Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| SOUTHWEST AIRLINES CO | 220,997 | reported | 19 May 2012 | tx 53+493,750−156,982 |
| CMS ENERGY CORP | 43,623 | reported | 08 May 2026 | tx 19+42,294−2,500 |
| Pebblebrook Hotel Trust | 22,003 | reported | 01 Jan 2019 | tx 12+19,003−2,000 |
| TE Connectivity plc | 17,119 | reported | 13 Nov 2025 | tx 27+24,722−7,603 |
| Spirit AeroSystems Holdings, Inc. | 0 | reported | 08 Dec 2025 | tx 12+36,482−36,482 |
| Joby Aviation, Inc. | 0 | reported | 06 Jun 2025 | tx 17+239,665−104,917 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 08 May 2026 | GRANT_AWARD | CMS ENERGY CORP | 2,411 | 0.00 USD | |
| 08 Dec 2025 | OTHER | Spirit AeroSystems Holdings, Inc. | 7,710 | — | |
| 08 Dec 2025 | OTHER | Spirit AeroSystems Holdings, Inc. | 28,772 | — | |
| 13 Nov 2025 | GRANT_AWARD | TE Connectivity plc | 838 | 0.00 USD | |
| 13 Nov 2025 | TAX_WITHHOLDING | TE Connectivity plc | 403 | 236.28 USD | |
| 06 Jun 2025 | EXERCISE | Joby Aviation, Inc. | 30,181 | 0.00 USD | |
| 06 Jun 2025 | EXERCISE | Joby Aviation, Inc. | 30,181 | 0.00 USD | deriv |
| 06 Jun 2025 | GRANT_AWARD | Joby Aviation, Inc. | 19,157 | 0.00 USD | deriv |
| 28 May 2025 | GRANT_AWARD | Spirit AeroSystems Holdings, Inc. | 7,710 | 0.00 USD | |
| 02 May 2025 | GRANT_AWARD | CMS ENERGY CORP | 2,401 | 0.00 USD | |
| 19 Feb 2025 | SALE | CMS ENERGY CORP | 1,803 | 69.85 USD | |
| 19 Feb 2025 | SALE | CMS ENERGY CORP | 100 | 69.84 USD | |
| 19 Feb 2025 | SALE | CMS ENERGY CORP | 597 | 69.84 USD | |
| 18 Feb 2025 | SALE | TE Connectivity plc | 1,000 | 154.66 USD | |
| 14 Nov 2024 | GRANT_AWARD | TE Connectivity plc | 1,327 | 0.00 USD | |
| 14 Nov 2024 | TAX_WITHHOLDING | TE Connectivity plc | 556 | 153.25 USD | |
| 14 Jun 2024 | EXERCISE | Joby Aviation, Inc. | 22,556 | 0.00 USD | |
| 14 Jun 2024 | EXERCISE | Joby Aviation, Inc. | 22,556 | 0.00 USD | deriv |
| 14 Jun 2024 | GRANT_AWARD | Joby Aviation, Inc. | 30,181 | 0.00 USD | deriv |
| 06 May 2024 | GRANT_AWARD | Spirit AeroSystems Holdings, Inc. | 4,543 | 0.00 USD | |
| 03 May 2024 | GRANT_AWARD | CMS ENERGY CORP | 2,843 | 0.00 USD | |
| 12 Dec 2023 | TAX_WITHHOLDING | TE Connectivity plc | 382 | 135.50 USD | |
| 12 Dec 2023 | GRANT_AWARD | TE Connectivity plc | 1,525 | 0.00 USD | |
| 22 Jun 2023 | GRANT_AWARD | Joby Aviation, Inc. | 22,556 | 0.00 USD | deriv |
| 10 Jun 2023 | EXERCISE | Joby Aviation, Inc. | 27,574 | 0.00 USD |
2 purchases reported after at least 12 months of silence — most recent on 15 May 2018.