Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Apple Inc. | 107,788 | reported | 04 Oct 2024 | tx 249+4,739,652−6,626,966 |
| XEROX CORP | 63,533 | reported | 01 Jul 2012 | tx 2+100,223 |
| PRINCIPAL FINANCIAL GROUP INC | 12,007 | reported | 27 Mar 2015 | tx 19+13,244 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 04 Oct 2024 | SALE | Apple Inc. | 59,305 | 226.52 USD | |
| 01 Oct 2024 | TAX_WITHHOLDING | Apple Inc. | 67,977 | 226.21 USD | |
| 01 Oct 2024 | EXERCISE | Apple Inc. | 127,282 | — | |
| 01 Oct 2024 | EXERCISE | Apple Inc. | 127,282 | — | deriv |
| 29 Sept 2024 | GRANT_AWARD | Apple Inc. | 32,926 | 0.00 USD | deriv |
| 29 Sept 2024 | GRANT_AWARD | Apple Inc. | 10,976 | 0.00 USD | deriv |
| 29 Sept 2024 | GRANT_AWARD | Apple Inc. | 10,976 | 0.00 USD | deriv |
| 11 Apr 2024 | SALE | Apple Inc. | 27,600 | 174.12 USD | |
| 11 Apr 2024 | SALE | Apple Inc. | 12,700 | 173.19 USD | |
| 11 Apr 2024 | SALE | Apple Inc. | 12,894 | 175.02 USD | |
| 01 Apr 2024 | EXERCISE | Apple Inc. | 113,309 | — | |
| 01 Apr 2024 | TAX_WITHHOLDING | Apple Inc. | 60,115 | 170.03 USD | |
| 01 Apr 2024 | EXERCISE | Apple Inc. | 29,688 | — | deriv |
| 01 Apr 2024 | EXERCISE | Apple Inc. | 60,932 | — | deriv |
| 01 Apr 2024 | EXERCISE | Apple Inc. | 22,689 | — | deriv |
| 09 Oct 2023 | SALE | Apple Inc. | 19,000 | 178.55 USD | |
| 06 Oct 2023 | SALE | Apple Inc. | 32,010 | 177.89 USD | |
| 09 Oct 2023 | SALE | Apple Inc. | 12,685 | 178.91 USD | |
| 01 Oct 2023 | EXERCISE | Apple Inc. | 136,268 | — | |
| 01 Oct 2023 | TAX_WITHHOLDING | Apple Inc. | 72,573 | 171.21 USD | |
| 01 Oct 2023 | GRANT_AWARD | Apple Inc. | 58,408 | 0.00 USD | deriv |
| 01 Oct 2023 | EXERCISE | Apple Inc. | 136,268 | — | deriv |
| 01 Oct 2023 | GRANT_AWARD | Apple Inc. | 58,408 | 0.00 USD | deriv |
| 13 Apr 2023 | SALE | Apple Inc. | 69,996 | 165.25 USD | |
| 06 Apr 2023 | SALE | Apple Inc. | 200 | 164.92 USD |