Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| AMERICAN EXPRESS CO | 24,874.34 | reported | 03 May 2022 | tx 31+23,576.22 |
| Medtronic plc | 21,779 | reported | 03 May 2021 | tx 10+22,538 |
| ROYAL CARIBBEAN CRUISES LTD | 8,102 | reported | 28 May 2026 | tx 6+9,011−78 |
| HEALTHEQUITY, INC. | 0 | reported | 01 Aug 2017 | tx 22+100,967−341,236 |
| MEDTRONIC INC | 0 | reported | 26 Jan 2015 | tx 4+6,813−7,032.27 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 28 May 2026 | TAX_WITHHOLDING | ROYAL CARIBBEAN CRUISES LTD | 78 | 276.62 USD | |
| 28 May 2026 | GRANT_AWARD | ROYAL CARIBBEAN CRUISES LTD | 831 | 0.00 USD | |
| 28 May 2025 | GRANT_AWARD | ROYAL CARIBBEAN CRUISES LTD | 870 | 0.00 USD | |
| 08 Feb 2024 | GRANT_AWARD | ROYAL CARIBBEAN CRUISES LTD | 2,372 | 0.00 USD | |
| 09 Feb 2023 | GRANT_AWARD | ROYAL CARIBBEAN CRUISES LTD | 2,682 | 0.00 USD | |
| 03 May 2022 | GRANT_AWARD | AMERICAN EXPRESS CO | 1,218.16 | 0.00 USD | deriv |
| 10 Feb 2022 | GRANT_AWARD | ROYAL CARIBBEAN CRUISES LTD | 2,256 | 0.00 USD | |
| 04 May 2021 | GRANT_AWARD | AMERICAN EXPRESS CO | 1,339.14 | 149.35 USD | deriv |
| 03 May 2021 | GRANT_AWARD | Medtronic plc | 1,334 | 0.00 USD | |
| 31 Dec 2020 | GRANT_AWARD | AMERICAN EXPRESS CO | 286.36 | 117.86 USD | deriv |
| 30 Sept 2020 | GRANT_AWARD | AMERICAN EXPRESS CO | 341.32 | 98.88 USD | deriv |
| 30 Jun 2020 | GRANT_AWARD | AMERICAN EXPRESS CO | 343.55 | 98.24 USD | deriv |
| 05 May 2020 | GRANT_AWARD | AMERICAN EXPRESS CO | 2,325.58 | 86.00 USD | deriv |
| 27 Apr 2020 | GRANT_AWARD | Medtronic plc | 1,737 | 0.00 USD | |
| 31 Mar 2020 | GRANT_AWARD | AMERICAN EXPRESS CO | 408.6 | 82.60 USD | deriv |
| 31 Dec 2019 | GRANT_AWARD | AMERICAN EXPRESS CO | 240.31 | 124.84 USD | deriv |
| 30 Sept 2019 | GRANT_AWARD | AMERICAN EXPRESS CO | 256.65 | 118.37 USD | deriv |
| 30 Jun 2019 | GRANT_AWARD | AMERICAN EXPRESS CO | 282.83 | 123.75 USD | deriv |
| 07 May 2019 | GRANT_AWARD | AMERICAN EXPRESS CO | 1,648.73 | 115.24 USD | deriv |
| 29 Apr 2019 | GRANT_AWARD | Medtronic plc | 2,002 | 0.00 USD | |
| 31 Mar 2019 | GRANT_AWARD | AMERICAN EXPRESS CO | 316.94 | 110.43 USD | deriv |
| 31 Dec 2018 | GRANT_AWARD | AMERICAN EXPRESS CO | 366.19 | 95.58 USD | deriv |
| 30 Sept 2018 | GRANT_AWARD | AMERICAN EXPRESS CO | 320.22 | 109.30 USD | deriv |
| 30 Jun 2018 | GRANT_AWARD | AMERICAN EXPRESS CO | 359.12 | 97.46 USD | deriv |
| 07 May 2018 | GRANT_AWARD | AMERICAN EXPRESS CO | 1,931.09 | 98.39 USD | deriv |