Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| VISA INC. | 31,102 | reported | 30 Nov 2014 | tx 90+1,147,991−926,816 |
| Voya Financial, Inc. | 24,766 | reported | 25 May 2023 | tx 15+45,532−20,766 |
| GAP INC | 0 | reported | 14 Sept 2007 | tx 35+1,144,848.71−1,042,868 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 25 May 2023 | EXERCISE | Voya Financial, Inc. | 20,766 | 69.29 USD | |
| 25 May 2023 | EXERCISE | Voya Financial, Inc. | 20,766 | 0.00 USD | deriv |
| 26 May 2022 | GRANT_AWARD | Voya Financial, Inc. | 2,074 | 67.48 USD | deriv |
| 27 May 2021 | GRANT_AWARD | Voya Financial, Inc. | 2,147 | 65.18 USD | deriv |
| 21 May 2020 | GRANT_AWARD | Voya Financial, Inc. | 3,300 | 42.42 USD | deriv |
| 09 Aug 2019 | PURCHASE | Voya Financial, Inc. | 500 | 49.99 USD | |
| 12 Aug 2019 | PURCHASE | Voya Financial, Inc. | 500 | 48.61 USD | |
| 31 May 2019 | PURCHASE | Voya Financial, Inc. | 500 | 51.52 USD | |
| 31 May 2019 | PURCHASE | Voya Financial, Inc. | 500 | 50.99 USD | first after silence |
| 23 May 2019 | GRANT_AWARD | Voya Financial, Inc. | 2,653 | 52.76 USD | deriv |
| 30 May 2018 | GRANT_AWARD | Voya Financial, Inc. | 2,686 | 0.00 USD | deriv |
| 31 Mar 2017 | GRANT_AWARD | Voya Financial, Inc. | 3,029 | 0.00 USD | deriv |
| 31 Mar 2016 | GRANT_AWARD | Voya Financial, Inc. | 3,862 | 0.00 USD | deriv |
| 07 Aug 2015 | PURCHASE | Voya Financial, Inc. | 2,000 | 44.84 USD | first after silence |
| 30 Jul 2015 | GRANT_AWARD | Voya Financial, Inc. | 1,015 | 0.00 USD | |
| 30 Nov 2014 | TAX_WITHHOLDING | VISA INC. | 13,800 | 258.19 USD | |
| 30 Nov 2014 | EXERCISE | VISA INC. | 26,446 | — | |
| 30 Nov 2014 | GRANT_AWARD | VISA INC. | 26,446 | — | deriv |
| 30 Nov 2014 | EXERCISE | VISA INC. | 26,446 | — | deriv |
| 19 Nov 2014 | EXERCISE | VISA INC. | 2,174 | — | |
| 19 Nov 2014 | TAX_WITHHOLDING | VISA INC. | 4,341 | 249.86 USD | |
| 19 Nov 2014 | EXERCISE | VISA INC. | 1,662 | — | |
| 19 Nov 2014 | GRANT_AWARD | VISA INC. | 2,837 | — | deriv |
| 19 Nov 2014 | GRANT_AWARD | VISA INC. | 14,812 | 0.00 USD | deriv |
| 19 Nov 2014 | EXERCISE | VISA INC. | 1,662 | — | deriv |
2 purchases reported after at least 12 months of silence — most recent on 31 May 2019.