Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Duke Energy CORP | 10,071 | reported | 15 May 2015 | tx 111+488,621−487,322 |
| EDISON INTERNATIONAL | 6,741.881 | reported | 23 Apr 2026 | tx 11+21,187−0.96 |
| TRC COMPANIES INC /DE/ | 0 | reported | 21 Jun 2017 | tx 3+12,478−12,478 |
| DUKE ENERGY CORP | 0 | reported | 03 Apr 2006 | tx 14+3,358−47,556 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 23 Apr 2026 | GRANT_AWARD | EDISON INTERNATIONAL | 2,737 | 0.00 USD | deriv |
| 24 Apr 2025 | GRANT_AWARD | EDISON INTERNATIONAL | 3,050 | 0.00 USD | deriv |
| 07 Nov 2024 | SALE | EDISON INTERNATIONAL | 0.96 | 81.67 USD | |
| 25 Apr 2024 | GRANT_AWARD | EDISON INTERNATIONAL | 2,496 | 0.00 USD | |
| 27 Apr 2023 | GRANT_AWARD | EDISON INTERNATIONAL | 2,277 | 0.00 USD | |
| 28 Apr 2022 | GRANT_AWARD | EDISON INTERNATIONAL | 2,225 | 0.00 USD | |
| 22 Apr 2021 | GRANT_AWARD | EDISON INTERNATIONAL | 2,564 | 0.00 USD | |
| 09 Mar 2021 | PURCHASE | EDISON INTERNATIONAL | 271 | 57.40 USD | |
| 23 Apr 2020 | GRANT_AWARD | EDISON INTERNATIONAL | 2,619 | 0.00 USD | |
| 25 Apr 2019 | GRANT_AWARD | EDISON INTERNATIONAL | 2,399 | 0.00 USD | |
| 25 Oct 2018 | GRANT_AWARD | EDISON INTERNATIONAL | 549 | 0.00 USD | deriv |
| 21 Jun 2017 | OTHER | TRC COMPANIES INC /DE/ | 12,478 | 17.55 USD | |
| 20 Dec 2016 | GRANT_AWARD | TRC COMPANIES INC /DE/ | 9,628 | 0.00 USD | |
| 01 Jul 2016 | GRANT_AWARD | TRC COMPANIES INC /DE/ | 2,850 | 0.00 USD | |
| 15 May 2015 | SALE | Duke Energy CORP | 11,516 | 75.89 USD | |
| 27 Feb 2015 | TAX_WITHHOLDING | Duke Energy CORP | 778 | 78.55 USD | |
| 25 Feb 2015 | TAX_WITHHOLDING | Duke Energy CORP | 542 | 79.01 USD | |
| 25 Feb 2015 | TAX_WITHHOLDING | Duke Energy CORP | 522 | 79.01 USD | |
| 25 Feb 2015 | TAX_WITHHOLDING | Duke Energy CORP | 5,123 | 79.01 USD | |
| 25 Feb 2015 | EXERCISE | Duke Energy CORP | 13,626 | 79.01 USD | |
| 25 Feb 2015 | GRANT_AWARD | Duke Energy CORP | 5,254 | 79.01 USD | |
| 25 Feb 2015 | EXERCISE | Duke Energy CORP | 13,626 | 0.00 USD | deriv |
| 27 May 2014 | SALE | Duke Energy CORP | 14,604 | 70.63 USD | |
| 27 Feb 2014 | TAX_WITHHOLDING | Duke Energy CORP | 779 | 70.43 USD | |
| 25 Feb 2014 | EXERCISE | Duke Energy CORP | 18,895 | 71.03 USD |