Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| NUVEEN FLOATING RATE INCOME FUND | 34,800 | reported | 25 Feb 2025 | tx 3+34,800−29,000 |
| CROWN CASTLE INC. | 14,792 | reported | 25 Feb 2026 | tx 9+14,792 |
| SHERWIN WILLIAMS CO | 12,854 | reported | 17 Feb 2026 | tx 13+6,224 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 25 Feb 2026 | GRANT_AWARD | CROWN CASTLE INC. | 2,673 | 0.00 USD | |
| 17 Feb 2026 | GRANT_AWARD | SHERWIN WILLIAMS CO | 558 | 0.00 USD | |
| 26 Feb 2025 | GRANT_AWARD | CROWN CASTLE INC. | 2,510 | 0.00 USD | |
| 25 Feb 2025 | EXERCISE | NUVEEN FLOATING RATE INCOME FUND | 5,800 | 8.20 USD | |
| 25 Feb 2025 | EXERCISE | NUVEEN FLOATING RATE INCOME FUND | 29,000 | 0.00 USD | deriv |
| 18 Feb 2025 | GRANT_AWARD | SHERWIN WILLIAMS CO | 517 | 0.00 USD | |
| 21 Feb 2024 | GRANT_AWARD | CROWN CASTLE INC. | 2,135 | 0.00 USD | |
| 13 Feb 2024 | GRANT_AWARD | SHERWIN WILLIAMS CO | 594 | 0.00 USD | |
| 15 Dec 2023 | PURCHASE | NUVEEN FLOATING RATE INCOME FUND | 29,000 | 8.16 USD | first after silence |
| 22 Feb 2023 | GRANT_AWARD | CROWN CASTLE INC. | 1,713 | 0.00 USD | |
| 14 Feb 2023 | GRANT_AWARD | SHERWIN WILLIAMS CO | 711 | 0.00 USD | |
| 21 Oct 2022 | PURCHASE | CROWN CASTLE INC. | 1,215 | 123.78 USD | first after silence |
| 17 Feb 2022 | GRANT_AWARD | CROWN CASTLE INC. | 1,407 | 0.00 USD | |
| 15 Feb 2022 | GRANT_AWARD | SHERWIN WILLIAMS CO | 529 | 0.00 USD | |
| 18 Feb 2021 | GRANT_AWARD | CROWN CASTLE INC. | 1,091 | 0.00 USD | |
| 16 Feb 2021 | GRANT_AWARD | SHERWIN WILLIAMS CO | 221 | 0.00 USD | |
| 09 Feb 2021 | PURCHASE | CROWN CASTLE INC. | 1,500 | 163.03 USD | |
| 06 Nov 2020 | GRANT_AWARD | CROWN CASTLE INC. | 548 | 0.00 USD | |
| 18 Feb 2020 | GRANT_AWARD | SHERWIN WILLIAMS CO | 277 | 0.00 USD | |
| 12 Feb 2019 | GRANT_AWARD | SHERWIN WILLIAMS CO | 409 | 0.00 USD | |
| 13 Feb 2018 | GRANT_AWARD | SHERWIN WILLIAMS CO | 361 | 0.00 USD | |
| 14 Feb 2017 | GRANT_AWARD | SHERWIN WILLIAMS CO | 539 | 0.00 USD | |
| 16 Feb 2016 | GRANT_AWARD | SHERWIN WILLIAMS CO | 466 | 0.00 USD | |
| 17 Feb 2015 | GRANT_AWARD | SHERWIN WILLIAMS CO | 500 | 0.00 USD | |
| 16 Jul 2014 | GRANT_AWARD | SHERWIN WILLIAMS CO | 542 | 0.00 USD |
2 purchases reported after at least 12 months of silence — most recent on 15 Dec 2023.