Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| PROCTER & GAMBLE Co | 34,215.68 | reported | 01 Mar 2022 | tx 245+1,479,515.77−949,152.27 |
| AMERICAN EXPRESS CO | 5,059.021 | reported | 05 May 2026 | tx 17+4,913.495 |
| VALERO ENERGY CORP/TX | 939 | reported | 07 May 2026 | tx 42+58,971−26,680 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 07 May 2026 | GRANT_AWARD | VALERO ENERGY CORP/TX | 939 | — | deriv |
| 05 May 2026 | GRANT_AWARD | AMERICAN EXPRESS CO | 742.115 | 0.00 USD | deriv |
| 06 May 2026 | EXERCISE | VALERO ENERGY CORP/TX | 1,381 | — | |
| 06 May 2026 | OTHER | VALERO ENERGY CORP/TX | 511 | 239.26 USD | |
| 06 May 2026 | EXERCISE | VALERO ENERGY CORP/TX | 1,381 | — | deriv |
| 31 Dec 2025 | GRANT_AWARD | AMERICAN EXPRESS CO | 47.87 | 378.66 USD | deriv |
| 30 Sept 2025 | GRANT_AWARD | AMERICAN EXPRESS CO | 54.05 | 335.36 USD | deriv |
| 30 Jun 2025 | GRANT_AWARD | AMERICAN EXPRESS CO | 59.99 | 302.15 USD | deriv |
| 15 May 2025 | OTHER | VALERO ENERGY CORP/TX | 756 | 133.76 USD | |
| 15 May 2025 | EXERCISE | VALERO ENERGY CORP/TX | 2,041 | 0.00 USD | |
| 15 May 2025 | EXERCISE | VALERO ENERGY CORP/TX | 2,041 | 0.00 USD | deriv |
| 06 May 2025 | GRANT_AWARD | VALERO ENERGY CORP/TX | 1,909 | — | deriv |
| 29 Apr 2025 | GRANT_AWARD | AMERICAN EXPRESS CO | 948.47 | 0.00 USD | deriv |
| 31 Mar 2025 | GRANT_AWARD | AMERICAN EXPRESS CO | 67.68 | 267.80 USD | deriv |
| 31 Dec 2024 | GRANT_AWARD | AMERICAN EXPRESS CO | 60.51 | 299.52 USD | deriv |
| 30 Sept 2024 | GRANT_AWARD | AMERICAN EXPRESS CO | 68.82 | 263.35 USD | deriv |
| 30 Jun 2024 | GRANT_AWARD | AMERICAN EXPRESS CO | 79.23 | 228.77 USD | deriv |
| 15 May 2024 | GRANT_AWARD | VALERO ENERGY CORP/TX | 1,381 | — | deriv |
| 09 May 2024 | EXERCISE | VALERO ENERGY CORP/TX | 1,944 | — | |
| 09 May 2024 | OTHER | VALERO ENERGY CORP/TX | 720 | 158.13 USD | |
| 09 May 2024 | EXERCISE | VALERO ENERGY CORP/TX | 1,944 | — | deriv |
| 06 May 2024 | GRANT_AWARD | AMERICAN EXPRESS CO | 955.28 | 0.00 USD | deriv |
| 31 Mar 2024 | GRANT_AWARD | AMERICAN EXPRESS CO | 72.95 | 223.97 USD | deriv |
| 31 Dec 2023 | GRANT_AWARD | AMERICAN EXPRESS CO | 86.5 | 180.63 USD | deriv |
| 29 Sept 2023 | GRANT_AWARD | AMERICAN EXPRESS CO | 100.22 | 155.91 USD | deriv |