Disclosed positions

Estimated from their latest filings — positions may have changed since

$4.33M

combined est. value

Stock	Shares	Price	Value	Weight	As of
DHRDANAHER CORP /DE/	21,470	$178.42	$3.83M	88%	2026-05-15
VVISA INC.	861	$354.61	$305.3K	7%	2026-01-27
LULUlululemon athletica inc.	1,233	$113.53	$140.0K	3%	2025-06-11
MSFTMICROSOFT CORP	149	$385.81	$57.5K	1%	2026-06-05

DHR

DANAHER CORP /DE/

$3.83M

21,470 sh

V

VISA INC.

$305.3K

861 sh

LULU

lululemon athletica inc.

$140.0K

1,233 sh

MSFT

MICROSOFT CORP

$57.5K

149 sh

All filings on record

Every Form 4 transaction we track for this filer

all 13buys 0sells 2

Stock	Transaction	Date	~6mo later
MSFTMICROSOFT CORP	Grant — · 149 sh	2026-06-05	—
DHRDANAHER CORP /DE/	Grant — · 680 sh	2026-05-15	—
MSFTMICROSOFT CORP	Grant — · 145 sh	2026-01-30	—
VVISA INC.	Grant — · 861 sh	2026-01-27	—
MSFTMICROSOFT CORP	Grant — · 130 sh	2025-12-04	—
DHRDANAHER CORP /DE/	Sell $747.0K · 3,298 sh	2025-11-18	—
DHRDANAHER CORP /DE/	Exercise $237.1K · 3,298 sh	2025-11-18	—
MSFTMICROSOFT CORP	Grant — · 125 sh	2025-09-10	—
DHRDANAHER CORP /DE/	Sell $586.3K · 2,778 sh	2025-08-22	—
DHRDANAHER CORP /DE/	Tax $233.1K · 1,150 sh	2025-07-02	—
DHRDANAHER CORP /DE/	Exercise $233.1K · 3,928 sh	2025-07-02	—
LULUlululemon athletica inc.	Grant — · 634 sh	2025-06-11	—
MSFTMICROSOFT CORP	Grant — · 132 sh	2025-06-10	—

MSFTGrant

2026-06-05 · MICROSOFT CORP

149

—

DHRGrant

2026-05-15 · DANAHER CORP /DE/

680

—

MSFTGrant

2026-01-30 · MICROSOFT CORP

145

—

VGrant

2026-01-27 · VISA INC.

861

—

MSFTGrant

2025-12-04 · MICROSOFT CORP

130

—

DHRSell

2025-11-18 · DANAHER CORP /DE/

$747.0K

—

DHRExercise

2025-11-18 · DANAHER CORP /DE/

$237.1K

—

MSFTGrant

2025-09-10 · MICROSOFT CORP

125

—

DHRSell

2025-08-22 · DANAHER CORP /DE/

$586.3K

—

DHRTax

2025-07-02 · DANAHER CORP /DE/

$233.1K

—

DHRExercise

2025-07-02 · DANAHER CORP /DE/

$233.1K

—

LULUGrant

2025-06-11 · lululemon athletica inc.

634

—

MSFTGrant

2025-06-10 · MICROSOFT CORP

132

—

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.