Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| REGAL REXNORD CORP | 82,283 | reported | 15 Feb 2019 | tx 121+1,932,117.35−1,692,827.97 |
| ENVIRI Corp | 27,896.02 | reported | 16 Feb 2016 | tx 37+72,769.02−9,045 |
| Snap-on Inc | 12,630 | reported | 12 Feb 2026 | tx 19+14,785−64 |
| WEC ENERGY GROUP, INC. | 625.92 | reported | 08 Jan 2021 | tx 11+21,014.92 |
3 purchases reported after at least 12 months of silence — most recent on 12 Feb 2013.
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 12 Feb 2026 | GRANT_AWARD | Snap-on Inc | 520 | — | |
| 13 Feb 2025 | GRANT_AWARD | Snap-on Inc | 493 | — | |
| 15 Feb 2024 | GRANT_AWARD | Snap-on Inc | 599 | — | |
| 09 Feb 2023 | GRANT_AWARD | Snap-on Inc | 640 | — | |
| 10 Feb 2022 | GRANT_AWARD | Snap-on Inc | 725 | — | |
| 11 Feb 2021 | GRANT_AWARD | Snap-on Inc | 762 | — | |
| 08 Jan 2021 | GRANT_AWARD | WEC ENERGY GROUP, INC. | 625.92 | 87.87 USD | deriv |
| 04 Jan 2021 | GRANT_AWARD | WEC ENERGY GROUP, INC. | 1,538 | 0.00 USD | |
| 13 Feb 2020 | GRANT_AWARD | Snap-on Inc | 820 | — | |
| 02 Jan 2020 | GRANT_AWARD | WEC ENERGY GROUP, INC. | 1,531 | 0.00 USD | |
| 15 Feb 2019 | GIFT | REGAL REXNORD CORP | 1,430 | 0.00 USD | |
| 15 Feb 2019 | SALE | REGAL REXNORD CORP | 5,742 | 84.02 USD | |
| 14 Feb 2019 | GRANT_AWARD | Snap-on Inc | 845 | — | |
| 02 Jan 2019 | GRANT_AWARD | WEC ENERGY GROUP, INC. | 1,981 | 0.00 USD | |
| 09 May 2018 | GRANT_AWARD | REGAL REXNORD CORP | 1,740 | 0.00 USD | |
| 15 Feb 2018 | GRANT_AWARD | Snap-on Inc | 775 | — | |
| 02 Jan 2018 | GRANT_AWARD | WEC ENERGY GROUP, INC. | 2,045 | 0.00 USD | |
| 12 Jul 2017 | SALE | REGAL REXNORD CORP | 20,000 | 85.00 USD | |
| 02 Jun 2017 | SALE | REGAL REXNORD CORP | 10,000 | 82.00 USD | |
| 11 May 2017 | GIFT | REGAL REXNORD CORP | 2,505 | 0.00 USD | |
| 23 May 2017 | SALE | REGAL REXNORD CORP | 3,663 | 80.00 USD | |
| 11 May 2017 | SALE | REGAL REXNORD CORP | 10,800 | 80.03 USD | |
| 10 May 2017 | GRANT_AWARD | REGAL REXNORD CORP | 1,549 | 0.00 USD | |
| 01 Mar 2017 | SALE | REGAL REXNORD CORP | 12,172 | 76.00 USD | |
| 09 Feb 2017 | GRANT_AWARD | Snap-on Inc | 774 | — |