Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| GENERAL ELECTRIC CO | 16,099 | reported | 31 Mar 2023 | tx 22+107,787 |
| JANUS HENDERSON GROUP PLC | 15,756 | reported | 12 May 2026 | tx 5+16,173−417 |
| MOODYS CORP /DE/ | 12,166.85 | reported | 13 Mar 2026 | tx 76+13,680.54−1,500 |
1 purchase reported after at least 12 months of silence — most recent on 22 Nov 2021.
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 11 May 2026 | GRANT_AWARD | JANUS HENDERSON GROUP PLC | 3,288 | 51.71 USD | |
| 12 May 2026 | TAX_WITHHOLDING | JANUS HENDERSON GROUP PLC | 417 | 51.61 USD | |
| 13 Mar 2026 | GRANT_AWARD | MOODYS CORP /DE/ | 17 | 0.00 USD | |
| 13 Mar 2026 | GRANT_AWARD | MOODYS CORP /DE/ | 5.84 | 0.00 USD | |
| 25 Feb 2026 | GRANT_AWARD | MOODYS CORP /DE/ | 500 | 0.00 USD | |
| 12 Dec 2025 | GRANT_AWARD | MOODYS CORP /DE/ | 14 | 486.16 USD | |
| 12 Dec 2025 | GRANT_AWARD | MOODYS CORP /DE/ | 1.1 | 486.75 USD | |
| 12 Dec 2025 | GRANT_AWARD | MOODYS CORP /DE/ | 0.85 | 0.00 USD | deriv |
| 05 Sept 2025 | GRANT_AWARD | MOODYS CORP /DE/ | 1.07 | 498.37 USD | |
| 05 Sept 2025 | GRANT_AWARD | MOODYS CORP /DE/ | 14 | 502.22 USD | |
| 05 Sept 2025 | GRANT_AWARD | MOODYS CORP /DE/ | 0.82 | 0.00 USD | deriv |
| 06 Jun 2025 | GRANT_AWARD | MOODYS CORP /DE/ | 14 | 490.78 USD | |
| 06 Jun 2025 | GRANT_AWARD | MOODYS CORP /DE/ | 1.09 | 490.52 USD | |
| 06 Jun 2025 | GRANT_AWARD | MOODYS CORP /DE/ | 0.84 | 0.00 USD | deriv |
| 02 May 2025 | GRANT_AWARD | JANUS HENDERSON GROUP PLC | 4,238 | 35.40 USD | |
| 14 Mar 2025 | GRANT_AWARD | MOODYS CORP /DE/ | 16 | 442.55 USD | |
| 14 Mar 2025 | GRANT_AWARD | MOODYS CORP /DE/ | 5.6 | 445.10 USD | |
| 14 Mar 2025 | GRANT_AWARD | MOODYS CORP /DE/ | 0.92 | 0.00 USD | deriv |
| 21 Feb 2025 | GRANT_AWARD | MOODYS CORP /DE/ | 435 | 505.31 USD | |
| 13 Dec 2024 | GRANT_AWARD | MOODYS CORP /DE/ | 12 | 496.04 USD | |
| 13 Dec 2024 | GRANT_AWARD | MOODYS CORP /DE/ | 0.98 | 0.00 USD | deriv |
| 06 Sept 2024 | GRANT_AWARD | MOODYS CORP /DE/ | 13 | 484.55 USD | |
| 06 Sept 2024 | GRANT_AWARD | MOODYS CORP /DE/ | 1 | 0.00 USD | deriv |
| 07 Jun 2024 | GRANT_AWARD | MOODYS CORP /DE/ | 15 | 403.57 USD | |
| 07 Jun 2024 | GRANT_AWARD | MOODYS CORP /DE/ | 1.18 | 0.00 USD | deriv |