Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| BORGWARNER INC | 31,877.89 | reported | 30 Apr 2025 | tx 9+31,098 |
| FLUOR CORP | 25,633 | reported | 24 Nov 2020 | tx 13+29,308−1,430 |
| Fortress Net Lease REIT | 19,847 | reported | 02 Jan 2026 | tx 2+19,098 |
| SCHWAB CHARLES CORP | 15,830 | reported | 03 May 2007 | tx 14+294,962−32,969 |
| Focus Financial Partners Inc. |
| 951 |
| reported |
| 07 Dec 2020 |
| tx 6+87,709 |
| S&P Global Inc. | 852.78 | reported | 02 Jan 2024 | tx 4+12,065.78 |
| IHS Markit Ltd. | 0 | reported | 28 Feb 2022 | tx 14+39,697−39,697 |
| IHS Inc. | 0 | reported | 12 Jul 2016 | tx 4+3,432−5,942 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 02 Jan 2026 | GRANT_AWARD | Fortress Net Lease REIT | 9,380 | 0.00 USD | |
| 30 Apr 2025 | GRANT_AWARD | BORGWARNER INC | 5,814 | 28.38 USD | |
| 02 Jan 2025 | GRANT_AWARD | Fortress Net Lease REIT | 9,718 | 0.00 USD | |
| 24 Apr 2024 | GRANT_AWARD | BORGWARNER INC | 4,903 | 33.65 USD | |
| 02 Jan 2024 | GRANT_AWARD | S&P Global Inc. | 410.86 | 436.39 USD | deriv |
| 26 Apr 2023 | GRANT_AWARD | BORGWARNER INC | 3,320 | 48.19 USD | |
| 03 Jan 2023 | GRANT_AWARD | S&P Global Inc. | 441.92 | 335.17 USD | deriv |
| 27 Apr 2022 | GRANT_AWARD | BORGWARNER INC | 4,085 | 36.72 USD | |
| 28 Feb 2022 | OTHER | IHS Markit Ltd. | 1,680 | 0.00 USD | |
| 28 Feb 2022 | OTHER | IHS Markit Ltd. | 37,831 | 0.00 USD | |
| 28 Feb 2022 | GRANT_AWARD | S&P Global Inc. | 10,736 | 0.00 USD | |
| 28 Feb 2022 | GRANT_AWARD | S&P Global Inc. | 477 | 0.00 USD | deriv |
| 15 Dec 2021 | GRANT_AWARD | IHS Markit Ltd. | 228 | 0.00 USD | |
| 15 Sept 2021 | GRANT_AWARD | IHS Markit Ltd. | 246 | 0.00 USD | |
| 15 Jun 2021 | GRANT_AWARD | IHS Markit Ltd. | 280 | 0.00 USD | |
| 05 May 2021 | GRANT_AWARD | IHS Markit Ltd. | 1,680 | 0.00 USD | |
| 28 Apr 2021 | GRANT_AWARD | BORGWARNER INC | 2,973 | 50.46 USD | |
| 15 Mar 2021 | GRANT_AWARD | IHS Markit Ltd. | 324 | 0.00 USD | |
| 07 Dec 2020 | GRANT_AWARD | Focus Financial Partners Inc. | 951 | 0.00 USD | deriv |
| 07 Dec 2020 | GRANT_AWARD | Focus Financial Partners Inc. | 9,341 | 0.00 USD | deriv |
| 24 Nov 2020 | GRANT_AWARD | FLUOR CORP | 5,080 | 0.00 USD | |
| 29 Apr 2020 | GRANT_AWARD | BORGWARNER INC | 4,382 | 29.67 USD | |
| 16 Apr 2020 | GRANT_AWARD | IHS Markit Ltd. | 2,808 | 0.00 USD | |
| 11 Dec 2019 | GRANT_AWARD | Focus Financial Partners Inc. | 23,910 | 0.00 USD | deriv |
| 24 Apr 2019 | GRANT_AWARD | BORGWARNER INC | 2,985 | 43.55 USD |
1 purchase reported after at least 12 months of silence — most recent on 30 Jul 2018.