Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| CLECO CORP | 0 | reported | 13 Apr 2016 | tx 45+82,578−108,745.19 |
| Talen Energy Corp | 0 | reported | 22 May 2026 | tx 7+41,511−21,398 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 22 May 2026 | EXERCISE | Talen Energy Corp | 7,395 | — | |
| 22 May 2026 | TAX_WITHHOLDING | Talen Energy Corp | 2,911 | 324.21 USD | |
| 22 May 2026 | EXERCISE | Talen Energy Corp | 18,487 | 0.00 USD | deriv |
| 26 Feb 2026 | GRANT_AWARD | Talen Energy Corp | 16,096 | 0.00 USD | deriv |
| 26 Feb 2026 | GRANT_AWARD | Talen Energy Corp | 3,450 | 0.00 USD | deriv |
| 28 Feb 2025 | GRANT_AWARD | Talen Energy Corp | 12,786 | 0.00 USD | deriv |
| 28 Feb 2025 | GRANT_AWARD | Talen Energy Corp | 1,784 | 0.00 USD | deriv |
| 13 Apr 2016 | OTHER | CLECO CORP | 4,628 | — | |
| 05 Apr 2016 | GIFT | CLECO CORP | 7,225 | — | |
| 13 Apr 2016 | OTHER | CLECO CORP | 47,739.19 | 55.37 USD | |
| 15 Feb 2016 | TAX_WITHHOLDING | CLECO CORP | 487 | — | |
| 28 Jan 2016 | OTHER | CLECO CORP | 3,006 | — | |
| 28 Jan 2016 | TAX_WITHHOLDING | CLECO CORP | 1,886 | — | |
| 29 Jan 2015 | GRANT_AWARD | CLECO CORP | 8,090 | — | |
| 29 Jan 2015 | TAX_WITHHOLDING | CLECO CORP | 458 | — | |
| 29 Jan 2015 | GRANT_AWARD | CLECO CORP | 1,212 | — | |
| 31 Dec 2014 | TAX_WITHHOLDING | CLECO CORP | 2,851 | — | |
| 31 Mar 2014 | SALE | CLECO CORP | 2,380 | 50.68 USD | |
| 31 Jan 2014 | TAX_WITHHOLDING | CLECO CORP | 4,132 | — | |
| 31 Jan 2014 | GRANT_AWARD | CLECO CORP | 4,836 | — | |
| 31 Jan 2014 | GRANT_AWARD | CLECO CORP | 9,327 | — | |
| 15 Feb 2013 | GRANT_AWARD | CLECO CORP | 1,500 | — | |
| 24 Jan 2013 | GRANT_AWARD | CLECO CORP | 1,803 | — | |
| 24 Jan 2013 | GRANT_AWARD | CLECO CORP | 8,589 | — | |
| 17 Aug 2012 | SALE | CLECO CORP | 2,060 | 42.41 USD |
2 purchases reported after at least 12 months of silence — most recent on 26 May 2010.