Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Equitable Holdings, Inc. | 60,086 | reported | 20 May 2026 | tx 16+70,701−10,615 |
| ALLIANCEBERNSTEIN HOLDING L.P. | 48,527 | reported | 20 May 2026 | tx 12+58,369−4,825 |
| FERRELLGAS PARTNERS L P | 25,000 | reported | 02 Oct 2015 | tx 9+25,000 |
| CME GROUP INC. | 4,200 | reported | 25 Jun 2025 | tx 9+4,700−500 |
3 purchases reported after at least 12 months of silence — most recent on 11 Mar 2020.
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 20 May 2026 | GRANT_AWARD | ALLIANCEBERNSTEIN HOLDING L.P. | 4,397 | 38.67 USD | |
| 20 May 2026 | GRANT_AWARD | Equitable Holdings, Inc. | 4,400 | 42.05 USD | |
| 25 Jun 2025 | GRANT_AWARD | CME GROUP INC. | 532 | 273.03 USD | |
| 21 May 2025 | GRANT_AWARD | ALLIANCEBERNSTEIN HOLDING L.P. | 4,253 | 39.98 USD | |
| 22 May 2025 | SALE | CME GROUP INC. | 500 | 282.42 USD | |
| 21 May 2025 | GRANT_AWARD | Equitable Holdings, Inc. | 3,393 | 0.00 USD | |
| 12 May 2025 | SALE | ALLIANCEBERNSTEIN HOLDING L.P. | 4,825 | 40.80 USD | |
| 12 May 2025 | SALE | Equitable Holdings, Inc. | 5,770 | 53.93 USD | |
| 25 Jun 2024 | GRANT_AWARD | CME GROUP INC. | 748 | 194.10 USD | |
| 22 May 2024 | GRANT_AWARD | Equitable Holdings, Inc. | 4,306 | 0.00 USD | |
| 22 May 2024 | GRANT_AWARD | ALLIANCEBERNSTEIN HOLDING L.P. | 4,992 | 34.06 USD | |
| 20 Dec 2023 | SALE | Equitable Holdings, Inc. | 4,845 | 33.85 USD | |
| 26 Jun 2023 | GRANT_AWARD | CME GROUP INC. | 811 | 178.89 USD | |
| 24 May 2023 | GRANT_AWARD | Equitable Holdings, Inc. | 6,473 | 0.00 USD | |
| 24 May 2023 | GRANT_AWARD | ALLIANCEBERNSTEIN HOLDING L.P. | 5,017 | 33.89 USD | |
| 27 Jun 2022 | GRANT_AWARD | CME GROUP INC. | 693 | 209.44 USD | |
| 19 May 2022 | GRANT_AWARD | ALLIANCEBERNSTEIN HOLDING L.P. | 4,410 | 38.55 USD | |
| 19 May 2022 | GRANT_AWARD | Equitable Holdings, Inc. | 5,770 | 0.00 USD | |
| 25 Jan 2022 | GRANT_AWARD | CME GROUP INC. | 47 | 221.79 USD | |
| 25 Jun 2021 | GRANT_AWARD | CME GROUP INC. | 551 | 218.12 USD | |
| 20 May 2021 | GRANT_AWARD | ALLIANCEBERNSTEIN HOLDING L.P. | 3,918 | 43.40 USD | |
| 20 May 2021 | GRANT_AWARD | Equitable Holdings, Inc. | 4,845 | 0.00 USD | |
| 25 Jun 2020 | GRANT_AWARD | CME GROUP INC. | 712 | 0.00 USD | |
| 20 May 2020 | GRANT_AWARD | Equitable Holdings, Inc. | 9,040 | 0.00 USD | |
| 20 May 2020 | GRANT_AWARD | ALLIANCEBERNSTEIN HOLDING L.P. | 7,176 | 23.69 USD |