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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 03-Jan-20 1:21 PM View:  | National Fuel Gas Co. (NFG) | 02-Jan-20 | Grant | 748 | $45.69 | $34,176.10 | 2% 30.63K to 31.38K | 15% |
| 02-Oct-19 2:54 PM View: | National Fuel Gas Co. (NFG) | 01-Oct-19 | Grant | 948 | $46.17 | $43,769.20 | 3% 29.68K to 30.63K | 13% |
| 02-Jul-19 4:34 PM View: | National Fuel Gas Co. (NFG) | 01-Jul-19 | Grant | 827 | $52.92 | $43,769.00 | 3% 28.86K to 29.68K | (3%) |
| 07-May-19 3:21 PM View: | CMS Energy Corp. (CMS) | 03-May-19 | Grant | 2,715 | -- | -- | 7% 41.68K to 44.39K | |
| 02-Apr-19 4:21 PM View: | National Fuel Gas Co. (NFG) | 01-Apr-19 | Grant | 719 | $60.87 | $43,761.90 | 3% 28.14K to 28.86K | (16%) |
| 04-Jan-19 12:00 PM View: | National Fuel Gas Co. (NFG) | 02-Jan-19 | Grant | 866 | $50.56 | $43,785.00 | 3% 27.27K to 28.14K | 2% |
| 02-Oct-18 5:50 PM View: | National Fuel Gas Co. (NFG) | 01-Oct-18 | Grant | 780 | $56.16 | $43,804.80 | 3% 26.49K to 27.27K | (9%) |
| 03-Jul-18 2:20 PM View: | National Fuel Gas Co. (NFG) | 02-Jul-18 | Grant | 827 | $52.97 | $43,802.10 | 3% 25.66K to 26.49K | (4%) |
| 07-May-18 4:08 PM View: | CMS Energy Corp. (CMS) | 04-May-18 | Grant | 2,799 | -- | -- | 7% 37.74K to 40.53K | |
| 04-Apr-18 12:34 PM View: | National Fuel Gas Co. (NFG) | 02-Apr-18 | Grant | 861 | $50.83 | $43,764.60 | 3% 24.8K to 25.66K | (1%) |
| 04-Jan-18 11:50 AM View: | National Fuel Gas Co. (NFG) | 02-Jan-18 | Grant | 769 | $56.92 | $43,775.30 | 3% 24.03K to 24.8K | (12%) |
| 04-Oct-17 3:22 PM View: | National Fuel Gas Co. (NFG) | 02-Oct-17 | Grant | 768 | $56.98 | $43,760.60 | 3% 23.27K to 24.03K | (13%) |
| 06-Jul-17 3:09 PM View: | National Fuel Gas Co. (NFG) | 03-Jul-17 | Grant | 779 | $56.23 | $43,803.20 | 3% 22.49K to 23.27K | (13%) |
| 08-May-17 4:07 PM View: | CMS Energy Corp. (CMS) | 05-May-17 | Grant | 2,861 | -- | -- | 8% 33.85K to 36.71K | |
| 05-Apr-17 4:04 PM View: | National Fuel Gas Co. (NFG) | 03-Apr-17 | Grant | 740 | $59.17 | $43,782.10 | 3% 21.75K to 22.49K | (18%) |
| 05-Jan-17 2:52 PM View: | National Fuel Gas Co. (NFG) | 03-Jan-17 | Grant | 600 | $56.47 | $33,882.00 | 3% 21.15K to 21.75K | (13%) |
| 04-Oct-16 3:37 PM View: | National Fuel Gas Co. (NFG) | 03-Oct-16 | Grant | 600 | $53.76 | $32,253.00 | 3% 20.55K to 21.15K | (8%) |
| 05-Jul-16 3:35 PM View: | National Fuel Gas Co. (NFG) | 01-Jul-16 | Grant | 600 | $56.90 | $34,140.00 | 3% 19.95K to 20.55K | (13%) |
| 10-May-16 12:35 PM View: | CMS Energy Corp. (CMS) | 06-May-16 | Grant | 2,919 | -- | -- | 10% 29.98K to 32.9K | |
| 04-Apr-16 4:51 PM View: | National Fuel Gas Co. (NFG) | 01-Apr-16 | Grant | 600 | $49.99 | $29,994.00 | 3% 19.35K to 19.95K | < 1% |
| 06-Jan-16 3:01 PM View: | National Fuel Gas Co. (NFG) | 04-Jan-16 | Grant | 600 | $42.60 | $25,557.00 | 3% 18.75K to 19.35K | 19% |
| 05-Oct-15 11:23 AM View: | National Fuel Gas Co. (NFG) | 01-Oct-15 | Grant | 600 | $50.24 | $30,141.00 | 3% 18.15K to 18.75K | 2% |
| 02-Jul-15 2:23 PM View: | National Fuel Gas Co. (NFG) | 01-Jul-15 | Grant | 600 | $58.49 | $35,094.00 | 3% 17.55K to 18.15K | (12%) |
| 04-May-15 2:35 PM View: | CMS Energy Corp. (CMS) | 01-May-15 | Grant | 3,212 | -- | -- | 12% 25.83K to 29.05K | |
| 02-Apr-15 2:48 PM View: | National Fuel Gas Co. (NFG) | 01-Apr-15 | Grant | 600 | $60.44 | $36,267.00 | 4% 16.95K to 17.55K | (14%) |
| 06-Jan-15 4:49 PM View: | National Fuel Gas Co. (NFG) | 02-Jan-15 | Grant | 550 | $69.73 | $38,351.50 | 3% 16.4K to 16.95K | (25%) |
| 03-Oct-14 10:30 AM View: | National Fuel Gas Co. (NFG) | 01-Oct-14 | Grant | 550 | $69.90 | $38,447.80 | 3% 15.85K to 16.4K | (25%) |
| 03-Jul-14 12:03 PM View: | National Fuel Gas Co. (NFG) | 01-Jul-14 | Grant | 550 | $78.21 | $43,018.20 | 4% 15.3K to 15.85K | (33%) |
| 19-May-14 3:56 PM View: | CMS Energy Corp. (CMS) | 16-May-14 | Grant | 3,417 | -- | -- | 16% 21.62K to 25.04K | |
| 03-Apr-14 9:17 AM View: | National Fuel Gas Co. (NFG) | 01-Apr-14 | Grant | 550 | $69.68 | $38,324.00 | 4% 14.75K to 15.3K | (24%) |
| 06-Jan-14 1:26 PM View: | National Fuel Gas Co. (NFG) | 02-Jan-14 | Grant | 550 | $70.75 | $38,915.20 | 4% 14.2K to 14.75K | (25%) |
| 03-Oct-13 3:31 PM View: | National Fuel Gas Co. (NFG) | 01-Oct-13 | Grant | 550 | $69.12 | $38,018.80 | 4% 13.65K to 14.2K | (23%) |
| 03-Jul-13 12:08 PM View: | National Fuel Gas Co. (NFG) | 01-Jul-13 | Grant | 550 | $58.06 | $31,933.00 | 4% 13.1K to 13.65K | (7%) |
| 20-May-13 3:49 PM View: | CMS Energy Corp. (CMS) | 17-May-13 | Grant | 2,921 | -- | -- | 16% 17.98K to 20.9K | |
| 03-Apr-13 3:11 PM View: | National Fuel Gas Co. (NFG) | 01-Apr-13 | Grant | 550 | $60.74 | $33,404.20 | 4% 12.55K to 13.1K | (11%) |
| 04-Jan-13 3:39 PM View: | National Fuel Gas Co. (NFG) | 02-Jan-13 | Grant | 450 | $51.11 | $22,999.50 | 4% 12.1K to 12.55K | 7% |
| 03-Oct-12 2:22 PM View: | National Fuel Gas Co. (NFG) | 01-Oct-12 | Grant | 450 | $53.40 | $24,027.80 | 4% 11.65K to 12.1K | 3% |
| 03-Jul-12 3:07 PM View: | National Fuel Gas Co. (NFG) | 02-Jul-12 | Grant | 450 | $46.84 | $21,078.00 | 4% 11.2K to 11.65K | 16% |
| 22-May-12 3:35 PM View: | CMS Energy Corp. (CMS) | 18-May-12 | Grant | 3,748 | -- | -- | 28% 13.63K to 17.37K | |
| 03-Apr-12 3:10 PM View: | National Fuel Gas Co. (NFG) | 02-Apr-12 | Grant | 450 | $48.25 | $21,712.50 | 4% 10.75K to 11.2K | 14% |
| 05-Jan-12 4:45 PM View: | National Fuel Gas Co. (NFG) | 03-Jan-12 | Grant | 450 | $56.33 | $25,346.20 | 4% 10.3K to 10.75K | (2%) |
| 05-Oct-11 3:34 PM View: | National Fuel Gas Co. (NFG) | 03-Oct-11 | Grant | 450 | $47.62 | $21,429.00 | 5% 9.85K to 10.3K | 17% |
| 26-Aug-11 3:58 PM View: | National Fuel Gas Co. (NFG) | 26-Aug-11 | Market Purchase | 1,700 | $57.63 | $97,973.90 | 21% 8.15K to 9.85K | (3%) |
| 06-Jul-11 2:41 PM View: | National Fuel Gas Co. (NFG) | 01-Jul-11 | Grant | 450 | $73.57 | $33,106.50 | 6% 7.7K to 8.15K | (24%) |
| 23-May-11 4:10 PM View: | CMS Energy Corp. (CMS) | 20-May-11 | Grant | 3,575 | -- | -- | 37% 9.59K to 13.16K | |
| 05-Apr-11 3:59 PM View: | National Fuel Gas Co. (NFG) | 01-Apr-11 | Grant | 450 | $74.60 | $33,567.80 | 6% 7.25K to 7.7K | (25%) |
| 05-Jan-11 3:56 PM View: | National Fuel Gas Co. (NFG) | 03-Jan-11 | Grant | 400 | $66.35 | $26,538.00 | 6% 6.85K to 7.25K | (15%) |
| 05-Oct-10 9:32 AM View: | National Fuel Gas Co. (NFG) | 01-Oct-10 | Grant | 400 | $52.12 | $20,850.00 | 6% 6.45K to 6.85K | 9% |
| 02-Jul-10 4:01 PM View: | National Fuel Gas Co. (NFG) | 01-Jul-10 | Grant | 400 | $45.05 | $18,020.00 | 7% 6.05K to 6.45K | 26% |
| 25-May-10 12:07 PM View: | CMS Energy Corp. (CMS) | 21-May-10 | Grant | 4,229 | -- | -- | 83% 5.07K to 9.3K |