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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 26-May-23 7:26 PM View:  | Extra Space Storage Inc. (EXR) | 24-May-23 | Grant | 1,093 | $146.46 | $160,081.00 | < 1% 230.79K to 231.89K | |
| 04-May-23 2:28 PM View: | Packaging Corp. of America (PKG) | 02-May-23 | Grant | 636 | -- | -- | 3% 20.15K to 20.79K | |
| 27-May-22 10:00 PM View: | Extra Space Storage Inc. (EXR) | 25-May-22 | Grant | 928 | $172.45 | $160,034.00 | < 1% 229.87K to 230.79K | |
| 19-May-22 2:45 PM View: | Packaging Corp. of America (PKG) | 17-May-22 | Grant | 535 | -- | -- | 3% 19.61K to 20.15K | |
| 27-May-21 6:00 PM View: | Extra Space Storage Inc. (EXR) | 26-May-21 | Grant | 883 | $147.29 | $130,057.00 | < 1% 228.98K to 229.87K | < 1% |
| 05-May-21 12:51 PM View: | Packaging Corp. of America (PKG) | 04-May-21 | Grant | 527 | -- | -- | 3% 19.09K to 19.61K | |
| 18-May-20 4:23 PM View: | Extra Space Storage Inc. (EXR) | 14-May-20 | Grant | 1,426 | $84.20 | $120,069.00 | < 1% 227.56K to 228.98K | |
| 05-May-20 6:56 PM View: | Packaging Corp. of America (PKG) | 05-May-20 | Grant | 749 | -- | -- | 4% 18.34K to 19.09K | |
| 06-Feb-20 8:02 PM View: | Tenneco Inc. (TEN) | 04-Feb-20 | Grant | 12,208 | -- | -- | 19% 63.14K to 75.35K | |
| 24-May-19 6:22 PM View: | Extra Space Storage Inc. (EXR) | 22-May-19 | Grant | 1,130 | $106.25 | $120,062.00 | < 1% 226.43K to 227.56K | 7% |
| 09-May-19 2:43 PM View: | Packaging Corp. of America (PKG) | 07-May-19 | Grant | 706 | -- | -- | 4% 17.63K to 18.34K | |
| 07-Feb-19 5:11 PM View: | Tenneco Inc. (TEN) | 05-Feb-19 | Grant | 3,459 | -- | -- | 6% 59.68K to 63.14K | |
| 05-Jun-18 5:10 PM View: | Zions Bancorp. (ZION) | 01-Jun-18 | Grant | 1,644 | $55.66 | $91,505.00 | 3% 49.8K to 51.45K | (12%) |
| 24-May-18 5:52 PM View: | Extra Space Storage Inc. (EXR) | 23-May-18 | Grant | 1,281 | $93.74 | $120,081.00 | < 1% 225.15K to 226.43K | 19% |
| 16-May-18 1:45 PM View: | Packaging Corp. of America (PKG) | 15-May-18 | Grant | 566 | -- | -- | 3% 17.07K to 17.63K | |
| 05-Apr-18 5:49 PM View: | Zions Bancorp. (ZION) | 03-Apr-18 | Option Exercise | 7,800 | $47.10 | $367,380.00 | 19% 42.0K to 49.8K | (17%) |
| 09-Feb-18 12:43 PM View: | Tenneco Inc. (TEN) | 07-Feb-18 | Grant | 2,180 | -- | -- | 4% 57.5K to 59.68K | |
| 23-Aug-17 5:11 PM View: | Zions Bancorp. (ZION) | 22-Aug-17 | Market Purchase | 1,616 | $43.99 | $71,084.00 | 4% 40.38K to 42.0K | 11% |
| 05-Jun-17 5:44 PM View: | Zions Bancorp. (ZION) | 02-Jun-17 | Grant | 2,282 | $40.10 | $91,508.20 | 6% 38.1K to 40.38K | 21% |
| 19-May-17 4:58 PM View: | Extra Space Storage Inc. (EXR) | 18-May-17 | Grant | 1,318 | $75.90 | $100,036.00 | < 1% 223.83K to 225.15K | 14% |
| 17-May-17 12:02 PM View: | Packaging Corp. of America (PKG) | 16-May-17 | Grant | 486 | -- | -- | 3% 16.58K to 17.07K | |
| 03-Feb-17 2:49 PM View: | Tenneco Inc. (TEN) | 01-Feb-17 | Grant | 1,756 | -- | -- | 3% 55.74K to 57.5K | |
| 04-Aug-16 9:15 AM View: | Tenneco Inc. (TEN) | 03-Aug-16 | Acquisition (other) | 2,757 | -- | -- | 100% 0 to 2.76K | |
| 04-Aug-16 9:15 AM View: | Tenneco Inc. (TEN) | 03-Aug-16 | Disposition (other) | 2,757 | -- | -- | (100%) 2.76K to 0 | |
| 26-Jul-16 7:03 PM View: | Zions Bancorp. (ZION) | 22-Jul-16 | Grant | 3,231 | $26.31 | $85,007.60 | 9% 34.87K to 38.1K | 86% |
| 25-May-16 7:52 PM View: | Extra Space Storage Inc. (EXR) | 24-May-16 | Grant | 1,088 | $91.97 | $100,063.00 | < 1% 222.74K to 223.83K | (2%) |
| 18-May-16 2:11 PM View: | Packaging Corp. of America (PKG) | 17-May-16 | Grant | 768 | -- | -- | 5% 15.81K to 16.58K | |
| 05-Feb-16 6:49 PM View: | Tenneco Inc. (TEN) | 03-Feb-16 | Grant | 2,757 | -- | -- | 5% 52.99K to 55.74K | |
| 15-Jul-15 4:55 PM View: | Tenneco Inc. (TEN) | 14-Jul-15 | Acquisition (other) | 2,000 | -- | -- | 100% 0 to 2.0K | |
| 15-Jul-15 4:55 PM View: | Tenneco Inc. (TEN) | 14-Jul-15 | Disposition (other) | 2,000 | -- | -- | (100%) 2.0K to 0 | |
| 28-May-15 6:30 PM View: | Extra Space Storage Inc. (EXR) | 26-May-15 | Grant | 1,204 | $70.61 | $85,014.40 | < 1% 221.53K to 222.74K | 32% |
| 13-May-15 10:54 AM View: | Packaging Corp. of America (PKG) | 12-May-15 | Grant | 581 | -- | -- | 4% 15.23K to 15.81K | |
| 16-Jan-15 10:57 AM View: | Tenneco Inc. (TEN) | 14-Jan-15 | Grant | 2,000 | -- | -- | 4% 50.99K to 52.99K | |
| 16-Jul-14 8:51 AM View: | Tenneco Inc. (TEN) | 15-Jul-14 | Acquisition (other) | 1,589 | -- | -- | 100% 0 to 1.59K | |
| 16-Jul-14 8:51 AM View: | Tenneco Inc. (TEN) | 15-Jul-14 | Disposition (other) | 1,589 | -- | -- | (100%) 1.59K to 0 | |
| 04-Jun-14 5:58 PM View: | Zions Bancorp. (ZION) | 02-Jun-14 | Grant | 2,427 | -- | -- | 8% 31.66K to 34.08K | |
| 22-May-14 7:06 PM View: | Extra Space Storage Inc. (EXR) | 21-May-14 | Grant | 1,641 | -- | -- | 1% 119.89K to 121.53K | |
| 14-May-14 1:00 PM View: | Packaging Corp. of America (PKG) | 13-May-14 | Grant | 594 | -- | -- | 4% 14.64K to 15.23K | |
| 17-Jan-14 6:41 PM View: | Tenneco Inc. (TEN) | 15-Jan-14 | Grant | 1,589 | -- | -- | 3% 49.4K to 50.99K | |
| 12-Aug-13 6:58 PM View: | Zions Bancorp. (ZION) | 08-Aug-13 | Purchase | 2,500 | $1,000.00 | $2,500,000.00 | 100% 0 to 2.5K | |
| 16-Jul-13 3:05 PM View: | Tenneco Inc. (TEN) | 16-Jul-13 | Acquisition (other) | 2,483 | -- | -- | 100% 0 to 2.48K | |
| 16-Jul-13 3:05 PM View: | Tenneco Inc. (TEN) | 16-Jul-13 | Disposition (other) | 2,483 | -- | -- | (100%) 2.48K to 0 | |
| 30-May-13 7:21 PM View: | Zions Bancorp. (ZION) | 28-May-13 | Grant | 2,492 | -- | -- | 9% 29.13K to 31.62K | |
| 23-May-13 10:17 AM View: | Extra Space Storage Inc. (EXR) | 21-May-13 | Grant | 1,891 | -- | -- | 2% 118.0K to 119.89K | |
| 02-May-13 3:58 PM View: | Packaging Corp. of America (PKG) | 01-May-13 | Grant | 856 | -- | -- | 6% 13.78K to 14.64K | |
| 17-Jan-13 6:06 PM View: | Tenneco Inc. (TEN) | 16-Jan-13 | Grant | 2,483 | -- | -- | 5% 46.91K to 49.4K | |
| 03-Jan-13 4:52 PM View: | Extra Space Storage Inc. (EXR) | 28-Dec-12 | Gift | 100,000 | $35.83 | $3,583,000.00 | 31% 318.0K to 418.0K | 180% |
| 03-Jan-13 4:52 PM View: | Extra Space Storage Inc. (EXR) | 28-Dec-12 | Gift | 200,000 | $35.83 | $7,166,000.00 | (48%) 418.0K to 218.0K | (180%) |
| 21-Dec-12 6:24 PM View: | Extra Space Storage Inc. (EXR) | 21-Dec-12 | Option Exercise | 8,239 | $12.71 | $104,738.00 | 3% 309.76K to 318.0K | |
| 18-Dec-12 12:22 PM View: | Tenneco Inc. (TEN) | 14-Dec-12 | Option Exercise | 5,000 | $8.68 | $43,400.00 | 11% 46.91K to 51.91K |