Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| SunCoke Energy, Inc. | 41,958 | reported | 13 May 2021 | tx 81+132,538−41,465 |
| IDEX CORP /DE/ | 3,947 | reported | 20 Feb 2026 | tx 14+17,925−643 |
| SunCoke Energy Partners, L.P. | 0 | reported | 28 Jun 2019 | tx 1−300 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 19 Feb 2026 | GRANT_AWARD | IDEX CORP /DE/ | 275 | 0.00 USD | |
| 20 Feb 2026 | TAX_WITHHOLDING | IDEX CORP /DE/ | 179 | 207.86 USD | |
| 19 Feb 2026 | GRANT_AWARD | IDEX CORP /DE/ | 1,145 | 0.00 USD | deriv |
| 25 Aug 2024 | TAX_WITHHOLDING | IDEX CORP /DE/ | 292 | 203.90 USD | |
| 20 Feb 2025 | GRANT_AWARD | IDEX CORP /DE/ | 775 | 0.00 USD | |
| 20 Feb 2025 | GRANT_AWARD | IDEX CORP /DE/ | 1,070 | 0.00 USD | deriv |
| 11 Feb 2025 | GRANT_AWARD | IDEX CORP /DE/ | 345 | 196.45 USD | |
| 11 Feb 2025 | TAX_WITHHOLDING | IDEX CORP /DE/ | 172 | 196.45 USD | |
| 22 Feb 2024 | GRANT_AWARD | IDEX CORP /DE/ | 1,570 | 0.00 USD | deriv |
| 29 Aug 2023 | GRANT_AWARD | IDEX CORP /DE/ | 2,200 | 227.73 USD | |
| 23 Feb 2023 | GRANT_AWARD | IDEX CORP /DE/ | 2,060 | 0.00 USD | deriv |
| 24 Feb 2022 | GRANT_AWARD | IDEX CORP /DE/ | 2,410 | 0.00 USD | deriv |
| 25 Aug 2021 | GRANT_AWARD | IDEX CORP /DE/ | 995 | 226.43 USD | |
| 25 Aug 2021 | GRANT_AWARD | IDEX CORP /DE/ | 5,080 | 0.00 USD | deriv |
| 13 May 2021 | GRANT_AWARD | SunCoke Energy, Inc. | 41,958 | 0.00 USD | deriv |
| 25 Feb 2021 | GRANT_AWARD | SunCoke Energy, Inc. | 13,136 | — | deriv |
| 19 Feb 2021 | EXERCISE | SunCoke Energy, Inc. | 4,843 | 6.36 USD | |
| 14 Feb 2021 | OTHER | SunCoke Energy, Inc. | 1,201 | 6.06 USD | |
| 14 Feb 2021 | EXERCISE | SunCoke Energy, Inc. | 1,201 | 6.06 USD | |
| 13 Feb 2021 | OTHER | SunCoke Energy, Inc. | 2,055 | 6.06 USD | |
| 13 Feb 2021 | EXERCISE | SunCoke Energy, Inc. | 2,055 | 6.06 USD | |
| 19 Feb 2021 | OTHER | SunCoke Energy, Inc. | 4,843 | 6.36 USD | |
| 14 Feb 2021 | EXERCISE | SunCoke Energy, Inc. | 1,201 | 0.00 USD | deriv |
| 13 Feb 2021 | EXERCISE | SunCoke Energy, Inc. | 2,055 | 0.00 USD | deriv |
| 19 Feb 2021 | EXERCISE | SunCoke Energy, Inc. | 4,843 | 0.00 USD | deriv |