Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| ViewRay, Inc. | 689,046 | reported | 02 Jan 2019 | tx 12+936,366 |
| PFIZER INC | 100,460 | reported | 28 Feb 2007 | tx 63+2,483,799−667,040 |
| ANGIOTECH PHARMACEUTICALS INC | 62,500 | reported | 10 Dec 2009 | tx 6+57,500 |
| AFH ACQUISITION IV, INC. | 60,000 | reported | 26 Feb 2014 | tx 5+1,347,000 |
| JOHN WILEY & SONS, INC. | 8,882.91 | reported | 02 Apr 2004 | tx 7+2,089.25 |
| EXXON MOBIL CORP | 6,388.15 | reported | 30 Mar 2007 | tx 14+15,636.847 |
| MOODYS CORP /DE/ | 1,885.5 | reported | 18 Mar 2021 | tx 198+111,300.934−111,264 |
| ChemoCentryx, Inc. | 0 | reported | 20 May 2022 | tx 16+152,047−46,267 |
| Federal Street Acquisition Corp. | 0 | reported | 04 Jan 2019 | tx 3+25,000−50,000 |
| OPTIMER PHARMACEUTICALS INC | 0 | reported | 24 Oct 2013 | tx 12+290,000−280,000 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 20 May 2022 | EXERCISE | ChemoCentryx, Inc. | 7,726 | 0.00 USD | |
| 20 May 2022 | EXERCISE | ChemoCentryx, Inc. | 7,726 | — | deriv |
| 20 May 2021 | GRANT_AWARD | ChemoCentryx, Inc. | 7,726 | — | deriv |
| 20 May 2021 | GRANT_AWARD | ChemoCentryx, Inc. | 4,504 | — | deriv |
| 18 Mar 2021 | GRANT_AWARD | MOODYS CORP /DE/ | 16.58 | 289.39 USD | |
| 18 Mar 2021 | GRANT_AWARD | MOODYS CORP /DE/ | 109 | 287.23 USD | |
| 18 Mar 2021 | GRANT_AWARD | MOODYS CORP /DE/ | 4.06 | 287.61 USD | deriv |
| 18 Mar 2021 | GRANT_AWARD | MOODYS CORP /DE/ | 1.39 | 0.00 USD | deriv |
| 22 Feb 2021 | GRANT_AWARD | MOODYS CORP /DE/ | 650 | 276.84 USD | |
| 14 Dec 2020 | GRANT_AWARD | MOODYS CORP /DE/ | 6.05 | 277.55 USD | |
| 14 Dec 2020 | GRANT_AWARD | MOODYS CORP /DE/ | 104 | 279.06 USD | |
| 14 Dec 2020 | GRANT_AWARD | MOODYS CORP /DE/ | 3.83 | 274.62 USD | deriv |
| 14 Dec 2020 | GRANT_AWARD | MOODYS CORP /DE/ | 1.81 | 0.00 USD | deriv |
| 10 Sept 2020 | GRANT_AWARD | MOODYS CORP /DE/ | 5.85 | 286.39 USD | |
| 10 Sept 2020 | GRANT_AWARD | MOODYS CORP /DE/ | 99 | 286.88 USD | |
| 10 Sept 2020 | GRANT_AWARD | MOODYS CORP /DE/ | 1.75 | 0.00 USD | deriv |
| 10 Sept 2020 | GRANT_AWARD | MOODYS CORP /DE/ | 3.7 | 283.78 USD | deriv |
| 10 Jun 2020 | GRANT_AWARD | MOODYS CORP /DE/ | 6.03 | 277.27 USD | |
| 10 Jun 2020 | GRANT_AWARD | MOODYS CORP /DE/ | 104 | 274.99 USD | |
| 10 Jun 2020 | GRANT_AWARD | MOODYS CORP /DE/ | 1.81 | 0.00 USD | deriv |
| 10 Jun 2020 | GRANT_AWARD | MOODYS CORP /DE/ | 3.78 | 276.80 USD | deriv |
| 21 May 2020 | GRANT_AWARD | ChemoCentryx, Inc. | 4,660 | 0.00 USD | |
| 21 May 2020 | GRANT_AWARD | ChemoCentryx, Inc. | 2,888 | — | deriv |
| 18 Mar 2020 | GRANT_AWARD | MOODYS CORP /DE/ | 19.67 | 176.29 USD | |
| 18 Mar 2020 | GRANT_AWARD | MOODYS CORP /DE/ | 142 | 167.41 USD |
1 purchase reported after at least 12 months of silence — most recent on 22 Aug 2016.