Disclosed positions

Estimated from their latest filings — positions may have changed since

$30.50M

combined est. value

Stock	Shares	Price	Value	Weight	As of
MSFTMICROSOFT CORP	76,153	$385.81	$29.38M	96%	2026-06-15
ROKROCKWELL AUTOMATION, INC	2,341	$480.07	$1.12M	4%	2025-12-08

MSFT

MICROSOFT CORP

$29.38M

76,153 sh

ROK

ROCKWELL AUTOMATION, INC

$1.12M

2,341 sh

All filings on record

Every Form 4 transaction we track for this filer

all 9buys 0sells 0

Stock	Transaction	Date	~6mo later
MSFTMICROSOFT CORP	Grant — · 5,004 sh	2026-06-15	—
MSFTMICROSOFT CORP	Tax $185.8K · 413 sh	2026-06-01	—
MSFTMICROSOFT CORP	Tax $166.6K · 424 sh	2026-03-02	—
MSFTMICROSOFT CORP	Tax $295.6K · 618 sh	2025-12-15	—
ROKROCKWELL AUTOMATION, INC	Grant — · 498 sh	2025-12-08	—
MSFTMICROSOFT CORP	Tax $203.2K · 413 sh	2025-12-01	—
MSFTMICROSOFT CORP	Tax $260.7K · 515 sh	2025-09-02	—
MSFTMICROSOFT CORP	Grant — · 3,813 sh	2025-08-31	—
MSFTMICROSOFT CORP	Tax $198.5K · 431 sh	2025-06-02	—

MSFTGrant

2026-06-15 · MICROSOFT CORP

5,004

—

MSFTTax

2026-06-01 · MICROSOFT CORP

$185.8K

—

MSFTTax

2026-03-02 · MICROSOFT CORP

$166.6K

—

MSFTTax

2025-12-15 · MICROSOFT CORP

$295.6K

—

ROKGrant

2025-12-08 · ROCKWELL AUTOMATION, INC

498

—

MSFTTax

2025-12-01 · MICROSOFT CORP

$203.2K

—

MSFTTax

2025-09-02 · MICROSOFT CORP

$260.7K

—

MSFTGrant

2025-08-31 · MICROSOFT CORP

3,813

—

MSFTTax

2025-06-02 · MICROSOFT CORP

$198.5K

—

Outcomes measure each disclosed buy against the closing price ~6 months (120 trading days) later, with the S&P 500 over the same span for context. Pre-scheduled 10b5-1 plan trades are excluded from the record. Positions are estimated from the latest reported post-transaction holdings, split-adjusted, at the latest close. Built from SEC Form 4 filings and market prices — past outcomes, not predictions or advice.