Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Duckhorn Portfolio, Inc. | 177,095 | reported | 24 Dec 2024 | tx 13+845,652−852,652 |
| KIMBERLY CLARK CORP | 8,562 | reported | 02 Jan 2026 | tx 7+8,039 |
| HERSHEY CO | 875.16 | reported | 01 Jan 2026 | tx 3+867.7 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 02 Jan 2026 | GRANT_AWARD | KIMBERLY CLARK CORP | 1,923 | 0.00 USD | deriv |
| 01 Jan 2026 | GRANT_AWARD | HERSHEY CO | 246.7 | 0.00 USD | |
| 01 Oct 2025 | GRANT_AWARD | HERSHEY CO | 225.07 | 0.00 USD | |
| 01 Jul 2025 | GRANT_AWARD | HERSHEY CO | 395.93 | 0.00 USD | |
| 02 Jan 2025 | GRANT_AWARD | KIMBERLY CLARK CORP | 1,493 | 0.00 USD | deriv |
| 24 Dec 2024 | OTHER | Duckhorn Portfolio, Inc. | 613,830 | 11.10 USD | |
| 24 Dec 2024 | OTHER | Duckhorn Portfolio, Inc. | 10,000 | 11.10 USD | |
| 24 Dec 2024 | EXERCISE | Duckhorn Portfolio, Inc. | 177,095 | 0.00 USD | |
| 24 Dec 2024 | EXERCISE | Duckhorn Portfolio, Inc. | 177,095 | 0.00 USD | deriv |
| 27 Sept 2024 | TAX_WITHHOLDING | Duckhorn Portfolio, Inc. | 22,046 | 5.89 USD | |
| 30 Apr 2024 | GRANT_AWARD | Duckhorn Portfolio, Inc. | 354,191 | 0.00 USD | |
| 30 Apr 2024 | GRANT_AWARD | Duckhorn Portfolio, Inc. | 177,095 | 0.00 USD | deriv |
| 28 Mar 2024 | SALE | Duckhorn Portfolio, Inc. | 29,681 | 9.23 USD | |
| 02 Jan 2024 | GRANT_AWARD | KIMBERLY CLARK CORP | 1,512 | 0.00 USD | deriv |
| 11 Dec 2023 | PURCHASE | Duckhorn Portfolio, Inc. | 5,000 | 8.99 USD | |
| 04 Oct 2023 | PURCHASE | Duckhorn Portfolio, Inc. | 5,000 | 9.95 USD | first after silence |
| 27 Sept 2023 | GRANT_AWARD | Duckhorn Portfolio, Inc. | 115,089 | 0.00 USD | |
| 20 Jan 2023 | GRANT_AWARD | Duckhorn Portfolio, Inc. | 6,748 | 0.00 USD | |
| 03 Jan 2023 | GRANT_AWARD | KIMBERLY CLARK CORP | 1,349 | 0.00 USD | deriv |
| 19 Jan 2022 | GRANT_AWARD | Duckhorn Portfolio, Inc. | 5,434 | 0.00 USD | |
| 03 Jan 2022 | GRANT_AWARD | KIMBERLY CLARK CORP | 1,299 | 0.00 USD | deriv |
| 02 Nov 2021 | PURCHASE | KIMBERLY CLARK CORP | 25 | 129.67 USD | |
| 15 Sept 2021 | GRANT_AWARD | KIMBERLY CLARK CORP | 438 | 0.00 USD | deriv |
1 purchase reported after at least 12 months of silence — most recent on 04 Oct 2023.