Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| DuPont de Nemours, Inc. | 45,069 | reported | 25 Apr 2018 | tx 1+2,680 |
| SPX Technologies, Inc. | 41,407 | reported | 12 May 2026 | tx 12+41,287 |
| DOW INC. | 18,402 | reported | 11 Apr 2019 | tx 3+19,505 |
| Duke Energy CORP | 10,241 | reported | 30 Apr 2007 | tx 43+721,493−729,999 |
| DTE ENERGY CO | 6,956.79 | reported | 02 Jan 2023 | tx 66+55,929.58−52,653.82 |
| MEDCATH CORP | 3,500 | reported | 01 Oct 2003 | tx 1+3,500 |
| DOW CHEMICAL CO /DE/ | 0 | reported | 31 Aug 2017 | tx 34+70,212.03−65,549.93 |
| DUKE ENERGY CORP | 0 | reported | 03 Apr 2006 | tx 35+48,468−774,916 |
| WACHOVIA CORP NEW | 0 | reported | 31 Dec 2008 | tx 33+31,789.47−66,303.12 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 12 May 2026 | GRANT_AWARD | SPX Technologies, Inc. | 754 | — | |
| 13 May 2025 | GRANT_AWARD | SPX Technologies, Inc. | 892 | — | |
| 14 May 2024 | GRANT_AWARD | SPX Technologies, Inc. | 998 | — | |
| 09 May 2023 | GRANT_AWARD | SPX Technologies, Inc. | 1,770 | — | |
| 02 Jan 2023 | EXERCISE | DTE ENERGY CO | 1,456.79 | 0.00 USD | |
| 02 Jan 2023 | OTHER | DTE ENERGY CO | 1,456.79 | 117.53 USD | |
| 02 Jan 2023 | EXERCISE | DTE ENERGY CO | 1,456.79 | 0.00 USD | deriv |
| 10 May 2022 | GRANT_AWARD | SPX Technologies, Inc. | 2,822 | — | |
| 05 May 2022 | GRANT_AWARD | DTE ENERGY CO | 1,515 | 128.83 USD | deriv |
| 02 Jan 2022 | EXERCISE | DTE ENERGY CO | 1,560 | 0.00 USD | |
| 02 Jan 2022 | OTHER | DTE ENERGY CO | 1,560 | 119.54 USD | |
| 02 Jan 2022 | EXERCISE | DTE ENERGY CO | 1,560 | 0.00 USD | deriv |
| 11 May 2021 | GRANT_AWARD | SPX Technologies, Inc. | 2,068 | — | |
| 04 Jan 2021 | GRANT_AWARD | DTE ENERGY CO | 1,215 | 119.39 USD | deriv |
| 02 Jan 2021 | EXERCISE | DTE ENERGY CO | 1,325.18 | 0.00 USD | |
| 02 Jan 2021 | OTHER | DTE ENERGY CO | 1,325.18 | 121.41 USD | |
| 02 Jan 2021 | EXERCISE | DTE ENERGY CO | 1,325.18 | 0.00 USD | deriv |
| 14 May 2020 | GRANT_AWARD | SPX Technologies, Inc. | 3,941 | — | |
| 03 Jan 2020 | OTHER | DTE ENERGY CO | 1,456.54 | 129.01 USD | |
| 03 Jan 2020 | EXERCISE | DTE ENERGY CO | 1,456.54 | — | |
| 03 Jan 2020 | EXERCISE | DTE ENERGY CO | 1,456.54 | — | deriv |
| 02 Jan 2020 | GRANT_AWARD | DTE ENERGY CO | 1,125 | 128.70 USD | deriv |
| 10 May 2019 | GRANT_AWARD | SPX Technologies, Inc. | 3,963 | — | |
| 07 May 2019 | PURCHASE | DTE ENERGY CO | 2,000 | 124.27 USD | first after silence |
| 11 Apr 2019 | GRANT_AWARD | DOW INC. | 3,380 | 0.00 USD |
2 purchases reported after at least 12 months of silence — most recent on 07 May 2019.