| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| CVS HEALTH Corp | Director | Share Credits | 41,834 | $2,892,016 | $69.13 | 17 Nov 2022 | Direct |
| CVS HEALTH Corp | Director | Common Stock | 1,889 | $140,319 | $74.28 | 17 Nov 2022 | Direct |
| Heartflow, Inc. | Director | Common Stock | 192,562 | 11 Aug 2025 | Direct | ||
| Heartflow, Inc. | Director | Stock Option | 23,710 | 07 Aug 2025 | Direct | ||
| Heartflow, Inc. | Director | Series D Preferred Stock | 0 | 11 Aug 2025 | Direct | ||
| Heartflow, Inc. | Director | Series F-1 Preferred Stock | 0 | 11 Aug 2025 | Direct | ||
| Heartflow, Inc. | Director | Series F Preferred Stock | 0 | 11 Aug 2025 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| HTFL | Heartflow, Inc. | 07 Aug 2025 | 5 | $0 | 4 | Director | 11 Aug 2025, 21:01 |
| HTFL | Heartflow, Inc. | 07 Aug 2025 | 0 | $0 | 3 | Director | 07 Aug 2025, 21:14 |
| CVS | CVS HEALTH Corp | 17 Nov 2022 | 1 | +$167,500 | 4 | Director | 21 Nov 2022, 16:00 |
| CVS | CVS HEALTH Corp | 11 May 2022 | 1 | +$172,500 | 4 | Director | 13 May 2022, 16:57 |
| CVS | CVS HEALTH Corp | 17 Nov 2021 | 1 | +$155,000 | 4 | Director | 19 Nov 2021, 15:45 |
| XOM | EXXON MOBIL CORP | 26 May 2021 | 0 | $0 | 4 | Director | 01 Jun 2021, 18:45 |
| CVS | CVS HEALTH Corp | 13 May 2021 | 1 | +$155,000 | 4 | Director | 14 May 2021, 17:16 |