Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| CATERPILLAR INC | 241,985 | reported | 05 Jan 2015 | tx 121+1,875,492−1,197,061 |
| KENNAMETAL INC | 91,227 | reported | 26 Aug 2025 | tx 196+261,164.89−126,886 |
| SHERWIN WILLIAMS CO | 7,735.26 | reported | 10 Apr 2023 | tx 41+7,287.45 |
| Summit Materials, Inc. | 0 | reported | 10 Feb 2025 | tx 29+82,746−83,330 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 26 Aug 2025 | GRANT_AWARD | KENNAMETAL INC | 1,164 | 21.44 USD | |
| 15 Aug 2025 | EXERCISE | KENNAMETAL INC | 5,566 | 21.02 USD | |
| 15 Aug 2025 | TAX_WITHHOLDING | KENNAMETAL INC | 170 | 21.02 USD | |
| 15 Aug 2025 | EXERCISE | KENNAMETAL INC | 1,773 | 0.00 USD | deriv |
| 15 Aug 2025 | GRANT_AWARD | KENNAMETAL INC | 6,898 | 0.00 USD | deriv |
| 15 Aug 2025 | EXERCISE | KENNAMETAL INC | 1,860 | 0.00 USD | deriv |
| 15 Aug 2025 | EXERCISE | KENNAMETAL INC | 1,933 | 0.00 USD | deriv |
| 27 May 2025 | GRANT_AWARD | KENNAMETAL INC | 1,148 | 21.74 USD | |
| 25 Feb 2025 | GRANT_AWARD | KENNAMETAL INC | 1,120 | 22.30 USD | |
| 10 Feb 2025 | OTHER | Summit Materials, Inc. | 39,013 | 52.50 USD | |
| 10 Feb 2025 | OTHER | Summit Materials, Inc. | 3,341 | — | deriv |
| 10 Feb 2025 | OTHER | Summit Materials, Inc. | 2,547 | — | deriv |
| 15 Jan 2025 | GRANT_AWARD | Summit Materials, Inc. | 2,547 | 0.00 USD | deriv |
| 26 Nov 2024 | GRANT_AWARD | KENNAMETAL INC | 876 | 28.51 USD | |
| 27 Aug 2024 | GRANT_AWARD | KENNAMETAL INC | 971 | 25.70 USD | |
| 15 Aug 2024 | TAX_WITHHOLDING | KENNAMETAL INC | 145 | 25.00 USD | |
| 15 Aug 2024 | EXERCISE | KENNAMETAL INC | 4,766 | 25.00 USD | |
| 15 Aug 2024 | EXERCISE | KENNAMETAL INC | 1,859 | 0.00 USD | deriv |
| 15 Aug 2024 | GRANT_AWARD | KENNAMETAL INC | 5,800 | 25.00 USD | deriv |
| 15 Aug 2024 | EXERCISE | KENNAMETAL INC | 1,772 | 0.00 USD | deriv |
| 15 Aug 2024 | EXERCISE | KENNAMETAL INC | 1,135 | 0.00 USD | deriv |
| 28 May 2024 | GRANT_AWARD | KENNAMETAL INC | 1,003 | 24.89 USD | |
| 07 Mar 2024 | GRANT_AWARD | Summit Materials, Inc. | 3,341 | 0.00 USD | deriv |
| 29 Feb 2024 | EXERCISE | Summit Materials, Inc. | 4,038 | — | |
| 29 Feb 2024 | EXERCISE | Summit Materials, Inc. | 4,038 | 0.00 USD | deriv |