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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 02-May-22 6:02 PM View:  | Valero Energy Corp. (VLO) | 29-Apr-22 | Option Exercise | 3,630 | -- | -- | 33% 10.95K to 14.58K | |
| 06-Jul-21 6:38 PM View: | Boston Private Financial Ho... (BPFH) | 01-Jul-21 | Disposition | 50,885 | -- | -- | (100%) 50.88K to 0 | |
| 17-May-21 4:16 PM View: | Boston Private Financial Ho... (BPFH) | 14-May-21 | Grant | 1,399 | $15.19 | $21,250.80 | 3% 49.49K to 50.88K | |
| 17-Mar-21 4:24 PM View: | Boston Private Financial Ho... (BPFH) | 15-Mar-21 | Grant | 2,913 | $14.59 | $42,500.70 | 6% 46.57K to 49.49K | |
| 16-Nov-20 4:25 PM View: | Boston Private Financial Ho... (BPFH) | 13-Nov-20 | Grant | 4,415 | $7.22 | $31,876.30 | 10% 42.16K to 46.57K | |
| 17-Aug-20 4:16 PM View: | Boston Private Financial Ho... (BPFH) | 14-Aug-20 | Grant | 5,044 | $6.32 | $31,878.10 | 14% 37.11K to 42.16K | |
| 19-May-20 5:54 PM View: | Boston Private Financial Ho... (BPFH) | 15-May-20 | Grant | 3,450 | $6.16 | $21,252.00 | 10% 33.66K to 37.11K | |
| 04-May-20 6:11 PM View: | Valero Energy Corp. (VLO) | 30-Apr-20 | Grant | 1,933 | -- | -- | 21% 9.02K to 10.95K | |
| 19-Feb-20 4:22 PM View: | Boston Private Financial Ho... (BPFH) | 14-Feb-20 | Grant | 1,826 | $11.64 | $21,254.60 | 6% 31.84K to 33.66K | (4%) |
| 19-Nov-19 4:35 PM View: | Boston Private Financial Ho... (BPFH) | 15-Nov-19 | Grant | 1,840 | $11.55 | $21,252.00 | 6% 30.0K to 31.84K | (4%) |
| 16-Aug-19 5:02 PM View: | Boston Private Financial Ho... (BPFH) | 15-Aug-19 | Grant | 2,051 | $10.36 | $21,250.00 | 7% 27.95K to 30.0K | |
| 17-May-19 4:34 PM View: | Boston Private Financial Ho... (BPFH) | 15-May-19 | Grant | 1,918 | $11.08 | $21,251.40 | 7% 26.03K to 27.95K | < 1% |
| 02-May-19 5:25 PM View: | Valero Energy Corp. (VLO) | 30-Apr-19 | Grant | 1,557 | -- | -- | 21% 7.46K to 9.02K | |
| 20-Feb-19 4:09 PM View: | Valero Energy Corp. (VLO) | 20-Feb-19 | Market Purchase | 500 | $84.97 | $42,485.00 | 100% 0 to 0.5K | (39%) |
| 20-Feb-19 4:14 PM View: | Boston Private Financial Ho... (BPFH) | 15-Feb-19 | Grant | 1,774 | $11.98 | $21,252.50 | 7% 24.25K to 26.03K | < 1% |
| 06-Dec-18 4:27 PM View: | Boston Private Financial Ho... (BPFH) | 04-Dec-18 | Market Sale | 3,000 | $12.61 | $37,830.00 | (11%) 27.25K to 24.25K | 4% |
| 19-Nov-18 4:42 PM View: | Boston Private Financial Ho... (BPFH) | 15-Nov-18 | Grant | 1,645 | $12.92 | $21,250.00 | 6% 25.61K to 27.25K | (6%) |
| 16-Aug-18 5:16 PM View: | Boston Private Financial Ho... (BPFH) | 15-Aug-18 | Grant | 1,517 | $14.00 | $21,249.90 | 6% 24.09K to 25.61K | (14%) |
| 31-Jul-18 5:09 PM View: | Valero Energy Corp. (VLO) | 30-Jul-18 | Market Sale | 1,000 | $116.75 | $116,755.00 | (12%) 8.46K to 7.46K | 56% |
| 30-Jul-18 4:25 PM View: | Boston Private Financial Ho... (BPFH) | 26-Jul-18 | Market Sale | 5,000 | $14.40 | $72,000.00 | (17%) 29.09K to 24.09K | 17% |
| 24-May-18 4:24 PM View: | Boston Private Financial Ho... (BPFH) | 23-May-18 | Market Sale | 7,000 | $16.92 | $118,430.00 | (19%) 36.09K to 29.09K | 30% |
| 24-May-18 5:12 PM View: | Valero Energy Corp. (VLO) | 23-May-18 | Market Sale | 1,000 | $121.04 | $121,043.00 | (11%) 9.46K to 8.46K | 57% |
| 17-May-18 4:54 PM View: | Boston Private Financial Ho... (BPFH) | 15-May-18 | Grant | 1,266 | $16.78 | $21,250.00 | 4% 31.45K to 32.72K | (29%) |
| 17-May-18 4:54 PM View: | Boston Private Financial Ho... (BPFH) | 15-May-18 | Payment of Exercise | 4,125 | $16.60 | $68,475.00 | (10%) 40.22K to 36.09K | 28% |
| 17-May-18 4:54 PM View: | Boston Private Financial Ho... (BPFH) | 15-May-18 | Option Exercise | 7,500 | $9.13 | $68,475.00 | 23% 32.72K to 40.22K | |
| 15-Feb-18 4:50 PM View: | Boston Private Financial Ho... (BPFH) | 15-Feb-18 | Grant | 1,411 | $15.06 | $21,250.00 | 5% 30.04K to 31.45K | (22%) |
| 24-Jan-18 5:56 PM View: | Boston Private Financial Ho... (BPFH) | 22-Jan-18 | Market Sale | 5,500 | $15.51 | $85,302.90 | (15%) 35.54K to 30.04K | 24% |
| 14-Dec-17 5:14 PM View: | Valero Energy Corp. (VLO) | 13-Dec-17 | Market Sale | 1,000 | $87.23 | $87,233.10 | (10%) 10.46K to 9.46K | 42% |
| 16-Nov-17 5:05 PM View: | Boston Private Financial Ho... (BPFH) | 15-Nov-17 | Grant | 1,370 | $15.51 | $21,250.10 | 4% 34.17K to 35.54K | (24%) |
| 01-Nov-17 5:07 PM View: | Valero Energy Corp. (VLO) | 31-Oct-17 | Market Sale | 1,600 | $78.87 | $126,197.00 | (13%) 12.06K to 10.46K | 36% |
| 28-Sep-17 5:07 PM View: | Valero Energy Corp. (VLO) | 28-Sep-17 | Market Sale | 656 | $75.86 | $49,764.20 | (5%) 12.72K to 12.06K | 34% |
| 07-Sep-17 4:02 PM View: | Valero Energy Corp. (VLO) | 06-Sep-17 | Market Sale | 1,500 | $68.00 | $102,000.00 | (11%) 14.22K to 12.72K | 26% |
| 16-Aug-17 4:22 PM View: | Boston Private Financial Ho... (BPFH) | 15-Aug-17 | Grant | 1,410 | $15.07 | $21,250.00 | 4% 32.76K to 34.17K | (23%) |
| 17-May-17 4:59 PM View: | Boston Private Financial Ho... (BPFH) | 15-May-17 | Grant | 1,368 | $15.54 | $21,253.20 | 4% 31.39K to 32.76K | (26%) |
| 04-May-17 4:39 PM View: | Valero Energy Corp. (VLO) | 03-May-17 | Grant | 2,709 | -- | -- | 24% 11.51K to 14.22K | |
| 03-May-17 4:16 PM View: | Boston Private Financial Ho... (BPFH) | 02-May-17 | Market Sale | 9,000 | $15.46 | $139,180.00 | (22%) 40.39K to 31.39K | 26% |
| 23-Feb-17 4:03 PM View: | Valero Energy Corp. (VLO) | 22-Feb-17 | Market Sale | 1,000 | $66.19 | $66,193.60 | (8%) 12.51K to 11.51K | 23% |
| 16-Feb-17 4:08 PM View: | Boston Private Financial Ho... (BPFH) | 15-Feb-17 | Grant | 1,254 | $16.95 | $21,257.80 | 3% 39.14K to 40.39K | (32%) |
| 16-Nov-16 4:26 PM View: | Boston Private Financial Ho... (BPFH) | 15-Nov-16 | Grant | 1,391 | $15.28 | $21,254.50 | 3% 42.62K to 44.01K | (25%) |
| 16-Aug-16 4:04 PM View: | Boston Private Financial Ho... (BPFH) | 15-Aug-16 | Grant | 1,710 | $12.43 | $21,251.90 | 4% 40.91K to 42.62K | (9%) |
| 13-May-16 5:01 PM View: | Boston Private Financial Ho... (BPFH) | 13-May-16 | Grant | 1,778 | $11.95 | $21,249.50 | 5% 39.13K to 40.91K | (6%) |
| 16-May-16 3:59 PM View: | Valero Energy Corp. (VLO) | 12-May-16 | Grant | 3,069 | -- | -- | 33% 9.44K to 12.51K | |
| 16-Feb-16 4:18 PM View: | Boston Private Financial Ho... (BPFH) | 12-Feb-16 | Grant | 2,141 | $9.93 | $21,249.60 | 6% 36.99K to 39.13K | 12% |
| 16-Nov-15 4:26 PM View: | Boston Private Financial Ho... (BPFH) | 13-Nov-15 | Grant | 1,836 | $11.58 | $21,260.90 | 5% 35.16K to 36.99K | (5%) |
| 17-Aug-15 4:10 PM View: | Boston Private Financial Ho... (BPFH) | 14-Aug-15 | Grant | 1,708 | $12.44 | $21,250.90 | 5% 33.45K to 35.16K | (12%) |
| 03-Aug-15 4:05 PM View: | Valero Energy Corp. (VLO) | 31-Jul-15 | Market Sale | 4,000 | $65.54 | $262,151.00 | (30%) 13.44K to 9.44K | 18% |
| 03-Aug-15 4:17 PM View: | Boston Private Financial Ho... (BPFH) | 30-Jul-15 | Market Sale | 3,000 | $12.45 | $37,350.00 | (8%) 36.45K to 33.45K | 13% |
| 21-Jul-15 4:34 PM View: | Boston Private Financial Ho... (BPFH) | 20-Jul-15 | Market Sale | 12,000 | $13.02 | $156,240.00 | (25%) 48.45K to 36.45K | 17% |
| 23-Jun-15 4:50 PM View: | Valero Energy Corp. (VLO) | 19-Jun-15 | Market Sale | 5,000 | $60.47 | $302,335.00 | (27%) 18.44K to 13.44K | 10% |
| 18-May-15 4:09 PM View: | Boston Private Financial Ho... (BPFH) | 15-May-15 | Grant | 1,681 | $12.64 | $21,247.80 | 4% 46.77K to 48.45K | (14%) |