Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| PPL Corp | 93,567.43 | reported | 02 Jan 2026 | tx 89+68,789.51 |
| Elevance Health, Inc. | 22,403 | reported | 02 Apr 2012 | tx 3+67,640 |
| Mastercard Inc | 19,558.68 | reported | 01 Oct 2025 | tx 93+153,939−197,037 |
| HUMANA INC | 11,946 | reported | 28 Apr 2012 | tx 38+300,069−218,882 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 02 Jan 2026 | GRANT_AWARD | PPL Corp | 1,246.08 | 35.11 USD | deriv |
| 01 Oct 2025 | TAX_WITHHOLDING | Mastercard Inc | 66 | 570.24 USD | |
| 01 Oct 2025 | GRANT_AWARD | PPL Corp | 1,161.52 | 36.59 USD | deriv |
| 01 Jul 2025 | GRANT_AWARD | PPL Corp | 1,250.37 | 33.99 USD | deriv |
| 01 Apr 2025 | GRANT_AWARD | PPL Corp | 1,178.59 | 36.06 USD | deriv |
| 01 Mar 2025 | TAX_WITHHOLDING | Mastercard Inc | 2,555 | 570.22 USD | |
| 01 Mar 2025 | GRANT_AWARD | Mastercard Inc | 1,753 | 0.00 USD | |
| 01 Mar 2025 | TAX_WITHHOLDING | Mastercard Inc | 975 | 570.22 USD | |
| 01 Mar 2025 | GRANT_AWARD | Mastercard Inc | 8,509 | 0.00 USD | |
| 01 Mar 2025 | GRANT_AWARD | Mastercard Inc | 5,185 | 0.00 USD | deriv |
| 02 Jan 2025 | GRANT_AWARD | PPL Corp | 1,320.7 | 32.18 USD | deriv |
| 01 Oct 2024 | TAX_WITHHOLDING | Mastercard Inc | 80 | 495.57 USD | |
| 01 Oct 2024 | GRANT_AWARD | PPL Corp | 1,203.73 | 33.23 USD | deriv |
| 27 Sept 2024 | SALE | Mastercard Inc | 4,686 | 491.03 USD | |
| 27 Sept 2024 | EXERCISE | Mastercard Inc | 2,299 | 353.50 USD | |
| 27 Sept 2024 | EXERCISE | Mastercard Inc | 299 | 344.48 USD | |
| 27 Sept 2024 | EXERCISE | Mastercard Inc | 2,299 | 0.00 USD | deriv |
| 27 Sept 2024 | EXERCISE | Mastercard Inc | 299 | 0.00 USD | deriv |
| 20 Sept 2024 | EXERCISE | Mastercard Inc | 2,598 | 344.48 USD | |
| 20 Sept 2024 | SALE | Mastercard Inc | 4,685 | 489.86 USD | |
| 20 Sept 2024 | EXERCISE | Mastercard Inc | 2,598 | 0.00 USD | deriv |
| 13 Sept 2024 | EXERCISE | Mastercard Inc | 126 | 362.90 USD | |
| 13 Sept 2024 | EXERCISE | Mastercard Inc | 2,472 | 344.48 USD | |
| 13 Sept 2024 | SALE | Mastercard Inc | 4,685 | 493.10 USD | |
| 13 Sept 2024 | EXERCISE | Mastercard Inc | 2,472 | 0.00 USD | deriv |