Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Duke Energy CORP | 52,092 | reported | 07 Nov 2007 | tx 45+223,128−230,569 |
| TESORO LOGISTICS LP | 18,735 | reported | 24 Feb 2017 | tx 28+33,924−9,335 |
| DCP Midstream Partners, LP | 14,500 | reported | 09 Mar 2011 | tx 4+14,500 |
| QEP RESOURCES, INC. | 11,302 | reported | 28 Feb 2014 | tx 2+11,302 |
| NEW JERSEY RESOURCES CORP | 4,106.45 | reported | 21 Jan 2026 | tx 14+29,895.67 |
| DUKE ENERGY CORP | 0 | reported | 03 Apr 2006 | tx 23+7,430−188,929 |
| 8point3 Energy Partners LP | 0 | reported | 19 Jun 2018 | tx 14+22,462−22,462 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 21 Jan 2026 | GRANT_AWARD | NEW JERSEY RESOURCES CORP | 4,106.45 | 0.00 USD | deriv |
| 21 Jan 2025 | GRANT_AWARD | NEW JERSEY RESOURCES CORP | 2,824.86 | 0.00 USD | deriv |
| 24 Jan 2024 | GRANT_AWARD | NEW JERSEY RESOURCES CORP | 3,118.25 | 0.00 USD | deriv |
| 25 Jan 2023 | GRANT_AWARD | NEW JERSEY RESOURCES CORP | 2,521.18 | 0.00 USD | deriv |
| 26 Jan 2022 | GRANT_AWARD | NEW JERSEY RESOURCES CORP | 2,941.93 | 39.09 USD | deriv |
| 20 Jan 2021 | GRANT_AWARD | NEW JERSEY RESOURCES CORP | 3,079.51 | 0.00 USD | deriv |
| 22 Jan 2020 | GRANT_AWARD | NEW JERSEY RESOURCES CORP | 2,529.32 | 0.00 USD | deriv |
| 08 Jan 2019 | GRANT_AWARD | NEW JERSEY RESOURCES CORP | 353.9 | 45.21 USD | deriv |
| 02 Jan 2019 | GRANT_AWARD | NEW JERSEY RESOURCES CORP | 2,472 | 44.50 USD | deriv |
| 19 Jun 2018 | OTHER | 8point3 Energy Partners LP | 22,462 | — | |
| 31 May 2018 | GRANT_AWARD | 8point3 Energy Partners LP | 1,527 | 12.28 USD | |
| 28 Feb 2018 | GRANT_AWARD | 8point3 Energy Partners LP | 1,544 | 12.15 USD | |
| 05 Jan 2018 | GRANT_AWARD | NEW JERSEY RESOURCES CORP | 1,220.87 | 39.32 USD | deriv |
| 02 Jan 2018 | GRANT_AWARD | NEW JERSEY RESOURCES CORP | 2,635 | 39.85 USD | deriv |
| 30 Nov 2017 | GRANT_AWARD | 8point3 Energy Partners LP | 1,246 | 15.06 USD | |
| 14 Sept 2017 | GRANT_AWARD | NEW JERSEY RESOURCES CORP | 33 | 43.20 USD | deriv |
| 31 Aug 2017 | GRANT_AWARD | 8point3 Energy Partners LP | 1,301 | 14.42 USD | |
| 31 May 2017 | GRANT_AWARD | 8point3 Energy Partners LP | 1,375 | 13.64 USD | |
| 15 May 2017 | GRANT_AWARD | NEW JERSEY RESOURCES CORP | 430 | 40.99 USD | deriv |
| 09 May 2017 | GRANT_AWARD | NEW JERSEY RESOURCES CORP | 1,629.4 | 39.85 USD | deriv |
| 28 Feb 2017 | GRANT_AWARD | 8point3 Energy Partners LP | 1,409 | 13.31 USD | |
| 24 Feb 2017 | EXERCISE | TESORO LOGISTICS LP | 2,009 | — | |
| 24 Feb 2017 | EXERCISE | TESORO LOGISTICS LP | 2,009 | 0.00 USD | deriv |
| 17 Feb 2017 | GRANT_AWARD | TESORO LOGISTICS LP | 1,400 | — | |
| 30 Nov 2016 | GRANT_AWARD | 8point3 Energy Partners LP | 1,468 | 12.78 USD |
3 purchases reported after at least 12 months of silence — most recent on 18 Aug 2015.