Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Alignment Healthcare, Inc. | 144,441 | reported | 13 Mar 2026 | tx 9+144,441 |
| First American Financial Corp | 24,024 | reported | 24 Apr 2026 | tx 14+27,046−10,130 |
| MARRIOTT INTERNATIONAL INC /MD/ | 9,290 | reported | 11 May 2026 | tx 9+11,290 |
| AMERICAN ELECTRIC POWER CO INC | 2,981 | reported | 31 Dec 2025 | tx 27+12,017.68 |
| AETNA INC /PA/ | 0 | reported | 28 Nov 2018 | tx 110+1,407,435−1,795,409.87 |
| Brighthouse Financial, Inc. | 0 | reported | 10 Jun 2021 | tx 10+19,053−8,056 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 11 May 2026 | GRANT_AWARD | MARRIOTT INTERNATIONAL INC /MD/ | 670 | 0.00 USD | |
| 24 Apr 2026 | SALE | First American Financial Corp | 6,630 | 70.59 USD | |
| 13 Mar 2026 | GRANT_AWARD | Alignment Healthcare, Inc. | 14,273 | 0.00 USD | |
| 19 Feb 2026 | GRANT_AWARD | First American Financial Corp | 2,418 | 0.00 USD | |
| 31 Dec 2025 | GRANT_AWARD | AMERICAN ELECTRIC POWER CO INC | 368 | 115.31 USD | deriv |
| 30 Sept 2025 | GRANT_AWARD | AMERICAN ELECTRIC POWER CO INC | 377 | 112.50 USD | deriv |
| 13 Aug 2025 | SALE | First American Financial Corp | 3,500 | 65.63 USD | |
| 30 Jun 2025 | GRANT_AWARD | AMERICAN ELECTRIC POWER CO INC | 409.59 | 103.76 USD | deriv |
| 12 May 2025 | GRANT_AWARD | MARRIOTT INTERNATIONAL INC /MD/ | 868 | 0.00 USD | |
| 07 May 2025 | GRANT_AWARD | Alignment Healthcare, Inc. | 1,290 | 0.00 USD | |
| 31 Mar 2025 | GRANT_AWARD | AMERICAN ELECTRIC POWER CO INC | 0 | 109.27 USD | deriv |
| 13 Mar 2025 | GRANT_AWARD | Alignment Healthcare, Inc. | 12,258 | 0.00 USD | |
| 24 Feb 2025 | GRANT_AWARD | First American Financial Corp | 2,522 | 0.00 USD | |
| 31 Dec 2024 | GRANT_AWARD | AMERICAN ELECTRIC POWER CO INC | 460.8 | 92.23 USD | deriv |
| 30 Sept 2024 | GRANT_AWARD | AMERICAN ELECTRIC POWER CO INC | 414.23 | 102.60 USD | deriv |
| 30 Jun 2024 | GRANT_AWARD | AMERICAN ELECTRIC POWER CO INC | 484.38 | 87.74 USD | deriv |
| 13 May 2024 | GRANT_AWARD | MARRIOTT INTERNATIONAL INC /MD/ | 837 | 0.00 USD | |
| 31 Mar 2024 | GRANT_AWARD | AMERICAN ELECTRIC POWER CO INC | 493.61 | 86.10 USD | deriv |
| 13 Mar 2024 | GRANT_AWARD | Alignment Healthcare, Inc. | 33,500 | 0.00 USD | |
| 22 Feb 2024 | GRANT_AWARD | First American Financial Corp | 2,601 | 0.00 USD | |
| 31 Dec 2023 | GRANT_AWARD | AMERICAN ELECTRIC POWER CO INC | 523.27 | 81.22 USD | deriv |
| 30 Sept 2023 | GRANT_AWARD | AMERICAN ELECTRIC POWER CO INC | 565.01 | 75.22 USD | deriv |
| 30 Jun 2023 | GRANT_AWARD | AMERICAN ELECTRIC POWER CO INC | 504.75 | 84.20 USD | deriv |
| 16 May 2023 | GRANT_AWARD | MARRIOTT INTERNATIONAL INC /MD/ | 1,143 | 0.00 USD | |
| 31 Mar 2023 | GRANT_AWARD | AMERICAN ELECTRIC POWER CO INC | 467.08 | 90.99 USD | deriv |