Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Xos, Inc. | 126,178 | reported | 10 Jan 2026 | tx 27+1,442,864 |
| CATERPILLAR INC | 114,049 | reported | 07 Mar 2016 | tx 137+1,474,198−907,131 |
| AbbVie Inc. | 45,964 | reported | 08 May 2026 | tx 80+74,099−7,513 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 08 May 2026 | GRANT_AWARD | AbbVie Inc. | 1,118 | 0.00 USD | |
| 10 Jan 2026 | GRANT_AWARD | Xos, Inc. | 2,401 | 0.00 USD | |
| 31 Dec 2025 | GRANT_AWARD | AbbVie Inc. | 147 | 228.49 USD | deriv |
| 10 Oct 2025 | GRANT_AWARD | Xos, Inc. | 1,883 | 0.00 USD | |
| 30 Sept 2025 | GRANT_AWARD | AbbVie Inc. | 145 | 231.54 USD | deriv |
| 10 Jul 2025 | GRANT_AWARD | Xos, Inc. | 62,377 | 0.00 USD | |
| 10 Jul 2025 | GRANT_AWARD | Xos, Inc. | 1,601 | 0.00 USD | |
| 30 Jun 2025 | GRANT_AWARD | AbbVie Inc. | 177 | 185.62 USD | deriv |
| 09 May 2025 | GRANT_AWARD | AbbVie Inc. | 1,203 | 0.00 USD | |
| 10 Apr 2025 | GRANT_AWARD | Xos, Inc. | 1,407 | 0.00 USD | |
| 31 Mar 2025 | GRANT_AWARD | AbbVie Inc. | 155 | 209.52 USD | deriv |
| 10 Jan 2025 | GRANT_AWARD | Xos, Inc. | 1,065 | 0.00 USD | |
| 31 Dec 2024 | GRANT_AWARD | AbbVie Inc. | 182 | 177.70 USD | deriv |
| 10 Oct 2024 | GRANT_AWARD | Xos, Inc. | 1,065 | 0.00 USD | |
| 30 Sept 2024 | GRANT_AWARD | AbbVie Inc. | 164 | 197.48 USD | deriv |
| 10 Jul 2024 | GRANT_AWARD | Xos, Inc. | 717 | 0.00 USD | |
| 10 Jul 2024 | GRANT_AWARD | Xos, Inc. | 28,694 | 0.00 USD | |
| 30 Jun 2024 | GRANT_AWARD | AbbVie Inc. | 225 | 171.52 USD | deriv |
| 03 May 2024 | GRANT_AWARD | AbbVie Inc. | 1,322 | 0.00 USD | |
| 10 Apr 2024 | GRANT_AWARD | Xos, Inc. | 445 | 0.00 USD | |
| 31 Mar 2024 | GRANT_AWARD | AbbVie Inc. | 212 | 182.10 USD | deriv |
| 15 Jan 2024 | GRANT_AWARD | Xos, Inc. | 650 | 0.00 USD | |
| 31 Dec 2023 | GRANT_AWARD | AbbVie Inc. | 250 | 154.97 USD | deriv |
| 10 Oct 2023 | GRANT_AWARD | Xos, Inc. | 15,151 | 0.00 USD | |
| 30 Sept 2023 | GRANT_AWARD | AbbVie Inc. | 259 | 149.06 USD | deriv |
4 purchases reported after at least 12 months of silence — most recent on 30 Nov 2022.