Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| AMERICAN ELECTRIC POWER CO INC | 79,623 | reported | 10 Mar 2026 | tx 7+65,602−3,042 |
| WD 40 CO | 3,903 | reported | 12 Dec 2024 | tx 7+3,246 |
| SEMPRA | 0 | reported | 03 Dec 2024 | tx 94+533,639.18−494,730.34 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 10 Mar 2026 | GRANT_AWARD | AMERICAN ELECTRIC POWER CO INC | 61 | 132.31 USD | |
| 10 Mar 2026 | TAX_WITHHOLDING | AMERICAN ELECTRIC POWER CO INC | 28 | 132.31 USD | |
| 23 Feb 2026 | TAX_WITHHOLDING | AMERICAN ELECTRIC POWER CO INC | 1,590 | 132.03 USD | |
| 23 Feb 2026 | TAX_WITHHOLDING | AMERICAN ELECTRIC POWER CO INC | 1,424 | 132.03 USD | |
| 17 Feb 2026 | GRANT_AWARD | AMERICAN ELECTRIC POWER CO INC | 7,678 | 130.24 USD | |
| 12 Jun 2025 | GRANT_AWARD | AMERICAN ELECTRIC POWER CO INC | 48,534 | 103.02 USD | |
| 17 Feb 2025 | GRANT_AWARD | AMERICAN ELECTRIC POWER CO INC | 9,329 | 0.00 USD | |
| 12 Dec 2024 | GRANT_AWARD | WD 40 CO | 281 | — | |
| 12 Dec 2024 | GRANT_AWARD | WD 40 CO | 412 | — | |
| 03 Dec 2024 | OTHER | SEMPRA | 8,793.9 | 93.20 USD | |
| 02 Dec 2024 | OTHER | SEMPRA | 58,531.98 | 92.18 USD | deriv |
| 19 Nov 2024 | TAX_WITHHOLDING | SEMPRA | 120,231 | 93.38 USD | |
| 20 Nov 2024 | SALE | SEMPRA | 23,713 | 93.09 USD | |
| 19 Nov 2024 | EXERCISE | SEMPRA | 81,036 | 61.90 USD | |
| 19 Nov 2024 | EXERCISE | SEMPRA | 31,884 | 74.56 USD | |
| 19 Nov 2024 | EXERCISE | SEMPRA | 31,024 | 53.38 USD | |
| 19 Nov 2024 | EXERCISE | SEMPRA | 31,024 | 0.00 USD | deriv |
| 19 Nov 2024 | EXERCISE | SEMPRA | 81,036 | 0.00 USD | deriv |
| 19 Nov 2024 | EXERCISE | SEMPRA | 31,884 | 0.00 USD | deriv |
| 28 May 2024 | OTHER | SEMPRA | 3,309.93 | 75.53 USD | deriv |
| 13 Mar 2024 | OTHER | SEMPRA | 28,020.4 | 71.38 USD | deriv |
| 06 Mar 2024 | SALE | SEMPRA | 57,571 | 70.59 USD | |
| 21 Feb 2024 | GRANT_AWARD | SEMPRA | 27,426.27 | 0.00 USD | |
| 21 Feb 2024 | TAX_WITHHOLDING | SEMPRA | 13,598.27 | 71.96 USD | |
| 25 Jan 2024 | TAX_WITHHOLDING | SEMPRA | 6,558.26 | 70.73 USD |