Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| FTI CONSULTING, INC | 19,636 | reported | 03 Jun 2026 | tx 25+34,593−14,957 |
| UMPQUA HOLDINGS CORP | 10,201 | reported | 12 Sept 2014 | tx 7+13,470 |
| AMERICAN EXPRESS CO | 9,001.58 | reported | 09 Feb 2026 | tx 86+788,738−747,128 |
| MCKESSON CORP | 0 | reported | 29 May 2014 | tx 129+1,774,794−1,577,793 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 03 Jun 2026 | GRANT_AWARD | FTI CONSULTING, INC | 1,616 | 0.00 USD | |
| 03 Jun 2026 | GRANT_AWARD | FTI CONSULTING, INC | 371 | 0.00 USD | |
| 09 Feb 2026 | SALE | AMERICAN EXPRESS CO | 12,737 | 360.99 USD | |
| 01 Feb 2026 | GRANT_AWARD | AMERICAN EXPRESS CO | 1,152 | — | |
| 01 Feb 2026 | TAX_WITHHOLDING | AMERICAN EXPRESS CO | 14,119 | 352.17 USD | |
| 01 Feb 2026 | GRANT_AWARD | AMERICAN EXPRESS CO | 25,988 | — | |
| 01 Feb 2026 | TAX_WITHHOLDING | AMERICAN EXPRESS CO | 480 | 352.17 USD | |
| 01 Feb 2026 | GRANT_AWARD | AMERICAN EXPRESS CO | 15,658 | 0.00 USD | deriv |
| 31 Oct 2025 | GRANT_AWARD | AMERICAN EXPRESS CO | 52,395 | 0.00 USD | deriv |
| 05 Aug 2025 | SALE | AMERICAN EXPRESS CO | 22,338 | 297.88 USD | |
| 06 Aug 2025 | EXERCISE | AMERICAN EXPRESS CO | 16,998 | 177.06 USD | |
| 05 Aug 2025 | SALE | AMERICAN EXPRESS CO | 39,383 | 297.24 USD | |
| 06 Aug 2025 | SALE | AMERICAN EXPRESS CO | 16,998 | 294.83 USD | |
| 06 Aug 2025 | EXERCISE | AMERICAN EXPRESS CO | 16,998 | 0.00 USD | deriv |
| 04 Jun 2025 | GRANT_AWARD | FTI CONSULTING, INC | 351 | 0.00 USD | |
| 04 Jun 2025 | GRANT_AWARD | FTI CONSULTING, INC | 1,529 | 0.00 USD | |
| 28 Jan 2025 | GRANT_AWARD | AMERICAN EXPRESS CO | 26,329 | 316.42 USD | |
| 28 Jan 2025 | TAX_WITHHOLDING | AMERICAN EXPRESS CO | 14,104 | 316.42 USD | |
| 28 Jan 2025 | GRANT_AWARD | AMERICAN EXPRESS CO | 16,998 | 0.00 USD | deriv |
| 05 Jun 2024 | GRANT_AWARD | FTI CONSULTING, INC | 1,145 | 0.00 USD | |
| 05 Jun 2024 | GRANT_AWARD | FTI CONSULTING, INC | 229 | 0.00 USD | |
| 23 Feb 2024 | SALE | FTI CONSULTING, INC | 1,078 | 220.98 USD | |
| 23 Feb 2024 | SALE | FTI CONSULTING, INC | 300 | 218.50 USD | |
| 23 Feb 2024 | SALE | FTI CONSULTING, INC | 1,200 | 217.62 USD | |
| 23 Feb 2024 | SALE | FTI CONSULTING, INC | 3,573 | 216.48 USD |