Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Bank of New York Mellon Corp | 264,740.12 | reported | 24 Feb 2014 | tx 72+1,700,434.62−427,864.98 |
| BANK OF NEW YORK CO INC | 86,939.37 | reported | 28 Feb 2006 | tx 1−8,004 |
| AlTi Global, Inc. | 47,495.32 | reported | 19 Jun 2025 | tx 15+305,124.32−123,469.72 |
| Unum Group | 40,796 | reported | 26 May 2026 | tx 20+68,649−30,540 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 26 May 2026 | GRANT_AWARD | Unum Group | 2,191 | 0.00 USD | |
| 18 Feb 2026 | SALE | Unum Group | 4,500 | 72.58 USD | |
| 19 Jun 2025 | GRANT_AWARD | AlTi Global, Inc. | 47,495.32 | 0.00 USD | deriv |
| 13 Jun 2025 | EXERCISE | AlTi Global, Inc. | 34,482.76 | — | |
| 13 Jun 2025 | GRANT_AWARD | AlTi Global, Inc. | 34,482.76 | 0.00 USD | deriv |
| 22 May 2025 | GRANT_AWARD | Unum Group | 2,198 | 0.00 USD | |
| 27 Jun 2024 | GRANT_AWARD | AlTi Global, Inc. | 34,482.76 | 0.00 USD | deriv |
| 25 Jun 2024 | EXERCISE | AlTi Global, Inc. | 28,380.64 | — | |
| 25 Jun 2024 | EXERCISE | AlTi Global, Inc. | 28,380.64 | 0.00 USD | deriv |
| 23 May 2024 | GRANT_AWARD | Unum Group | 3,342 | 0.00 USD | |
| 14 May 2024 | PURCHASE | AlTi Global, Inc. | 17,598 | 4.62 USD | |
| 16 May 2024 | PURCHASE | AlTi Global, Inc. | 16,417 | 4.60 USD | |
| 15 May 2024 | PURCHASE | AlTi Global, Inc. | 50,195 | 4.52 USD | |
| 07 May 2024 | SALE | Unum Group | 8,000 | 52.61 USD | |
| 01 Mar 2024 | GRANT_AWARD | AlTi Global, Inc. | 28,380.64 | 0.00 USD | deriv |
| 03 Jan 2024 | EXERCISE | AlTi Global, Inc. | 13,111 | — | |
| 03 Jan 2024 | EXERCISE | AlTi Global, Inc. | 13,111 | 0.00 USD | deriv |
| 31 May 2023 | GRANT_AWARD | AlTi Global, Inc. | 13,111 | 0.00 USD | deriv |
| 25 May 2023 | GRANT_AWARD | Unum Group | 3,839 | 0.00 USD | |
| 26 May 2022 | GRANT_AWARD | Unum Group | 4,448 | 0.00 USD | |
| 27 May 2021 | GRANT_AWARD | Unum Group | 5,170 | 0.00 USD | |
| 25 Feb 2021 | SALE | Unum Group | 18,040 | 28.03 USD | |
| 28 May 2020 | GRANT_AWARD | Unum Group | 10,050 | 0.00 USD | |
| 23 May 2019 | GRANT_AWARD | Unum Group | 4,808 | 0.00 USD | |
| 24 May 2018 | GRANT_AWARD | Unum Group | 3,892 | 0.00 USD |