Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| ELI LILLY & Co | 395,903 | reported | 06 Nov 2017 | tx 115+1,624,996−1,295,455 |
| BRISTOL MYERS SQUIBB CO | 39,324.81 | reported | 01 Feb 2026 | tx 30+35,156.59−12 |
| Carlyle Group Inc. | 29,274 | reported | 01 May 2025 | tx 6+29,274 |
| CVS HEALTH Corp | 26,827.4 | reported | 28 Feb 2020 | tx 4+264,351−11,655 |
| Walt Disney Co | 21,488.9 | reported | 31 Dec 2025 | tx 28+21,488.9 |
| TARGET CORP | 14,622 | reported | 11 Mar 2026 | tx 19+61,472 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 11 Mar 2026 | GRANT_AWARD | TARGET CORP | 2,682 | 0.00 USD | |
| 01 Feb 2026 | GRANT_AWARD | BRISTOL MYERS SQUIBB CO | 3,996.37 | 55.05 USD | deriv |
| 31 Dec 2025 | GRANT_AWARD | Walt Disney Co | 912.4 | 113.02 USD | |
| 31 Dec 2025 | GRANT_AWARD | BRISTOL MYERS SQUIBB CO | 695.22 | 0.00 USD | deriv |
| 30 Sept 2025 | GRANT_AWARD | BRISTOL MYERS SQUIBB CO | 831.49 | 0.00 USD | deriv |
| 30 Sept 2025 | GRANT_AWARD | Walt Disney Co | 947.9 | 113.73 USD | |
| 30 Jun 2025 | GRANT_AWARD | Walt Disney Co | 821.6 | 119.43 USD | |
| 30 Jun 2025 | GRANT_AWARD | BRISTOL MYERS SQUIBB CO | 810.11 | 0.00 USD | deriv |
| 01 May 2025 | GRANT_AWARD | Carlyle Group Inc. | 3,576 | 39.16 USD | |
| 01 May 2025 | GRANT_AWARD | Carlyle Group Inc. | 5,235 | 0.00 USD | |
| 31 Mar 2025 | GRANT_AWARD | Walt Disney Co | 1,073 | 99.61 USD | |
| 31 Mar 2025 | GRANT_AWARD | BRISTOL MYERS SQUIBB CO | 614.86 | 60.99 USD | deriv |
| 12 Mar 2025 | GRANT_AWARD | TARGET CORP | 2,946 | 0.00 USD | |
| 01 Feb 2025 | GRANT_AWARD | BRISTOL MYERS SQUIBB CO | 3,562.43 | 58.95 USD | deriv |
| 31 Dec 2024 | GRANT_AWARD | BRISTOL MYERS SQUIBB CO | 663.01 | 56.56 USD | deriv |
| 31 Dec 2024 | GRANT_AWARD | Walt Disney Co | 877.1 | 111.88 USD | |
| 30 Sept 2024 | GRANT_AWARD | Walt Disney Co | 1,117.4 | 94.13 USD | |
| 30 Sept 2024 | GRANT_AWARD | BRISTOL MYERS SQUIBB CO | 724.78 | 51.74 USD | deriv |
| 30 Jun 2024 | GRANT_AWARD | Walt Disney Co | 966.6 | 101.51 USD | |
| 30 Jun 2024 | GRANT_AWARD | BRISTOL MYERS SQUIBB CO | 902.96 | 41.53 USD | deriv |
| 01 May 2024 | GRANT_AWARD | Carlyle Group Inc. | 5,004 | 0.00 USD | |
| 31 Mar 2024 | GRANT_AWARD | Walt Disney Co | 873.1 | 116.95 USD | |
| 31 Mar 2024 | GRANT_AWARD | BRISTOL MYERS SQUIBB CO | 691.5 | 54.23 USD | deriv |
| 13 Mar 2024 | GRANT_AWARD | TARGET CORP | 1,873 | 0.00 USD | |
| 01 Feb 2024 | GRANT_AWARD | BRISTOL MYERS SQUIBB CO | 4,314.77 | 48.67 USD | deriv |