Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| EDISON INTERNATIONAL | 8,341.6 | reported | 04 Apr 2014 | tx 26+36,944−6,000 |
| Andersen Group Inc. | 7,896 | reported | 18 Dec 2025 | tx 1+7,896 |
| WESTERN ASSET PREMIER BOND FUND | 2,000 | reported | 20 Jan 2023 | tx 2+20,000−18,000 |
| BERKSHIRE HATHAWAY INC | 4 | reported | 18 May 2023 | tx 26+13,475−5,011 |
| Graham Holdings Co | 0 | reported | 30 Dec 2010 | tx 1−300 |
| Western Asset Income Fund | 0 | reported | 10 Jan 2020 | tx 1−1,000 |
| CITY NATIONAL CORP | 0 | reported | 18 Feb 2014 | tx 34+26,134−13,500 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 18 Dec 2025 | PURCHASE | Andersen Group Inc. | 7,896 | 16.00 USD | first after silence |
| 19 May 2013 | OTHER | BERKSHIRE HATHAWAY INC | 781 | — | |
| 18 May 2023 | OTHER | BERKSHIRE HATHAWAY INC | 1,562 | — | |
| 17 May 2023 | CONVERSION | BERKSHIRE HATHAWAY INC | 1,500 | — | |
| 17 May 2023 | CONVERSION | BERKSHIRE HATHAWAY INC | 1 | — | deriv |
| 18 May 2023 | OTHER | BERKSHIRE HATHAWAY INC | 24 | — | deriv |
| 20 Jan 2023 | SALE | WESTERN ASSET PREMIER BOND FUND | 18,000 | 11.20 USD | |
| 23 Dec 2022 | PURCHASE | WESTERN ASSET PREMIER BOND FUND | 20,000 | 11.19 USD | |
| 05 Jul 2022 | PURCHASE | BERKSHIRE HATHAWAY INC | 895 | 274.62 USD | |
| 05 Jul 2022 | PURCHASE | BERKSHIRE HATHAWAY INC | 1,515 | 274.19 USD | first after silence |
| 10 Jan 2020 | SALE | Western Asset Income Fund | 1,000 | 15.84 USD | |
| 18 Dec 2020 | PURCHASE | BERKSHIRE HATHAWAY INC | 4,000 | 222.33 USD | first after silence |
| 02 Mar 2018 | GIFT | BERKSHIRE HATHAWAY INC | 2,103 | 0.00 USD | |
| 28 Feb 2018 | CONVERSION | BERKSHIRE HATHAWAY INC | 3,000 | 0.00 USD | |
| 28 Feb 2018 | CONVERSION | BERKSHIRE HATHAWAY INC | 2 | — | deriv |
| 02 Mar 2018 | GIFT | BERKSHIRE HATHAWAY INC | 21 | — | deriv |
| 11 Mar 2016 | PURCHASE | BERKSHIRE HATHAWAY INC | 10 | 210543.09 USD | derivfirst after silence |
| 19 Dec 2014 | SALE | BERKSHIRE HATHAWAY INC | 65 | 152.07 USD | |
| 04 Apr 2014 | GIFT | EDISON INTERNATIONAL | 1,000 | 0.00 USD | |
| 04 Apr 2014 | GIFT | EDISON INTERNATIONAL | 1,000 | 0.00 USD | |
| 31 Mar 2014 | EXERCISE | EDISON INTERNATIONAL | 1,000 | 22.70 USD | |
| 31 Mar 2014 | EXERCISE | EDISON INTERNATIONAL | 1,000 | 0.00 USD | deriv |
| 18 Feb 2014 | EXERCISE | CITY NATIONAL CORP | 500 | 1.00 USD | |
| 18 Feb 2014 | EXERCISE | CITY NATIONAL CORP | 500 | 0.00 USD | deriv |
| 25 Apr 2013 | GRANT_AWARD | EDISON INTERNATIONAL | 2,069 | 0.00 USD | deriv |
7 purchases reported after at least 12 months of silence — most recent on 18 Dec 2025.