Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| United Airlines Holdings, Inc. | 89,689 | reported | 12 Jun 2013 | tx 111+3,879,745.74−3,342,153.74 |
| Phillips 66 | 74,437.09 | reported | 15 Jan 2026 | tx 18+62,933−39.76 |
| AbbVie Inc. | 51,564 | reported | 09 May 2025 | tx 35+44,455−2,230 |
| ABBOTT LABORATORIES | 46,128 | reported | 29 Apr 2022 | tx 60+72,063 |
| CORNING INC /NY | 8,457 | reported | 26 Apr 2012 | tx 5+14,605−5,943 |
| LINCOLN NATIONAL CORP | 7,445.42 | reported | 31 Mar 2007 | tx 34+29,701.81−21,544.77 |
| TXU CORP /TX/ | 0 | reported | 10 Oct 2007 | tx 5+5,436−7,714 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 15 Jan 2026 | GRANT_AWARD | Phillips 66 | 1,423 | 140.56 USD | |
| 09 May 2025 | GRANT_AWARD | AbbVie Inc. | 1,203 | 0.00 USD | |
| 15 Jan 2025 | GRANT_AWARD | Phillips 66 | 1,684 | 118.78 USD | |
| 03 May 2024 | GRANT_AWARD | AbbVie Inc. | 1,322 | 0.00 USD | |
| 16 Jan 2024 | GRANT_AWARD | Phillips 66 | 1,524 | 131.31 USD | |
| 20 Jun 2023 | OTHER | Phillips 66 | 39.76 | 92.02 USD | |
| 05 May 2023 | GRANT_AWARD | AbbVie Inc. | 1,450 | 0.00 USD | |
| 28 Apr 2023 | EXERCISE | AbbVie Inc. | 2,230 | 151.12 USD | deriv |
| 17 Jan 2023 | GRANT_AWARD | Phillips 66 | 1,929 | 103.69 USD | |
| 06 May 2022 | GRANT_AWARD | AbbVie Inc. | 1,421 | 0.00 USD | |
| 29 Apr 2022 | GRANT_AWARD | ABBOTT LABORATORIES | 1,602 | 0.00 USD | |
| 09 Mar 2022 | GRANT_AWARD | Phillips 66 | 22,500 | — | |
| 14 Jan 2022 | GRANT_AWARD | Phillips 66 | 2,284 | 87.57 USD | |
| 07 May 2021 | GRANT_AWARD | AbbVie Inc. | 1,681 | 0.00 USD | |
| 15 Jan 2021 | GRANT_AWARD | Phillips 66 | 2,771 | 72.19 USD | |
| 08 May 2020 | GRANT_AWARD | AbbVie Inc. | 2,333 | 0.00 USD | |
| 24 Apr 2020 | GRANT_AWARD | ABBOTT LABORATORIES | 1,974 | 0.00 USD | |
| 15 Jan 2020 | GRANT_AWARD | Phillips 66 | 1,907 | 104.92 USD | |
| 03 May 2019 | GRANT_AWARD | AbbVie Inc. | 2,419 | 0.00 USD | |
| 26 Apr 2019 | GRANT_AWARD | ABBOTT LABORATORIES | 2,241 | 0.00 USD | |
| 15 Jan 2019 | GRANT_AWARD | Phillips 66 | 2,155 | 92.84 USD | |
| 27 Jun 2018 | PURCHASE | AbbVie Inc. | 5,400 | 91.90 USD | first after silence |
| 04 May 2018 | GRANT_AWARD | AbbVie Inc. | 1,899 | 0.00 USD | |
| 27 Apr 2018 | GRANT_AWARD | ABBOTT LABORATORIES | 2,945 | 0.00 USD | |
| 16 Jan 2018 | GRANT_AWARD | Phillips 66 | 1,923 | 104.03 USD |
3 purchases reported after at least 12 months of silence — most recent on 27 Jun 2018.