| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| PEPSICO INC | Vice Chairman, EVP & CFO | PepsiCo, Inc. Common Stock | 96,627 | $16,300,009 | $168.69 | 10 Nov 2023 | Direct |
| MICROSOFT CORP | Director | Common Stock | 7,750 | $3,748,055 | $483.62 | 30 Jan 2026 | Direct |
| PEPSICO INC | Vice Chairman, EVP & CFO | Phantom Stock Units | 20,510 | $3,432,910 | $167.38 | 10 Nov 2023 | Direct |
| Walt Disney Co | SEVP & Chief Financial Officer | Restricted Stock Unit | 19,031 | $2,746,596 | $97.57 | 15 Jan 2026 | Direct |
| Walt Disney Co | SEVP & Chief Financial Officer | Disney Common Stock | 20,340 | $2,301,267 | $113.14 | 15 Jan 2026 | Direct |
| HCA Healthcare, Inc. | Director | Common Stock | 3,666 | $1,228,073 | $334.99 | 29 Apr 2025 | Direct |
| MICROSOFT CORP | Director | Restricted Stock Units | 1,878 | $382,970 | $392.53 | 30 Jan 2026 | Direct |
| PEPSICO INC | Vice Chairman, EVP & CFO | PepsiCo, Inc. Common Stock | 305 | $51,525 | $168.69 | 10 Nov 2023 | by 401(k) |
| MICROSOFT CORP | Director | Common Stock | 68 | $32,886 | $483.62 | 30 Jan 2026 | By trust |
| Walt Disney Co | SEVP & Chief Financial Officer | Disney Common Stock | 126 | $14,335 | $113.77 | 15 Jan 2026 | Lucas Tullier Exempt Trusts |
| Walt Disney Co | SEVP & Chief Financial Officer | Disney Common Stock | 96 | $10,921 | $113.77 | 15 Jan 2026 | Lucas Tullier Contingent Trust |
| Walt Disney Co | SEVP & Chief Financial Officer | Stock Option (Right-to-Buy) | 113,062 | 15 Dec 2025 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 30 Jan 2026 | 1 | $0 | 4 | Director | 03 Feb 2026, 18:06 |
| DIS | Walt Disney Co | 15 Jan 2026 | 3 | -$380,037 | 4 | SEVP & Chief Financial Officer | 20 Jan 2026, 17:31 |
| DIS | Walt Disney Co | 15 Dec 2025 | 5 | -$567,528 | 4 | SEVP & Chief Financial Officer | 17 Dec 2025, 16:25 |
| MSFT | MICROSOFT CORP | 11 Dec 2025 | 1 | $0 | 4 | Director | 12 Dec 2025, 18:21 |
| MSFT | MICROSOFT CORP | 04 Dec 2025 | 1 | $0 | 4 | Director | 05 Dec 2025, 18:00 |
| MSFT | MICROSOFT CORP | 10 Sep 2025 | 2 | $0 | 4 | Director | 12 Sep 2025, 18:05 |
| MSFT | MICROSOFT CORP | 12 Jun 2025 | 1 | $0 | 4 | Director | 13 Jun 2025, 18:00 |
| MSFT | MICROSOFT CORP | 10 Jun 2025 | 1 | $0 | 4 | Director | 11 Jun 2025, 18:05 |
| HCA | HCA Healthcare, Inc. | 29 Apr 2025 | 1 | $0 | 4 | Director | 01 May 2025, 18:18 |
| MSFT | MICROSOFT CORP | 13 Mar 2025 | 1 | $0 | 4 | Director | 14 Mar 2025, 18:07 |
| MSFT | MICROSOFT CORP | 31 Jan 2025 | 1 | $0 | 4 | Director | 03 Feb 2025, 18:03 |
| DIS | Walt Disney Co | 15 Jan 2025 | 2 | $0 | 4 | SEVP & Chief Financial Officer | 17 Jan 2025, 18:36 |
| DIS | Walt Disney Co | 15 Dec 2024 | 3 | -$662,068 | 4 | SEVP & Chief Financial Officer | 17 Dec 2024, 19:37 |
| MSFT | MICROSOFT CORP | 12 Dec 2024 | 1 | $0 | 4 | Director | 13 Dec 2024, 18:04 |
| MSFT | MICROSOFT CORP | 09 Dec 2024 | 1 | $0 | 4 | Director | 10 Dec 2024, 18:14 |
| MSFT | MICROSOFT CORP | 12 Sep 2024 | 1 | $0 | 4 | Director | 13 Sep 2024, 18:05 |
| MSFT | MICROSOFT CORP | 06 Sep 2024 | 1 | $0 | 4 | Director | 09 Sep 2024, 18:16 |
| MSFT | MICROSOFT CORP | 13 Jun 2024 | 1 | $0 | 4 | Director | 14 Jun 2024, 17:56 |
| MSFT | MICROSOFT CORP | 07 Jun 2024 | 1 | $0 | 4 | Director | 07 Jun 2024, 19:48 |
| HCA | HCA Healthcare, Inc. | 29 Apr 2024 | 1 | $0 | 4 | Director | 01 May 2024, 18:20 |
| MSFT | MICROSOFT CORP | 31 Jan 2024 | 1 | $0 | 4 | Director | 01 Feb 2024, 18:14 |
| DIS | Walt Disney Co | 15 Dec 2023 | 2 | $0 | 4 | SEVP & Chief Financial Officer | 19 Dec 2023, 17:52 |
| MSFT | MICROSOFT CORP | 06 Dec 2023 | 1 | $0 | 4 | Director | 07 Dec 2023, 18:00 |
| DIS | Walt Disney Co | 04 Dec 2023 | 0 | $0 | 3 | SEVP & Chief Financial Officer | 07 Dec 2023, 19:03 |
| PEP | PEPSICO INC | 10 Nov 2023 | 3 | -$8,064,067 | 4 | Vice Chairman, EVP & CFO | 14 Nov 2023, 16:13 |
| MSFT | MICROSOFT CORP | 13 Sep 2023 | 1 | $0 | 4 | Director | 15 Sep 2023, 18:17 |
| MSFT | MICROSOFT CORP | 13 Jun 2023 | 1 | $0 | 4 | Director | 14 Jun 2023, 18:06 |
| HCA | HCA Healthcare, Inc. | 24 Apr 2023 | 1 | $0 | 4 | Director | 26 Apr 2023, 17:09 |
| PEP | PEPSICO INC | 01 Mar 2023 | 4 | -$5,965,182 | 4 | Vice Chairman, EVP & CFO | 03 Mar 2023, 15:59 |
| MSFT | MICROSOFT CORP | 31 Jan 2023 | 1 | $0 | 4 | Director | 01 Feb 2023, 17:18 |
| MSFT | MICROSOFT CORP | 12 Dec 2022 | 1 | $0 | 4 | Director | 13 Dec 2022, 17:05 |
| PEP | PEPSICO INC | 24 Oct 2022 | 3 | -$4,111,295 | 4 | Vice Chairman, EVP & CFO | 26 Oct 2022, 17:34 |
| MSFT | MICROSOFT CORP | 30 Aug 2022 | 1 | $0 | 4 | Director | 01 Sep 2022, 18:18 |
| MSFT | MICROSOFT CORP | 31 May 2022 | 1 | $0 | 4 | Director | 01 Jun 2022, 16:10 |
| HCA | HCA Healthcare, Inc. | 25 Apr 2022 | 1 | $0 | 4 | Director | 27 Apr 2022, 18:31 |
| PEP | PEPSICO INC | 01 Apr 2022 | 2 | -$5,378 | 4 | Vice Chairman, EVP & CFO | 05 Apr 2022, 19:34 |
| PEP | PEPSICO INC | 01 Mar 2022 | 4 | -$2,574,821 | 4 | Vice Chairman, EVP & CFO | 03 Mar 2022, 18:57 |
| MSFT | MICROSOFT CORP | 31 Jan 2022 | 1 | $0 | 4 | Director | 01 Feb 2022, 17:06 |
| PEP | PEPSICO INC | 01 Jan 2022 | 1 | -$905,349 | 4 | Vice Chairman, EVP & CFO | 04 Jan 2022, 15:21 |
| MSFT | MICROSOFT CORP | 29 Nov 2021 | 1 | $0 | 4 | Director | 30 Nov 2021, 17:07 |
| PEP | PEPSICO INC | 21 Oct 2021 | 3 | -$5,973,626 | 4 | Vice Chairman, EVP & CFO | 25 Oct 2021, 16:12 |
| MSFT | MICROSOFT CORP | 02 Sep 2021 | 1 | $0 | 4 | Director | 03 Sep 2021, 18:07 |
| HCA | HCA Healthcare, Inc. | 01 Sep 2021 | 1 | $0 | 4 | Director | 03 Sep 2021, 16:37 |
| HCA | HCA Healthcare, Inc. | 01 Sep 2021 | 0 | $0 | 3 | Director | 03 Sep 2021, 16:32 |
| MSFT | MICROSOFT CORP | 02 Jun 2021 | 1 | $0 | 4 | Director | 03 Jun 2021, 18:02 |