Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| FACTSET RESEARCH SYSTEMS INC | 8,567 | reported | 01 May 2026 | tx 2+10,839 |
| ENVESTNET, INC. | 0 | reported | 25 Nov 2024 | tx 2+13,731−49,039 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 01 May 2026 | GRANT_AWARD | FACTSET RESEARCH SYSTEMS INC | 2,272 | 0.00 USD | |
| 01 May 2026 | GRANT_AWARD | FACTSET RESEARCH SYSTEMS INC | 8,567 | 0.00 USD | deriv |
| 25 Nov 2024 | OTHER | ENVESTNET, INC. | 49,039 | 63.15 USD | |
| 29 Feb 2024 | GRANT_AWARD | ENVESTNET, INC. | 13,731 | 0.00 USD |