Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| CVS HEALTH Corp | 1,156,701.93 | reported | 03 Apr 2011 | tx 134+9,232,084−11,050,772 |
| FIVE BELOW, INC | 119,030 | reported | 04 May 2026 | tx 75+41,690−83,332 |
| BANK OF AMERICA CORP /DE/ | 49,563.25 | reported | 29 Apr 2009 | tx 32+113,487.18 |
| Vantiv, Inc. | 26,242 | reported | 31 Dec 2014 | tx 16+86,242 |
| PJT Partners Inc. | 12,874 | reported | 18 Mar 2026 | tx 69+80,642−28,884 |
| YUM BRANDS INC | 3,749 | reported | 10 Feb 2017 | tx 76+133,113.85−73,083 |
| REEBOK INTERNATIONAL LTD | 0 | reported | 31 Jan 2006 | tx 17+14,268−77,639 |
| FLEETBOSTON FINANCIAL CORP | 0 | reported | 01 Apr 2004 | tx 4+127.175−22,320.655 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 04 May 2026 | GRANT_AWARD | FIVE BELOW, INC | 96 | 231.10 USD | |
| 18 Mar 2026 | GRANT_AWARD | PJT Partners Inc. | 24 | 0.00 USD | deriv |
| 02 Feb 2026 | GRANT_AWARD | FIVE BELOW, INC | 112 | 197.80 USD | |
| 17 Dec 2025 | GRANT_AWARD | PJT Partners Inc. | 19 | 0.00 USD | deriv |
| 03 Nov 2025 | GRANT_AWARD | FIVE BELOW, INC | 143 | 158.44 USD | |
| 17 Sept 2025 | GRANT_AWARD | PJT Partners Inc. | 17 | 0.00 USD | deriv |
| 04 Aug 2025 | GRANT_AWARD | FIVE BELOW, INC | 150 | 136.53 USD | |
| 18 Jun 2025 | GRANT_AWARD | PJT Partners Inc. | 18 | 0.00 USD | deriv |
| 12 Jun 2025 | GRANT_AWARD | FIVE BELOW, INC | 1,389 | 0.00 USD | |
| 02 Jun 2025 | EXERCISE | PJT Partners Inc. | 3,450 | — | |
| 02 Jun 2025 | GRANT_AWARD | PJT Partners Inc. | 1,665 | 0.00 USD | deriv |
| 02 Jun 2025 | EXERCISE | PJT Partners Inc. | 3,450 | 0.00 USD | deriv |
| 05 May 2025 | GRANT_AWARD | FIVE BELOW, INC | 268 | 82.79 USD | |
| 19 Mar 2025 | GRANT_AWARD | PJT Partners Inc. | 25 | 0.00 USD | deriv |
| 03 Feb 2025 | GRANT_AWARD | FIVE BELOW, INC | 239 | 92.33 USD | |
| 18 Dec 2024 | GRANT_AWARD | PJT Partners Inc. | 23 | 0.00 USD | deriv |
| 04 Nov 2024 | GRANT_AWARD | FIVE BELOW, INC | 232 | 95.00 USD | |
| 18 Sept 2024 | GRANT_AWARD | PJT Partners Inc. | 27 | 0.00 USD | deriv |
| 05 Aug 2024 | GRANT_AWARD | FIVE BELOW, INC | 315 | 67.22 USD | |
| 20 Jun 2024 | GRANT_AWARD | PJT Partners Inc. | 28 | 0.00 USD | deriv |
| 11 Jun 2024 | GRANT_AWARD | FIVE BELOW, INC | 1,454 | 0.00 USD | |
| 03 Jun 2024 | EXERCISE | PJT Partners Inc. | 5,089 | — | |
| 03 Jun 2024 | EXERCISE | PJT Partners Inc. | 5,089 | 0.00 USD | deriv |
| 03 Jun 2024 | GRANT_AWARD | PJT Partners Inc. | 2,076 | 0.00 USD | deriv |
| 06 May 2024 | GRANT_AWARD | FIVE BELOW, INC | 144 | 146.02 USD |
4 purchases reported after at least 12 months of silence — most recent on 18 Nov 2015.