Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Ocugen, Inc. | 66,929 | reported | 28 Jun 2024 | tx 4+425,608 |
| Phillips 66 | 54,798.99 | reported | 15 Jan 2026 | tx 18+44,533−2,500 |
| Macy's, Inc. | 8,516 | reported | 21 May 2021 | tx 170+277,538−224,962 |
| Oaktree Capital Group, LLC | 5,804 | reported | 30 Sept 2019 | tx 11+20,088−21,511 |
| ROHM & HAAS CO | 0 | reported | 01 Apr 2009 | tx 23+12,270.419−43,149.78 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 15 Jan 2026 | GRANT_AWARD | Phillips 66 | 1,423 | 140.56 USD | |
| 15 Jan 2025 | GRANT_AWARD | Phillips 66 | 1,684 | 118.78 USD | |
| 28 Jun 2024 | GRANT_AWARD | Ocugen, Inc. | 66,929 | 0.00 USD | deriv |
| 16 Jan 2024 | GRANT_AWARD | Phillips 66 | 1,524 | 131.31 USD | |
| 06 Dec 2023 | GIFT | Phillips 66 | 2,500 | 0.00 USD | |
| 09 Jun 2023 | GRANT_AWARD | Ocugen, Inc. | 112,205 | 0.00 USD | deriv |
| 17 Jan 2023 | GRANT_AWARD | Phillips 66 | 1,929 | 103.69 USD | |
| 07 Jun 2022 | GRANT_AWARD | Ocugen, Inc. | 140,091 | 0.00 USD | deriv |
| 21 Mar 2022 | GRANT_AWARD | Ocugen, Inc. | 106,383 | 0.00 USD | deriv |
| 09 Mar 2022 | GRANT_AWARD | Phillips 66 | 7,500 | — | |
| 14 Jan 2022 | GRANT_AWARD | Phillips 66 | 2,284 | 87.57 USD | |
| 21 May 2021 | GRANT_AWARD | Macy's, Inc. | 8,516 | 0.00 USD | deriv |
| 15 Jan 2021 | GRANT_AWARD | Phillips 66 | 2,771 | 72.19 USD | |
| 09 Jul 2020 | GRANT_AWARD | Macy's, Inc. | 23,379 | 0.00 USD | deriv |
| 15 Jan 2020 | GRANT_AWARD | Phillips 66 | 1,907 | 104.92 USD | |
| 30 Sept 2019 | OTHER | Oaktree Capital Group, LLC | 5,804 | — | |
| 30 Sept 2019 | OTHER | Oaktree Capital Group, LLC | 15,707 | — | |
| 17 May 2019 | GRANT_AWARD | Macy's, Inc. | 7,120 | 0.00 USD | deriv |
| 28 Mar 2019 | GRANT_AWARD | Oaktree Capital Group, LLC | 2,388 | 0.00 USD | |
| 15 Jan 2019 | GRANT_AWARD | Phillips 66 | 2,155 | 92.84 USD | |
| 18 May 2018 | GRANT_AWARD | Macy's, Inc. | 4,565 | 0.00 USD | deriv |
| 28 Mar 2018 | GRANT_AWARD | Oaktree Capital Group, LLC | 2,301 | 0.00 USD | |
| 02 Mar 2018 | EXERCISE | Macy's, Inc. | 10,000 | 11.32 USD | |
| 02 Mar 2018 | SALE | Macy's, Inc. | 10,000 | 30.30 USD | |
| 02 Mar 2018 | SALE | Macy's, Inc. | 10,000 | 30.30 USD |
2 purchases reported after at least 12 months of silence — most recent on 23 Aug 2017.