Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Warner Bros. Discovery, Inc. | 94,197 | reported | 27 Mar 2026 | tx 9+94,197 |
| BRISTOL MYERS SQUIBB CO | 25,498.16 | reported | 01 Feb 2026 | tx 13+22,760.91 |
| CVS HEALTH Corp | 16,498 | reported | 12 Feb 2008 | tx 5+45,522 |
| Mondelez International, Inc. | 9,662 | reported | 20 May 2026 | tx 3+9,383 |
| Accenture plc | 8,547 | reported | 15 May 2026 | tx 92+18,437−9,890 |
| WESTERN DIGITAL CORP | 7,545 | reported | 31 Jan 2022 | tx 33+30,870.83−7,490.79 |
| DOLLAR GENERAL CORP | 6,472 | reported | 30 May 2018 | tx 16+11,144.26−3.34 |
| Macy's, Inc. | 2,010 | reported | 10 Jul 2019 | tx 7+207,259−3,199 |
| DAVITA INC. | 1,395 | reported | 15 May 2022 | tx 9+2,885−1,490 |
| CHARMING SHOPPES INC | 0 | reported | 14 Jun 2012 | tx 3+46,902−46,902 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 20 May 2026 | GRANT_AWARD | Mondelez International, Inc. | 3,525 | 0.00 USD | |
| 15 May 2026 | GRANT_AWARD | Accenture plc | 15 | 0.00 USD | |
| 27 Mar 2026 | GRANT_AWARD | Warner Bros. Discovery, Inc. | 1,340 | 0.00 USD | |
| 13 Feb 2026 | GRANT_AWARD | Accenture plc | 8 | 0.00 USD | |
| 13 Feb 2026 | TAX_WITHHOLDING | Accenture plc | 3 | 224.11 USD | |
| 06 Feb 2026 | TAX_WITHHOLDING | Accenture plc | 295 | 236.55 USD | |
| 01 Feb 2026 | GRANT_AWARD | BRISTOL MYERS SQUIBB CO | 3,996.37 | 55.05 USD | deriv |
| 28 Jan 2026 | GRANT_AWARD | Accenture plc | 1,454 | 0.00 USD | |
| 19 Dec 2025 | GRANT_AWARD | Warner Bros. Discovery, Inc. | 1,306 | 0.00 USD | |
| 14 Nov 2025 | GRANT_AWARD | Accenture plc | 7 | 0.00 USD | |
| 30 Sept 2025 | GRANT_AWARD | Warner Bros. Discovery, Inc. | 1,857 | 0.00 USD | |
| 15 Aug 2025 | GRANT_AWARD | Accenture plc | 6 | 247.57 USD | |
| 30 Jun 2025 | GRANT_AWARD | Warner Bros. Discovery, Inc. | 3,164 | 0.00 USD | |
| 03 Jun 2025 | GRANT_AWARD | Warner Bros. Discovery, Inc. | 24,000 | 0.00 USD | |
| 21 May 2025 | GRANT_AWARD | Mondelez International, Inc. | 3,009 | 0.00 USD | |
| 15 May 2025 | GRANT_AWARD | Accenture plc | 5 | 0.00 USD | |
| 31 Mar 2025 | GRANT_AWARD | Warner Bros. Discovery, Inc. | 3,379 | 0.00 USD | |
| 14 Feb 2025 | TAX_WITHHOLDING | Accenture plc | 2 | 389.22 USD | |
| 14 Feb 2025 | GRANT_AWARD | Accenture plc | 3 | 0.00 USD | |
| 06 Feb 2025 | GRANT_AWARD | Accenture plc | 976 | 0.00 USD | |
| 01 Feb 2025 | GRANT_AWARD | BRISTOL MYERS SQUIBB CO | 3,562.34 | 58.95 USD | deriv |
| 31 Jan 2025 | TAX_WITHHOLDING | Accenture plc | 213 | 383.32 USD | |
| 23 Dec 2024 | GIFT | Accenture plc | 168 | 0.00 USD | |
| 15 Nov 2024 | GRANT_AWARD | Accenture plc | 3 | 0.00 USD | |
| 15 Aug 2024 | GRANT_AWARD | Accenture plc | 3 | 0.00 USD |