Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| NISOURCE INC. | 519,556.732 | reported | 21 May 2026 | tx 17+783,703.82−277,567 |
| Duke Energy CORP | 32,231 | reported | 26 Aug 2019 | tx 85+133,116−143,007 |
| MARSH & MCLENNAN COMPANIES, INC. | 10,980.9 | reported | 15 May 2026 | tx 58+41,699.92−6,658 |
| American Water Works Company, Inc. | 7,036 | reported | 12 May 2021 | tx 4+5,036 |
| SONOCO PRODUCTS CO | 5,654 | reported | 10 Mar 2022 | tx 18+5,654 |
| PROGRESS ENERGY INC | 0 | reported | 02 Jul 2012 | tx 118+158,520−262,859 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 21 May 2026 | SALE | NISOURCE INC. | 19,905 | 47.73 USD | |
| 15 May 2026 | GRANT_AWARD | MARSH & MCLENNAN COMPANIES, INC. | 225.72 | 160.60 USD | deriv |
| 15 May 2026 | OTHER | MARSH & MCLENNAN COMPANIES, INC. | 60.27 | 160.60 USD | deriv |
| 27 Feb 2026 | TAX_WITHHOLDING | NISOURCE INC. | 117,285 | 47.30 USD | |
| 27 Feb 2026 | GRANT_AWARD | NISOURCE INC. | 275,962 | 47.30 USD | |
| 27 Feb 2026 | TAX_WITHHOLDING | NISOURCE INC. | 15,433 | 47.30 USD | |
| 15 Feb 2026 | GRANT_AWARD | MARSH & MCLENNAN COMPANIES, INC. | 208.92 | 173.51 USD | deriv |
| 13 Feb 2026 | OTHER | MARSH & MCLENNAN COMPANIES, INC. | 54.59 | 172.98 USD | deriv |
| 22 Jan 2026 | GRANT_AWARD | NISOURCE INC. | 43,658 | 43.52 USD | |
| 14 Nov 2025 | OTHER | MARSH & MCLENNAN COMPANIES, INC. | 50.26 | 183.44 USD | deriv |
| 15 Nov 2025 | GRANT_AWARD | MARSH & MCLENNAN COMPANIES, INC. | 197.78 | 183.28 USD | deriv |
| 15 Aug 2025 | GRANT_AWARD | MARSH & MCLENNAN COMPANIES, INC. | 174.23 | 208.06 USD | deriv |
| 15 Aug 2025 | OTHER | MARSH & MCLENNAN COMPANIES, INC. | 43.37 | 208.06 USD | deriv |
| 01 Jun 2025 | GRANT_AWARD | MARSH & MCLENNAN COMPANIES, INC. | 929.65 | 231.27 USD | deriv |
| 16 May 2025 | SALE | NISOURCE INC. | 16,127 | 38.93 USD | |
| 15 May 2025 | OTHER | MARSH & MCLENNAN COMPANIES, INC. | 32.58 | 222.22 USD | deriv |
| 15 May 2025 | GRANT_AWARD | MARSH & MCLENNAN COMPANIES, INC. | 180.01 | 222.22 USD | deriv |
| 28 Feb 2025 | GRANT_AWARD | NISOURCE INC. | 233,689 | 40.81 USD | |
| 28 Feb 2025 | TAX_WITHHOLDING | NISOURCE INC. | 96,164 | 40.81 USD | |
| 28 Feb 2025 | TAX_WITHHOLDING | NISOURCE INC. | 12,653 | 40.81 USD | |
| 15 Feb 2025 | GRANT_AWARD | MARSH & MCLENNAN COMPANIES, INC. | 173.69 | 230.29 USD | deriv |
| 14 Feb 2025 | OTHER | MARSH & MCLENNAN COMPANIES, INC. | 30.72 | 230.28 USD | deriv |
| 23 Jan 2025 | GRANT_AWARD | NISOURCE INC. | 47,872 | 37.60 USD | |
| 15 Nov 2024 | GRANT_AWARD | MARSH & MCLENNAN COMPANIES, INC. | 178.88 | 223.62 USD | deriv |
| 15 Nov 2024 | OTHER | MARSH & MCLENNAN COMPANIES, INC. | 30.87 | 223.62 USD | deriv |
3 purchases reported after at least 12 months of silence — most recent on 23 Aug 2023.