Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| FIFTH THIRD BANCORP | 975,117 | reported | 15 Apr 2016 | tx 170+5,762,274.24−1,449,906.62 |
| Unum Group | 125,997 | reported | 26 May 2026 | tx 42+123,749 |
| NISOURCE INC. | 66,455.698 | reported | 11 May 2026 | tx 12+64,535.9 |
| AlTi Global, Inc. | 20,262 | reported | 31 May 2023 | tx 1+20,262 |
| CROWN CASTLE INC. | 9,149 | reported | 25 Feb 2026 | tx 4+8,149 |
| E TRADE FINANCIAL CORP | 0 | reported | 02 Oct 2020 | tx 7+19,853−19,853 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 26 May 2026 | GRANT_AWARD | Unum Group | 2,191 | 0.00 USD | |
| 26 May 2026 | GRANT_AWARD | Unum Group | 1,333 | 0.00 USD | |
| 11 May 2026 | GRANT_AWARD | NISOURCE INC. | 3,807 | 47.03 USD | |
| 25 Feb 2026 | GRANT_AWARD | CROWN CASTLE INC. | 2,673 | 0.00 USD | |
| 22 May 2025 | GRANT_AWARD | Unum Group | 2,198 | 0.00 USD | |
| 22 May 2025 | GRANT_AWARD | Unum Group | 1,413 | 0.00 USD | |
| 12 May 2025 | GRANT_AWARD | NISOURCE INC. | 4,541 | 38.32 USD | |
| 26 Feb 2025 | GRANT_AWARD | CROWN CASTLE INC. | 2,510 | 0.00 USD | |
| 23 May 2024 | GRANT_AWARD | Unum Group | 3,342 | 0.00 USD | |
| 23 May 2024 | GRANT_AWARD | Unum Group | 2,149 | 0.00 USD | |
| 13 May 2024 | GRANT_AWARD | NISOURCE INC. | 6,042 | 28.80 USD | |
| 21 Feb 2024 | GRANT_AWARD | CROWN CASTLE INC. | 2,135 | 0.00 USD | |
| 01 Aug 2023 | GRANT_AWARD | CROWN CASTLE INC. | 831 | 0.00 USD | |
| 31 May 2023 | GRANT_AWARD | AlTi Global, Inc. | 20,262 | 0.00 USD | deriv |
| 25 May 2023 | GRANT_AWARD | Unum Group | 2,468 | 0.00 USD | |
| 25 May 2023 | GRANT_AWARD | Unum Group | 3,839 | 0.00 USD | |
| 23 May 2023 | GRANT_AWARD | NISOURCE INC. | 6,031 | 27.36 USD | |
| 26 May 2022 | GRANT_AWARD | Unum Group | 4,448 | 0.00 USD | |
| 26 May 2022 | GRANT_AWARD | Unum Group | 3,128 | 0.00 USD | |
| 24 May 2022 | GRANT_AWARD | NISOURCE INC. | 5,282 | 31.24 USD | |
| 27 May 2021 | GRANT_AWARD | Unum Group | 3,635 | 0.00 USD | |
| 27 May 2021 | GRANT_AWARD | Unum Group | 5,170 | 0.00 USD | |
| 25 May 2021 | GRANT_AWARD | NISOURCE INC. | 5,922 | 25.33 USD | |
| 02 Oct 2020 | OTHER | E TRADE FINANCIAL CORP | 19,853 | — | |
| 28 May 2020 | GRANT_AWARD | Unum Group | 7,067 | 0.00 USD |
1 purchase reported after at least 12 months of silence — most recent on 12 Aug 2011.