Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 111,414 | reported | 09 May 2012 | tx 6+150,914 |
| KKR & Co. Inc. | 95,464 | reported | 11 Dec 2025 | tx 45+431,608−241,894 |
| MORGAN STANLEY | 50,000 | reported | 29 Dec 2006 | tx 4+254,622−50,000 |
| Chubb Ltd | 20,397 | reported | 21 May 2026 | tx 29+47,260−30,153 |
| Zoetis Inc. | 5,555 | reported | 21 May 2025 | tx 56+87,102.32−54,439.31 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 21 May 2026 | GRANT_AWARD | Chubb Ltd | 1,256 | — | |
| 21 May 2026 | TAX_WITHHOLDING | Chubb Ltd | 356 | 330.26 USD | |
| 11 Dec 2025 | GRANT_AWARD | KKR & Co. Inc. | 1,605 | 0.00 USD | |
| 21 May 2025 | EXERCISE | Zoetis Inc. | 10,029 | — | |
| 21 May 2025 | EXERCISE | Zoetis Inc. | 5,905 | — | |
| 21 May 2025 | EXERCISE | Zoetis Inc. | 1,601 | — | |
| 21 May 2025 | EXERCISE | Zoetis Inc. | 1,601.43 | 0.00 USD | deriv |
| 21 May 2025 | EXERCISE | Zoetis Inc. | 5,906.43 | 0.00 USD | deriv |
| 21 May 2025 | EXERCISE | Zoetis Inc. | 10,030.76 | 0.00 USD | deriv |
| 15 May 2025 | TAX_WITHHOLDING | Chubb Ltd | 345 | 292.05 USD | |
| 15 May 2025 | GRANT_AWARD | Chubb Ltd | 1,421 | — | |
| 06 May 2025 | PURCHASE | KKR & Co. Inc. | 13,250 | 113.49 USD | first after silence |
| 19 Feb 2025 | GRANT_AWARD | Zoetis Inc. | 1,596 | 0.00 USD | deriv |
| 08 Feb 2025 | EXERCISE | Zoetis Inc. | 1,225 | — | |
| 08 Feb 2025 | EXERCISE | Zoetis Inc. | 1,225.4 | — | deriv |
| 06 Feb 2025 | EXERCISE | Zoetis Inc. | 1,236 | — | |
| 06 Feb 2025 | EXERCISE | Zoetis Inc. | 1,236.21 | — | deriv |
| 12 Dec 2024 | GRANT_AWARD | KKR & Co. Inc. | 1,238 | 0.00 USD | |
| 16 May 2024 | TAX_WITHHOLDING | Chubb Ltd | 453 | 264.88 USD | |
| 16 May 2024 | GRANT_AWARD | Chubb Ltd | 1,378 | — | |
| 10 Feb 2024 | EXERCISE | Zoetis Inc. | 1,463.39 | — | deriv |
| 10 Feb 2024 | GRANT_AWARD | Zoetis Inc. | 1,463.39 | — | deriv |
| 08 Feb 2024 | EXERCISE | Zoetis Inc. | 1,493 | — | |
| 08 Feb 2024 | EXERCISE | Zoetis Inc. | 1,493.27 | — | deriv |
| 06 Feb 2024 | GRANT_AWARD | Zoetis Inc. | 1,223 | 0.00 USD | deriv |
6 purchases reported after at least 12 months of silence — most recent on 06 May 2025.