Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Jackson Financial Inc. | 28,086.94 | reported | 26 Mar 2026 | tx 63+37,735.94 |
| NYLI MacKay DefinedTerm Muni Opportunities Fund | 0.95 | reported | 21 Apr 2014 | tx 12−23,665.95 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 26 Mar 2026 | GRANT_AWARD | Jackson Financial Inc. | 236.6 | 0.00 USD | |
| 18 Dec 2025 | GRANT_AWARD | Jackson Financial Inc. | 205.85 | 0.00 USD | |
| 25 Sept 2025 | GRANT_AWARD | Jackson Financial Inc. | 214.78 | 0.00 USD | |
| 26 Jun 2025 | GRANT_AWARD | Jackson Financial Inc. | 245.32 | 0.00 USD | |
| 01 Jun 2025 | GRANT_AWARD | Jackson Financial Inc. | 2,228 | 0.00 USD | |
| 20 Mar 2025 | GRANT_AWARD | Jackson Financial Inc. | 20.87 | 0.00 USD | |
| 20 Mar 2025 | GRANT_AWARD | Jackson Financial Inc. | 57.76 | 0.00 USD | |
| 20 Mar 2025 | GRANT_AWARD | Jackson Financial Inc. | 63.87 | 0.00 USD | |
| 20 Mar 2025 | GRANT_AWARD | Jackson Financial Inc. | 45.67 | 0.00 USD | |
| 20 Mar 2025 | GRANT_AWARD | Jackson Financial Inc. | 46.47 | 0.00 USD | |
| 19 Dec 2024 | GRANT_AWARD | Jackson Financial Inc. | 54.12 | 0.00 USD | |
| 19 Dec 2024 | GRANT_AWARD | Jackson Financial Inc. | 38.7 | 0.00 USD | |
| 19 Dec 2024 | GRANT_AWARD | Jackson Financial Inc. | 17.69 | 0.00 USD | |
| 19 Dec 2024 | GRANT_AWARD | Jackson Financial Inc. | 48.95 | 0.00 USD | |
| 19 Dec 2024 | GRANT_AWARD | Jackson Financial Inc. | 39.38 | 0.00 USD | |
| 19 Sept 2024 | GRANT_AWARD | Jackson Financial Inc. | 50.42 | 0.00 USD | |
| 19 Sept 2024 | GRANT_AWARD | Jackson Financial Inc. | 45.6 | 0.00 USD | |
| 19 Sept 2024 | GRANT_AWARD | Jackson Financial Inc. | 36.69 | 0.00 USD | |
| 19 Sept 2024 | GRANT_AWARD | Jackson Financial Inc. | 36.06 | 0.00 USD | |
| 19 Sept 2024 | GRANT_AWARD | Jackson Financial Inc. | 16.48 | 0.00 USD | |
| 20 Jun 2024 | GRANT_AWARD | Jackson Financial Inc. | 46.05 | 0.00 USD | |
| 20 Jun 2024 | GRANT_AWARD | Jackson Financial Inc. | 57.24 | 0.00 USD | |
| 20 Jun 2024 | GRANT_AWARD | Jackson Financial Inc. | 45.26 | 0.00 USD | |
| 20 Jun 2024 | GRANT_AWARD | Jackson Financial Inc. | 20.68 | 0.00 USD | |
| 20 Jun 2024 | GRANT_AWARD | Jackson Financial Inc. | 63.29 | 0.00 USD |