Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| ACCENDRA HEALTH INC/VA/ | 91,990 | reported | 26 Feb 2021 | tx 29+445,016−306,514 |
| UNIVERSAL CORP /VA/ | 14,768 | reported | 26 Feb 2026 | tx 24+28,800−18,716 |
| POOL CORP | 2,529 | reported | 03 May 2023 | tx 109+464,479−823,909 |
| Atlantic Union Bankshares Corp | 232 | reported | 18 Dec 2003 | tx 2+464 |
| 0 |
| reported |
| 23 May 2008 |
| tx 88+240,084−1,201,542.86 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 26 Feb 2026 | SALE | UNIVERSAL CORP /VA/ | 1,000 | 53.95 USD | |
| 15 Aug 2025 | SALE | UNIVERSAL CORP /VA/ | 4,617 | 53.25 USD | |
| 05 Aug 2025 | GRANT_AWARD | UNIVERSAL CORP /VA/ | 2,290 | 0.00 USD | |
| 06 Aug 2024 | GRANT_AWARD | UNIVERSAL CORP /VA/ | 2,660 | 0.00 USD | |
| 20 Nov 2023 | SALE | UNIVERSAL CORP /VA/ | 2,000 | 53.74 USD | |
| 04 Aug 2023 | GRANT_AWARD | UNIVERSAL CORP /VA/ | 2,600 | 0.00 USD | |
| 03 May 2023 | GRANT_AWARD | POOL CORP | 356 | 0.00 USD | |
| 02 Aug 2022 | GRANT_AWARD | UNIVERSAL CORP /VA/ | 2,000 | 0.00 USD | |
| 31 May 2022 | SALE | UNIVERSAL CORP /VA/ | 2,000 | 63.82 USD | |
| 03 May 2022 | GRANT_AWARD | POOL CORP | 308 | 0.00 USD | |
| 03 Aug 2021 | GRANT_AWARD | UNIVERSAL CORP /VA/ | 2,100 | 0.00 USD | |
| 03 Aug 2021 | SALE | POOL CORP | 3,300 | 479.50 USD | |
| 02 Jun 2021 | SALE | UNIVERSAL CORP /VA/ | 4,419 | 58.56 USD | |
| 04 May 2021 | GRANT_AWARD | POOL CORP | 278 | 0.00 USD | |
| 26 Feb 2021 | GIFT | ACCENDRA HEALTH INC/VA/ | 150,000 | 0.00 USD | |
| 19 Feb 2021 | GIFT | POOL CORP | 7,254 | 0.00 USD | |
| 19 Feb 2021 | GIFT | POOL CORP | 7,254 | 0.00 USD | |
| 26 Nov 2019 | GIFT | POOL CORP | 3,700 | 0.00 USD | |
| 16 Feb 2021 | GIFT | POOL CORP | 2,300 | 0.00 USD | |
| 16 Feb 2021 | GIFT | POOL CORP | 2,300 | 0.00 USD | |
| 07 Aug 2020 | PURCHASE | ACCENDRA HEALTH INC/VA/ | 10,000 | 13.10 USD | |
| 07 Aug 2020 | PURCHASE | ACCENDRA HEALTH INC/VA/ | 10,000 | 12.89 USD | |
| 04 Aug 2020 | GRANT_AWARD | UNIVERSAL CORP /VA/ | 2,400 | 0.00 USD | |
| 11 May 2020 | GRANT_AWARD | ACCENDRA HEALTH INC/VA/ | 17,242 | 0.00 USD | |
| 11 May 2020 | PURCHASE | ACCENDRA HEALTH INC/VA/ | 30,000 | 7.38 USD | first after silence |
3 purchases reported after at least 12 months of silence — most recent on 11 May 2020.