Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| HP INC | 210,305 | reported | 02 Mar 2026 | tx 10+1,068,544−272,052 |
| COMERICA INC | 100,762 | reported | 05 May 2016 | tx 26+277,894−156,817 |
| Medtronic plc | 53,459 | reported | 02 Aug 2024 | tx 71+1,015,907−187,486 |
| AMERICAN EXPRESS CO | 9,256.498 | reported | 05 May 2026 | tx 7+8,893.345 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 05 May 2026 | GRANT_AWARD | AMERICAN EXPRESS CO | 742.115 | 0.00 USD | deriv |
| 02 Mar 2026 | GRANT_AWARD | HP INC | 210,305 | — | deriv |
| 08 Dec 2025 | GRANT_AWARD | HP INC | 130,826 | — | deriv |
| 07 Dec 2025 | EXERCISE | HP INC | 28,570 | 0.00 USD | |
| 07 Dec 2025 | TAX_WITHHOLDING | HP INC | 12,672 | 25.91 USD | |
| 07 Dec 2025 | EXERCISE | HP INC | 28,570 | — | deriv |
| 05 Aug 2025 | EXERCISE | HP INC | 158,523 | 0.00 USD | |
| 05 Aug 2025 | TAX_WITHHOLDING | HP INC | 72,287 | 25.05 USD | |
| 05 Aug 2025 | EXERCISE | HP INC | 158,523 | 0.00 USD | deriv |
| 29 Apr 2025 | GRANT_AWARD | AMERICAN EXPRESS CO | 948.47 | 0.00 USD | deriv |
| 09 Dec 2024 | GRANT_AWARD | HP INC | 82,305 | — | deriv |
| 05 Aug 2024 | GRANT_AWARD | HP INC | 458,015 | — | deriv |
| 02 Aug 2024 | TAX_WITHHOLDING | Medtronic plc | 3,148 | 81.51 USD | |
| 02 Aug 2024 | EXERCISE | Medtronic plc | 7,132 | 0.00 USD | |
| 02 Aug 2024 | TAX_WITHHOLDING | Medtronic plc | 3,581 | 81.51 USD | |
| 02 Aug 2024 | EXERCISE | Medtronic plc | 7,132 | 0.00 USD | deriv |
| 06 May 2024 | GRANT_AWARD | AMERICAN EXPRESS CO | 955.28 | 0.00 USD | deriv |
| 03 Aug 2023 | GRANT_AWARD | Medtronic plc | 7,105 | 0.00 USD | |
| 03 Aug 2023 | TAX_WITHHOLDING | Medtronic plc | 5,919 | 84.49 USD | |
| 03 Aug 2023 | EXERCISE | Medtronic plc | 7,105 | — | deriv |
| 31 Jul 2023 | GRANT_AWARD | Medtronic plc | 12,535 | 0.00 USD | |
| 31 Jul 2023 | GRANT_AWARD | Medtronic plc | 31,336 | 0.00 USD | deriv |
| 31 Jul 2023 | GRANT_AWARD | Medtronic plc | 88,254 | 0.00 USD | deriv |
| 02 May 2023 | GRANT_AWARD | AMERICAN EXPRESS CO | 1,364.6 | 0.00 USD | deriv |
| 01 Aug 2022 | GRANT_AWARD | Medtronic plc | 10,744 | 0.00 USD |