Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| PAYCHEX INC | 19,165 | reported | 15 Oct 2025 | tx 45+125,451−45,908 |
| FINANCIAL INSTITUTIONS INC | 2,643 | reported | 20 May 2026 | tx 2+2,643 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 20 May 2026 | GRANT_AWARD | FINANCIAL INSTITUTIONS INC | 1,282 | 0.00 USD | |
| 15 Oct 2025 | TAX_WITHHOLDING | PAYCHEX INC | 116 | 127.52 USD | |
| 15 Jul 2025 | GRANT_AWARD | PAYCHEX INC | 1,498 | 0.00 USD | |
| 15 Jul 2025 | GRANT_AWARD | PAYCHEX INC | 2,946 | 0.00 USD | |
| 16 Jul 2025 | SALE | PAYCHEX INC | 3,160 | 140.63 USD | |
| 15 Jul 2025 | TAX_WITHHOLDING | PAYCHEX INC | 1,949 | 140.68 USD | |
| 15 Jul 2025 | GRANT_AWARD | PAYCHEX INC | 2,666 | 0.00 USD | |
| 15 Jul 2025 | GRANT_AWARD | PAYCHEX INC | 18,458 | 140.68 USD | deriv |
| 28 May 2025 | GRANT_AWARD | FINANCIAL INSTITUTIONS INC | 1,361 | 0.00 USD | |
| 15 Oct 2024 | TAX_WITHHOLDING | PAYCHEX INC | 82 | 142.30 USD | |
| 15 Oct 2024 | EXERCISE | PAYCHEX INC | 13,015 | 85.46 USD | |
| 15 Oct 2024 | SALE | PAYCHEX INC | 12,615 | 142.33 USD | |
| 15 Oct 2024 | SALE | PAYCHEX INC | 400 | 142.95 USD | |
| 15 Oct 2024 | EXERCISE | PAYCHEX INC | 13,015 | 0.00 USD | deriv |
| 15 Jul 2024 | GRANT_AWARD | PAYCHEX INC | 2,466 | 0.00 USD | |
| 15 Jul 2024 | GRANT_AWARD | PAYCHEX INC | 3,215 | 0.00 USD | |
| 15 Jul 2024 | TAX_WITHHOLDING | PAYCHEX INC | 1,824 | 121.63 USD | |
| 15 Jul 2024 | GRANT_AWARD | PAYCHEX INC | 18,322 | 121.63 USD | deriv |
| 15 Oct 2023 | GRANT_AWARD | PAYCHEX INC | 678 | 0.00 USD | |
| 15 Oct 2023 | GRANT_AWARD | PAYCHEX INC | 4,237 | 117.98 USD | deriv |
| 01 Aug 2023 | TAX_WITHHOLDING | PAYCHEX INC | 214 | 125.81 USD | |
| 14 Jul 2023 | TAX_WITHHOLDING | PAYCHEX INC | 931 | 120.86 USD | |
| 15 Jul 2023 | GRANT_AWARD | PAYCHEX INC | 1,324 | 0.00 USD | |
| 15 Jul 2023 | GRANT_AWARD | PAYCHEX INC | 3,552 | 0.00 USD | |
| 15 Jul 2023 | GRANT_AWARD | PAYCHEX INC | 8,846 | 120.86 USD | deriv |