Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| NASDAQ, INC. | 53,784 | reported | 11 Jun 2025 | tx 9+31,918 |
| Bank of New York Mellon Corp | 29,286.71 | reported | 21 Apr 2025 | tx 7+26,652 |
| INTERNATIONAL BUSINESS MACHINES CORP | 9,119 | reported | 31 Dec 2025 | tx 18+9,396 |
| PUBLIC SERVICE ENTERPRISE GROUP INC | 8,394.01 | reported | 01 May 2023 | tx 13+36,861 |
| CHUBB CORP | 0 | reported | 14 Jan 2016 | tx 66+58,304−94,074 |
| RED HAT INC | 0 | reported | 09 Jul 2019 | tx 6+2,556−2,556 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 31 Dec 2025 | GRANT_AWARD | INTERNATIONAL BUSINESS MACHINES CORP | 309 | 296.21 USD | deriv |
| 30 Sept 2025 | GRANT_AWARD | INTERNATIONAL BUSINESS MACHINES CORP | 324 | 282.16 USD | deriv |
| 30 Jun 2025 | GRANT_AWARD | INTERNATIONAL BUSINESS MACHINES CORP | 310 | 294.78 USD | deriv |
| 11 Jun 2025 | GRANT_AWARD | NASDAQ, INC. | 4,491 | 0.00 USD | |
| 21 Apr 2025 | GRANT_AWARD | Bank of New York Mellon Corp | 2,904 | — | deriv |
| 31 Mar 2025 | GRANT_AWARD | INTERNATIONAL BUSINESS MACHINES CORP | 367 | 248.66 USD | deriv |
| 31 Dec 2024 | GRANT_AWARD | INTERNATIONAL BUSINESS MACHINES CORP | 399 | 219.83 USD | deriv |
| 13 Nov 2024 | PURCHASE | NASDAQ, INC. | 2,542 | 80.24 USD | |
| 13 Nov 2024 | PURCHASE | INTERNATIONAL BUSINESS MACHINES CORP | 936 | 210.62 USD | first after silence |
| 30 Sept 2024 | GRANT_AWARD | INTERNATIONAL BUSINESS MACHINES CORP | 396 | 221.08 USD | deriv |
| 28 Jun 2024 | GRANT_AWARD | INTERNATIONAL BUSINESS MACHINES CORP | 506 | 172.95 USD | deriv |
| 11 Jun 2024 | GRANT_AWARD | NASDAQ, INC. | 6,353 | 0.00 USD | |
| 17 Apr 2024 | GRANT_AWARD | Bank of New York Mellon Corp | 3,581 | — | deriv |
| 28 Mar 2024 | GRANT_AWARD | INTERNATIONAL BUSINESS MACHINES CORP | 459 | 190.96 USD | deriv |
| 29 Dec 2023 | GRANT_AWARD | INTERNATIONAL BUSINESS MACHINES CORP | 536 | 163.55 USD | deriv |
| 29 Sept 2023 | GRANT_AWARD | INTERNATIONAL BUSINESS MACHINES CORP | 624 | 140.30 USD | deriv |
| 30 Jun 2023 | GRANT_AWARD | INTERNATIONAL BUSINESS MACHINES CORP | 654 | 133.81 USD | deriv |
| 21 Jun 2023 | GRANT_AWARD | NASDAQ, INC. | 183 | 0.00 USD | |
| 21 Jun 2023 | GRANT_AWARD | NASDAQ, INC. | 7,416 | 0.00 USD | |
| 01 May 2023 | GRANT_AWARD | PUBLIC SERVICE ENTERPRISE GROUP INC | 2,851 | 63.14 USD | |
| 19 Apr 2023 | GRANT_AWARD | Bank of New York Mellon Corp | 4,090 | — | deriv |
| 31 Mar 2023 | GRANT_AWARD | INTERNATIONAL BUSINESS MACHINES CORP | 668 | 131.09 USD | deriv |
| 31 Dec 2022 | GRANT_AWARD | INTERNATIONAL BUSINESS MACHINES CORP | 577 | 140.89 USD | deriv |
| 30 Sept 2022 | GRANT_AWARD | INTERNATIONAL BUSINESS MACHINES CORP | 684 | 118.81 USD | deriv |
| 30 Jun 2022 | GRANT_AWARD | INTERNATIONAL BUSINESS MACHINES CORP | 576 | 141.19 USD | deriv |
2 purchases reported after at least 12 months of silence — most recent on 13 Nov 2024.