| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| BOSTON SCIENTIFIC CORP | Director | Common Stock | 27.2K | $1.63M | $60.00 | May 4, 2023 | By Trust |
| EnerSys | Director | Common Stock | 13.3K | $1.3M | $97.19 | Jun 25, 2021 | Direct |
| Otis Worldwide Corp | Director | Deferred Stock Units | 11.5K | $1.12M | $97.86 | May 15, 2025 | Direct |
| Baker Hughes Co | Director | Class A Common Stock | 30.8K | $1.05M | $33.93 | May 16, 2023 | Direct |
| ZEBRA TECHNOLOGIES CORP | Director | Class A Common Stock | 3.18K | $843K | $265.37 | May 8, 2025 | Direct |
| CARNIVAL CORP | Director | Common Stock | 23.3K | $603K | $25.93 | Apr 16, 2025 | Direct |
| CARNIVAL PLC | Director | Trust Shares (beneficial Interest in Special Voting Share) | 23.3K | $603K | $25.93 | Apr 16, 2025 | Direct |
| BOSTON SCIENTIFIC CORP | Director | Common Stock | 8.82K | $529K | $60.00 | May 4, 2023 | Direct |
| CONOCOPHILLIPS | Director | Stock Units | 4.33K | $409K | $94.31 | Sep 30, 2025 | Direct |
| Baker Hughes Co | Director | Restricted Stock Unit D 05_22 | 0 | $33.53 | May 17, 2022 | Direct | |
| Baker Hughes Co | Director | Restricted Stock Unit D 5_21 | 0 | May 16, 2022 | Direct | ||
| Baker Hughes Co | Director | Restricted Stock Unit | 0 | May 16, 2023 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| COP | CONOCOPHILLIPS | Sep 30, 2025 | 1 | $11.1K | 4 | Oct 2, 2025 | Director |
| COP | CONOCOPHILLIPS | Aug 29, 2025 | 1 | $11.1K | 4 | Sep 3, 2025 | Director |
| COP | CONOCOPHILLIPS | Jul 31, 2025 | 1 | $11K | 4 | Aug 4, 2025 | Director |
| COP | CONOCOPHILLIPS | Jun 30, 2025 | 1 | $11.1K | 4 | Jul 2, 2025 | Director |
| COP | CONOCOPHILLIPS | May 30, 2025 | 1 | $11.1K | 4 | Jun 2, 2025 | Director |
| OTIS | Otis Worldwide Corp | May 15, 2025 | 1 | $325K | 4 | May 16, 2025 | Director |
| ZBRA | ZEBRA TECHNOLOGIES CORP | May 8, 2025 | 1 | $220K | 4 | May 12, 2025 | Director |
| COP | CONOCOPHILLIPS | Apr 30, 2025 | 1 | $11.1K | 4 | May 1, 2025 | Director |
| CCL | CARNIVAL CORP | Apr 16, 2025 | 1 | $0 | 4 | Apr 18, 2025 | Director |
| CUK | CARNIVAL PLC | Apr 16, 2025 | 1 | $0 | 4 | Apr 18, 2025 | Director |
| COP | CONOCOPHILLIPS | Mar 31, 2025 | 1 | $11.1K | 4 | Apr 2, 2025 | Director |
| COP | CONOCOPHILLIPS | Feb 28, 2025 | 1 | $11.1K | 4 | Mar 4, 2025 | Director |
| COP | CONOCOPHILLIPS | Jan 31, 2025 | 1 | $11.1K | 4 | Feb 4, 2025 | Director |
| COP | CONOCOPHILLIPS | Jan 15, 2025 | 1 | $220K | 4 | Jan 17, 2025 | Director |
| COP | CONOCOPHILLIPS | Dec 31, 2024 | 1 | $11.1K | 4 | Jan 2, 2025 | Director |
| COP | CONOCOPHILLIPS | Nov 29, 2024 | 1 | $11.1K | 4 | Dec 2, 2024 | Director |
| COP | CONOCOPHILLIPS | Oct 31, 2024 | 1 | $11K | 4 | Nov 4, 2024 | Director |
| COP | CONOCOPHILLIPS | Sep 30, 2024 | 1 | $11.1K | 4 | Oct 2, 2024 | Director |
| COP | CONOCOPHILLIPS | Sep 3, 2024 | 1 | $73.4K | 4 | Sep 4, 2024 | Director |
| COP | CONOCOPHILLIPS | Sep 3, 2024 | 0 | $0 | 3 | Sep 4, 2024 | Director |
| OTIS | Otis Worldwide Corp | May 16, 2024 | 1 | $325K | 4 | May 17, 2024 | Director |
| ZBRA | ZEBRA TECHNOLOGIES CORP | May 9, 2024 | 1 | $220K | 4 | May 13, 2024 | Director |
| CUK | CARNIVAL PLC | Apr 8, 2024 | 1 | $0 | 4 | Apr 10, 2024 | Director |
| CCL | CARNIVAL CORP | Apr 8, 2024 | 1 | $0 | 4 | Apr 10, 2024 | Director |
| CUK | CARNIVAL PLC | Apr 5, 2024 | 0 | $0 | 3 | Apr 10, 2024 | Director |
| CCL | CARNIVAL CORP | Apr 5, 2024 | 0 | $0 | 3 | Apr 10, 2024 | Director |
| OTIS | Otis Worldwide Corp | May 18, 2023 | 1 | $195K | 4 | May 22, 2023 | Director |
| BKR | Baker Hughes Co | May 16, 2023 | 3 | $0 | 4 | May 18, 2023 | Director |
| ZBRA | ZEBRA TECHNOLOGIES CORP | May 11, 2023 | 1 | $220K | 4 | May 15, 2023 | Director |
| BSX | BOSTON SCIENTIFIC CORP | May 4, 2023 | 1 | $0 | 4 | May 5, 2023 | Director |
| BSX | BOSTON SCIENTIFIC CORP | Nov 29, 2022 | 1 | -$809K | 4 | Nov 30, 2022 | Director |
| OTIS | Otis Worldwide Corp | Oct 28, 2022 | 1 | $163K | 4 | Oct 31, 2022 | Director |
| OTIS | Otis Worldwide Corp | Oct 28, 2022 | 0 | $0 | 3 | Oct 31, 2022 | Director |
| BSX | BOSTON SCIENTIFIC CORP | Aug 2, 2022 | 1 | -$669K | 4 | Aug 4, 2022 | Director |
| BKR | Baker Hughes Co | May 16, 2022 | 5 | $0 | 4 | May 18, 2022 | Director |
| ZBRA | ZEBRA TECHNOLOGIES CORP | May 12, 2022 | 1 | $220K | 4 | May 16, 2022 | Director |
| BSX | BOSTON SCIENTIFIC CORP | May 5, 2022 | 1 | $0 | 4 | May 6, 2022 | Director |
| ZBRA | ZEBRA TECHNOLOGIES CORP | Feb 14, 2022 | 1 | $53.7K | 4 | Feb 16, 2022 | Director |
| ZBRA | ZEBRA TECHNOLOGIES CORP | Feb 3, 2022 | 0 | $0 | 3 | Feb 7, 2022 | Director |
| ENS | EnerSys | Jun 25, 2021 | 1 | $0 | 4 | Jun 29, 2021 | Director |
| BKR | Baker Hughes Co | May 14, 2021 | 3 | $0 | 4 | May 18, 2021 | Director |
| BSX | BOSTON SCIENTIFIC CORP | May 6, 2021 | 2 | $0 | 4 | May 10, 2021 | Director |