Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Seagate Technology Holdings plc | 139,410 | reported | 24 Jan 2011 | tx 11+90,448−33,750 |
| MICROSOFT CORP | 42,846.2 | reported | 14 Dec 2023 | tx 135+125,598.22−36,374 |
| Rubrik, Inc. | 17,500 | reported | 01 May 2026 | tx 131+1,383,255−1,392,616 |
| NISOURCE INC. | 11,960.255 | reported | 20 May 2004 | tx 3+493.865 |
| ILLUMINA, INC. | 10,162 | reported | 26 May 2022 | tx 6+10,109 |
| Gen Digital Inc. | 7,030 | reported | 11 Jul 2011 | tx 1632+10,324,036−17,038,938 |
| UNITED PARCEL SERVICE INC | 0 | reported | 02 May 2013 | tx 69+47,095.027−18,089.76 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 01 May 2026 | SALE | Rubrik, Inc. | 2,000 | 55.39 USD | 10b5-1 |
| 01 May 2026 | SALE | Rubrik, Inc. | 500 | 56.00 USD | 10b5-1 |
| 01 May 2026 | CONVERSION | Rubrik, Inc. | 11,000 | 0.00 USD | 10b5-1 |
| 01 May 2026 | SALE | Rubrik, Inc. | 7,197 | 55.25 USD | 10b5-1 |
| 01 May 2026 | SALE | Rubrik, Inc. | 3,803 | 55.92 USD | 10b5-1 |
| 01 May 2026 | EXERCISE | Rubrik, Inc. | 11,000 | 0.00 USD | 10b5-1deriv |
| 01 May 2026 | EXERCISE | Rubrik, Inc. | 11,000 | — | 10b5-1deriv |
| 01 May 2026 | CONVERSION | Rubrik, Inc. | 11,000 | — | 10b5-1deriv |
| 02 Mar 2026 | SALE | Rubrik, Inc. | 6,129 | 53.97 USD | |
| 02 Mar 2026 | SALE | Rubrik, Inc. | 200 | 51.87 USD | |
| 02 Mar 2026 | SALE | Rubrik, Inc. | 1,000 | 53.33 USD | |
| 02 Mar 2026 | SALE | Rubrik, Inc. | 1,300 | 53.98 USD | |
| 02 Mar 2026 | CONVERSION | Rubrik, Inc. | 11,000 | 0.00 USD | |
| 02 Mar 2026 | SALE | Rubrik, Inc. | 500 | 52.02 USD | |
| 02 Mar 2026 | SALE | Rubrik, Inc. | 4,371 | 53.30 USD | |
| 02 Mar 2026 | EXERCISE | Rubrik, Inc. | 11,000 | 0.00 USD | deriv |
| 02 Mar 2026 | CONVERSION | Rubrik, Inc. | 11,000 | — | deriv |
| 02 Mar 2026 | EXERCISE | Rubrik, Inc. | 11,000 | — | deriv |
| 02 Feb 2026 | SALE | Rubrik, Inc. | 1,100 | 54.52 USD | |
| 02 Feb 2026 | SALE | Rubrik, Inc. | 900 | 55.64 USD | |
| 02 Feb 2026 | SALE | Rubrik, Inc. | 3,902 | 55.65 USD | |
| 02 Feb 2026 | SALE | Rubrik, Inc. | 4,498 | 54.42 USD | |
| 02 Feb 2026 | CONVERSION | Rubrik, Inc. | 11,000 | 0.00 USD | |
| 02 Feb 2026 | SALE | Rubrik, Inc. | 500 | 56.42 USD | |
| 02 Feb 2026 | SALE | Rubrik, Inc. | 2,600 | 56.26 USD |
2 purchases reported after at least 12 months of silence — most recent on 05 Aug 2014.