Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| H2O AMERICA | 10,064 | reported | 27 Feb 2026 | tx 6+10,845−781 |
| AMERICAN ELECTRIC POWER CO INC | 7,016 | reported | 21 Feb 2023 | tx 4+9,198−383 |
| UGI CORP /PA/ | 3,836 | reported | 16 Jan 2019 | tx 18+20,784−21,964 |
| AMERIGAS PARTNERS LP | 0 | reported | 21 Aug 2019 | tx 2+5,150−5,150 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 27 Feb 2026 | GRANT_AWARD | H2O AMERICA | 1,707 | 0.00 USD | |
| 02 Jan 2026 | TAX_WITHHOLDING | H2O AMERICA | 200 | 49.25 USD | |
| 01 Dec 2025 | TAX_WITHHOLDING | H2O AMERICA | 581 | 46.86 USD | |
| 01 Jul 2025 | GRANT_AWARD | H2O AMERICA | 952 | 0.00 USD | |
| 02 Jan 2025 | GRANT_AWARD | H2O AMERICA | 1,833 | 0.00 USD | |
| 12 Nov 2024 | GRANT_AWARD | H2O AMERICA | 6,353 | 0.00 USD | |
| 20 Feb 2023 | GRANT_AWARD | AMERICAN ELECTRIC POWER CO INC | 4,599 | 0.00 USD | |
| 21 Feb 2023 | TAX_WITHHOLDING | AMERICAN ELECTRIC POWER CO INC | 269 | 90.85 USD | |
| 21 Aug 2019 | OTHER | AMERIGAS PARTNERS LP | 5,150 | — | deriv |
| 11 Feb 2019 | GRANT_AWARD | AMERIGAS PARTNERS LP | 5,150 | 0.00 USD | deriv |
| 16 Jan 2019 | TAX_WITHHOLDING | UGI CORP /PA/ | 340 | 53.35 USD | |
| 16 Jan 2019 | EXERCISE | UGI CORP /PA/ | 110 | 0.00 USD | |
| 16 Jan 2019 | TAX_WITHHOLDING | UGI CORP /PA/ | 36 | 53.35 USD | |
| 16 Jan 2019 | EXERCISE | UGI CORP /PA/ | 1,050 | 0.00 USD | |
| 16 Jan 2019 | EXERCISE | UGI CORP /PA/ | 1,050 | 0.00 USD | deriv |
| 16 Jan 2019 | EXERCISE | UGI CORP /PA/ | 110 | 0.00 USD | deriv |
| 16 Nov 2018 | GRANT_AWARD | UGI CORP /PA/ | 187 | 0.00 USD | |
| 15 Nov 2018 | EXERCISE | UGI CORP /PA/ | 2,333 | 46.08 USD | |
| 15 Nov 2018 | EXERCISE | UGI CORP /PA/ | 2,500 | 33.76 USD | |
| 15 Nov 2018 | EXERCISE | UGI CORP /PA/ | 6,000 | 37.98 USD | |
| 15 Nov 2018 | SALE | UGI CORP /PA/ | 9,595 | 56.80 USD | |
| 15 Nov 2018 | EXERCISE | UGI CORP /PA/ | 2,500 | 0.00 USD | deriv |
| 15 Nov 2018 | EXERCISE | UGI CORP /PA/ | 2,333 | 0.00 USD | deriv |
| 15 Nov 2018 | EXERCISE | UGI CORP /PA/ | 6,000 | 0.00 USD | deriv |
| 02 May 2018 | PURCHASE | UGI CORP /PA/ | 2 | 48.16 USD |