Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| PFIZER INC | 116,982.649 | reported | 23 Apr 2026 | tx 21+123,092.279 |
| AMERICAN INTERNATIONAL GROUP, INC. | 27,051 | reported | 01 Apr 2020 | tx 44+85,812 |
| VISA INC. | 2,178 | reported | 25 Jan 2022 | tx 34+39,699−22,032 |
| GOLDMAN SACHS GROUP INC | 0 | reported | 04 Jan 2007 | tx 42+216,583−175,145 |
| INTUIT INC. | 0 | reported | 22 Jan 2026 | tx 93+385,830−342,915 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 23 Apr 2026 | GRANT_AWARD | PFIZER INC | 7,686.539 | 26.67 USD | deriv |
| 22 Jan 2026 | EXERCISE | INTUIT INC. | 586 | 0.00 USD | |
| 22 Jan 2026 | EXERCISE | INTUIT INC. | 33 | 0.00 USD | |
| 22 Jan 2026 | EXERCISE | INTUIT INC. | 663 | 0.00 USD | |
| 22 Jan 2026 | EXERCISE | INTUIT INC. | 694 | 0.00 USD | |
| 22 Jan 2026 | EXERCISE | INTUIT INC. | 880 | 0.00 USD | |
| 22 Jan 2026 | EXERCISE | INTUIT INC. | 563 | 0.00 USD | |
| 22 Jan 2026 | EXERCISE | INTUIT INC. | 563 | 0.00 USD | deriv |
| 22 Jan 2026 | EXERCISE | INTUIT INC. | 586 | 0.00 USD | deriv |
| 22 Jan 2026 | EXERCISE | INTUIT INC. | 880 | 0.00 USD | deriv |
| 22 Jan 2026 | EXERCISE | INTUIT INC. | 663 | 0.00 USD | deriv |
| 22 Jan 2026 | EXERCISE | INTUIT INC. | 694 | 0.00 USD | deriv |
| 22 Jan 2026 | EXERCISE | INTUIT INC. | 33 | 0.00 USD | deriv |
| 15 Dec 2025 | GRANT_AWARD | INTUIT INC. | 33 | 0.00 USD | deriv |
| 24 Apr 2025 | GRANT_AWARD | PFIZER INC | 8,999 | 22.78 USD | deriv |
| 24 Jan 2025 | EXERCISE | INTUIT INC. | 903 | 0.00 USD | |
| 24 Jan 2025 | GRANT_AWARD | INTUIT INC. | 586 | 0.00 USD | deriv |
| 24 Jan 2025 | EXERCISE | INTUIT INC. | 903 | 0.00 USD | deriv |
| 25 Apr 2024 | GRANT_AWARD | PFIZER INC | 8,115.6 | 25.26 USD | deriv |
| 18 Jan 2024 | EXERCISE | INTUIT INC. | 1,215 | 0.00 USD | |
| 19 Jan 2024 | GRANT_AWARD | INTUIT INC. | 563 | 0.00 USD | deriv |
| 18 Jan 2024 | EXERCISE | INTUIT INC. | 1,215 | 0.00 USD | deriv |
| 27 Apr 2023 | GRANT_AWARD | PFIZER INC | 5,291.69 | 38.74 USD | deriv |
| 20 Jan 2023 | GRANT_AWARD | INTUIT INC. | 880 | 0.00 USD | deriv |
| 19 Jan 2023 | EXERCISE | INTUIT INC. | 1,550 | 0.00 USD |