Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| MOODYS CORP /DE/ | 82,870.93 | reported | 17 Mar 2023 | tx 567+4,465,279.76−5,432,189.13 |
| JOHN WILEY & SONS, INC. | 62,409 | reported | 15 Jan 2026 | tx 115+64,571.84 |
| RAYMOND JAMES FINANCIAL INC | 6,113 | reported | 19 Feb 2026 | tx 8+9,670−3,557 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 19 Feb 2026 | GRANT_AWARD | RAYMOND JAMES FINANCIAL INC | 1,303 | 0.00 USD | |
| 15 Jan 2026 | GRANT_AWARD | JOHN WILEY & SONS, INC. | 706 | 31.01 USD | deriv |
| 23 Oct 2025 | GRANT_AWARD | JOHN WILEY & SONS, INC. | 587 | 36.98 USD | deriv |
| 25 Sept 2025 | GRANT_AWARD | JOHN WILEY & SONS, INC. | 3,275 | 39.69 USD | deriv |
| 24 Jul 2025 | GRANT_AWARD | JOHN WILEY & SONS, INC. | 516 | 39.43 USD | deriv |
| 24 Apr 2025 | GRANT_AWARD | JOHN WILEY & SONS, INC. | 459 | 43.63 USD | deriv |
| 20 Feb 2025 | EXERCISE | RAYMOND JAMES FINANCIAL INC | 1,711 | 0.00 USD | |
| 20 Feb 2025 | GRANT_AWARD | RAYMOND JAMES FINANCIAL INC | 1,253 | 0.00 USD | |
| 20 Feb 2025 | EXERCISE | RAYMOND JAMES FINANCIAL INC | 1,711 | 0.00 USD | deriv |
| 10 Jan 2025 | GRANT_AWARD | JOHN WILEY & SONS, INC. | 472 | 42.10 USD | deriv |
| 24 Oct 2024 | GRANT_AWARD | JOHN WILEY & SONS, INC. | 400 | 49.37 USD | deriv |
| 26 Sept 2024 | GRANT_AWARD | JOHN WILEY & SONS, INC. | 2,758 | 47.13 USD | deriv |
| 25 Jul 2024 | GRANT_AWARD | JOHN WILEY & SONS, INC. | 399 | 46.68 USD | deriv |
| 25 Apr 2024 | GRANT_AWARD | JOHN WILEY & SONS, INC. | 483 | 37.95 USD | deriv |
| 10 Apr 2024 | EXERCISE | RAYMOND JAMES FINANCIAL INC | 1,846 | 0.00 USD | |
| 10 Apr 2024 | EXERCISE | RAYMOND JAMES FINANCIAL INC | 1,846 | 0.00 USD | deriv |
| 22 Feb 2024 | GRANT_AWARD | RAYMOND JAMES FINANCIAL INC | 1,711 | 0.00 USD | deriv |
| 11 Jan 2024 | GRANT_AWARD | JOHN WILEY & SONS, INC. | 572 | 31.71 USD | deriv |
| 25 Oct 2023 | GRANT_AWARD | JOHN WILEY & SONS, INC. | 590 | 30.38 USD | deriv |
| 28 Sept 2023 | GRANT_AWARD | JOHN WILEY & SONS, INC. | 3,218 | 37.29 USD | deriv |
| 20 Jul 2023 | GRANT_AWARD | JOHN WILEY & SONS, INC. | 491 | 33.82 USD | deriv |
| 25 Apr 2023 | GRANT_AWARD | JOHN WILEY & SONS, INC. | 436 | 37.51 USD | deriv |
| 10 Apr 2023 | GRANT_AWARD | RAYMOND JAMES FINANCIAL INC | 1,846 | 0.00 USD | deriv |
| 17 Mar 2023 | GRANT_AWARD | MOODYS CORP /DE/ | 12.13 | 295.41 USD | |
| 03 Mar 2023 | SALE | MOODYS CORP /DE/ | 10,000 | 295.00 USD |