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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 05-Mar-24 5:03 PM View:  | Meta Financial Group, Inc. (CASH) | 01-Mar-24 | Grant | 2,950 | -- | -- | 35% 8.45K to 11.4K | |
| 29-Feb-24 4:23 PM View: | Meta Financial Group, Inc. (CASH) | 27-Feb-24 | Grant | 2,950 | -- | -- | 54% 5.5K to 8.45K | |
| 17-Jan-24 5:53 PM View: | Axis Capital Holdings Ltd. (AXS) | 16-Jan-24 | Grant | 3,868 | -- | -- | 23% 16.48K to 20.35K | |
| 01-Mar-23 4:32 PM View: | Meta Financial Group, Inc. (CASH) | 28-Feb-23 | Grant | 2,950 | -- | -- | 54% 5.5K to 8.45K | |
| 19-Jan-23 4:50 PM View: | Axis Capital Holdings Ltd. (AXS) | 17-Jan-23 | Grant | 3,725 | -- | -- | 29% 12.76K to 16.48K | |
| 25-Feb-22 4:39 PM View: | Meta Financial Group, Inc. (CASH) | 23-Feb-22 | Grant | 2,800 | -- | -- | 104% 2.7K to 5.5K | |
| 18-Jan-22 7:55 PM View: | Axis Capital Holdings Ltd. (AXS) | 14-Jan-22 | Grant | 4,648 | -- | -- | 57% 8.11K to 12.76K | |
| 06-Jul-21 10:00 PM View: | Boston Private Financial Ho... (BPFH) | 01-Jul-21 | Disposition | 40,187 | -- | -- | (100%) 40.19K to 0 | |
| 27-May-21 5:07 PM View: | Boston Private Financial Ho... (BPFH) | 25-May-21 | Private Sale | 11,000 | $15.20 | $167,150.00 | (21%) 51.19K to 40.19K | |
| 17-May-21 4:13 PM View: | Boston Private Financial Ho... (BPFH) | 14-May-21 | Grant | 658 | $15.19 | $9,995.02 | 1% 50.53K to 51.19K | |
| 17-Mar-21 4:18 PM View: | Boston Private Financial Ho... (BPFH) | 15-Mar-21 | Grant | 1,371 | $14.59 | $20,002.90 | 3% 49.16K to 50.53K | |
| 25-Feb-21 5:02 PM View: | Meta Financial Group, Inc. (CASH) | 23-Feb-21 | Grant | 2,700 | -- | -- | 100% 0 to 2.7K | |
| 20-Jan-21 6:08 PM View: | Axis Capital Holdings Ltd. (AXS) | 15-Jan-21 | Grant | 3,239 | -- | -- | 66% 4.87K to 8.11K | |
| 16-Nov-20 4:27 PM View: | Boston Private Financial Ho... (BPFH) | 13-Nov-20 | Grant | 2,078 | $7.22 | $15,003.20 | 4% 47.08K to 49.16K | |
| 17-Aug-20 4:12 PM View: | Boston Private Financial Ho... (BPFH) | 14-Aug-20 | Grant | 2,373 | $6.32 | $14,997.40 | 5% 44.71K to 47.08K | |
| 19-May-20 6:14 PM View: | Boston Private Financial Ho... (BPFH) | 15-May-20 | Grant | 4,667 | $6.16 | $28,748.70 | 12% 40.04K to 44.71K | |
| 12-May-20 4:16 PM View: | Boston Private Financial Ho... (BPFH) | 11-May-20 | Private Purchase | 10,000 | $6.95 | $69,500.00 | 33% 30.04K to 40.04K | |
| 19-Feb-20 4:24 PM View: | Boston Private Financial Ho... (BPFH) | 14-Feb-20 | Grant | 2,470 | $11.64 | $28,750.80 | 9% 27.57K to 30.04K | (4%) |
| 17-Jan-20 5:00 PM View: | Axis Capital Holdings Ltd. (AXS) | 15-Jan-20 | Grant | 3,310 | -- | -- | 212% 1.56K to 4.87K | |
| 19-Nov-19 4:31 PM View: | Boston Private Financial Ho... (BPFH) | 15-Nov-19 | Grant | 2,489 | $11.55 | $28,748.00 | 10% 25.08K to 27.57K | (4%) |
| 16-Aug-19 5:03 PM View: | Boston Private Financial Ho... (BPFH) | 15-Aug-19 | Grant | 2,775 | $10.36 | $28,750.00 | 12% 22.3K to 25.08K | |
| 17-May-19 4:40 PM View: | Boston Private Financial Ho... (BPFH) | 15-May-19 | Grant | 2,031 | $11.08 | $22,503.50 | 10% 20.27K to 22.31K | < 1% |
| 19-Mar-19 5:23 PM View: | Axis Capital Holdings Ltd. (AXS) | 15-Mar-19 | Grant | 1,561 | -- | -- | 100% 0 to 1.56K | |
| 20-Feb-19 4:13 PM View: | Boston Private Financial Ho... (BPFH) | 15-Feb-19 | Grant | 1,878 | $11.98 | $22,498.40 | 10% 18.4K to 20.27K | < 1% |
| 19-Nov-18 4:43 PM View: | Boston Private Financial Ho... (BPFH) | 15-Nov-18 | Grant | 1,741 | $12.92 | $22,500.10 | 10% 16.66K to 18.4K | (6%) |
| 16-Aug-18 5:12 PM View: | Boston Private Financial Ho... (BPFH) | 15-Aug-18 | Grant | 1,607 | $14.00 | $22,499.90 | 11% 15.05K to 16.66K | (14%) |
| 17-May-18 4:54 PM View: | Boston Private Financial Ho... (BPFH) | 15-May-18 | Grant | 1,341 | $16.78 | $22,500.00 | 10% 13.71K to 15.05K | (29%) |
| 15-Feb-18 4:51 PM View: | Boston Private Financial Ho... (BPFH) | 15-Feb-18 | Grant | 1,494 | $15.06 | $22,500.00 | 12% 12.21K to 13.71K | (22%) |
| 16-Nov-17 5:04 PM View: | Boston Private Financial Ho... (BPFH) | 15-Nov-17 | Grant | 1,451 | $15.51 | $22,499.90 | 13% 10.76K to 12.21K | (24%) |
| 16-Aug-17 4:22 PM View: | Boston Private Financial Ho... (BPFH) | 15-Aug-17 | Grant | 1,493 | $15.07 | $22,500.10 | 16% 9.27K to 10.76K | (23%) |
| 17-May-17 4:56 PM View: | Boston Private Financial Ho... (BPFH) | 15-May-17 | Grant | 1,126 | $15.54 | $17,493.50 | 14% 8.14K to 9.27K | (26%) |
| 16-Feb-17 4:06 PM View: | Boston Private Financial Ho... (BPFH) | 15-Feb-17 | Grant | 1,032 | $16.95 | $17,494.50 | 15% 7.11K to 8.14K | (32%) |
| 16-Nov-16 4:26 PM View: | Boston Private Financial Ho... (BPFH) | 15-Nov-16 | Grant | 1,145 | $15.28 | $17,495.60 | 19% 5.97K to 7.11K | (25%) |
| 16-Aug-16 4:05 PM View: | Boston Private Financial Ho... (BPFH) | 15-Aug-16 | Grant | 1,408 | $12.43 | $17,498.60 | 31% 4.56K to 5.97K | (9%) |
| 13-May-16 5:01 PM View: | Boston Private Financial Ho... (BPFH) | 13-May-16 | Grant | 1,255 | $11.95 | $14,999.60 | 38% 3.3K to 4.56K | (6%) |
| 16-Feb-16 4:17 PM View: | Boston Private Financial Ho... (BPFH) | 12-Feb-16 | Grant | 1,511 | $9.93 | $15,000.20 | 84% 1.79K to 3.3K | 12% |
| 16-Nov-15 4:25 PM View: | Boston Private Financial Ho... (BPFH) | 13-Nov-15 | Grant | 1,296 | $11.58 | $15,007.70 | 261% 0.5K to 1.79K | (5%) |
| 17-Aug-15 4:10 PM View: | Boston Private Financial Ho... (BPFH) | 14-Aug-15 | Grant | 406 | $12.44 | $5,051.45 | 451% 90 to 0.5K | (12%) |
| 11-Aug-11 4:15 PM View: | Hartford Financial Services... (HIG) | 10-Aug-11 | Disposition | 1,462 | $20.57 | $30,071.80 | (1%) 103.14K to 101.68K | (153%) |
| 11-Aug-11 4:15 PM View: | Hartford Financial Services... (HIG) | 10-Aug-11 | Option Exercise | 1,462 | -- | -- | 1% 101.68K to 103.14K | |
| 10-May-11 7:50 PM View: | Hartford Financial Services... (HIG) | 06-May-11 | Disposition | 3,396 | $28.58 | $97,071.70 | (3%) 104.75K to 101.35K | (83%) |
| 10-May-11 7:50 PM View: | Hartford Financial Services... (HIG) | 06-May-11 | Option Exercise | 3,396 | -- | -- | 3% 101.35K to 104.75K | |
| 03-Mar-11 6:52 PM View: | Hartford Financial Services... (HIG) | 01-Mar-11 | Grant | 34,590 | $28.91 | $1,000,000.00 | 55% 62.9K to 97.49K | 81% |
| 03-Mar-11 6:52 PM View: | Hartford Financial Services... (HIG) | 01-Mar-11 | Market Sale (Planned) | 1,052 | $29.84 | $31,384.50 | (1%) 97.49K to 96.44K | (75%) |
| 01-Mar-11 6:41 PM View: | Hartford Financial Services... (HIG) | 25-Feb-11 | Payment of Exercise | 4,193 | $29.42 | $123,358.00 | (6%) 71.7K to 67.5K | (78%) |
| 28-Feb-11 6:53 PM View: | Hartford Financial Services... (HIG) | 24-Feb-11 | Payment of Exercise | 508 | $28.71 | $14,584.70 | (< 1%) 72.2K to 71.7K | (83%) |
| 28-Feb-11 6:53 PM View: | Hartford Financial Services... (HIG) | 24-Feb-11 | Option Exercise | 1,560 | $28.71 | $44,780.70 | 2% 70.64K to 72.2K | 83% |
| 28-Oct-10 4:03 PM View: | Hartford Financial Services... (HIG) | 26-Oct-10 | Market Sale (Planned) | 11,800 | $25.00 | $295,047.00 | (14%) 82.32K to 70.52K | (109%) |
| 15-Oct-10 4:02 PM View: | Hartford Financial Services... (HIG) | 13-Oct-10 | Market Sale (Planned) | 4,454 | $25.01 | $111,395.00 | (5%) 86.77K to 82.32K | (109%) |
| 12-Oct-10 3:57 PM View: | Hartford Financial Services... (HIG) | 08-Oct-10 | Market Sale (Planned) | 8,127 | $24.00 | $195,048.00 | (9%) 94.9K to 86.77K | (117%) |