Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Elevance Health, Inc. | 32,037 | reported | 03 Mar 2026 | tx 16+100,824−11,195 |
| MOODYS CORP /DE/ | 4,447 | reported | 07 Aug 2023 | tx 84+98,527−77,781 |
| CONMED Corp | 152 | reported | 24 Feb 2026 | tx 6+10,879−152 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 03 Mar 2026 | TAX_WITHHOLDING | Elevance Health, Inc. | 353 | 284.03 USD | |
| 02 Mar 2026 | TAX_WITHHOLDING | Elevance Health, Inc. | 271 | 294.07 USD | |
| 02 Mar 2026 | GRANT_AWARD | Elevance Health, Inc. | 10,202 | 0.00 USD | |
| 02 Mar 2026 | GRANT_AWARD | Elevance Health, Inc. | 6,377 | 0.00 USD | |
| 02 Mar 2026 | GRANT_AWARD | Elevance Health, Inc. | 25,188 | 0.00 USD | deriv |
| 24 Feb 2026 | EXERCISE | CONMED Corp | 152 | 0.00 USD | |
| 24 Feb 2026 | EXERCISE | CONMED Corp | 152 | 0.00 USD | deriv |
| 02 Oct 2025 | TAX_WITHHOLDING | Elevance Health, Inc. | 2,895 | 340.24 USD | |
| 02 Jun 2025 | GRANT_AWARD | CONMED Corp | 668 | 0.00 USD | deriv |
| 02 Jun 2025 | GRANT_AWARD | CONMED Corp | 8,061 | 0.00 USD | deriv |
| 24 Apr 2025 | SALE | Elevance Health, Inc. | 4,588 | 424.82 USD | |
| 03 Mar 2025 | TAX_WITHHOLDING | Elevance Health, Inc. | 270 | 395.50 USD | |
| 03 Mar 2025 | GRANT_AWARD | Elevance Health, Inc. | 3,604 | 0.00 USD | |
| 03 Mar 2025 | GRANT_AWARD | Elevance Health, Inc. | 13,713 | 0.00 USD | deriv |
| 24 Feb 2025 | GRANT_AWARD | CONMED Corp | 1,846 | 0.00 USD | deriv |
| 24 Feb 2025 | GRANT_AWARD | CONMED Corp | 152 | 0.00 USD | deriv |
| 02 Oct 2024 | TAX_WITHHOLDING | Elevance Health, Inc. | 2,818 | 505.16 USD | |
| 01 Mar 2024 | GRANT_AWARD | Elevance Health, Inc. | 2,755 | 0.00 USD | |
| 01 Mar 2024 | GRANT_AWARD | Elevance Health, Inc. | 10,633 | 0.00 USD | deriv |
| 02 Oct 2023 | GRANT_AWARD | Elevance Health, Inc. | 2,102 | 0.00 USD | |
| 02 Oct 2023 | GRANT_AWARD | Elevance Health, Inc. | 18,174 | 0.00 USD | |
| 02 Oct 2023 | GRANT_AWARD | Elevance Health, Inc. | 8,076 | 0.00 USD | deriv |
| 07 Aug 2023 | SALE | MOODYS CORP /DE/ | 1,544 | 340.89 USD | |
| 07 Aug 2023 | EXERCISE | MOODYS CORP /DE/ | 1,741 | 173.58 USD | |
| 07 Aug 2023 | SALE | MOODYS CORP /DE/ | 3,832 | 341.10 USD |