Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| MORGAN STANLEY | 75,924.64 | reported | 01 Jun 2025 | tx 13+67,347.51 |
| AT&T INC. | 24,248.32 | reported | 30 Mar 2012 | tx 224+1,569,167.81−1,780,082.987 |
| H&R BLOCK INC | 13,479 | reported | 31 Aug 2007 | tx 27+23,334 |
| CATERPILLAR INC | 8,123 | reported | 11 Jun 2025 | tx 9+7,392 |
| VALERO ENERGY CORP/TX | 939 | reported | 07 May 2026 | tx 44+97,072−22,607 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 07 May 2026 | GRANT_AWARD | VALERO ENERGY CORP/TX | 939 | — | deriv |
| 06 May 2026 | EXERCISE | VALERO ENERGY CORP/TX | 1,381 | — | |
| 06 May 2026 | OTHER | VALERO ENERGY CORP/TX | 304 | 239.26 USD | |
| 06 May 2026 | EXERCISE | VALERO ENERGY CORP/TX | 1,381 | — | deriv |
| 11 Jun 2025 | GRANT_AWARD | CATERPILLAR INC | 482 | 352.53 USD | |
| 01 Jun 2025 | GRANT_AWARD | MORGAN STANLEY | 2,155.46 | 0.00 USD | |
| 15 May 2025 | OTHER | VALERO ENERGY CORP/TX | 450 | 133.76 USD | |
| 15 May 2025 | EXERCISE | VALERO ENERGY CORP/TX | 2,041 | 0.00 USD | |
| 15 May 2025 | EXERCISE | VALERO ENERGY CORP/TX | 2,041 | 0.00 USD | deriv |
| 06 May 2025 | GRANT_AWARD | VALERO ENERGY CORP/TX | 1,909 | — | deriv |
| 12 Jun 2024 | GRANT_AWARD | CATERPILLAR INC | 517 | 328.73 USD | |
| 01 Jun 2024 | GRANT_AWARD | MORGAN STANLEY | 2,675.29 | 0.00 USD | |
| 15 May 2024 | GRANT_AWARD | VALERO ENERGY CORP/TX | 1,381 | — | deriv |
| 09 May 2024 | OTHER | VALERO ENERGY CORP/TX | 428 | 158.13 USD | |
| 09 May 2024 | EXERCISE | VALERO ENERGY CORP/TX | 1,944 | — | |
| 09 May 2024 | EXERCISE | VALERO ENERGY CORP/TX | 1,944 | — | deriv |
| 14 Jun 2023 | GRANT_AWARD | CATERPILLAR INC | 698 | 243.32 USD | |
| 01 Jun 2023 | GRANT_AWARD | MORGAN STANLEY | 3,167.83 | 0.00 USD | |
| 09 May 2023 | GRANT_AWARD | VALERO ENERGY CORP/TX | 2,041 | 0.00 USD | deriv |
| 28 Apr 2023 | EXERCISE | VALERO ENERGY CORP/TX | 2,378 | 0.00 USD | |
| 28 Apr 2023 | EXERCISE | VALERO ENERGY CORP/TX | 3,049 | 0.00 USD | deriv |
| 08 Jun 2022 | GRANT_AWARD | CATERPILLAR INC | 816 | 229.80 USD | |
| 01 Jun 2022 | GRANT_AWARD | MORGAN STANLEY | 2,944.61 | 0.00 USD | |
| 29 Apr 2022 | EXERCISE | VALERO ENERGY CORP/TX | 3,630 | 0.00 USD | |
| 29 Apr 2022 | OTHER | VALERO ENERGY CORP/TX | 799 | 113.20 USD |