Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Elevance Health, Inc. | 10,291 | reported | 15 May 2024 | tx 11+9,039 |
| Moderna, Inc. | 8,371 | reported | 06 May 2026 | tx 14+84,033−4,761 |
| PRINCIPAL FINANCIAL GROUP INC | 8,128 | reported | 25 Jun 2021 | tx 119+39,606−26,570 |
| INTEGRAMED AMERICA INC | 0 | reported | 20 Sept 2012 | tx 21+73,152−140,148 |
| MEREDITH CORP | 0 | reported | 01 Dec 2021 | tx 43+98,141−136,808 |
| Meredith Holdings Corp | 0 | reported | 01 Dec 2021 | tx 21+81,918−110,833 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 06 May 2026 | GRANT_AWARD | Moderna, Inc. | 8,371 | 0.00 USD | deriv |
| 30 Apr 2026 | EXERCISE | Moderna, Inc. | 4,058 | — | |
| 30 Apr 2026 | EXERCISE | Moderna, Inc. | 4,058 | 0.00 USD | deriv |
| 30 Apr 2025 | GRANT_AWARD | Moderna, Inc. | 19,134 | 0.00 USD | deriv |
| 30 Apr 2025 | GRANT_AWARD | Moderna, Inc. | 4,058 | 0.00 USD | deriv |
| 15 May 2024 | GRANT_AWARD | Elevance Health, Inc. | 388 | 0.00 USD | |
| 06 May 2024 | GRANT_AWARD | Moderna, Inc. | 7,557 | 0.00 USD | deriv |
| 10 May 2023 | GRANT_AWARD | Elevance Health, Inc. | 457 | 0.00 USD | |
| 03 May 2023 | GRANT_AWARD | Moderna, Inc. | 6,134 | 0.00 USD | deriv |
| 18 May 2022 | GRANT_AWARD | Elevance Health, Inc. | 440 | 0.00 USD | |
| 28 Apr 2022 | EXERCISE | Moderna, Inc. | 703 | 0.00 USD | |
| 28 Apr 2022 | EXERCISE | Moderna, Inc. | 703 | 0.00 USD | deriv |
| 28 Apr 2022 | GRANT_AWARD | Moderna, Inc. | 5,415 | 0.00 USD | deriv |
| 01 Dec 2021 | EXERCISE | MEREDITH CORP | 4,697 | 41.83 USD | |
| 01 Dec 2021 | OTHER | MEREDITH CORP | 28,915 | — | |
| 01 Dec 2021 | OTHER | MEREDITH CORP | 4,389 | — | deriv |
| 01 Dec 2021 | OTHER | MEREDITH CORP | 25,282 | — | deriv |
| 01 Dec 2021 | OTHER | MEREDITH CORP | 11,692 | — | deriv |
| 01 Dec 2021 | OTHER | MEREDITH CORP | 8,161 | — | deriv |
| 01 Dec 2021 | OTHER | MEREDITH CORP | 3,912 | — | deriv |
| 01 Dec 2021 | OTHER | MEREDITH CORP | 5,936 | — | deriv |
| 01 Dec 2021 | OTHER | MEREDITH CORP | 5,685 | — | deriv |
| 01 Dec 2021 | OTHER | MEREDITH CORP | 8,100 | — | deriv |
| 01 Dec 2021 | OTHER | MEREDITH CORP | 4,064 | — | deriv |
| 01 Dec 2021 | OTHER | MEREDITH CORP | 4,697 | — | deriv |
1 purchase reported after at least 12 months of silence — most recent on 13 Sept 2019.