Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| JPMORGAN CHASE & CO | 714,986 | reported | 25 Mar 2025 | tx 190+5,411,032.17−5,221,632.16 |
| JOHNSON & JOHNSON | 2,174.069 | reported | 23 Apr 2026 | tx 4+2,171.16 |
| Intercontinental Exchange, Inc. | 1,538 | reported | 18 May 2026 | tx 1+1,538 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 18 May 2026 | GRANT_AWARD | Intercontinental Exchange, Inc. | 1,538 | 0.00 USD | |
| 23 Apr 2026 | GRANT_AWARD | JOHNSON & JOHNSON | 1,712 | 0.00 USD | deriv |
| 10 Mar 2026 | GRANT_AWARD | JOHNSON & JOHNSON | 129.06 | 242.14 USD | deriv |
| 09 Dec 2025 | GRANT_AWARD | JOHNSON & JOHNSON | 154.61 | 202.12 USD | deriv |
| 09 Sept 2025 | GRANT_AWARD | JOHNSON & JOHNSON | 175.49 | 178.07 USD | deriv |
| 25 Mar 2025 | EXERCISE | JPMORGAN CHASE & CO | 23,442 | 0.00 USD | |
| 25 Mar 2025 | EXERCISE | JPMORGAN CHASE & CO | 22,688 | 0.00 USD | |
| 25 Mar 2025 | TAX_WITHHOLDING | JPMORGAN CHASE & CO | 59,169 | 249.72 USD | |
| 25 Mar 2025 | EXERCISE | JPMORGAN CHASE & CO | 19,524 | 0.00 USD | |
| 25 Mar 2025 | EXERCISE | JPMORGAN CHASE & CO | 17,826 | 0.00 USD | |
| 25 Mar 2025 | EXERCISE | JPMORGAN CHASE & CO | 20,904 | 0.00 USD | |
| 25 Mar 2025 | EXERCISE | JPMORGAN CHASE & CO | 19,524 | 0.00 USD | deriv |
| 25 Mar 2025 | EXERCISE | JPMORGAN CHASE & CO | 23,442 | 0.00 USD | deriv |
| 25 Mar 2025 | EXERCISE | JPMORGAN CHASE & CO | 17,826 | 0.00 USD | deriv |
| 25 Mar 2025 | EXERCISE | JPMORGAN CHASE & CO | 20,904 | 0.00 USD | deriv |
| 25 Mar 2025 | EXERCISE | JPMORGAN CHASE & CO | 22,688 | 0.00 USD | deriv |
| 18 Mar 2025 | GRANT_AWARD | JPMORGAN CHASE & CO | 113,443 | 0.00 USD | deriv |
| 13 Jan 2025 | EXERCISE | JPMORGAN CHASE & CO | 12,323 | 0.00 USD | |
| 13 Jan 2025 | TAX_WITHHOLDING | JPMORGAN CHASE & CO | 39,577 | 241.77 USD | |
| 13 Jan 2025 | EXERCISE | JPMORGAN CHASE & CO | 12,736 | 0.00 USD | |
| 13 Jan 2025 | EXERCISE | JPMORGAN CHASE & CO | 16,717 | 0.00 USD | |
| 13 Jan 2025 | EXERCISE | JPMORGAN CHASE & CO | 14,954 | 0.00 USD | |
| 13 Jan 2025 | EXERCISE | JPMORGAN CHASE & CO | 13,858 | 0.00 USD | |
| 13 Jan 2025 | EXERCISE | JPMORGAN CHASE & CO | 12,323 | 0.00 USD | deriv |
| 13 Jan 2025 | EXERCISE | JPMORGAN CHASE & CO | 13,858 | 0.00 USD | deriv |