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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 08-Feb-24 6:08 PM View:  | Edwards Lifesciences Corp. (EW) | 08-Feb-24 | Option Exercise | 7,056 | $36.86 | $260,107.00 | 26% 26.98K to 34.04K | |
| 08-Feb-24 6:08 PM View: | Edwards Lifesciences Corp. (EW) | 08-Feb-24 | Option Sale | 7,056 | $86.45 | $609,991.00 | (21%) 34.04K to 26.98K | |
| 10-Aug-23 5:48 PM View: | Edwards Lifesciences Corp. (EW) | 10-Aug-23 | Sale | 3,303 | $78.87 | $260,509.00 | (11%) 30.28K to 26.98K | |
| 15-May-23 6:22 PM View: | Edwards Lifesciences Corp. (EW) | 12-May-23 | Grant | 2,803 | -- | -- | 10% 27.48K to 30.28K | |
| 16-Feb-23 6:21 PM View: | Edwards Lifesciences Corp. (EW) | 16-Feb-23 | Option Exercise | 9,671 | $35.68 | $345,029.00 | 35% 27.48K to 37.15K | |
| 16-Feb-23 6:21 PM View: | Edwards Lifesciences Corp. (EW) | 16-Feb-23 | Option Sale | 9,671 | $76.82 | $742,942.00 | (26%) 37.15K to 27.48K | |
| 05-May-22 5:49 PM View: | Edwards Lifesciences Corp. (EW) | 04-May-22 | Grant | 2,300 | -- | -- | 9% 25.18K to 27.48K | |
| 03-Jan-22 8:46 PM View: | Public Storage (PSA) | 31-Dec-21 | Grant | 91 | $374.56 | $34,085.00 | 4% 2.36K to 2.45K | (< 1%) |
| 17-Dec-21 11:41 AM View: | Public Storage (PSA) | 15-Dec-21 | Option Exercise | 10,000 | $225.50 | $2,255,000.00 | 711% 1.41K to 11.41K | |
| 17-Dec-21 11:41 AM View: | Public Storage (PSA) | 15-Dec-21 | Market Option Sale | 9,045 | $362.26 | $3,276,640.00 | (79%) 11.41K to 2.36K | |
| 04-Oct-21 2:56 PM View: | Public Storage (PSA) | 30-Sep-21 | Grant | 114 | $297.10 | $33,869.40 | 9% 1.29K to 1.41K | < 1% |
| 23-Aug-21 1:41 PM View: | Public Storage (PSA) | 20-Aug-21 | Option Exercise | 5,000 | $193.71 | $968,550.00 | 2000% 0.25K to 5.25K | |
| 23-Aug-21 1:41 PM View: | Public Storage (PSA) | 20-Aug-21 | Market Option Sale | 3,957 | $323.70 | $1,280,880.00 | (75%) 5.25K to 1.29K | |
| 02-Jul-21 6:51 PM View: | Public Storage (PSA) | 30-Jun-21 | Grant | 113 | $300.69 | $33,978.00 | 82% 0.14K to 0.25K | 3% |
| 07-May-21 6:31 PM View: | Edwards Lifesciences Corp. (EW) | 05-May-21 | Grant | 2,615 | -- | -- | 12% 22.57K to 25.18K | |
| 23-Apr-21 9:24 PM View: | Edwards Lifesciences Corp. (EW) | 23-Apr-21 | Option Exercise | 10,000 | $35.68 | $356,767.00 | 52% 19.27K to 29.27K | |
| 23-Apr-21 9:24 PM View: | Edwards Lifesciences Corp. (EW) | 23-Apr-21 | Market Option Sale | 6,707 | $97.52 | $654,067.00 | (23%) 29.27K to 22.57K | |
| 02-Apr-21 1:54 PM View: | Public Storage (PSA) | 31-Mar-21 | Grant | 137 | $246.76 | $33,806.10 | 100% 0 to 0.14K | 26% |
| 11-May-20 2:16 PM View: | Edwards Lifesciences Corp. (EW) | 08-May-20 | Grant | 1,101 | -- | -- | 21% 5.32K to 6.42K | |
| 13-May-19 6:35 PM View: | Edwards Lifesciences Corp. (EW) | 09-May-19 | Grant | 1,634 | -- | -- | 44% 3.69K to 5.32K | |
| 22-May-18 7:44 PM View: | Edwards Lifesciences Corp. (EW) | 18-May-18 | Grant | 1,655 | -- | -- | 81% 2.03K to 3.69K | |
| 15-May-17 5:22 PM View: | Edwards Lifesciences Corp. (EW) | 12-May-17 | Grant | 2,034 | -- | -- | 100% 0 to 2.03K | |
| 06-Dec-16 11:20 AM View: | Ingram Micro Inc. (IM) | 05-Dec-16 | Disposition | 66,188 | -- | -- | (100%) 66.19K to 0 | |
| 11-Jan-16 5:59 PM View: | Ingram Micro Inc. (IM) | 04-Jan-16 | Grant | 4,354 | -- | -- | 7% 61.83K to 66.19K | |
| 06-Jan-16 4:21 PM View: | Towers Watson & Co. (TW) | 04-Jan-16 | Disposition | 4,977 | -- | -- | (100%) 4.98K to 0 | |
| 06-Jan-16 4:21 PM View: | Towers Watson & Co. (TW) | 04-Jan-16 | Option Exercise | 246 | -- | -- | 5% 4.73K to 4.98K | |
| 31-Dec-15 10:34 AM View: | Towers Watson & Co. (TW) | 30-Dec-15 | Option Exercise | 60 | -- | -- | 1% 4.67K to 4.73K | |
| 17-Dec-15 12:52 PM View: | Towers Watson & Co. (TW) | 15-Dec-15 | Option Exercise | 1 | -- | -- | < 1% 4.67K to 4.67K | |
| 29-Dec-15 9:46 AM View: | Towers Watson & Co. (TW) | 11-Dec-15 | Gift | 1,006 | -- | -- | (18%) 5.68K to 4.67K | |
| 19-Oct-15 3:29 PM View: | Towers Watson & Co. (TW) | 15-Oct-15 | Option Exercise | 1 | -- | -- | < 1% 5.67K to 5.68K | |
| 17-Jul-15 3:23 PM View: | Towers Watson & Co. (TW) | 15-Jul-15 | Option Exercise | 0 | -- | -- | < 1% 5.67K to 5.67K | |
| 02-Jul-15 9:52 AM View: | Towers Watson & Co. (TW) | 01-Jul-15 | Grant | 1,033 | -- | -- | 22% 4.64K to 5.67K | |
| 17-Apr-15 12:37 PM View: | Towers Watson & Co. (TW) | 15-Apr-15 | Option Exercise | 1 | -- | -- | < 1% 4.64K to 4.64K | |
| 20-Jan-15 9:22 AM View: | Towers Watson & Co. (TW) | 15-Jan-15 | Option Exercise | 1 | -- | -- | < 1% 4.64K to 4.64K | |
| 06-Jan-15 3:22 PM View: | Ingram Micro Inc. (IM) | 02-Jan-15 | Grant | 4,755 | -- | -- | 8% 57.08K to 61.83K | |
| 17-Oct-14 11:44 AM View: | Towers Watson & Co. (TW) | 15-Oct-14 | Option Exercise | 2 | -- | -- | < 1% 4.64K to 4.64K | |
| 17-Jul-14 3:19 PM View: | Towers Watson & Co. (TW) | 15-Jul-14 | Option Exercise | 0 | -- | -- | < 1% 4.64K to 4.64K | |
| 03-Jul-14 2:32 PM View: | Towers Watson & Co. (TW) | 01-Jul-14 | Grant | 1,151 | -- | -- | 33% 3.49K to 4.64K | |
| 17-Apr-14 3:25 PM View: | Towers Watson & Co. (TW) | 15-Apr-14 | Option Exercise | 1 | -- | -- | < 1% 3.48K to 3.49K | |
| 27-Jan-14 4:08 PM View: | Towers Watson & Co. (TW) | 15-Jan-14 | Option Exercise | 1 | -- | -- | < 1% 3.48K to 3.48K | |
| 03-Jan-14 5:38 PM View: | Ingram Micro Inc. (IM) | 02-Jan-14 | Grant | 5,592 | -- | -- | 11% 51.49K to 57.08K | |
| 16-Jul-13 1:09 PM View: | Towers Watson & Co. (TW) | 15-Jul-13 | Option Exercise | 5 | -- | -- | < 1% 3.48K to 3.48K | |
| 03-Jul-13 1:26 PM View: | Towers Watson & Co. (TW) | 01-Jul-13 | Grant | 1,464 | -- | -- | 73% 2.01K to 3.48K | |
| 16-Apr-13 2:23 PM View: | Towers Watson & Co. (TW) | 15-Apr-13 | Option Exercise | 5 | -- | -- | < 1% 2.01K to 2.02K | |
| 03-Jan-13 4:19 PM View: | Towers Watson & Co. (TW) | 03-Jan-13 | Option Exercise | 5 | -- | -- | < 1% 2.0K to 2.01K | |
| 04-Jan-13 1:47 PM View: | Ingram Micro Inc. (IM) | 02-Jan-13 | Grant | 7,450 | -- | -- | 17% 44.04K to 51.49K | |
| 17-Oct-12 3:29 PM View: | Towers Watson & Co. (TW) | 15-Oct-12 | Option Exercise | 1 | -- | -- | < 1% 2.0K to 2.0K | |
| 03-Jul-12 3:54 PM View: | Towers Watson & Co. (TW) | 01-Jul-12 | Grant | 501 | -- | -- | 294583% 0 to 0.5K | |
| 04-Jan-12 7:42 PM View: | Ingram Micro Inc. (IM) | 03-Jan-12 | Grant | 7,100 | -- | -- | 19% 36.94K to 44.04K | |
| 03-Mar-11 2:20 PM View: | Ingram Micro Inc. (IM) | 01-Mar-11 | Grant | 6,626 | -- | -- | 22% 30.31K to 36.94K |