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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 30-Apr-24 4:10 PM View:  | Equity Residential (EQR) | 26-Apr-24 | Option Exercise | 3,241 | $52.20 | $169,180.00 | 12% 27.2K to 30.44K | |
| 30-Apr-24 4:10 PM View: | Equity Residential (EQR) | 26-Apr-24 | Option Sale | 3,241 | $65.48 | $212,221.00 | (11%) 30.44K to 27.2K | |
| 03-Apr-24 4:26 PM View: | Hershey Co. (HSY) | 01-Apr-24 | Grant | 220 | -- | -- | 2% 14.59K to 14.81K | |
| 03-Jan-24 4:32 PM View: | Hershey Co. (HSY) | 01-Jan-24 | Grant | 271 | -- | -- | 2% 14.26K to 14.53K | |
| 03-Oct-23 4:17 PM View: | Hershey Co. (HSY) | 01-Oct-23 | Grant | 211 | -- | -- | 2% 13.96K to 14.17K | |
| 05-Jul-23 4:23 PM View: | Hershey Co. (HSY) | 01-Jul-23 | Grant | 170 | -- | -- | 1% 13.71K to 13.88K | |
| 22-Jun-23 7:43 PM View: | Grocery Outlet Holding Corp. (GO) | 21-Jun-23 | Grant | 5,837 | -- | -- | 58% 10.04K to 15.87K | |
| 20-Jun-23 4:15 PM View: | Equity Residential (EQR) | 15-Jun-23 | Grant | 2,863 | -- | -- | 12% 24.33K to 27.2K | |
| 04-Apr-23 10:00 PM View: | Hershey Co. (HSY) | 01-Apr-23 | Grant | 168 | -- | -- | 1% 13.48K to 13.65K | |
| 17-Feb-23 5:08 PM View: | Equity Residential (EQR) | 16-Feb-23 | Option Exercise | 3,354 | $48.10 | $161,327.00 | 14% 24.33K to 27.69K | |
| 17-Feb-23 5:08 PM View: | Equity Residential (EQR) | 16-Feb-23 | Option Sale | 3,354 | $66.23 | $222,135.00 | (12%) 27.69K to 24.33K | |
| 04-Jan-23 4:54 PM View: | Hershey Co. (HSY) | 01-Jan-23 | Grant | 183 | -- | -- | 1% 13.24K to 13.43K | |
| 03-Oct-22 4:11 PM View: | Hershey Co. (HSY) | 01-Oct-22 | Grant | 179 | -- | -- | 1% 13.01K to 13.19K | |
| 05-Jul-22 5:20 PM View: | Hershey Co. (HSY) | 01-Jul-22 | Grant | 184 | -- | -- | 1% 12.76K to 12.95K | |
| 21-Jun-22 4:22 PM View: | Equity Residential (EQR) | 16-Jun-22 | Grant | 1,382 | -- | -- | 6% 22.95K to 24.33K | |
| 13-May-22 7:09 PM View: | Grocery Outlet Holding Corp. (GO) | 12-May-22 | Grant | 705 | -- | -- | 8% 9.33K to 10.04K | |
| 04-Apr-22 4:11 PM View: | Hershey Co. (HSY) | 01-Apr-22 | Grant | 185 | -- | -- | 1% 12.52K to 12.71K | |
| 07-Mar-22 6:25 PM View: | Grocery Outlet Holding Corp. (GO) | 03-Mar-22 | Grant | 3,448 | -- | -- | 59% 5.88K to 9.33K | |
| 03-Jan-22 8:16 PM View: | Hershey Co. (HSY) | 01-Jan-22 | Grant | 208 | -- | -- | 2% 12.26K to 12.47K | |
| 01-Oct-21 4:12 PM View: | Hershey Co. (HSY) | 01-Oct-21 | Grant | 235 | -- | -- | 2% 11.97K to 12.2K | |
| 24-Sep-21 10:00 PM View: | Equity Residential (EQR) | 23-Sep-21 | Option Exercise | 6,665 | $50.68 | $337,782.00 | 29% 22.95K to 29.62K | |
| 24-Sep-21 10:00 PM View: | Equity Residential (EQR) | 23-Sep-21 | Market Option Sale | 6,665 | $82.94 | $552,795.00 | (23%) 29.62K to 22.95K | |
| 01-Jul-21 9:57 AM View: | Hershey Co. (HSY) | 01-Jul-21 | Grant | 230 | -- | -- | 2% 11.68K to 11.91K | |
| 21-Jun-21 4:22 PM View: | Equity Residential (EQR) | 17-Jun-21 | Grant | 2,025 | -- | -- | 10% 20.93K to 22.95K | |
| 05-Apr-21 10:26 AM View: | Hershey Co. (HSY) | 01-Apr-21 | Grant | 251 | -- | -- | 2% 11.37K to 11.62K | |
| 08-Mar-21 8:25 PM View: | Grocery Outlet Holding Corp. (GO) | 04-Mar-21 | Grant | 2,821 | -- | -- | 92% 3.06K to 5.88K | |
| 05-Jan-21 1:25 PM View: | Hershey Co. (HSY) | 01-Jan-21 | Grant | 264 | -- | -- | 2% 11.05K to 11.31K | |
| 05-Oct-20 9:53 AM View: | Hershey Co. (HSY) | 01-Oct-20 | Grant | 282 | -- | -- | 3% 10.71K to 10.99K | |
| 01-Jul-20 2:14 PM View: | Hershey Co. (HSY) | 01-Jul-20 | Grant | 313 | -- | -- | 3% 10.33K to 10.65K | |
| 30-Jun-20 6:04 PM View: | Equity Residential (EQR) | 25-Jun-20 | Grant | 2,739 | -- | -- | 15% 18.19K to 20.93K | |
| 15-May-20 9:32 PM View: | Grocery Outlet Holding Corp. (GO) | 13-May-20 | Grant | 3,061 | -- | -- | 100% 0 to 3.06K | |
| 02-Apr-20 3:18 PM View: | Hershey Co. (HSY) | 01-Apr-20 | Grant | 299 | -- | -- | 3% 9.97K to 10.27K | |
| 03-Jan-20 12:13 PM View: | Hershey Co. (HSY) | 01-Jan-20 | Grant | 272 | -- | -- | 3% 9.64K to 9.91K | |
| 04-Nov-19 4:32 PM View: | Equity Residential (EQR) | 01-Nov-19 | Option Exercise | 5,110 | $53.11 | $271,392.00 | 28% 18.19K to 23.3K | |
| 04-Nov-19 4:32 PM View: | Equity Residential (EQR) | 01-Nov-19 | Market Option Sale | 5,110 | $87.82 | $448,760.00 | (22%) 23.3K to 18.19K | 14% |
| 02-Oct-19 2:23 PM View: | Hershey Co. (HSY) | 01-Oct-19 | Grant | 251 | -- | -- | 3% 9.34K to 9.59K | |
| 02-Jul-19 1:11 PM View: | Hershey Co. (HSY) | 01-Jul-19 | Grant | 288 | -- | -- | 3% 9.01K to 9.3K | |
| 01-Jul-19 4:44 PM View: | Equity Residential (EQR) | 27-Jun-19 | Grant | 2,116 | -- | -- | 13% 16.07K to 18.19K | |
| 03-Apr-19 9:34 AM View: | Hershey Co. (HSY) | 01-Apr-19 | Grant | 340 | -- | -- | 4% 8.62K to 8.96K | |
| 03-Jan-19 12:14 PM View: | Hershey Co. (HSY) | 01-Jan-19 | Grant | 364 | -- | -- | 4% 8.2K to 8.56K | |
| 02-Oct-18 1:40 PM View: | Hershey Co. (HSY) | 01-Oct-18 | Grant | 380 | -- | -- | 5% 7.76K to 8.14K | |
| 03-Jul-18 9:17 AM View: | Hershey Co. (HSY) | 01-Jul-18 | Grant | 413 | -- | -- | 6% 7.3K to 7.71K | |
| 18-Jun-18 4:41 PM View: | Equity Residential (EQR) | 14-Jun-18 | Grant | 2,509 | -- | -- | 19% 13.56K to 16.07K | |
| 03-Apr-18 3:27 PM View: | Hershey Co. (HSY) | 01-Apr-18 | Grant | 394 | -- | -- | 6% 6.85K to 7.25K | |
| 17-Jan-18 5:56 PM View: | Bob Evans Farms Inc. (BOBE) | 12-Jan-18 | Disposition | 10,228 | $77.00 | $787,556.00 | (100%) 10.23K to 0 | (< 1%) |
| 03-Jan-18 12:47 PM View: | Hershey Co. (HSY) | 01-Jan-18 | Grant | 339 | -- | -- | 5% 6.47K to 6.81K | |
| 14-Dec-17 10:38 AM View: | Bob Evans Farms Inc. (BOBE) | 12-Dec-17 | Gift | 2,470 | $77.85 | $192,290.00 | (19%) 12.7K to 10.23K | 1% |
| 03-Oct-17 8:49 AM View: | Hershey Co. (HSY) | 01-Oct-17 | Grant | 346 | -- | -- | 6% 6.08K to 6.43K | |
| 05-Jul-17 11:20 AM View: | Hershey Co. (HSY) | 01-Jul-17 | Grant | 350 | -- | -- | 6% 5.7K to 6.05K | |
| 19-Jun-17 4:20 PM View: | Equity Residential (EQR) | 15-Jun-17 | Grant | 1,992 | -- | -- | 17% 11.57K to 13.56K |