Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | 1,498,288.35 | reported | 05 Mar 2026 | tx 92+6,666,825.83−3,908,298.15 |
| JPMORGAN CHASE & CO | 1,152,231.11 | reported | 25 Jan 2011 | tx 50+4,394,802−3,788,731 |
| Bank of New York Mellon Corp | 304,118 | reported | 15 Feb 2019 | tx 6+345,532−4,674 |
| MICROSOFT CORP | 44,892 | reported | 30 Jan 2026 | tx 47+41,780 |
| TRAVELERS COMPANIES, INC. | 7,154.19 | reported | 01 Apr 2004 | tx 3+11,488.19 |
| VISA INC. | 0 | reported | 30 Nov 2016 | tx 37+1,562,134−1,811,946 |
| TRAVELERS PROPERTY CASUALTY CORP | 0 | reported | 01 Apr 2004 | tx 5+1,504.37−26,509.66 |
| BANK ONE CORP | 0 | reported | 01 Jul 2004 | tx 11+329,412−1,649,980 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 05 Mar 2026 | TAX_WITHHOLDING | WELLS FARGO & COMPANY/MN | 210,011.38 | 83.93 USD | |
| 05 Mar 2026 | EXERCISE | WELLS FARGO & COMPANY/MN | 379,767.39 | 0.00 USD | |
| 05 Mar 2026 | EXERCISE | WELLS FARGO & COMPANY/MN | 379,767.39 | 0.00 USD | deriv |
| 26 Feb 2026 | GRANT_AWARD | WELLS FARGO & COMPANY/MN | 377,680.75 | 0.00 USD | deriv |
| 05 Feb 2026 | EXERCISE | WELLS FARGO & COMPANY/MN | 49,396.65 | 0.00 USD | |
| 05 Feb 2026 | TAX_WITHHOLDING | WELLS FARGO & COMPANY/MN | 26,155.53 | 93.14 USD | |
| 05 Feb 2026 | EXERCISE | WELLS FARGO & COMPANY/MN | 31,766.09 | 0.00 USD | |
| 05 Feb 2026 | TAX_WITHHOLDING | WELLS FARGO & COMPANY/MN | 16,820.14 | 93.14 USD | |
| 05 Feb 2026 | EXERCISE | WELLS FARGO & COMPANY/MN | 47,075.4 | 0.00 USD | |
| 05 Feb 2026 | TAX_WITHHOLDING | WELLS FARGO & COMPANY/MN | 23,315.94 | 93.14 USD | |
| 05 Feb 2026 | EXERCISE | WELLS FARGO & COMPANY/MN | 47,075.4 | 0.00 USD | deriv |
| 05 Feb 2026 | EXERCISE | WELLS FARGO & COMPANY/MN | 31,766.09 | 0.00 USD | deriv |
| 05 Feb 2026 | EXERCISE | WELLS FARGO & COMPANY/MN | 49,396.65 | 0.00 USD | deriv |
| 30 Jan 2026 | GRANT_AWARD | MICROSOFT CORP | 145 | 0.00 USD | |
| 27 Jan 2026 | GRANT_AWARD | WELLS FARGO & COMPANY/MN | 110,966 | 0.00 USD | deriv |
| 05 Dec 2025 | TAX_WITHHOLDING | WELLS FARGO & COMPANY/MN | 3,553.06 | 90.21 USD | |
| 05 Dec 2025 | EXERCISE | WELLS FARGO & COMPANY/MN | 3,553.06 | 0.00 USD | |
| 05 Dec 2025 | EXERCISE | WELLS FARGO & COMPANY/MN | 3,553.06 | 0.00 USD | deriv |
| 04 Dec 2025 | GRANT_AWARD | MICROSOFT CORP | 130 | 0.00 USD | |
| 10 Sept 2025 | GRANT_AWARD | MICROSOFT CORP | 125 | 0.00 USD | |
| 29 Jul 2025 | GRANT_AWARD | WELLS FARGO & COMPANY/MN | 362,977 | 0.00 USD | deriv |
| 29 Jul 2025 | GRANT_AWARD | WELLS FARGO & COMPANY/MN | 1,046,000 | 0.00 USD | deriv |
| 10 Jun 2025 | GRANT_AWARD | MICROSOFT CORP | 132 | 0.00 USD | |
| 05 Mar 2025 | EXERCISE | WELLS FARGO & COMPANY/MN | 306,903.23 | 0.00 USD | |
| 05 Mar 2025 | TAX_WITHHOLDING | WELLS FARGO & COMPANY/MN | 169,717.5 | 73.30 USD |
2 purchases reported after at least 12 months of silence — most recent on 13 Mar 2020.