Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| GLOBE LIFE INC. | 6,433 | reported | 18 Mar 2026 | tx 1+6,433 |
| Oklo Inc. | 4,699 | reported | 10 Apr 2026 | tx 1+4,699 |
| Toll Brothers, Inc. | 0 | reported | 19 Jan 2026 | tx 10+14,256−6,388 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 10 Apr 2026 | GRANT_AWARD | Oklo Inc. | 4,699 | 0.00 USD | deriv |
| 18 Mar 2026 | GRANT_AWARD | GLOBE LIFE INC. | 6,433 | 0.00 USD | deriv |
| 19 Jan 2026 | EXERCISE | Toll Brothers, Inc. | 1,548 | 0.00 USD | |
| 19 Jan 2026 | EXERCISE | Toll Brothers, Inc. | 1,548 | 0.00 USD | deriv |
| 22 Dec 2025 | GRANT_AWARD | Toll Brothers, Inc. | 1,480 | 0.00 USD | deriv |
| 19 Jan 2025 | EXERCISE | Toll Brothers, Inc. | 1,822 | 0.00 USD | |
| 18 Jan 2025 | EXERCISE | Toll Brothers, Inc. | 3,018 | 0.00 USD | |
| 19 Jan 2025 | EXERCISE | Toll Brothers, Inc. | 1,822 | 0.00 USD | deriv |
| 18 Jan 2025 | EXERCISE | Toll Brothers, Inc. | 3,018 | 0.00 USD | deriv |
| 19 Dec 2024 | GRANT_AWARD | Toll Brothers, Inc. | 1,548 | 0.00 USD | deriv |
| 20 Dec 2023 | GRANT_AWARD | Toll Brothers, Inc. | 1,822 | 0.00 USD | deriv |
| 19 Dec 2022 | GRANT_AWARD | Toll Brothers, Inc. | 3,018 | 0.00 USD | deriv |