Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| JOHNSON & JOHNSON | 329,780 | reported | 08 Feb 2013 | tx 150+6,866,757−4,285,734.55 |
| Heartflow, Inc. | 192,562 | reported | 11 Aug 2025 | tx 5+159,996−136,306 |
| JPMORGAN CHASE & CO | 102,775.26 | reported | 31 Mar 2019 | tx 67+92,752.1−8,892.77 |
| CVS HEALTH Corp | 41,834.46 | reported | 17 Nov 2022 | tx 21+37,740.82 |
| EXXON MOBIL CORP | 28,113.71 | reported | 04 Jan 2021 | tx 11+36,770.98 |
| CHUBB CORP | 0 | reported | 14 Jan 2016 | tx 48+7,952.39−8,994.48 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 11 Aug 2025 | CONVERSION | Heartflow, Inc. | 136,286 | — | |
| 11 Aug 2025 | CONVERSION | Heartflow, Inc. | 27,704 | — | deriv |
| 11 Aug 2025 | CONVERSION | Heartflow, Inc. | 25,160 | — | deriv |
| 11 Aug 2025 | CONVERSION | Heartflow, Inc. | 83,442 | — | deriv |
| 07 Aug 2025 | GRANT_AWARD | Heartflow, Inc. | 23,710 | 0.00 USD | deriv |
| 17 Nov 2022 | GRANT_AWARD | CVS HEALTH Corp | 1,764.46 | 94.93 USD | deriv |
| 11 May 2022 | GRANT_AWARD | CVS HEALTH Corp | 1,760.38 | 97.99 USD | deriv |
| 17 Nov 2021 | GRANT_AWARD | CVS HEALTH Corp | 1,671.52 | 92.73 USD | deriv |
| 13 May 2021 | GRANT_AWARD | CVS HEALTH Corp | 1,839.33 | 84.27 USD | deriv |
| 04 Jan 2021 | GRANT_AWARD | EXXON MOBIL CORP | 2,500 | — | |
| 18 Nov 2020 | GRANT_AWARD | CVS HEALTH Corp | 2,336.1 | 66.35 USD | deriv |
| 14 May 2020 | GRANT_AWARD | CVS HEALTH Corp | 2,487.56 | 62.31 USD | deriv |
| 09 Mar 2020 | PURCHASE | EXXON MOBIL CORP | 4,590.98 | 43.56 USD | |
| 06 Mar 2020 | PURCHASE | EXXON MOBIL CORP | 4,180 | 48.09 USD | first after silence |
| 02 Jan 2020 | GRANT_AWARD | EXXON MOBIL CORP | 2,500 | 0.00 USD | |
| 20 Nov 2019 | GRANT_AWARD | CVS HEALTH Corp | 2,068.87 | 74.92 USD | deriv |
| 16 May 2019 | GRANT_AWARD | CVS HEALTH Corp | 2,963.67 | 52.30 USD | deriv |
| 31 Mar 2019 | GRANT_AWARD | JPMORGAN CHASE & CO | 432.18 | 101.23 USD | |
| 15 Jan 2019 | GRANT_AWARD | JPMORGAN CHASE & CO | 2,486.7 | 100.54 USD | |
| 02 Jan 2019 | GRANT_AWARD | EXXON MOBIL CORP | 2,500 | 0.00 USD | |
| 31 Dec 2018 | GRANT_AWARD | JPMORGAN CHASE & CO | 473.78 | 97.62 USD | |
| 07 Nov 2018 | GRANT_AWARD | CVS HEALTH Corp | 1,777.33 | 78.77 USD | deriv |
| 30 Sept 2018 | GRANT_AWARD | JPMORGAN CHASE & CO | 387.72 | 112.84 USD | |
| 30 Jun 2018 | GRANT_AWARD | JPMORGAN CHASE & CO | 467.85 | 104.20 USD | |
| 04 Jun 2018 | GRANT_AWARD | CVS HEALTH Corp | 2,184.09 | 64.10 USD | deriv |
1 purchase reported after at least 12 months of silence — most recent on 06 Mar 2020.