Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| AMERICAN EXPRESS CO | 560,863 | reported | 30 Apr 2010 | tx 105+2,780,981−1,989,962 |
| VISA INC. | 205,750 | reported | 15 Jan 2024 | tx 278+2,794,721−1,764,437 |
| METLIFE INC | 42,997.94 | reported | 02 Apr 2018 | tx 43+41,528.19−1,610 |
| HERSHEY CO | 7,959.57 | reported | 01 Oct 2007 | tx 8+3,832.86 |
| General Motors Co | 7,830 | reported | 31 Dec 2025 | tx 5+19,885 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 31 Dec 2025 | GRANT_AWARD | General Motors Co | 5,724 | 0.00 USD | deriv |
| 31 Dec 2025 | GRANT_AWARD | General Motors Co | 55 | 0.00 USD | deriv |
| 30 Jan 2025 | PURCHASE | General Motors Co | 12,000 | 50.66 USD | first after silence |
| 31 Dec 2024 | GRANT_AWARD | General Motors Co | 2,098 | 0.00 USD | deriv |
| 31 Dec 2024 | GRANT_AWARD | General Motors Co | 8 | 0.00 USD | deriv |
| 15 Jan 2024 | EXERCISE | VISA INC. | 576 | — | |
| 15 Jan 2024 | EXERCISE | VISA INC. | 449 | — | |
| 15 Jan 2024 | EXERCISE | VISA INC. | 449 | — | deriv |
| 15 Jan 2024 | EXERCISE | VISA INC. | 576 | — | deriv |
| 01 Jan 2024 | EXERCISE | VISA INC. | 6,678 | — | |
| 01 Jan 2024 | TAX_WITHHOLDING | VISA INC. | 2,858 | 260.35 USD | |
| 01 Jan 2024 | EXERCISE | VISA INC. | 6,678 | — | deriv |
| 30 Nov 2023 | EXERCISE | VISA INC. | 92,244 | — | |
| 01 Dec 2023 | EXERCISE | VISA INC. | 6,678 | — | |
| 01 Dec 2023 | TAX_WITHHOLDING | VISA INC. | 3,401 | 256.45 USD | |
| 30 Nov 2023 | TAX_WITHHOLDING | VISA INC. | 46,969 | 256.68 USD | |
| 01 Dec 2023 | EXERCISE | VISA INC. | 6,678 | — | deriv |
| 30 Nov 2023 | GRANT_AWARD | VISA INC. | 92,244 | — | deriv |
| 30 Nov 2023 | EXERCISE | VISA INC. | 92,244 | — | deriv |
| 19 Nov 2023 | TAX_WITHHOLDING | VISA INC. | 12,618 | 249.56 USD | |
| 19 Nov 2023 | EXERCISE | VISA INC. | 8,499 | — | |
| 19 Nov 2023 | EXERCISE | VISA INC. | 8,837 | — | |
| 19 Nov 2023 | EXERCISE | VISA INC. | 8,230 | — | |
| 19 Nov 2023 | EXERCISE | VISA INC. | 8,230 | — | deriv |
| 19 Nov 2023 | GRANT_AWARD | VISA INC. | 20,035 | — | deriv |
3 purchases reported after at least 12 months of silence — most recent on 30 Jan 2025.