Beliveau-Dunn Jeanne’s SEC Form 4 filings reveal a consistent pattern of selling activity across two companies, with no recorded purchases. The bulk of the transactions involve Edison International (EIX), where a notable sale of $178,666.30 occurred on March 6, 2025. Smaller transactions in EIX include dividend-related activity (coded "D"), such as two $55.96 payments recorded on February 1, 2026, and a $29.45 dividend on January 31, 2025. The filings also show repeated awards (coded "A") in Columbus McKinnon Corporation (CMCO) dating back to August 2024, though these transactions carried no reported value.
Over the past two years, Beliveau-Dunn’s trading has been exclusively tied to EIX and CMCO, with a clear emphasis on divestment rather than accumulation. The $178,666.30 sale in EIX represents the largest single transaction, while the remaining activity consists of smaller dividend payments and non-monetary awards in CMCO. The absence of any buy transactions suggests a net reduction in holdings, particularly in EIX, where the most recent activity includes routine dividend receipts rather than equity sales. The CMCO awards, though frequent, do not reflect direct market purchases or sales, leaving EIX as the primary focus of monetized transactions.
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