |
| 17 May 2016 | GRANT_AWARD | Bats Global Markets, Inc. | 3,529 | 0.00 USD | |
| 20 Apr 2016 | PURCHASE | Bats Global Markets, Inc. | 25,000 | 19.00 USD | first after silence |
| 02 Jul 2012 | OTHER | PROGRESS ENERGY INC | 1,000 | — | |
| 02 Jul 2012 | OTHER | PROGRESS ENERGY INC | 7,725 | — | deriv |
| 02 Jul 2012 | OTHER | PROGRESS ENERGY INC | 14,736 | — | deriv |
| 02 Apr 2012 | GRANT_AWARD | PROGRESS ENERGY INC | 664 | 53.34 USD | deriv |
| 03 Jan 2012 | GRANT_AWARD | PROGRESS ENERGY INC | 1,092 | 54.72 USD | deriv |
| 03 Jan 2012 | GRANT_AWARD | PROGRESS ENERGY INC | 584 | 54.72 USD | deriv |
| 03 Oct 2011 | GRANT_AWARD | PROGRESS ENERGY INC | 841 | 50.66 USD | deriv |
| 01 Jul 2011 | GRANT_AWARD | PROGRESS ENERGY INC | 692 | 48.57 USD | deriv |
| 01 Apr 2011 | GRANT_AWARD | PROGRESS ENERGY INC | 687 | 46.73 USD | deriv |
| 03 Jan 2011 | GRANT_AWARD | PROGRESS ENERGY INC | 1,376 | 43.61 USD | deriv |
| 03 Jan 2011 | GRANT_AWARD | PROGRESS ENERGY INC | 737 | 43.61 USD | deriv |
| 01 Oct 2010 | GRANT_AWARD | PROGRESS ENERGY INC | 577 | 44.86 USD | deriv |
| 01 Jul 2010 | GRANT_AWARD | PROGRESS ENERGY INC | 659 | 39.28 USD | deriv |
| 01 Apr 2010 | GRANT_AWARD | PROGRESS ENERGY INC | 651 | 39.74 USD | deriv |
| 04 Jan 2010 | GRANT_AWARD | PROGRESS ENERGY INC | 1,466 | 40.93 USD | deriv |
| 04 Jan 2010 | GRANT_AWARD | PROGRESS ENERGY INC | 632 | 40.93 USD | deriv |
| 01 Oct 2009 | GRANT_AWARD | PROGRESS ENERGY INC | 672 | 38.48 USD | deriv |
| 01 Jul 2009 | GRANT_AWARD | PROGRESS ENERGY INC | 676 | 38.28 USD | deriv |
| 13 May 2009 | GRANT_AWARD | PROGRESS ENERGY INC | 62 | 34.99 USD | deriv |
| 01 Apr 2009 | GRANT_AWARD | PROGRESS ENERGY INC | 650 | 35.96 USD | deriv |
1 purchase reported after at least 12 months of silence — most recent on 20 Apr 2016.