Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| STATE STREET CORP | 216,578 | reported | 24 Feb 2015 | tx 57+958,631−744,910 |
| AUTOMATIC DATA PROCESSING INC | 14,572 | reported | 12 Nov 2025 | tx 10+14,572 |
| PULTEGROUP INC/MI/ | 10,015 | reported | 30 Apr 2025 | tx 10+38,541 |
| WHOLE FOODS MARKET INC | 0 | reported | 28 Aug 2017 | tx 2+7,500−7,500 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 12 Nov 2025 | GRANT_AWARD | AUTOMATIC DATA PROCESSING INC | 1,531 | 0.00 USD | |
| 30 Apr 2025 | GRANT_AWARD | PULTEGROUP INC/MI/ | 1,832 | 0.00 USD | deriv |
| 06 Nov 2024 | GRANT_AWARD | AUTOMATIC DATA PROCESSING INC | 1,244 | 0.00 USD | |
| 06 May 2024 | GRANT_AWARD | PULTEGROUP INC/MI/ | 1,528 | 0.00 USD | deriv |
| 01 Feb 2024 | GRANT_AWARD | AUTOMATIC DATA PROCESSING INC | 60 | 0.00 USD | |
| 08 Nov 2023 | GRANT_AWARD | AUTOMATIC DATA PROCESSING INC | 1,574 | 0.00 USD | |
| 03 May 2023 | GRANT_AWARD | PULTEGROUP INC/MI/ | 2,703 | 0.00 USD | |
| 09 Nov 2022 | GRANT_AWARD | AUTOMATIC DATA PROCESSING INC | 1,497 | 0.00 USD | |
| 04 May 2022 | GRANT_AWARD | PULTEGROUP INC/MI/ | 3,383 | 0.00 USD | deriv |
| 10 Nov 2021 | GRANT_AWARD | AUTOMATIC DATA PROCESSING INC | 1,502 | 0.00 USD | |
| 12 May 2021 | GRANT_AWARD | PULTEGROUP INC/MI/ | 2,622 | 0.00 USD | |
| 07 May 2020 | GRANT_AWARD | PULTEGROUP INC/MI/ | 5,303 | 0.00 USD | |
| 11 Nov 2020 | GRANT_AWARD | AUTOMATIC DATA PROCESSING INC | 1,890 | 0.00 USD | |
| 12 Nov 2019 | GRANT_AWARD | AUTOMATIC DATA PROCESSING INC | 1,953 | 0.00 USD | |
| 09 May 2019 | GRANT_AWARD | PULTEGROUP INC/MI/ | 4,800 | 0.00 USD | deriv |
| 06 Nov 2018 | GRANT_AWARD | AUTOMATIC DATA PROCESSING INC | 2,084 | 0.00 USD | |
| 31 May 2018 | GRANT_AWARD | AUTOMATIC DATA PROCESSING INC | 1,237 | 0.00 USD | |
| 10 May 2018 | GRANT_AWARD | PULTEGROUP INC/MI/ | 4,491 | 0.00 USD | |
| 28 Aug 2017 | OTHER | WHOLE FOODS MARKET INC | 7,500 | — | deriv |
| 19 May 2017 | GRANT_AWARD | WHOLE FOODS MARKET INC | 7,500 | 0.00 USD | deriv |
| 02 May 2017 | GRANT_AWARD | PULTEGROUP INC/MI/ | 6,264 | 0.00 USD | |
| 26 Sept 2016 | GRANT_AWARD | PULTEGROUP INC/MI/ | 5,615 | 0.00 USD | |
| 24 Feb 2015 | SALE | STATE STREET CORP | 51,986 | 77.98 USD | |
| 19 Feb 2015 | TAX_WITHHOLDING | STATE STREET CORP | 5,619 | 76.54 USD | |
| 19 Feb 2015 | GRANT_AWARD | STATE STREET CORP | 24,671 | 0.00 USD |