Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| SMITH A O CORP | 58,577 | reported | 09 Apr 2024 | tx 208+2,520,586−3,382,521 |
| DONALDSON Co INC | 44,997 | reported | 02 Jan 2026 | tx 71+264,604−202,686 |
| TIMKEN CO | 1,280 | reported | 08 May 2026 | tx 21+47,490 |
| INDUSTRIAL DISTRIBUTION GROUP INC | 0 | reported | 06 Aug 2008 | tx 3+5,005−5,005 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 08 May 2026 | GRANT_AWARD | TIMKEN CO | 1,280 | 0.00 USD | deriv |
| 02 May 2026 | GRANT_AWARD | TIMKEN CO | 2,270 | 0.00 USD | |
| 02 Jan 2026 | GRANT_AWARD | DONALDSON Co INC | 900 | 0.00 USD | |
| 02 Jan 2026 | GRANT_AWARD | DONALDSON Co INC | 3,000 | 0.00 USD | deriv |
| 05 Dec 2025 | EXERCISE | DONALDSON Co INC | 13,200 | 42.26 USD | |
| 05 Dec 2025 | SALE | DONALDSON Co INC | 13,200 | 92.04 USD | |
| 05 Dec 2025 | EXERCISE | DONALDSON Co INC | 6,600 | 48.96 USD | |
| 05 Dec 2025 | SALE | DONALDSON Co INC | 6,600 | 92.04 USD | |
| 05 Dec 2025 | EXERCISE | DONALDSON Co INC | 6,600 | 48.96 USD | deriv |
| 05 Dec 2025 | EXERCISE | DONALDSON Co INC | 13,200 | 42.26 USD | deriv |
| 03 May 2025 | GRANT_AWARD | TIMKEN CO | 1,660 | 0.00 USD | |
| 02 May 2025 | GRANT_AWARD | TIMKEN CO | 2,270 | 0.00 USD | deriv |
| 02 Jan 2025 | GRANT_AWARD | DONALDSON Co INC | 1,300 | 0.00 USD | |
| 02 Jan 2025 | GRANT_AWARD | DONALDSON Co INC | 3,900 | 0.00 USD | deriv |
| 05 May 2024 | GRANT_AWARD | TIMKEN CO | 1,845 | 0.00 USD | |
| 03 May 2024 | GRANT_AWARD | TIMKEN CO | 1,660 | 0.00 USD | deriv |
| 09 Apr 2024 | GRANT_AWARD | SMITH A O CORP | 1,626 | 86.14 USD | |
| 07 Mar 2024 | EXERCISE | DONALDSON Co INC | 18,700 | 28.43 USD | |
| 07 Mar 2024 | SALE | DONALDSON Co INC | 18,700 | 73.51 USD | |
| 07 Mar 2024 | EXERCISE | DONALDSON Co INC | 18,700 | 0.00 USD | deriv |
| 01 Mar 2024 | EXERCISE | DONALDSON Co INC | 14,000 | 38.47 USD | |
| 01 Mar 2024 | SALE | DONALDSON Co INC | 14,000 | 72.23 USD | |
| 01 Mar 2024 | EXERCISE | DONALDSON Co INC | 14,000 | 0.00 USD | deriv |
| 04 Mar 2024 | SALE | SMITH A O CORP | 60,258 | 84.51 USD | |
| 01 Mar 2024 | SALE | SMITH A O CORP | 43,137 | 84.01 USD |