Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| CISCO SYSTEMS, INC. | 103,992 | reported | 14 Jun 2023 | tx 42+251,627−207,045 |
| PACCAR INC | 50,812.07 | reported | 05 Mar 2025 | tx 77+36,440.49 |
| RAYMOND JAMES FINANCIAL INC | 24,354 | reported | 19 Feb 2026 | tx 32+35,620−16,853 |
| BROADVISION INC | 24,000 | reported | 03 Mar 2006 | tx 3+108,000 |
| GoRemote Internet Communications, Inc. | 15,000 | reported | 19 May 2004 | tx 1+15,000 |
| DIONEX CORP /DE | 2,000 | reported | 17 May 2011 | tx 37+18,000−32,000 |
| NATIONAL SEMICONDUCTOR CORP | 0 | reported | 23 Sept 2011 | tx 4+36,000−36,000 |
| BEARINGPOINT INC | 0 | reported | 30 Dec 2009 | tx 20+162,568−100,139 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 19 Feb 2026 | GRANT_AWARD | RAYMOND JAMES FINANCIAL INC | 1,303 | 0.00 USD | |
| 05 Mar 2025 | OTHER | PACCAR INC | 162.32 | 102.97 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 |
| 08 Jan 2025 | OTHER | PACCAR INC | 1,317.22 | 108.50 USD | deriv |
| 02 Jan 2025 | GRANT_AWARD | PACCAR INC | 1,693 | 103.42 USD | deriv |
| 04 Dec 2024 | OTHER | PACCAR INC | 120.39 | 118.41 USD | deriv |
| 05 Sept 2024 | OTHER | PACCAR INC | 153.5 | 92.57 USD | deriv |
| 05 Jun 2024 | OTHER | PACCAR INC | 128.82 | 110.01 USD | deriv |
| 06 Mar 2024 | OTHER | PACCAR INC | 110.19 | 115.47 USD | deriv |
| 22 Feb 2024 | EXERCISE | RAYMOND JAMES FINANCIAL INC | 1,643 | 0.00 USD | |
| 22 Feb 2024 | EXERCISE | RAYMOND JAMES FINANCIAL INC | 1,643 | 0.00 USD | deriv |
| 22 Feb 2024 | GRANT_AWARD | RAYMOND JAMES FINANCIAL INC | 1,711 | 0.00 USD | deriv |
| 04 Jan 2024 | OTHER | PACCAR INC | 1,498.75 | 93.78 USD | deriv |
| 02 Jan 2024 | GRANT_AWARD | PACCAR INC | 1,705 | 96.78 USD | deriv |
| 06 Dec 2023 | OTHER | PACCAR INC | 124.85 | 94.72 USD | deriv |
| 07 Sept 2023 | OTHER | PACCAR INC | 141.93 | 83.05 USD | deriv |
| 14 Jun 2023 | SALE | CISCO SYSTEMS, INC. | 10,000 | 50.96 USD | |
| 07 Jun 2023 | OTHER | PACCAR INC | 142.78 | 76.19 USD | deriv |
| 08 Mar 2023 | OTHER | PACCAR INC | 142.74 | 75.96 USD | deriv |
| 23 Feb 2023 | EXERCISE | RAYMOND JAMES FINANCIAL INC | 1,683 | 0.00 USD | |
| 23 Feb 2023 | EXERCISE | RAYMOND JAMES FINANCIAL INC | 1,683 | 0.00 USD | deriv |
| 23 Feb 2023 | GRANT_AWARD | RAYMOND JAMES FINANCIAL INC | 1,643 | 0.00 USD | deriv |
| 05 Jan 2023 | OTHER | PACCAR INC | 758.23 | 97.78 USD | deriv |