Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| JPMORGAN CHASE & CO | 301,249.84 | reported | 24 Oct 2011 | tx 78+2,695,835−2,469,185 |
| PROGRESSIVE CORP/OH/ | 17,257 | reported | 16 May 2014 | tx 9+54,144.64−18,141 |
| Waystar Holding Corp. | 7,200 | reported | 02 Mar 2026 | tx 3+21,029 |
| FISERV INC | 5,051 | reported | 31 Mar 2025 | tx 31+129,952−91,951 |
| MERCK & CO INC | 4,837.462 | reported | 30 Apr 2004 | tx 7+5,762.84 |
| FIRST DATA CORP | 0 | reported | 29 Jul 2019 | tx 29+77,230.75−255,039.2 |
| BANK ONE CORP | 0 | reported | 01 Jul 2004 | tx 18+336,529−754,758 |
| GENERAL MILLS INC | 0 | reported | 21 Mar 2019 | tx 58+315,248−413,456 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 02 Mar 2026 | PURCHASE | Waystar Holding Corp. | 7,200 | 26.25 USD | first after silence |
| 16 Jun 2025 | GRANT_AWARD | Waystar Holding Corp. | 5,134 | 0.00 USD | |
| 31 Mar 2025 | GRANT_AWARD | FISERV INC | 170 | 220.83 USD | deriv |
| 31 Dec 2024 | GRANT_AWARD | FISERV INC | 183 | 205.42 USD | deriv |
| 30 Oct 2024 | SALE | FISERV INC | 18,562 | 200.56 USD | |
| 30 Oct 2024 | SALE | FISERV INC | 11,438 | 202.05 USD | |
| 30 Sept 2024 | GRANT_AWARD | FISERV INC | 209 | 179.65 USD | deriv |
| 30 Jun 2024 | GRANT_AWARD | FISERV INC | 235 | 149.04 USD | deriv |
| 10 Jun 2024 | GRANT_AWARD | Waystar Holding Corp. | 8,695 | 0.00 USD | |
| 15 May 2024 | GRANT_AWARD | FISERV INC | 1,484 | 0.00 USD | |
| 31 Mar 2024 | GRANT_AWARD | FISERV INC | 219 | 159.82 USD | deriv |
| 07 Feb 2024 | TAX_WITHHOLDING | FISERV INC | 14,022 | 142.71 USD | |
| 07 Feb 2024 | EXERCISE | FISERV INC | 47,929 | 41.75 USD | |
| 07 Feb 2024 | EXERCISE | FISERV INC | 47,929 | 0.00 USD | deriv |
| 31 Dec 2023 | GRANT_AWARD | FISERV INC | 264 | 132.84 USD | deriv |
| 30 Sept 2023 | GRANT_AWARD | FISERV INC | 310 | 112.96 USD | deriv |
| 30 Jun 2023 | GRANT_AWARD | FISERV INC | 278 | 126.15 USD | deriv |
| 17 May 2023 | GRANT_AWARD | FISERV INC | 1,755 | 0.00 USD | |
| 31 Mar 2023 | GRANT_AWARD | FISERV INC | 310 | 113.03 USD | deriv |
| 31 Dec 2022 | GRANT_AWARD | FISERV INC | 347 | 101.07 USD | deriv |
| 30 Sept 2022 | GRANT_AWARD | FISERV INC | 375 | 93.57 USD | deriv |
| 30 Jun 2022 | GRANT_AWARD | FISERV INC | 332 | 88.97 USD | deriv |
| 18 May 2022 | GRANT_AWARD | FISERV INC | 2,231 | 0.00 USD | |
| 31 Mar 2022 | GRANT_AWARD | FISERV INC | 291 | 101.40 USD | deriv |
| 30 Sept 2021 | GRANT_AWARD | FISERV INC | 272 | 108.50 USD | deriv |
2 purchases reported after at least 12 months of silence — most recent on 02 Mar 2026.