Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| CITIGROUP INC | 337,569.8 | reported | 31 Aug 2004 | tx 13+128,984−130,204 |
| Ally Financial Inc. | 69,070 | reported | 15 May 2025 | tx 17+69,070 |
| ACCENTURE LTD | 20,531 | reported | 12 Feb 2009 | tx 6+20,479 |
| Accenture plc | 16,755 | reported | 15 Nov 2019 | tx 47+26,572−30,348 |
| SCHWAB CHARLES CORP |
| 9,436 |
| reported |
| 19 May 2008 |
| tx 16+56,889 |
| TEGNA INC | 5,000 | reported | 04 May 2017 | tx 18+71,341−5,606 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 15 May 2025 | GRANT_AWARD | Ally Financial Inc. | 4,266 | 35.75 USD | |
| 15 May 2024 | GRANT_AWARD | Ally Financial Inc. | 3,528 | 41.10 USD | |
| 15 May 2023 | GRANT_AWARD | Ally Financial Inc. | 5,673 | 25.56 USD | |
| 25 Oct 2022 | PURCHASE | Ally Financial Inc. | 2,000 | 27.43 USD | first after silence |
| 13 May 2022 | GRANT_AWARD | Ally Financial Inc. | 3,664 | 39.58 USD | |
| 14 May 2021 | GRANT_AWARD | Ally Financial Inc. | 2,500 | 54.00 USD | |
| 15 May 2020 | GRANT_AWARD | Ally Financial Inc. | 8,859 | 15.24 USD | |
| 15 Nov 2019 | GRANT_AWARD | Accenture plc | 11 | 0.00 USD | |
| 15 May 2019 | GRANT_AWARD | Accenture plc | 23 | 0.00 USD | |
| 15 May 2019 | GRANT_AWARD | Ally Financial Inc. | 4,632 | 29.15 USD | |
| 07 Feb 2019 | TAX_WITHHOLDING | Accenture plc | 472 | 155.10 USD | |
| 01 Feb 2019 | GRANT_AWARD | Accenture plc | 2,654 | 0.00 USD | |
| 15 Nov 2018 | GRANT_AWARD | Accenture plc | 12 | 0.00 USD | |
| 13 Nov 2018 | GIFT | Accenture plc | 3,080 | 0.00 USD | |
| 15 May 2018 | GRANT_AWARD | Accenture plc | 12 | 0.00 USD | |
| 15 May 2018 | GRANT_AWARD | Ally Financial Inc. | 5,076 | 26.60 USD | |
| 10 Feb 2018 | TAX_WITHHOLDING | Accenture plc | 771 | 151.89 USD | |
| 07 Feb 2018 | GRANT_AWARD | Accenture plc | 1,282 | 0.00 USD | |
| 26 Dec 2017 | GIFT | Accenture plc | 6,538 | 0.00 USD | |
| 16 Jan 2018 | GIFT | Accenture plc | 943 | 0.00 USD | |
| 15 Nov 2017 | GRANT_AWARD | Accenture plc | 15 | 0.00 USD | |
| 15 May 2017 | GRANT_AWARD | Ally Financial Inc. | 7,057 | 0.00 USD | |
| 15 May 2017 | GRANT_AWARD | Accenture plc | 16 | 0.00 USD | |
| 04 May 2017 | GRANT_AWARD | TEGNA INC | 5,000 | 0.00 USD | deriv |
| 01 May 2017 | EXERCISE | TEGNA INC | 5,606 | — |
3 purchases reported after at least 12 months of silence — most recent on 25 Oct 2022.