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 | 39,347.48 | reported | 20 Feb 2026 | tx 22+515,057.04−217,910.52 |
| Primerica, Inc. | 4,456.24 | reported | 15 Mar 2019 | tx 28+158,218,906.24−84,125,522 |
| MICROSOFT CORP | 1,675 | reported | 30 Jan 2026 | tx 9+1,246 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 20 Feb 2026 | SALE | CITIGROUP INC | 2,000 | 114.96 USD | |
| 20 Feb 2026 | SALE | CITIGROUP INC | 1,627 | 114.40 USD | |
| 20 Feb 2026 | GRANT_AWARD | CITIGROUP INC | 39,347.48 | 0.00 USD | deriv |
| 11 Feb 2026 | GRANT_AWARD | CITIGROUP INC | 52,367.39 | 0.00 USD | |
| 30 Jan 2026 | GRANT_AWARD | MICROSOFT CORP | 145 | 0.00 USD | |
| 20 Jan 2026 | TAX_WITHHOLDING | CITIGROUP INC | 29,209.72 | 118.04 USD | |
| 04 Dec 2025 | GRANT_AWARD | MICROSOFT CORP | 130 | 0.00 USD | |
| 10 Sept 2025 | GRANT_AWARD | MICROSOFT CORP | 125 | 0.00 USD | |
| 10 Jun 2025 | GRANT_AWARD | MICROSOFT CORP | 132 | 0.00 USD | |
| 21 Feb 2025 | GRANT_AWARD | CITIGROUP INC | 34,760.9 | 0.00 USD | deriv |
| 14 Feb 2025 | SALE | CITIGROUP INC | 58,465 | 83.21 USD | |
| 14 Feb 2025 | GIFT | CITIGROUP INC | 3,073 | 0.00 USD | |
| 13 Feb 2025 | GRANT_AWARD | CITIGROUP INC | 51,871.5 | 0.00 USD | |
| 31 Jan 2025 | GRANT_AWARD | MICROSOFT CORP | 151 | 0.00 USD | |
| 20 Jan 2025 | TAX_WITHHOLDING | CITIGROUP INC | 28,711.24 | 79.99 USD | |
| 09 Dec 2024 | GRANT_AWARD | MICROSOFT CORP | 132 | 0.00 USD | |
| 06 Sept 2024 | GRANT_AWARD | MICROSOFT CORP | 146 | 0.00 USD | |
| 07 Jun 2024 | GRANT_AWARD | MICROSOFT CORP | 138 | 0.00 USD | |
| 23 Feb 2024 | GRANT_AWARD | CITIGROUP INC | 50,177.56 | 0.00 USD | deriv |
| 15 Feb 2024 | GRANT_AWARD | CITIGROUP INC | 68,742.1 | 0.00 USD | |
| 31 Jan 2024 | GRANT_AWARD | MICROSOFT CORP | 147 | 0.00 USD | |
| 20 Jan 2024 | TAX_WITHHOLDING | CITIGROUP INC | 24,229.54 | 51.52 USD | |
| 16 Feb 2023 | GRANT_AWARD | CITIGROUP INC | 76,850.54 | 0.00 USD | |
| 20 Jan 2023 | TAX_WITHHOLDING | CITIGROUP INC | 18,124.55 | 49.37 USD | |
| 10 Feb 2022 | GRANT_AWARD | CITIGROUP INC | 52,350.75 | 0.00 USD |