Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| INTERNATIONAL BUSINESS MACHINES CORP | 285,617.2 | reported | 16 Aug 2012 | tx 713+2,804,867−3,313,635 |
| EXXON MOBIL CORP | 47,000 | reported | 04 Jan 2021 | tx 27+52,470.79−5,513.68 |
| AMERICAN EXPRESS CO | 15,925.59 | reported | 07 May 2018 | tx 14+15,296.08 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 04 Jan 2021 | GRANT_AWARD | EXXON MOBIL CORP | 2,500 | — | |
| 02 Jan 2020 | GRANT_AWARD | EXXON MOBIL CORP | 2,500 | 0.00 USD | |
| 02 Jan 2019 | GRANT_AWARD | EXXON MOBIL CORP | 2,500 | 0.00 USD | |
| 07 May 2018 | GRANT_AWARD | AMERICAN EXPRESS CO | 1,931.09 | 98.39 USD | deriv |
| 02 Jan 2018 | GRANT_AWARD | EXXON MOBIL CORP | 2,500 | 0.00 USD | |
| 01 May 2017 | GRANT_AWARD | AMERICAN EXPRESS CO | 2,108.63 | — | deriv |
| 03 Jan 2017 | GRANT_AWARD | EXXON MOBIL CORP | 2,500 | 0.00 USD | |
| 02 May 2016 | GRANT_AWARD | AMERICAN EXPRESS CO | 2,579.74 | — | deriv |
| 04 Jan 2016 | GRANT_AWARD | EXXON MOBIL CORP | 2,500 | 0.00 USD | |
| 11 May 2015 | GRANT_AWARD | AMERICAN EXPRESS CO | 2,119.46 | — | deriv |
| 02 Jan 2015 | GRANT_AWARD | EXXON MOBIL CORP | 2,500 | 0.00 USD | |
| 31 Dec 2014 | GRANT_AWARD | AMERICAN EXPRESS CO | 281.18 | 93.36 USD | deriv |
| 30 Sept 2014 | GRANT_AWARD | AMERICAN EXPRESS CO | 296.12 | 88.65 USD | deriv |
| 30 Jun 2014 | GRANT_AWARD | AMERICAN EXPRESS CO | 276.69 | 94.87 USD | deriv |
| 12 May 2014 | GRANT_AWARD | AMERICAN EXPRESS CO | 1,777.8 | — | deriv |
| 31 Mar 2014 | GRANT_AWARD | AMERICAN EXPRESS CO | 288.22 | 91.08 USD | deriv |
| 02 Jan 2014 | GRANT_AWARD | EXXON MOBIL CORP | 2,500 | 0.00 USD | |
| 31 Dec 2013 | GRANT_AWARD | AMERICAN EXPRESS CO | 299.33 | 87.69 USD | deriv |
| 30 Sept 2013 | GRANT_AWARD | AMERICAN EXPRESS CO | 342.98 | 76.54 USD | deriv |
| 30 Jun 2013 | GRANT_AWARD | AMERICAN EXPRESS CO | 304.64 | 73.86 USD | deriv |
| 29 Apr 2013 | GRANT_AWARD | AMERICAN EXPRESS CO | 2,350.03 | — | deriv |
| 31 Mar 2013 | GRANT_AWARD | AMERICAN EXPRESS CO | 340.17 | 66.14 USD | deriv |
| 02 Jan 2013 | GRANT_AWARD | EXXON MOBIL CORP | 2,500 | 0.00 USD | |
| 16 Aug 2012 | GIFT | INTERNATIONAL BUSINESS MACHINES CORP | 250 | 0.00 USD | |
| 16 Aug 2012 | GIFT | INTERNATIONAL BUSINESS MACHINES CORP | 130 | 0.00 USD |