Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| HOME DEPOT, INC. | 89,190 | reported | 25 May 2011 | tx 27+735,923.64−368,255 |
| WEX Inc. | 1,567 | reported | 15 May 2025 | tx 87+54,483−47,100 |
| STAPLES INC | 0 | reported | 01 Jun 2007 | tx 53+415,452−573,623 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 15 May 2025 | GRANT_AWARD | WEX Inc. | 1,567 | 0.00 USD | deriv |
| 09 May 2025 | EXERCISE | WEX Inc. | 960 | 0.00 USD | |
| 09 May 2025 | EXERCISE | WEX Inc. | 960 | 0.00 USD | deriv |
| 11 May 2024 | EXERCISE | WEX Inc. | 1,147 | 0.00 USD | |
| 09 May 2024 | GRANT_AWARD | WEX Inc. | 960 | 0.00 USD | deriv |
| 11 May 2024 | EXERCISE | WEX Inc. | 1,147 | 0.00 USD | deriv |
| 21 Nov 2023 | SALE | WEX Inc. | 2,000 | 174.38 USD | |
| 12 May 2023 | EXERCISE | WEX Inc. | 1,030 | 0.00 USD | |
| 12 May 2023 | EXERCISE | WEX Inc. | 1,030 | 0.00 USD | deriv |
| 11 May 2023 | GRANT_AWARD | WEX Inc. | 1,147 | 0.00 USD | deriv |
| 04 Jun 2022 | EXERCISE | WEX Inc. | 760 | 0.00 USD | |
| 04 Jun 2022 | EXERCISE | WEX Inc. | 760 | 0.00 USD | deriv |
| 12 May 2022 | GRANT_AWARD | WEX Inc. | 1,030 | 0.00 USD | deriv |
| 04 Jun 2021 | GRANT_AWARD | WEX Inc. | 760 | 0.00 USD | deriv |
| 14 May 2021 | EXERCISE | WEX Inc. | 1,261 | 0.00 USD | |
| 14 May 2021 | EXERCISE | WEX Inc. | 1,261 | 0.00 USD | deriv |
| 14 May 2020 | GRANT_AWARD | WEX Inc. | 1,261 | 0.00 USD | deriv |
| 09 May 2020 | EXERCISE | WEX Inc. | 662 | 0.00 USD | |
| 09 May 2020 | EXERCISE | WEX Inc. | 662 | 0.00 USD | deriv |
| 23 May 2019 | SALE | WEX Inc. | 1,864 | 198.31 USD | |
| 11 May 2019 | EXERCISE | WEX Inc. | 765 | 0.00 USD | |
| 09 May 2019 | GRANT_AWARD | WEX Inc. | 662 | 0.00 USD | deriv |
| 11 May 2019 | EXERCISE | WEX Inc. | 765 | 0.00 USD | deriv |
| 08 Aug 2018 | SALE | WEX Inc. | 4,376 | 187.52 USD | |
| 12 May 2018 | EXERCISE | WEX Inc. | 1,099 | 0.00 USD |