Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| MICROSOFT CORP | 98,248 | reported | 03 Dec 2019 | tx 109+105,495−600 |
| BANK OF AMERICA CORP /DE/ | 41,153 | reported | 15 Jun 2011 | tx 16+417,524−41,152 |
| MORGAN STANLEY | 37,428.15 | reported | 29 Apr 2009 | tx 9+33,196.66 |
| AVON PRODUCTS INC | 32,486 | reported | 09 May 2017 | tx 25+149,130.91 |
| WELLS FARGO & COMPANY/MN | 31,826.68 | reported | 01 Jul 2021 | tx 14+51,213.57 |
| NORTHROP GRUMMAN CORP /DE/ | 22,500 | reported | 14 Jun 2004 | tx 7+126,244 |
| Air Products & Chemicals, Inc. | 15,588.14 | reported | 30 Jun 2010 | tx 33+20,719.722−12,000 |
| Hewlett Packard Enterprise Co | 8,750 | reported | 01 May 2026 | tx 17+192,731.41−86,053.41 |
| AUTOMATIC DATA PROCESSING INC | 7,593 | reported | 03 Mar 2010 | tx 13+16,123 |
| Avery Dennison Corp | 6,462.79 | reported | 31 Jul 2014 | tx 28+30,864.38−9,053.79 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 01 May 2026 | GRANT_AWARD | Hewlett Packard Enterprise Co | 8,750 | — | deriv |
| 30 May 2025 | GRANT_AWARD | Booking Holdings Inc. | 48 | 0.00 USD | |
| 02 May 2025 | GRANT_AWARD | Hewlett Packard Enterprise Co | 14,235 | — | deriv |
| 02 Apr 2025 | EXERCISE | Hewlett Packard Enterprise Co | 14,322.99 | 16.12 USD | |
| 02 Apr 2025 | EXERCISE | Hewlett Packard Enterprise Co | 14,322.99 | — | deriv |
| 30 May 2024 | GRANT_AWARD | Booking Holdings Inc. | 71 | 0.00 USD | |
| 10 May 2024 | GRANT_AWARD | Hewlett Packard Enterprise Co | 14,068 | — | deriv |
| 10 Apr 2024 | EXERCISE | Hewlett Packard Enterprise Co | 17,389.94 | 0.00 USD | |
| 10 Apr 2024 | EXERCISE | Hewlett Packard Enterprise Co | 17,389.94 | — | deriv |
| 30 May 2023 | GRANT_AWARD | Booking Holdings Inc. | 102 | 0.00 USD | |
| 05 May 2023 | GRANT_AWARD | Hewlett Packard Enterprise Co | 17,010 | — | deriv |
| 05 Apr 2023 | EXERCISE | Hewlett Packard Enterprise Co | 15,117.43 | 0.00 USD | |
| 05 Apr 2023 | EXERCISE | Hewlett Packard Enterprise Co | 15,117.43 | — | deriv |
| 30 May 2022 | GRANT_AWARD | Booking Holdings Inc. | 117 | 0.00 USD | |
| 05 May 2022 | GRANT_AWARD | Hewlett Packard Enterprise Co | 14,734 | — | deriv |
| 05 Apr 2022 | EXERCISE | Hewlett Packard Enterprise Co | 14,478.05 | 0.00 USD | |
| 05 Apr 2022 | EXERCISE | Hewlett Packard Enterprise Co | 14,478.05 | — | deriv |
| 01 Jul 2021 | GRANT_AWARD | WELLS FARGO & COMPANY/MN | 1,092.82 | 45.41 USD | deriv |
| 30 May 2021 | GRANT_AWARD | Booking Holdings Inc. | 112 | 0.00 USD | |
| 14 May 2021 | GRANT_AWARD | Hewlett Packard Enterprise Co | 14,146 | — | deriv |
| 27 Apr 2021 | GRANT_AWARD | WELLS FARGO & COMPANY/MN | 3,993 | 45.09 USD | deriv |
| 14 Apr 2021 | EXERCISE | Hewlett Packard Enterprise Co | 24,745 | 0.00 USD | |
| 14 Apr 2021 | EXERCISE | Hewlett Packard Enterprise Co | 24,745 | — | deriv |
| 01 Apr 2021 | GRANT_AWARD | WELLS FARGO & COMPANY/MN | 1,226.97 | 39.63 USD | deriv |
| 01 Jan 2021 | GRANT_AWARD | WELLS FARGO & COMPANY/MN | 3,156.06 | 30.18 USD | deriv |
3 purchases reported after at least 12 months of silence — most recent on 13 Mar 2020.