Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| METLIFE INC | 121,278.92 | reported | 13 Sept 2017 | tx 262+787,681.91−457,746.44 |
| WELLS FARGO & COMPANY/MN | 17,851.965 | reported | 28 Apr 2026 | tx 18+45,118−4,164 |
| S&P Global Inc. | 5,478.85 | reported | 02 Jan 2026 | tx 11+5,878.84 |
| ALLSTATE CORP | 894 | reported | 02 Jun 2025 | tx 3+2,447 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 01 Jun 2026 | GRANT_AWARD | ALLSTATE CORP | 917 | 0.00 USD | deriv |
| 28 Apr 2026 | GRANT_AWARD | WELLS FARGO & COMPANY/MN | 3,436 | 81.50 USD | deriv |
| 02 Jan 2026 | GRANT_AWARD | S&P Global Inc. | 479.62 | 512.66 USD | deriv |
| 02 Jun 2025 | GRANT_AWARD | ALLSTATE CORP | 894 | 0.00 USD | deriv |
| 29 Apr 2025 | GRANT_AWARD | WELLS FARGO & COMPANY/MN | 3,728 | 71.10 USD | deriv |
| 02 Jan 2025 | GRANT_AWARD | S&P Global Inc. | 490.54 | 495.50 USD | deriv |
| 01 Jun 2024 | GRANT_AWARD | ALLSTATE CORP | 1,045 | 0.00 USD | deriv |
| 30 Apr 2024 | GRANT_AWARD | WELLS FARGO & COMPANY/MN | 4,046 | 59.32 USD | deriv |
| 02 Jan 2024 | GRANT_AWARD | S&P Global Inc. | 440.77 | 436.39 USD | deriv |
| 02 Jan 2024 | GRANT_AWARD | ALLSTATE CORP | 508 | 0.00 USD | deriv |
| 25 Apr 2023 | GRANT_AWARD | WELLS FARGO & COMPANY/MN | 5,919 | 40.55 USD | deriv |
| 01 Mar 2023 | EXERCISE | WELLS FARGO & COMPANY/MN | 1,418 | 46.68 USD | |
| 01 Mar 2023 | EXERCISE | WELLS FARGO & COMPANY/MN | 1,418 | 0.00 USD | deriv |
| 03 Jan 2023 | GRANT_AWARD | S&P Global Inc. | 517.27 | 335.17 USD | deriv |
| 26 Apr 2022 | GRANT_AWARD | WELLS FARGO & COMPANY/MN | 5,384 | 44.58 USD | deriv |
| 01 Mar 2022 | EXERCISE | WELLS FARGO & COMPANY/MN | 1,384 | 50.29 USD | |
| 01 Mar 2022 | EXERCISE | WELLS FARGO & COMPANY/MN | 1,384 | 0.00 USD | deriv |
| 03 Jan 2022 | GRANT_AWARD | S&P Global Inc. | 370.56 | 461.10 USD | deriv |
| 27 Apr 2021 | GRANT_AWARD | WELLS FARGO & COMPANY/MN | 3,993 | 45.09 USD | deriv |
| 01 Mar 2021 | EXERCISE | WELLS FARGO & COMPANY/MN | 1,362 | 37.09 USD | |
| 01 Mar 2021 | EXERCISE | WELLS FARGO & COMPANY/MN | 1,362 | 0.00 USD | deriv |
| 04 Jan 2021 | GRANT_AWARD | S&P Global Inc. | 505.49 | 333.25 USD | deriv |
| 28 Apr 2020 | GRANT_AWARD | WELLS FARGO & COMPANY/MN | 6,235 | 28.87 USD | deriv |
| 02 Jan 2020 | GRANT_AWARD | S&P Global Inc. | 597.64 | 277.84 USD | deriv |
| 23 Apr 2019 | GRANT_AWARD | WELLS FARGO & COMPANY/MN | 3,802 | 47.35 USD | deriv |