Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| NORDSTROM INC | 60,373 | reported | 27 May 2021 | tx 13+73,246−2,386 |
| YAHOO INC | 43,443 | reported | 12 Jul 2012 | tx 3+43,443 |
| AMAZON COM INC | 17,610 | reported | 15 Nov 2025 | tx 5+13,025−5,210 |
| SVMK Inc. | 6,914 | reported | 06 Aug 2021 | tx 6+39,264 |
| JPMORGAN CHASE & CO | 2,946.58 | reported | 20 Jan 2026 | tx 2+1,925.46 |
| HUMANA INC | 1,169 | reported | 02 Jan 2025 | tx 16+3,156−386 |
| INTUIT INC. | 0 | reported | 18 Jan 2023 | tx 584+8,123,368−7,409,957 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 20 Jan 2026 | GRANT_AWARD | JPMORGAN CHASE & CO | 913.53 | 306.51 USD | |
| 15 Nov 2025 | EXERCISE | AMAZON COM INC | 2,605 | 0.00 USD | |
| 15 Nov 2025 | EXERCISE | AMAZON COM INC | 2,605 | 0.00 USD | deriv |
| 21 Jan 2025 | GRANT_AWARD | JPMORGAN CHASE & CO | 1,011.93 | 261.88 USD | |
| 02 Jan 2025 | GRANT_AWARD | HUMANA INC | 783 | 0.00 USD | |
| 31 Dec 2024 | GRANT_AWARD | HUMANA INC | 231 | 254.93 USD | deriv |
| 31 Dec 2024 | GRANT_AWARD | HUMANA INC | 17 | 254.93 USD | deriv |
| 15 Nov 2024 | EXERCISE | AMAZON COM INC | 2,605 | 0.00 USD | |
| 15 Nov 2024 | EXERCISE | AMAZON COM INC | 2,605 | 0.00 USD | deriv |
| 30 Sept 2024 | GRANT_AWARD | HUMANA INC | 102 | 320.19 USD | deriv |
| 28 Jun 2024 | GRANT_AWARD | HUMANA INC | 84 | 379.29 USD | deriv |
| 28 Mar 2024 | GRANT_AWARD | HUMANA INC | 92 | 348.41 USD | deriv |
| 02 Jan 2024 | GRANT_AWARD | HUMANA INC | 430 | 0.00 USD | deriv |
| 31 Dec 2023 | GRANT_AWARD | HUMANA INC | 3 | 456.91 USD | deriv |
| 31 Dec 2023 | GRANT_AWARD | HUMANA INC | 71 | 456.91 USD | deriv |
| 29 Sept 2023 | GRANT_AWARD | HUMANA INC | 59 | 490.94 USD | deriv |
| 15 Sept 2023 | EXERCISE | HUMANA INC | 386 | 0.00 USD | |
| 15 Sept 2023 | EXERCISE | HUMANA INC | 386 | 0.00 USD | deriv |
| 13 Sept 2023 | GRANT_AWARD | AMAZON COM INC | 7,815 | 0.00 USD | deriv |
| 30 Jun 2023 | GRANT_AWARD | HUMANA INC | 70 | 445.24 USD | deriv |
| 31 Mar 2023 | GRANT_AWARD | HUMANA INC | 62 | 487.16 USD | deriv |
| 18 Jan 2023 | EXERCISE | INTUIT INC. | 492 | 0.00 USD | |
| 18 Jan 2023 | EXERCISE | INTUIT INC. | 3,215 | 0.00 USD | |
| 18 Jan 2023 | EXERCISE | INTUIT INC. | 2,563 | 0.00 USD | |
| 18 Jan 2023 | EXERCISE | INTUIT INC. | 2,563 | 0.00 USD | deriv |