Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| CVS HEALTH Corp | 188,087 | reported | 01 Apr 2024 | tx 29+2,831,512−499,494 |
| US BANCORP \DE\ | 7,796 | reported | 17 Dec 2021 | tx 16+27,096 |
| AUTOMATIC DATA PROCESSING INC | 1,535 | reported | 12 Nov 2025 | tx 1+1,453 |
| THERMO FISHER SCIENTIFIC INC. | 1,159 | reported | 20 May 2026 | tx 8+1,450.49 |
| AETNA INC /PA/ | 0 | reported | 28 Nov 2018 | tx 31+431,610−777,830 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 20 May 2026 | GRANT_AWARD | THERMO FISHER SCIENTIFIC INC. | 499 | 0.00 USD | |
| 28 Mar 2026 | GRANT_AWARD | THERMO FISHER SCIENTIFIC INC. | 66.02 | — | deriv |
| 31 Dec 2025 | GRANT_AWARD | THERMO FISHER SCIENTIFIC INC. | 53.93 | — | deriv |
| 12 Nov 2025 | GRANT_AWARD | AUTOMATIC DATA PROCESSING INC | 1,453 | 0.00 USD | |
| 27 Sept 2025 | GRANT_AWARD | THERMO FISHER SCIENTIFIC INC. | 67.31 | — | deriv |
| 28 Jun 2025 | GRANT_AWARD | THERMO FISHER SCIENTIFIC INC. | 76.54 | — | deriv |
| 21 May 2025 | GRANT_AWARD | THERMO FISHER SCIENTIFIC INC. | 565 | 0.00 USD | |
| 29 Mar 2025 | GRANT_AWARD | THERMO FISHER SCIENTIFIC INC. | 27.69 | — | deriv |
| 19 Feb 2025 | GRANT_AWARD | THERMO FISHER SCIENTIFIC INC. | 95 | 0.00 USD | |
| 01 Apr 2024 | TAX_WITHHOLDING | CVS HEALTH Corp | 61,953 | 79.56 USD | |
| 01 Apr 2024 | GRANT_AWARD | CVS HEALTH Corp | 45,248 | 79.56 USD | |
| 01 Apr 2024 | GRANT_AWARD | CVS HEALTH Corp | 188,087 | 79.56 USD | deriv |
| 12 Feb 2024 | GRANT_AWARD | CVS HEALTH Corp | 136,640 | 0.00 USD | |
| 03 May 2023 | PURCHASE | CVS HEALTH Corp | 14,000 | 69.75 USD | |
| 01 Apr 2023 | TAX_WITHHOLDING | CVS HEALTH Corp | 93,677 | 74.31 USD | |
| 01 Apr 2023 | GRANT_AWARD | CVS HEALTH Corp | 244,952 | 74.31 USD | deriv |
| 02 Feb 2023 | GRANT_AWARD | CVS HEALTH Corp | 206,610 | 0.00 USD | |
| 01 Apr 2022 | TAX_WITHHOLDING | CVS HEALTH Corp | 116,940 | 101.09 USD | |
| 01 Apr 2022 | GRANT_AWARD | CVS HEALTH Corp | 171,517 | 101.09 USD | deriv |
| 21 Feb 2022 | GRANT_AWARD | CVS HEALTH Corp | 257,916 | 0.00 USD | |
| 17 Dec 2021 | GRANT_AWARD | US BANCORP \DE\ | 13 | 57.43 USD | deriv |
| 28 Nov 2021 | TAX_WITHHOLDING | CVS HEALTH Corp | 14,121 | 91.52 USD | |
| 26 Apr 2021 | GRANT_AWARD | US BANCORP \DE\ | 1,211 | 57.79 USD | deriv |
| 22 Apr 2021 | GRANT_AWARD | US BANCORP \DE\ | 2,849 | 0.00 USD | deriv |
| 01 Apr 2021 | TAX_WITHHOLDING | CVS HEALTH Corp | 43,211 | 74.30 USD |