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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 03-Apr-24 1:58 PM View:  | Public Storage (PSA) | 31-Mar-24 | Grant | 136 | $290.06 | $39,448.20 | 9% 1.53K to 1.67K | |
| 03-Jan-24 7:04 PM View: | Public Storage (PSA) | 31-Dec-23 | Grant | 121 | $305.00 | $36,905.00 | 9% 1.41K to 1.53K | |
| 19-Dec-23 4:10 PM View: | Equity Residential (EQR) | 15-Dec-23 | Option Exercise | 36,564 | $48.13 | $1,759,830.00 | 58% 62.73K to 99.29K | |
| 19-Dec-23 4:10 PM View: | Equity Residential (EQR) | 15-Dec-23 | Option Sale | 36,564 | $60.94 | $2,228,210.00 | (37%) 99.29K to 62.73K | |
| 11-Dec-23 4:15 PM View: | Equity Residential (EQR) | 07-Dec-23 | Option Exercise | 25,000 | $48.13 | $1,203,250.00 | 40% 62.73K to 87.73K | |
| 11-Dec-23 4:15 PM View: | Equity Residential (EQR) | 07-Dec-23 | Option Sale | 25,000 | $58.18 | $1,454,500.00 | (28%) 87.73K to 62.73K | |
| 22-Nov-23 4:06 PM View: | Equity Residential (EQR) | 21-Nov-23 | Option Exercise | 25,000 | $48.13 | $1,203,250.00 | 40% 62.73K to 87.73K | |
| 22-Nov-23 4:06 PM View: | Equity Residential (EQR) | 21-Nov-23 | Option Sale | 25,000 | $56.00 | $1,400,000.00 | (28%) 87.73K to 62.73K | |
| 16-Nov-23 4:10 PM View: | Equity Residential (EQR) | 14-Nov-23 | Option Exercise | 25,000 | $48.13 | $1,203,250.00 | 40% 62.73K to 87.73K | |
| 16-Nov-23 4:10 PM View: | Equity Residential (EQR) | 14-Nov-23 | Option Sale | 25,000 | $56.51 | $1,412,670.00 | (28%) 87.73K to 62.73K | |
| 14-Nov-23 4:11 PM View: | Equity Residential (EQR) | 10-Nov-23 | Option Exercise | 25,000 | $48.13 | $1,203,250.00 | 40% 62.73K to 87.73K | |
| 14-Nov-23 4:11 PM View: | Equity Residential (EQR) | 10-Nov-23 | Option Sale | 25,000 | $54.25 | $1,356,250.00 | (28%) 87.73K to 62.73K | |
| 03-Oct-23 3:39 PM View: | Public Storage (PSA) | 30-Sep-23 | Grant | 140 | $263.52 | $36,892.80 | 11% 1.27K to 1.41K | |
| 03-Jul-23 6:56 PM View: | Public Storage (PSA) | 30-Jun-23 | Grant | 127 | $291.88 | $37,068.80 | 11% 1.14K to 1.27K | |
| 04-Apr-23 6:52 PM View: | Public Storage (PSA) | 31-Mar-23 | Grant | 123 | $302.14 | $37,163.20 | 12% 1.02K to 1.14K | |
| 04-Jan-23 1:31 PM View: | Public Storage (PSA) | 31-Dec-22 | Grant | 140 | $280.19 | $39,226.60 | 16% 0.88K to 1.02K | |
| 15-Dec-22 4:12 PM View: | Equity Residential (EQR) | 14-Dec-22 | Option Exercise | 14,473 | $46.72 | $676,179.00 | 23% 62.73K to 77.2K | |
| 15-Dec-22 4:12 PM View: | Equity Residential (EQR) | 14-Dec-22 | Option Sale | 14,473 | $65.00 | $940,745.00 | (19%) 77.2K to 62.73K | |
| 14-Dec-22 4:11 PM View: | Equity Residential (EQR) | 12-Dec-22 | Option Exercise | 15,000 | $46.72 | $700,800.00 | 24% 62.73K to 77.73K | |
| 14-Dec-22 4:11 PM View: | Equity Residential (EQR) | 12-Dec-22 | Option Sale | 15,000 | $63.50 | $952,500.00 | (19%) 77.73K to 62.73K | |
| 12-Dec-22 4:12 PM View: | Equity Residential (EQR) | 08-Dec-22 | Option Exercise | 40,000 | $46.72 | $1,868,800.00 | 64% 62.73K to 102.73K | |
| 12-Dec-22 4:12 PM View: | Equity Residential (EQR) | 08-Dec-22 | Option Sale | 40,000 | $62.75 | $2,510,000.00 | (39%) 102.73K to 62.73K | |
| 03-Oct-22 2:14 PM View: | Public Storage (PSA) | 30-Sep-22 | Grant | 132 | $292.81 | $38,650.90 | 18% 0.75K to 0.88K | |
| 01-Jul-22 1:45 PM View: | Public Storage (PSA) | 30-Jun-22 | Grant | 124 | $312.67 | $38,771.10 | 20% 0.62K to 0.75K | |
| 04-Apr-22 7:54 PM View: | Public Storage (PSA) | 31-Mar-22 | Grant | 100 | $390.28 | $39,028.00 | 19% 0.52K to 0.62K | (8%) |
| 07-Feb-22 4:20 PM View: | Equity Residential (EQR) | 03-Feb-22 | Option Exercise | 100,000 | $46.72 | $4,672,000.00 | 159% 62.73K to 162.73K | |
| 07-Feb-22 4:20 PM View: | Equity Residential (EQR) | 03-Feb-22 | Option Sale | 100,000 | $92.01 | $9,201,000.00 | (61%) 162.73K to 62.73K | |
| 03-Jan-22 8:41 PM View: | Public Storage (PSA) | 31-Dec-21 | Grant | 104 | $374.56 | $38,954.20 | 25% 0.42K to 0.52K | (< 1%) |
| 29-Nov-21 4:05 PM View: | Equity Residential (EQR) | 24-Nov-21 | Option Exercise | 67,941 | $51.34 | $3,488,090.00 | 108% 62.73K to 130.67K | |
| 29-Nov-21 4:05 PM View: | Equity Residential (EQR) | 24-Nov-21 | Market Option Sale | 67,941 | $88.00 | $5,978,810.00 | (52%) 130.67K to 62.73K | |
| 19-Nov-21 4:21 PM View: | Equity Residential (EQR) | 18-Nov-21 | Option Exercise | 10,026 | $51.34 | $514,735.00 | 16% 62.73K to 72.76K | |
| 19-Nov-21 4:21 PM View: | Equity Residential (EQR) | 18-Nov-21 | Market Option Sale | 10,026 | $88.01 | $882,388.00 | (14%) 72.76K to 62.73K | |
| 17-Nov-21 4:14 PM View: | Equity Residential (EQR) | 15-Nov-21 | Option Exercise | 39,674 | $51.34 | $2,036,860.00 | 63% 62.73K to 102.4K | |
| 17-Nov-21 4:14 PM View: | Equity Residential (EQR) | 15-Nov-21 | Market Option Sale | 39,674 | $88.00 | $3,491,310.00 | (39%) 102.4K to 62.73K | |
| 01-Nov-21 4:12 PM View: | Equity Residential (EQR) | 29-Oct-21 | Option Exercise | 300 | $51.34 | $15,402.00 | < 1% 62.73K to 63.03K | |
| 01-Nov-21 4:12 PM View: | Equity Residential (EQR) | 29-Oct-21 | Market Option Sale | 300 | $88.00 | $26,400.00 | (< 1%) 63.03K to 62.73K | |
| 01-Nov-21 4:12 PM View: | Equity Residential (EQR) | 28-Oct-21 | Option Exercise | 50,000 | $51.34 | $2,567,000.00 | 80% 62.73K to 112.73K | |
| 01-Nov-21 4:12 PM View: | Equity Residential (EQR) | 28-Oct-21 | Market Option Sale | 50,000 | $87.53 | $4,376,500.00 | (44%) 112.73K to 62.73K | |
| 04-Oct-21 2:50 PM View: | Public Storage (PSA) | 30-Sep-21 | Grant | 131 | $297.10 | $38,920.10 | 46% 0.29K to 0.42K | < 1% |
| 07-Sep-21 4:12 PM View: | Equity Residential (EQR) | 02-Sep-21 | Option Exercise | 24,757 | $51.34 | $1,271,020.00 | 39% 62.73K to 87.49K | |
| 07-Sep-21 4:12 PM View: | Equity Residential (EQR) | 02-Sep-21 | Market Option Sale | 24,757 | $86.00 | $2,129,100.00 | (28%) 87.49K to 62.73K | |
| 10-Aug-21 4:13 PM View: | Equity Residential (EQR) | 06-Aug-21 | Option Exercise | 11,709 | $45.28 | $530,184.00 | 19% 62.73K to 74.44K | |
| 10-Aug-21 4:13 PM View: | Equity Residential (EQR) | 06-Aug-21 | Market Option Sale | 11,709 | $85.02 | $995,499.00 | (16%) 74.44K to 62.73K | |
| 03-Aug-21 4:13 PM View: | Equity Residential (EQR) | 02-Aug-21 | Option Exercise | 10,459 | $45.28 | $473,584.00 | 17% 62.73K to 73.19K | |
| 03-Aug-21 4:13 PM View: | Equity Residential (EQR) | 02-Aug-21 | Market Option Sale | 10,459 | $85.24 | $891,525.00 | (14%) 73.19K to 62.73K | |
| 03-Aug-21 4:13 PM View: | Equity Residential (EQR) | 30-Jul-21 | Option Exercise | 70,171 | $45.28 | $3,177,340.00 | 112% 62.73K to 132.9K | |
| 03-Aug-21 4:13 PM View: | Equity Residential (EQR) | 30-Jul-21 | Market Option Sale | 70,171 | $85.11 | $5,972,250.00 | (53%) 132.9K to 62.73K | |
| 02-Aug-21 4:22 PM View: | Equity Residential (EQR) | 29-Jul-21 | Option Exercise | 1,721 | $45.28 | $77,926.90 | 3% 62.73K to 64.45K | |
| 02-Aug-21 4:22 PM View: | Equity Residential (EQR) | 29-Jul-21 | Market Option Sale | 1,721 | $85.00 | $146,285.00 | (3%) 64.45K to 62.73K | |
| 02-Jul-21 6:50 PM View: | Public Storage (PSA) | 30-Jun-21 | Grant | 129 | $300.69 | $38,789.00 | 82% 0.16K to 0.29K | 3% |