Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| BANK OF NEW YORK CO INC | 1,594,204 | reported | 14 Mar 2006 | tx 23+405,941.68−121,519.86 |
| E TRADE FINANCIAL CORP | 21,589 | reported | 07 May 2014 | tx 6+58,381 |
| COGNIZANT TECHNOLOGY SOLUTIONS CORP | 2,919.626 | reported | 27 May 2026 | tx 39+54,020.262−24,300.64 |
| AMERICAN MANAGEMENT SYSTEMS INC | 292 | reported | 27 Feb 2004 | tx 3+244 |
| PAYCHEX INC | 0 | reported | 08 May 2026 | tx 73+287,514−153,656 |
| AssetMark Financial Holdings, Inc. | 0 | reported | 05 Sept 2024 | tx 6+26,830−20,616 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 27 May 2026 | GRANT_AWARD | COGNIZANT TECHNOLOGY SOLUTIONS CORP | 18.012 | 0.00 USD | deriv |
| 08 May 2026 | EXERCISE | PAYCHEX INC | 10,220 | 60.59 USD | |
| 08 May 2026 | EXERCISE | PAYCHEX INC | 10,220 | 0.00 USD | deriv |
| 26 Feb 2026 | GRANT_AWARD | COGNIZANT TECHNOLOGY SOLUTIONS CORP | 14.66 | 0.00 USD | deriv |
| 26 Nov 2025 | GRANT_AWARD | COGNIZANT TECHNOLOGY SOLUTIONS CORP | 11.57 | 0.00 USD | deriv |
| 15 Oct 2025 | GRANT_AWARD | PAYCHEX INC | 725 | 0.00 USD | |
| 15 Oct 2025 | GRANT_AWARD | PAYCHEX INC | 3,061 | 127.52 USD | deriv |
| 26 Aug 2025 | GRANT_AWARD | COGNIZANT TECHNOLOGY SOLUTIONS CORP | 12.38 | 0.00 USD | deriv |
| 15 Jul 2025 | GRANT_AWARD | PAYCHEX INC | 164 | 0.00 USD | |
| 15 Jul 2025 | GRANT_AWARD | PAYCHEX INC | 670 | 140.68 USD | deriv |
| 03 Jun 2025 | GRANT_AWARD | COGNIZANT TECHNOLOGY SOLUTIONS CORP | 2,863 | 0.00 USD | deriv |
| 04 Jun 2025 | EXERCISE | COGNIZANT TECHNOLOGY SOLUTIONS CORP | 3,417 | — | |
| 04 Jun 2025 | EXERCISE | COGNIZANT TECHNOLOGY SOLUTIONS CORP | 3,417 | 0.00 USD | deriv |
| 04 Jun 2025 | OTHER | COGNIZANT TECHNOLOGY SOLUTIONS CORP | 0.3 | 80.32 USD | deriv |
| 28 May 2025 | GRANT_AWARD | COGNIZANT TECHNOLOGY SOLUTIONS CORP | 13.12 | 0.00 USD | deriv |
| 15 Apr 2025 | EXERCISE | PAYCHEX INC | 11,489 | 47.43 USD | |
| 15 Apr 2025 | SALE | PAYCHEX INC | 3,650 | 149.25 USD | |
| 15 Apr 2025 | EXERCISE | PAYCHEX INC | 11,489 | 0.00 USD | deriv |
| 26 Feb 2025 | GRANT_AWARD | COGNIZANT TECHNOLOGY SOLUTIONS CORP | 12.49 | 0.00 USD | deriv |
| 27 Nov 2024 | GRANT_AWARD | COGNIZANT TECHNOLOGY SOLUTIONS CORP | 12.55 | 0.00 USD | deriv |
| 05 Sept 2024 | OTHER | AssetMark Financial Holdings, Inc. | 20,616 | 35.25 USD | |
| 28 Aug 2024 | GRANT_AWARD | COGNIZANT TECHNOLOGY SOLUTIONS CORP | 13.14 | 0.00 USD | deriv |
| 15 Jul 2024 | GRANT_AWARD | PAYCHEX INC | 761 | 0.00 USD | |
| 15 Jul 2024 | GRANT_AWARD | PAYCHEX INC | 3,351 | 121.63 USD | deriv |
| 06 Jun 2024 | EXERCISE | COGNIZANT TECHNOLOGY SOLUTIONS CORP | 3,582 | — |
2 purchases reported after at least 12 months of silence — most recent on 14 Mar 2018.