Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| EDISON INTERNATIONAL | 30,108.915 | reported | 23 Apr 2026 | tx 11+26,121 |
| OLD NATIONAL BANCORP /IN/ | 17,368 | reported | 04 May 2018 | tx 97+27,672.18 |
| LINCOLN NATIONAL CORP | 3,888.82 | reported | 31 Dec 2025 | tx 5+3,830.71−10 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 23 Apr 2026 | GRANT_AWARD | EDISON INTERNATIONAL | 2,737 | 0.00 USD | deriv |
| 31 Dec 2025 | GRANT_AWARD | LINCOLN NATIONAL CORP | 1,010.55 | 44.53 USD | deriv |
| 30 Sept 2025 | GRANT_AWARD | LINCOLN NATIONAL CORP | 1,115.79 | 40.33 USD | deriv |
| 30 Jun 2025 | GRANT_AWARD | LINCOLN NATIONAL CORP | 1,300.58 | 34.60 USD | deriv |
| 15 May 2025 | SALE | LINCOLN NATIONAL CORP | 10 | 34.00 USD | |
| 24 Apr 2025 | GRANT_AWARD | EDISON INTERNATIONAL | 3,050 | 0.00 USD | deriv |
| 31 Mar 2025 | GRANT_AWARD | LINCOLN NATIONAL CORP | 403.79 | 35.91 USD | deriv |
| 25 Apr 2024 | GRANT_AWARD | EDISON INTERNATIONAL | 2,496 | 0.00 USD | deriv |
| 27 Apr 2023 | GRANT_AWARD | EDISON INTERNATIONAL | 2,277 | 0.00 USD | deriv |
| 28 Apr 2022 | GRANT_AWARD | EDISON INTERNATIONAL | 2,225 | 0.00 USD | deriv |
| 22 Apr 2021 | GRANT_AWARD | EDISON INTERNATIONAL | 2,564 | 0.00 USD | deriv |
| 23 Apr 2020 | GRANT_AWARD | EDISON INTERNATIONAL | 2,619 | 0.00 USD | deriv |
| 25 Apr 2019 | GRANT_AWARD | EDISON INTERNATIONAL | 2,399 | 0.00 USD | deriv |
| 04 May 2018 | GRANT_AWARD | OLD NATIONAL BANCORP /IN/ | 759 | 17.55 USD | |
| 26 Apr 2018 | GRANT_AWARD | EDISON INTERNATIONAL | 2,147 | 0.00 USD | deriv |
| 15 Mar 2018 | OTHER | OLD NATIONAL BANCORP /IN/ | 68 | 17.85 USD | |
| 15 Mar 2018 | OTHER | OLD NATIONAL BANCORP /IN/ | 8 | 17.91 USD | |
| 15 Mar 2018 | OTHER | OLD NATIONAL BANCORP /IN/ | 120 | 17.93 USD | |
| 15 Dec 2017 | OTHER | OLD NATIONAL BANCORP /IN/ | 9 | 17.41 USD | |
| 15 Dec 2017 | OTHER | OLD NATIONAL BANCORP /IN/ | 68 | 17.90 USD | |
| 15 Dec 2017 | OTHER | OLD NATIONAL BANCORP /IN/ | 118 | 17.96 USD | |
| 03 Nov 2017 | GRANT_AWARD | OLD NATIONAL BANCORP /IN/ | 1,075 | 18.60 USD | |
| 15 Sept 2017 | OTHER | OLD NATIONAL BANCORP /IN/ | 9 | 16.39 USD | |
| 15 Sept 2017 | OTHER | OLD NATIONAL BANCORP /IN/ | 73 | 16.45 USD | |
| 15 Sept 2017 | OTHER | OLD NATIONAL BANCORP /IN/ | 119 | 16.59 USD |
1 purchase reported after at least 12 months of silence — most recent on 11 Aug 2016.