Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 246,347.52 | reported | 04 May 2026 | tx 41+209,830.43−3,000 |
| WALT DISNEY CO/ | 74,668.45 | reported | 31 Mar 2016 | tx 78+135,162.55−75,713.17 |
| TARGET CORP | 22,857 | reported | 11 Mar 2026 | tx 11+19,041 |
| TENET HEALTHCARE CORP | 12,458 | reported | 31 Dec 2003 | tx 3+23,035 |
| UNIONBANCAL CORP |
| 3,000 |
| reported |
| 01 May 2004 |
| tx 1+3,000 |
| Apple Inc. | 1,139 | reported | 24 Feb 2026 | tx 19+18,289−8,575 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 04 May 2026 | GRANT_AWARD | BANK OF AMERICA CORP /DE/ | 5,365.01 | — | deriv |
| 11 Mar 2026 | GRANT_AWARD | TARGET CORP | 1,676 | 0.00 USD | |
| 04 Feb 2026 | INHERITANCE | BANK OF AMERICA CORP /DE/ | 387 | 0.00 USD | |
| 24 Feb 2026 | GRANT_AWARD | Apple Inc. | 1,139 | 0.00 USD | deriv |
| 01 Feb 2026 | EXERCISE | Apple Inc. | 1,255 | — | |
| 01 Feb 2026 | EXERCISE | Apple Inc. | 1,255 | — | deriv |
| 22 Apr 2025 | GRANT_AWARD | BANK OF AMERICA CORP /DE/ | 7,306.89 | — | deriv |
| 12 Mar 2025 | GRANT_AWARD | TARGET CORP | 1,841 | 0.00 USD | |
| 25 Feb 2025 | GRANT_AWARD | Apple Inc. | 1,255 | 0.00 USD | deriv |
| 01 Feb 2025 | EXERCISE | Apple Inc. | 1,516 | — | |
| 01 Feb 2025 | EXERCISE | Apple Inc. | 1,516 | — | deriv |
| 19 Aug 2024 | GIFT | BANK OF AMERICA CORP /DE/ | 3,000 | 0.00 USD | |
| 19 Aug 2024 | GIFT | BANK OF AMERICA CORP /DE/ | 3,000 | 0.00 USD | |
| 24 Apr 2024 | GRANT_AWARD | BANK OF AMERICA CORP /DE/ | 7,045.93 | — | deriv |
| 13 Mar 2024 | GRANT_AWARD | TARGET CORP | 1,148 | 0.00 USD | |
| 28 Feb 2024 | GRANT_AWARD | Apple Inc. | 1,516 | 0.00 USD | deriv |
| 01 Feb 2024 | EXERCISE | Apple Inc. | 1,852 | — | |
| 01 Feb 2024 | EXERCISE | Apple Inc. | 1,852 | — | deriv |
| 25 Apr 2023 | GRANT_AWARD | BANK OF AMERICA CORP /DE/ | 9,362 | — | deriv |
| 10 Mar 2023 | GRANT_AWARD | Apple Inc. | 1,852 | 0.00 USD | deriv |
| 08 Mar 2023 | GRANT_AWARD | TARGET CORP | 1,166 | 0.00 USD | |
| 01 Feb 2023 | EXERCISE | Apple Inc. | 1,685 | — | |
| 01 Feb 2023 | EXERCISE | Apple Inc. | 1,685 | — | deriv |
| 26 Apr 2022 | GRANT_AWARD | BANK OF AMERICA CORP /DE/ | 6,858.71 | 0.00 USD | deriv |
| 09 Mar 2022 | GRANT_AWARD | TARGET CORP | 878 | 0.00 USD |
1 purchase reported after at least 12 months of silence — most recent on 22 Jan 2010.