Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| KEYCORP /NEW/ | 16,551 | reported | 14 May 2026 | tx 3+16,250 |
| LPL Financial Holdings Inc. | 851 | reported | 15 May 2026 | tx 2+851 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 15 May 2026 | GRANT_AWARD | LPL Financial Holdings Inc. | 712 | 0.00 USD | |
| 14 May 2026 | GRANT_AWARD | KEYCORP /NEW/ | 7,352 | 0.00 USD | deriv |
| 02 Feb 2026 | GRANT_AWARD | LPL Financial Holdings Inc. | 139 | 0.00 USD | |
| 15 May 2025 | GRANT_AWARD | KEYCORP /NEW/ | 8,798 | 0.00 USD | deriv |
| 21 Apr 2025 | PURCHASE | KEYCORP /NEW/ | 100 | 13.87 USD |