Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| OCCIDENTAL PETROLEUM CORP /DE/ | 79,575 | reported | 04 May 2026 | tx 25+114,575−29,327 |
| CALIFORNIA PIZZA KITCHEN INC | 3,333 | reported | 14 Nov 2007 | tx 2+13,333 |
| Public Storage | 3,232 | reported | 06 May 2026 | tx 57+173,423.71−108,119 |
| California Resources Corp | 0 | reported | 27 Oct 2020 | tx 10+117,165−48,438.97 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 06 May 2026 | GRANT_AWARD | Public Storage | 3,232 | 0.00 USD | deriv |
| 04 May 2026 | GRANT_AWARD | OCCIDENTAL PETROLEUM CORP /DE/ | 4,149 | 0.00 USD | |
| 20 Apr 2026 | EXERCISE | Public Storage | 5,163 | — | deriv |
| 20 Apr 2026 | EXERCISE | Public Storage | 1,023.44 | 0.00 USD | deriv |
| 07 May 2025 | GRANT_AWARD | Public Storage | 3,177 | 0.00 USD | deriv |
| 05 May 2025 | GRANT_AWARD | OCCIDENTAL PETROLEUM CORP /DE/ | 6,442 | 0.00 USD | |
| 23 Apr 2025 | EXERCISE | Public Storage | 1,981.05 | 0.00 USD | deriv |
| 23 Apr 2025 | EXERCISE | Public Storage | 5,163 | — | deriv |
| 31 Mar 2025 | EXERCISE | OCCIDENTAL PETROLEUM CORP /DE/ | 9,327 | 21.30 USD | |
| 31 Mar 2025 | EXERCISE | OCCIDENTAL PETROLEUM CORP /DE/ | 9,327 | 0.00 USD | deriv |
| 07 May 2024 | GRANT_AWARD | Public Storage | 3,600 | 0.00 USD | deriv |
| 03 May 2024 | GRANT_AWARD | OCCIDENTAL PETROLEUM CORP /DE/ | 3,883 | 0.00 USD | |
| 19 Apr 2024 | EXERCISE | Public Storage | 5,163 | — | deriv |
| 19 Apr 2024 | EXERCISE | Public Storage | 1,780.22 | 0.00 USD | deriv |
| 05 Mar 2024 | OTHER | Public Storage | 5,163 | — | deriv |
| 05 Mar 2024 | GRANT_AWARD | Public Storage | 5,163 | — | deriv |
| 05 Mar 2024 | GRANT_AWARD | Public Storage | 5,000 | — | deriv |
| 05 Mar 2024 | OTHER | Public Storage | 5,000 | — | deriv |
| 05 Mar 2024 | OTHER | Public Storage | 5,163 | — | deriv |
| 05 Mar 2024 | GRANT_AWARD | Public Storage | 5,163 | — | deriv |
| 05 Mar 2024 | OTHER | Public Storage | 5,163 | — | deriv |
| 05 Mar 2024 | GRANT_AWARD | Public Storage | 5,163 | — | deriv |
| 05 Mar 2024 | OTHER | Public Storage | 5,163 | — | deriv |
| 05 Mar 2024 | GRANT_AWARD | Public Storage | 5,163 | — | deriv |
| 05 Mar 2024 | OTHER | Public Storage | 5,163 | — | deriv |
2 purchases reported after at least 12 months of silence — most recent on 12 Jun 2019.