Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| CISCO SYSTEMS, INC. | 69,424 | reported | 10 Dec 2019 | tx 21+122,265−55,387 |
| Cerence Inc. | 63,485 | reported | 13 Feb 2025 | tx 7+63,485 |
| SCHWAB CHARLES CORP | 12,268 | reported | 26 May 2026 | tx 61+260,970−170,500 |
| Accenture plc | 9,614 | reported | 15 May 2026 | tx 65+14,326−5,882 |
| BLACKHAWK NETWORK HOLDINGS, INC | 0 | reported | 15 Jun 2018 | tx 19+68,817−118,817 |
| SAFEWAY INC | 0 | reported | 30 Jan 2015 | tx 50+60,996.42−59,093.61 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 26 May 2026 | GRANT_AWARD | SCHWAB CHARLES CORP | 1,602 | 0.00 USD | |
| 26 May 2026 | GRANT_AWARD | SCHWAB CHARLES CORP | 3,977 | 0.00 USD | deriv |
| 15 May 2026 | GRANT_AWARD | Accenture plc | 14 | 0.00 USD | |
| 13 May 2026 | EXERCISE | SCHWAB CHARLES CORP | 7,866 | 28.96 USD | |
| 13 May 2026 | SALE | SCHWAB CHARLES CORP | 2,500 | 91.16 USD | |
| 13 May 2026 | EXERCISE | SCHWAB CHARLES CORP | 7,866 | 0.00 USD | deriv |
| 13 Feb 2026 | TAX_WITHHOLDING | Accenture plc | 2 | 224.11 USD | |
| 13 Feb 2026 | GRANT_AWARD | Accenture plc | 5 | 0.00 USD | |
| 06 Feb 2026 | TAX_WITHHOLDING | Accenture plc | 225 | 236.55 USD | |
| 28 Jan 2026 | GRANT_AWARD | Accenture plc | 1,344 | 0.00 USD | |
| 14 Nov 2025 | GRANT_AWARD | Accenture plc | 5 | 0.00 USD | |
| 15 Aug 2025 | GRANT_AWARD | Accenture plc | 4 | 247.57 USD | |
| 27 May 2025 | GRANT_AWARD | SCHWAB CHARLES CORP | 1,462 | 0.00 USD | |
| 27 May 2025 | GRANT_AWARD | SCHWAB CHARLES CORP | 3,646 | 0.00 USD | deriv |
| 15 May 2025 | GRANT_AWARD | Accenture plc | 3 | 0.00 USD | |
| 13 Feb 2025 | GRANT_AWARD | Cerence Inc. | 9,955 | 0.01 USD | |
| 14 Feb 2025 | TAX_WITHHOLDING | Accenture plc | 2 | 389.22 USD | |
| 14 Feb 2025 | GRANT_AWARD | Accenture plc | 3 | 0.00 USD | |
| 06 Feb 2025 | GRANT_AWARD | Accenture plc | 612 | 0.00 USD | |
| 31 Jan 2025 | TAX_WITHHOLDING | Accenture plc | 238 | 383.32 USD | |
| 23 Jan 2025 | SALE | SCHWAB CHARLES CORP | 8,548 | 81.82 USD | |
| 23 Jan 2025 | EXERCISE | SCHWAB CHARLES CORP | 8,548 | 31.21 USD | |
| 23 Jan 2025 | EXERCISE | SCHWAB CHARLES CORP | 8,548 | 0.00 USD | deriv |
| 15 Nov 2024 | GRANT_AWARD | Accenture plc | 3 | 0.00 USD | |
| 15 Aug 2024 | GRANT_AWARD | Accenture plc | 3 | 0.00 USD |