Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | 515,800 | reported | 15 Dec 2025 | tx 261+2,092,113−1,780,532 |
| KORN FERRY | 76,221 | reported | 01 Jul 2008 | tx 66+657,695−1,288,812 |
| WILLIS TOWERS WATSON PLC | 3,146.395 | reported | 20 May 2026 | tx 9+4,835.868−1,689.468 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 20 May 2026 | GRANT_AWARD | WILLIS TOWERS WATSON PLC | 1,318.638 | 0.00 USD | |
| 15 May 2026 | TAX_WITHHOLDING | WILLIS TOWERS WATSON PLC | 495.468 | 247.64 USD | |
| 15 Dec 2025 | EXERCISE | RAYMOND JAMES FINANCIAL INC | 54,406 | 0.00 USD | |
| 15 Dec 2025 | EXERCISE | RAYMOND JAMES FINANCIAL INC | 30,853 | 0.00 USD | |
| 15 Dec 2025 | EXERCISE | RAYMOND JAMES FINANCIAL INC | 7,073 | 0.00 USD | |
| 15 Dec 2025 | TAX_WITHHOLDING | RAYMOND JAMES FINANCIAL INC | 2,652 | 163.85 USD | |
| 15 Dec 2025 | TAX_WITHHOLDING | RAYMOND JAMES FINANCIAL INC | 11,570 | 163.85 USD | |
| 15 Dec 2025 | SALE | RAYMOND JAMES FINANCIAL INC | 56,757 | 162.69 USD | |
| 15 Dec 2025 | TAX_WITHHOLDING | RAYMOND JAMES FINANCIAL INC | 20,399 | 163.85 USD | |
| 15 Dec 2025 | TAX_WITHHOLDING | RAYMOND JAMES FINANCIAL INC | 22,466 | 163.85 USD | |
| 15 Dec 2025 | GIFT | RAYMOND JAMES FINANCIAL INC | 30,516 | 0.00 USD | |
| 15 Dec 2025 | TAX_WITHHOLDING | RAYMOND JAMES FINANCIAL INC | 39,616 | 163.85 USD | |
| 15 Dec 2025 | SALE | RAYMOND JAMES FINANCIAL INC | 53,660 | 163.24 USD | |
| 15 Dec 2025 | SALE | RAYMOND JAMES FINANCIAL INC | 20,270 | 164.22 USD | |
| 15 Dec 2025 | EXERCISE | RAYMOND JAMES FINANCIAL INC | 7,073 | 0.00 USD | deriv |
| 15 Dec 2025 | GRANT_AWARD | RAYMOND JAMES FINANCIAL INC | 20,751 | 0.00 USD | deriv |
| 15 Dec 2025 | EXERCISE | RAYMOND JAMES FINANCIAL INC | 54,406 | 0.00 USD | deriv |
| 15 Dec 2025 | EXERCISE | RAYMOND JAMES FINANCIAL INC | 30,853 | 0.00 USD | deriv |
| 02 Dec 2025 | GRANT_AWARD | RAYMOND JAMES FINANCIAL INC | 59,916 | 0.00 USD | |
| 02 Dec 2025 | GRANT_AWARD | RAYMOND JAMES FINANCIAL INC | 105,657 | 0.00 USD | |
| 30 Nov 2025 | EXERCISE | RAYMOND JAMES FINANCIAL INC | 2,740 | 0.00 USD | |
| 30 Nov 2025 | TAX_WITHHOLDING | RAYMOND JAMES FINANCIAL INC | 1,013 | 156.54 USD | |
| 30 Nov 2025 | TAX_WITHHOLDING | RAYMOND JAMES FINANCIAL INC | 1,443 | 156.54 USD | |
| 30 Nov 2025 | EXERCISE | RAYMOND JAMES FINANCIAL INC | 3,900 | 0.00 USD | |
| 30 Nov 2025 | EXERCISE | RAYMOND JAMES FINANCIAL INC | 3,900 | 0.00 USD | deriv |