Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 303,760 | reported | 23 Nov 2021 | tx 102+2,204,685−1,987,427 |
| HCA Healthcare, Inc. | 4,666 | reported | 28 Apr 2026 | tx 7+4,666 |
| WORLD KINECT CORP | 4,259 | reported | 24 Oct 2025 | tx 1+4,259 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 28 Apr 2026 | GRANT_AWARD | HCA Healthcare, Inc. | 509 | 0.00 USD | |
| 24 Oct 2025 | GRANT_AWARD | WORLD KINECT CORP | 4,259 | 0.00 USD | |
| 29 Apr 2025 | GRANT_AWARD | HCA Healthcare, Inc. | 645 | 0.00 USD | |
| 29 Apr 2024 | GRANT_AWARD | HCA Healthcare, Inc. | 610 | 0.00 USD | |
| 24 Apr 2023 | GRANT_AWARD | HCA Healthcare, Inc. | 663 | 0.00 USD | |
| 28 Apr 2022 | PURCHASE | HCA Healthcare, Inc. | 1,160 | 213.63 USD | |
| 25 Apr 2022 | GRANT_AWARD | HCA Healthcare, Inc. | 902 | 0.00 USD | |
| 28 Jan 2022 | GRANT_AWARD | HCA Healthcare, Inc. | 177 | 0.00 USD | |
| 23 Nov 2021 | GIFT | BANK OF AMERICA CORP /DE/ | 16,600 | 0.00 USD | |
| 01 Mar 2021 | TAX_WITHHOLDING | BANK OF AMERICA CORP /DE/ | 9,653 | 35.79 USD | |
| 01 Mar 2021 | EXERCISE | BANK OF AMERICA CORP /DE/ | 21,523 | — | |
| 01 Mar 2021 | TAX_WITHHOLDING | BANK OF AMERICA CORP /DE/ | 30,327 | 35.79 USD | |
| 01 Mar 2021 | EXERCISE | BANK OF AMERICA CORP /DE/ | 67,481 | — | |
| 01 Mar 2021 | EXERCISE | BANK OF AMERICA CORP /DE/ | 21,523 | — | deriv |
| 01 Mar 2021 | EXERCISE | BANK OF AMERICA CORP /DE/ | 67,481 | — | deriv |
| 15 Feb 2021 | EXERCISE | BANK OF AMERICA CORP /DE/ | 22,494 | — | |
| 15 Feb 2021 | TAX_WITHHOLDING | BANK OF AMERICA CORP /DE/ | 10,110 | 33.37 USD | |
| 15 Feb 2021 | EXERCISE | BANK OF AMERICA CORP /DE/ | 28,651 | — | |
| 15 Feb 2021 | TAX_WITHHOLDING | BANK OF AMERICA CORP /DE/ | 12,863 | 33.37 USD | |
| 15 Feb 2021 | EXERCISE | BANK OF AMERICA CORP /DE/ | 24,659 | — | |
| 15 Feb 2021 | TAX_WITHHOLDING | BANK OF AMERICA CORP /DE/ | 11,023 | 33.37 USD | |
| 15 Feb 2021 | EXERCISE | BANK OF AMERICA CORP /DE/ | 24,659 | — | deriv |
| 15 Feb 2021 | EXERCISE | BANK OF AMERICA CORP /DE/ | 28,651 | — | deriv |
| 15 Feb 2021 | EXERCISE | BANK OF AMERICA CORP /DE/ | 22,494 | — | deriv |
| 12 Feb 2021 | GRANT_AWARD | BANK OF AMERICA CORP /DE/ | 74,605 | — | deriv |