Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| MORGAN STANLEY | 39,639 | reported | 12 Dec 2006 | tx 4+252,688 |
| Chubb Ltd | 15,321 | reported | 21 May 2026 | tx 26+15,903−3,582 |
| MSCI Inc. | 11,909 | reported | 09 Apr 2008 | tx 5+11,909 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 21 May 2026 | GRANT_AWARD | Chubb Ltd | 757 | — | |
| 21 May 2026 | TAX_WITHHOLDING | Chubb Ltd | 193 | 330.26 USD | |
| 15 May 2025 | GRANT_AWARD | Chubb Ltd | 771 | — | |
| 15 May 2025 | TAX_WITHHOLDING | Chubb Ltd | 203 | 292.05 USD | |
| 16 May 2024 | TAX_WITHHOLDING | Chubb Ltd | 239 | 264.88 USD | |
| 16 May 2024 | GRANT_AWARD | Chubb Ltd | 812 | — | |
| 17 May 2023 | TAX_WITHHOLDING | Chubb Ltd | 233 | 198.93 USD | |
| 17 May 2023 | GRANT_AWARD | Chubb Ltd | 955 | — | |
| 19 May 2022 | TAX_WITHHOLDING | Chubb Ltd | 271 | 203.88 USD | |
| 19 May 2022 | GRANT_AWARD | Chubb Ltd | 932 | — | |
| 20 May 2021 | GRANT_AWARD | Chubb Ltd | 1,083 | — | |
| 20 May 2021 | TAX_WITHHOLDING | Chubb Ltd | 431 | 166.16 USD | |
| 20 May 2020 | GRANT_AWARD | Chubb Ltd | 1,721 | — | |
| 20 May 2020 | TAX_WITHHOLDING | Chubb Ltd | 309 | 104.61 USD | |
| 16 May 2019 | GRANT_AWARD | Chubb Ltd | 1,236 | — | |
| 16 May 2019 | TAX_WITHHOLDING | Chubb Ltd | 316 | 145.62 USD | |
| 17 May 2018 | GRANT_AWARD | Chubb Ltd | 1,264 | — | |
| 17 May 2018 | TAX_WITHHOLDING | Chubb Ltd | 307 | 134.45 USD | |
| 18 May 2017 | TAX_WITHHOLDING | Chubb Ltd | 321 | 138.56 USD | |
| 18 May 2017 | GRANT_AWARD | Chubb Ltd | 1,227 | — | |
| 26 Sept 2016 | PURCHASE | Chubb Ltd | 830 | 124.90 USD | |
| 19 May 2016 | TAX_WITHHOLDING | Chubb Ltd | 368 | 124.85 USD | |
| 19 May 2016 | GRANT_AWARD | Chubb Ltd | 1,282 | — | |
| 21 May 2015 | TAX_WITHHOLDING | Chubb Ltd | 391 | 108.90 USD | |
| 21 May 2015 | GRANT_AWARD | Chubb Ltd | 1,469 | — |