Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| XEROX CORP | 43,834 | reported | 17 May 2019 | tx 15+97,678 |
| AMERICAN ELECTRIC POWER CO INC | 31,261 | reported | 31 Dec 2025 | tx 73+45,875.69−16 |
| SERVICE CORP INTERNATIONAL | 30,293 | reported | 11 May 2026 | tx 9+30,293 |
| SPRINT NEXTEL CORP | 0 | reported | 01 Apr 2020 | tx 9+253,945−233,341 |
| Cornerstone OnDemand Inc | 0 | reported | 15 Oct 2021 | tx 2+9,212−9,212 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 11 May 2026 | GRANT_AWARD | SERVICE CORP INTERNATIONAL | 2,448 | 0.00 USD | |
| 31 Dec 2025 | GRANT_AWARD | AMERICAN ELECTRIC POWER CO INC | 368 | 115.31 USD | deriv |
| 30 Sept 2025 | GRANT_AWARD | AMERICAN ELECTRIC POWER CO INC | 377 | 112.50 USD | deriv |
| 22 Jul 2025 | GRANT_AWARD | AMERICAN ELECTRIC POWER CO INC | 1,815 | 110.16 USD | |
| 30 Jun 2025 | GRANT_AWARD | AMERICAN ELECTRIC POWER CO INC | 409.59 | 103.76 USD | deriv |
| 06 May 2025 | GRANT_AWARD | SERVICE CORP INTERNATIONAL | 2,514 | 0.00 USD | |
| 31 Mar 2025 | GRANT_AWARD | AMERICAN ELECTRIC POWER CO INC | 0 | 109.27 USD | deriv |
| 31 Dec 2024 | GRANT_AWARD | AMERICAN ELECTRIC POWER CO INC | 460.8 | 92.23 USD | deriv |
| 30 Sept 2024 | GRANT_AWARD | AMERICAN ELECTRIC POWER CO INC | 414.23 | 102.60 USD | deriv |
| 30 Jun 2024 | GRANT_AWARD | AMERICAN ELECTRIC POWER CO INC | 484.38 | 87.74 USD | deriv |
| 07 May 2024 | GRANT_AWARD | SERVICE CORP INTERNATIONAL | 2,642 | 0.00 USD | |
| 31 Mar 2024 | GRANT_AWARD | AMERICAN ELECTRIC POWER CO INC | 493.61 | 86.10 USD | deriv |
| 31 Dec 2023 | GRANT_AWARD | AMERICAN ELECTRIC POWER CO INC | 523.27 | 81.22 USD | deriv |
| 30 Sept 2023 | GRANT_AWARD | AMERICAN ELECTRIC POWER CO INC | 565.01 | 75.22 USD | deriv |
| 30 Jun 2023 | GRANT_AWARD | AMERICAN ELECTRIC POWER CO INC | 504.75 | 84.20 USD | deriv |
| 02 May 2023 | GRANT_AWARD | SERVICE CORP INTERNATIONAL | 2,684 | 0.00 USD | |
| 31 Mar 2023 | GRANT_AWARD | AMERICAN ELECTRIC POWER CO INC | 467.08 | 90.99 USD | deriv |
| 31 Dec 2022 | GRANT_AWARD | AMERICAN ELECTRIC POWER CO INC | 429.17 | 94.95 USD | deriv |
| 30 Sept 2022 | GRANT_AWARD | AMERICAN ELECTRIC POWER CO INC | 471.37 | 86.45 USD | deriv |
| 30 Jun 2022 | GRANT_AWARD | AMERICAN ELECTRIC POWER CO INC | 424.75 | 95.94 USD | deriv |
| 04 May 2022 | GRANT_AWARD | SERVICE CORP INTERNATIONAL | 2,613 | 0.00 USD | |
| 31 Mar 2022 | GRANT_AWARD | AMERICAN ELECTRIC POWER CO INC | 408.43 | 99.77 USD | deriv |
| 31 Dec 2021 | GRANT_AWARD | AMERICAN ELECTRIC POWER CO INC | 458.02 | 88.97 USD | deriv |
| 15 Oct 2021 | OTHER | Cornerstone OnDemand Inc | 9,212 | — | |
| 30 Sept 2021 | GRANT_AWARD | AMERICAN ELECTRIC POWER CO INC | 501.97 | 81.18 USD | deriv |