Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| US BANCORP \DE\ | 353,159 | reported | 11 May 2015 | tx 147+3,840,919.74−3,339,578 |
| CENTENE CORP | 140,534.33 | reported | 31 Mar 2016 | tx 47+83,717.94−1,600 |
| TOTAL SYSTEM SERVICES INC | 63,001 | reported | 17 Feb 2017 | tx 7+187,241−3,967 |
| TransUnion | 42,743 | reported | 12 May 2026 | tx 12+36,569 |
| PAYCHEX INC | 3,061 | reported | 15 Oct 2025 | tx 71+266,894−186,402 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 12 May 2026 | GRANT_AWARD | TransUnion | 3,034 | 0.00 USD | |
| 15 Oct 2025 | GRANT_AWARD | PAYCHEX INC | 725 | 0.00 USD | |
| 15 Oct 2025 | GRANT_AWARD | PAYCHEX INC | 3,061 | 127.52 USD | deriv |
| 15 Jul 2025 | GRANT_AWARD | PAYCHEX INC | 164 | 0.00 USD | |
| 15 Jul 2025 | GRANT_AWARD | PAYCHEX INC | 670 | 140.68 USD | deriv |
| 07 May 2025 | GRANT_AWARD | TransUnion | 2,463 | 0.00 USD | |
| 15 Jul 2024 | GRANT_AWARD | PAYCHEX INC | 761 | 0.00 USD | |
| 15 Jul 2024 | GRANT_AWARD | PAYCHEX INC | 3,351 | 121.63 USD | deriv |
| 02 May 2024 | GRANT_AWARD | TransUnion | 2,543 | 0.00 USD | |
| 15 Jul 2023 | GRANT_AWARD | PAYCHEX INC | 765 | 0.00 USD | |
| 15 Jul 2023 | GRANT_AWARD | PAYCHEX INC | 3,382 | 120.86 USD | deriv |
| 04 May 2023 | GRANT_AWARD | TransUnion | 2,989 | 0.00 USD | |
| 15 Jul 2022 | GRANT_AWARD | PAYCHEX INC | 739 | 0.00 USD | |
| 15 Jul 2022 | GRANT_AWARD | PAYCHEX INC | 3,027 | 115.00 USD | deriv |
| 11 May 2022 | GRANT_AWARD | TransUnion | 2,094 | 0.00 USD | |
| 15 Jul 2021 | GRANT_AWARD | PAYCHEX INC | 797 | 0.00 USD | |
| 15 Jul 2021 | GRANT_AWARD | PAYCHEX INC | 5,075 | 112.67 USD | deriv |
| 11 May 2021 | GRANT_AWARD | TransUnion | 1,621 | 0.00 USD | |
| 15 Jul 2020 | GRANT_AWARD | PAYCHEX INC | 1,082 | 0.00 USD | |
| 15 Jul 2020 | GRANT_AWARD | PAYCHEX INC | 5,793 | 73.53 USD | deriv |
| 12 May 2020 | GRANT_AWARD | TransUnion | 2,265 | 0.00 USD | |
| 11 Oct 2019 | EXERCISE | PAYCHEX INC | 10,850 | 41.70 USD | |
| 11 Oct 2019 | SALE | PAYCHEX INC | 10,850 | 85.06 USD | |
| 11 Oct 2019 | EXERCISE | PAYCHEX INC | 11,489 | 47.43 USD | |
| 11 Oct 2019 | SALE | PAYCHEX INC | 11,489 | 85.06 USD |
2 purchases reported after at least 12 months of silence — most recent on 19 May 2016.