Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Energy Recovery, Inc. | 55,671 | reported | 15 Jun 2026 | tx 8+59,671 |
| Xylem Inc. | 27,373 | reported | 18 Apr 2022 | tx 179+686,207−573,946 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 15 Jun 2026 | PURCHASE | Energy Recovery, Inc. | 11,180 | 8.88 USD | first after silence |
| 04 Jun 2026 | GRANT_AWARD | Energy Recovery, Inc. | 18,094 | 8.29 USD | |
| 05 Jun 2025 | GRANT_AWARD | Energy Recovery, Inc. | 12,038 | 0.00 USD | |
| 06 Jun 2024 | GRANT_AWARD | Energy Recovery, Inc. | 11,127 | 0.00 USD | |
| 09 Nov 2023 | PURCHASE | Energy Recovery, Inc. | 2,000 | 18.00 USD | |
| 06 Nov 2023 | PURCHASE | Energy Recovery, Inc. | 1,000 | 17.75 USD | |
| 10 Jul 2023 | GRANT_AWARD | Energy Recovery, Inc. | 3,232 | 28.22 USD | |
| 18 Apr 2022 | SALE | Xylem Inc. | 4,233 | 83.05 USD | |
| 01 Mar 2022 | GRANT_AWARD | Xylem Inc. | 3,458 | 0.00 USD | |
| 01 Mar 2022 | TAX_WITHHOLDING | Xylem Inc. | 286 | 86.76 USD | |
| 01 Mar 2022 | GRANT_AWARD | Xylem Inc. | 15,106 | 0.00 USD | deriv |
| 27 Feb 2022 | TAX_WITHHOLDING | Xylem Inc. | 362 | 88.95 USD | |
| 20 Feb 2022 | TAX_WITHHOLDING | Xylem Inc. | 1,552 | 90.01 USD | |
| 20 Feb 2022 | GRANT_AWARD | Xylem Inc. | 5,272 | 0.00 USD | |
| 20 Feb 2022 | TAX_WITHHOLDING | Xylem Inc. | 409 | 90.01 USD | |
| 19 Oct 2021 | SALE | Xylem Inc. | 1,795 | 125.82 USD | |
| 19 Oct 2021 | SALE | Xylem Inc. | 1,900 | 125.86 USD | |
| 19 Oct 2021 | EXERCISE | Xylem Inc. | 1,900 | 48.33 USD | |
| 19 Oct 2021 | SALE | Xylem Inc. | 1,900 | 125.82 USD | |
| 19 Oct 2021 | EXERCISE | Xylem Inc. | 1,900 | 48.33 USD | |
| 19 Oct 2021 | EXERCISE | Xylem Inc. | 1,900 | 0.00 USD | deriv |
| 19 Oct 2021 | EXERCISE | Xylem Inc. | 1,900 | 0.00 USD | deriv |
| 19 Jul 2021 | EXERCISE | Xylem Inc. | 1,900 | 48.33 USD | |
| 19 Jul 2021 | SALE | Xylem Inc. | 205 | 117.90 USD | anomaly |
| 19 Jul 2021 | SALE | Xylem Inc. | 1,590 | 116.91 USD |
1 purchase reported after at least 12 months of silence — most recent on 15 Jun 2026.