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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 15-Jun-23 11:07 AM View:  | Caterpillar Inc. (CAT) | 14-Jun-23 | Grant | 698 | $243.32 | $169,837.00 | 6% 10.82K to 11.52K | (9%) |
| 02-Jun-23 4:34 PM View: | Chevron Corp. (CVX) | 31-May-23 | Grant | 1,534 | -- | -- | 11% 14.03K to 15.56K | |
| 10-Jun-22 12:24 PM View: | Caterpillar Inc. (CAT) | 08-Jun-22 | Grant | 816 | $229.80 | $187,517.00 | 8% 9.8K to 10.62K | (4%) |
| 27-May-22 4:45 PM View: | Chevron Corp. (CVX) | 25-May-22 | Grant | 1,303 | -- | -- | 11% 12.41K to 13.71K | |
| 28-May-21 4:49 PM View: | Chevron Corp. (CVX) | 26-May-21 | Grant | 2,166 | -- | -- | 22% 9.9K to 12.07K | |
| 03-Mar-21 2:50 PM View: | Caterpillar Inc. (CAT) | 01-Mar-21 | Grant | 683 | -- | -- | 8% 8.89K to 9.58K | |
| 09-Feb-21 10:00 PM View: | Chevron Corp. (CVX) | 05-Oct-20 | Grant | 25 | -- | -- | < 1% 9.81K to 9.84K | |
| 29-May-20 5:05 PM View: | Chevron Corp. (CVX) | 27-May-20 | Grant | 2,411 | -- | -- | 33% 7.2K to 9.61K | |
| 03-Mar-20 6:35 PM View: | Caterpillar Inc. (CAT) | 02-Mar-20 | Grant | 1,176 | -- | -- | 16% 7.19K to 8.36K | |
| 09-Aug-19 4:34 PM View: | Chevron Corp. (CVX) | 07-Aug-19 | Market Purchase | 4,250 | $118.14 | $502,074.00 | 149% 2.85K to 7.1K | (33%) |
| 31-May-19 5:30 PM View: | Chevron Corp. (CVX) | 29-May-19 | Grant | 1,901 | -- | -- | 203% 0.94K to 2.84K | |
| 06-Mar-19 6:03 PM View: | Caterpillar Inc. (CAT) | 04-Mar-19 | Grant | 1,084 | -- | -- | 18% 6.07K to 7.16K | |
| 06-Dec-18 4:31 PM View: | Chevron Corp. (CVX) | 04-Dec-18 | Grant | 927 | -- | -- | 100% 0 to 0.93K | |
| 13-Nov-18 5:47 PM View: | Sempra Energy (SRE) | 09-Nov-18 | Option Exercise | 27,300 | $53.68 | $1,465,380.00 | 18% 154.61K to 181.91K | |
| 13-Nov-18 5:47 PM View: | Sempra Energy (SRE) | 09-Nov-18 | Market Option Sale | 27,300 | $117.20 | $3,199,640.00 | (15%) 181.91K to 154.61K | (4%) |
| 06-Apr-18 4:55 PM View: | Sempra Energy (SRE) | 05-Apr-18 | Option Exercise | 23,000 | $43.75 | $1,006,250.00 | 13% 180.36K to 203.36K | |
| 06-Apr-18 4:55 PM View: | Sempra Energy (SRE) | 05-Apr-18 | Market Option Sale (Planned) | 23,000 | $110.37 | $2,538,600.00 | (11%) 203.36K to 180.36K | (8%) |
| 06-Apr-18 4:55 PM View: | Sempra Energy (SRE) | 05-Apr-18 | Market Sale (Planned) | 26,909 | $110.37 | $2,970,050.00 | (15%) 180.36K to 153.45K | (8%) |
| 07-Mar-18 7:05 PM View: | Caterpillar Inc. (CAT) | 05-Mar-18 | Grant | 993 | -- | -- | 20% 5.05K to 6.05K | |
| 23-Feb-18 2:46 PM View: | Sempra Energy (SRE) | 21-Feb-18 | Grant | 50,550 | -- | -- | 33% 153.45K to 204.0K | |
| 23-Feb-18 2:46 PM View: | Sempra Energy (SRE) | 21-Feb-18 | Payment of Exercise | 23,641 | $105.43 | $2,492,430.00 | (12%) 204.0K to 180.36K | (13%) |
| 03-Jan-18 7:55 PM View: | Sempra Energy (SRE) | 02-Jan-18 | Grant | 22,673 | -- | -- | 17% 130.58K to 153.25K | |
| 24-May-17 5:23 PM View: | Sempra Energy (SRE) | 23-May-17 | Market Sale | 23,000 | $113.43 | $2,608,980.00 | (15%) 153.2K to 130.2K | (2%) |
| 08-Mar-17 4:42 PM View: | Caterpillar Inc. (CAT) | 06-Mar-17 | Grant | 1,307 | -- | -- | 35% 3.75K to 5.05K | |
| 23-Jan-17 7:20 PM View: | Sempra Energy (SRE) | 23-Jan-17 | Market Sale (Planned) | 17,300 | $102.34 | $1,770,480.00 | (10%) 170.32K to 153.02K | (14%) |
| 18-Jan-17 7:30 PM View: | Sempra Energy (SRE) | 17-Jan-17 | Payment of Exercise | 127 | $102.58 | $13,025.60 | (< 1%) 170.26K to 170.13K | (14%) |
| 05-Jan-17 1:48 PM View: | Sempra Energy (SRE) | 04-Jan-17 | Grant | 33,064 | -- | -- | 22% 152.83K to 185.9K | |
| 05-Jan-17 1:48 PM View: | Sempra Energy (SRE) | 04-Jan-17 | Payment of Exercise | 15,880 | $101.13 | $1,605,930.00 | (9%) 185.9K to 170.02K | (16%) |
| 09-Mar-16 4:21 PM View: | Caterpillar Inc. (CAT) | 07-Mar-16 | Grant | 1,672 | -- | -- | 81% 2.08K to 3.75K | |
| 20-Jan-16 4:33 PM View: | Sempra Energy (SRE) | 15-Jan-16 | Payment of Exercise | 564 | $91.29 | $51,450.50 | (< 1%) 152.69K to 152.12K | (32%) |
| 06-Jan-16 6:46 PM View: | Sempra Energy (SRE) | 04-Jan-16 | Grant | 140,852 | -- | -- | 170% 82.75K to 223.61K | |
| 06-Jan-16 6:46 PM View: | Sempra Energy (SRE) | 04-Jan-16 | Payment of Exercise | 72,000 | $93.18 | $6,708,970.00 | (32%) 223.61K to 151.61K | (29%) |
| 01-Jul-15 6:58 PM View: | Sempra Energy (SRE) | 01-Jul-15 | Grant | 74,717 | -- | -- | 91% 81.91K to 156.63K | |
| 01-Jul-15 6:58 PM View: | Sempra Energy (SRE) | 01-Jul-15 | Payment of Exercise | 38,988 | $98.94 | $3,857,510.00 | (25%) 156.63K to 117.64K | (23%) |
| 01-Jul-15 6:58 PM View: | Sempra Energy (SRE) | 01-Jul-15 | Market Sale (Planned) | 35,729 | $98.50 | $3,519,310.00 | (30%) 117.64K to 81.91K | (24%) |
| 11-Jun-15 5:32 PM View: | Caterpillar Inc. (CAT) | 10-Jun-15 | Grant | 825 | $88.48 | $72,996.00 | 66% 1.25K to 2.08K | 75% |
| 22-Jan-15 3:35 PM View: | Sempra Energy (SRE) | 21-Jan-15 | Market Sale (Planned) | 17,482 | $114.04 | $1,993,650.00 | (18%) 99.24K to 81.75K | (9%) |
| 15-Jan-15 12:15 PM View: | Sempra Energy (SRE) | 14-Jan-15 | Market Sale (Planned) | 17,077 | $110.51 | $1,887,150.00 | (15%) 115.77K to 98.69K | (12%) |
| 05-Jan-15 8:43 PM View: | Sempra Energy (SRE) | 02-Jan-15 | Grant | 68,820 | -- | -- | 84% 81.61K to 150.43K | |
| 05-Jan-15 8:43 PM View: | Sempra Energy (SRE) | 02-Jan-15 | Payment of Exercise | 34,666 | $112.09 | $3,885,670.00 | (23%) 150.43K to 115.77K | (10%) |
| 19-Jun-14 5:22 PM View: | Sempra Energy (SRE) | 19-Jun-14 | Option Exercise | 36,300 | $59.07 | $2,144,270.00 | 45% 81.31K to 117.61K | |
| 19-Jun-14 5:22 PM View: | Sempra Energy (SRE) | 19-Jun-14 | Market Option Sale | 36,300 | $104.31 | $3,786,360.00 | (31%) 117.61K to 81.31K | (21%) |
| 07-May-14 1:02 PM View: | Sempra Energy (SRE) | 07-May-14 | Option Exercise | 19,000 | $46.14 | $876,660.00 | 23% 81.31K to 100.31K | |
| 07-May-14 1:02 PM View: | Sempra Energy (SRE) | 07-May-14 | Market Option Sale (Planned) | 19,000 | $99.40 | $1,888,600.00 | (19%) 100.31K to 81.31K | (27%) |
| 08-Jan-14 2:41 PM View: | Sempra Energy (SRE) | 06-Jan-14 | Market Sale (Planned) | 27,776 | $86.98 | $2,415,960.00 | (26%) 108.39K to 80.61K | (46%) |
| 06-Jan-14 4:43 PM View: | Sempra Energy (SRE) | 03-Jan-14 | Grant | 54,786 | -- | -- | 68% 80.61K to 135.4K | |
| 06-Jan-14 4:43 PM View: | Sempra Energy (SRE) | 03-Jan-14 | Payment of Exercise | 27,010 | $88.44 | $2,388,740.00 | (20%) 135.4K to 108.39K | (44%) |
| 16-Jul-13 4:36 PM View: | Sempra Energy (SRE) | 15-Jul-13 | Option Exercise | 18,600 | $36.30 | $675,180.00 | 23% 80.28K to 98.88K | |
| 16-Jul-13 4:36 PM View: | Sempra Energy (SRE) | 15-Jul-13 | Market Option Sale (Planned) | 18,600 | $84.90 | $1,579,140.00 | (19%) 98.88K to 80.28K | (52%) |
| 10-Jan-13 5:30 PM View: | Sempra Energy (SRE) | 09-Jan-13 | Market Sale (Planned) | 21,350 | $71.11 | $1,518,200.00 | (21%) 100.93K to 79.58K | (84%) |