Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| ILLUMINA, INC. | 8,527 | reported | 21 May 2026 | tx 3+8,474 |
| EXELON CORP | 3,720 | reported | 28 Apr 2026 | tx 21+21,211 |
| Adamas Pharmaceuticals Inc | 0 | reported | 24 Nov 2021 | tx 7+45,000−55,000 |
| AMGEN INC | 0 | reported | 01 Aug 2012 | tx 119+372,810−340,381 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 21 May 2026 | GRANT_AWARD | ILLUMINA, INC. | 2,072 | 144.83 USD | |
| 28 Apr 2026 | GRANT_AWARD | EXELON CORP | 3,720 | 0.00 USD | deriv |
| 31 Dec 2025 | GRANT_AWARD | EXELON CORP | 940 | 43.87 USD | |
| 31 Dec 2025 | GRANT_AWARD | EXELON CORP | 717 | 43.59 USD | deriv |
| 30 Sept 2025 | GRANT_AWARD | EXELON CORP | 950 | 43.43 USD | |
| 30 Sept 2025 | GRANT_AWARD | EXELON CORP | 694 | 45.01 USD | deriv |
| 30 Jun 2025 | GRANT_AWARD | EXELON CORP | 954 | 43.25 USD | |
| 30 Jun 2025 | GRANT_AWARD | EXELON CORP | 719 | 43.42 USD | deriv |
| 21 May 2025 | GRANT_AWARD | ILLUMINA, INC. | 3,780 | 0.00 USD | |
| 31 Mar 2025 | GRANT_AWARD | EXELON CORP | 933 | 44.19 USD | |
| 31 Mar 2025 | GRANT_AWARD | EXELON CORP | 678 | 46.08 USD | deriv |
| 31 Dec 2024 | GRANT_AWARD | EXELON CORP | 1,119 | 36.87 USD | |
| 31 Dec 2024 | GRANT_AWARD | EXELON CORP | 830 | 37.64 USD | deriv |
| 30 Sept 2024 | GRANT_AWARD | EXELON CORP | 1,025 | 40.23 USD | |
| 30 Sept 2024 | GRANT_AWARD | EXELON CORP | 771 | 40.55 USD | deriv |
| 30 Jun 2024 | GRANT_AWARD | EXELON CORP | 1,161 | 35.54 USD | |
| 30 Jun 2024 | GRANT_AWARD | EXELON CORP | 903 | 34.61 USD | deriv |
| 16 May 2024 | GRANT_AWARD | ILLUMINA, INC. | 2,622 | 0.00 USD | |
| 31 Mar 2024 | GRANT_AWARD | EXELON CORP | 1,131 | 36.48 USD | |
| 31 Mar 2024 | GRANT_AWARD | EXELON CORP | 831 | 37.57 USD | deriv |
| 31 Dec 2023 | GRANT_AWARD | EXELON CORP | 1,052 | 39.21 USD | |
| 31 Dec 2023 | GRANT_AWARD | EXELON CORP | 870 | 35.90 USD | deriv |
| 30 Sept 2023 | GRANT_AWARD | EXELON CORP | 674 | 40.58 USD | |
| 30 Sept 2023 | GRANT_AWARD | EXELON CORP | 539 | 37.79 USD | deriv |
| 24 Nov 2021 | TENDER | Adamas Pharmaceuticals Inc | 25,000 | — |