Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| NEXTERA ENERGY INC | 24,219 | reported | 12 Feb 2026 | tx 9+16,880 |
| Solventum Corp | 3,300 | reported | 15 May 2026 | tx 8+17,791−5,544 |
| Primerica, Inc. | 2,007 | reported | 21 May 2026 | tx 4+2,007 |
| Eaton Corp plc | 1,788 | reported | 06 May 2026 | tx 15+6,798−2,753 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 21 May 2026 | GRANT_AWARD | Primerica, Inc. | 640 | 281.06 USD | |
| 15 May 2026 | GRANT_AWARD | Solventum Corp | 3,300 | 0.00 USD | deriv |
| 06 May 2026 | EXERCISE | Eaton Corp plc | 621 | 0.00 USD | |
| 06 May 2026 | TAX_WITHHOLDING | Eaton Corp plc | 150 | 416.50 USD | |
| 06 May 2026 | EXERCISE | Eaton Corp plc | 621 | 0.00 USD | deriv |
| 06 May 2026 | GRANT_AWARD | Eaton Corp plc | 470 | 0.00 USD | deriv |
| 27 Mar 2026 | EXERCISE | Solventum Corp | 1,980 | 0.00 USD | |
| 27 Mar 2026 | EXERCISE | Solventum Corp | 1,980 | 0.00 USD | deriv |
| 12 Feb 2026 | GRANT_AWARD | NEXTERA ENERGY INC | 2,130 | 0.00 USD | |
| 13 May 2025 | EXERCISE | Solventum Corp | 3,564 | 0.00 USD | |
| 13 May 2025 | EXERCISE | Solventum Corp | 3,564 | 0.00 USD | deriv |
| 14 May 2025 | GRANT_AWARD | Primerica, Inc. | 552 | 271.30 USD | |
| 06 May 2025 | GRANT_AWARD | Eaton Corp plc | 615 | 0.00 USD | deriv |
| 02 May 2025 | TAX_WITHHOLDING | Eaton Corp plc | 132 | 295.28 USD | |
| 02 May 2025 | EXERCISE | Eaton Corp plc | 546 | 0.00 USD | |
| 02 May 2025 | EXERCISE | Eaton Corp plc | 546 | 0.00 USD | deriv |
| 30 Apr 2025 | GRANT_AWARD | Solventum Corp | 3,403 | 0.00 USD | deriv |
| 13 Feb 2025 | GRANT_AWARD | NEXTERA ENERGY INC | 2,700 | 0.00 USD | |
| 13 May 2024 | GRANT_AWARD | Solventum Corp | 3,564 | 0.00 USD | deriv |
| 13 May 2024 | GRANT_AWARD | Solventum Corp | 1,980 | 0.00 USD | deriv |
| 08 May 2024 | GRANT_AWARD | Primerica, Inc. | 684 | 219.21 USD | |
| 03 May 2024 | TAX_WITHHOLDING | Eaton Corp plc | 253 | 319.59 USD | |
| 03 May 2024 | EXERCISE | Eaton Corp plc | 1,051 | 0.00 USD | |
| 03 May 2024 | EXERCISE | Eaton Corp plc | 1,051 | 0.00 USD | deriv |
| 03 May 2024 | GRANT_AWARD | Eaton Corp plc | 540 | 0.00 USD | deriv |