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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 03-Apr-24 4:32 PM View:  | Hershey Co. (HSY) | 01-Apr-24 | Grant | 220 | -- | -- | 1% 15.8K to 16.02K | |
| 19-Mar-24 8:28 PM View: | DaVita Inc. (DVA) | 15-Mar-24 | Grant | 366 | -- | -- | 2% 23.51K to 23.88K | |
| 03-Jan-24 4:26 PM View: | Hershey Co. (HSY) | 01-Jan-24 | Grant | 271 | -- | -- | 2% 15.57K to 15.84K | |
| 17-Nov-23 5:44 PM View: | DaVita Inc. (DVA) | 15-Nov-23 | Grant | 529 | -- | -- | 2% 22.98K to 23.51K | |
| 10-Oct-23 4:10 PM View: | Hershey Co. (HSY) | 09-Oct-23 | Market Sale (Planned) | 182 | $194.56 | $35,409.90 | (1%) 15.74K to 15.56K | (< 1%) |
| 03-Oct-23 4:23 PM View: | Hershey Co. (HSY) | 01-Oct-23 | Grant | 211 | -- | -- | 1% 15.53K to 15.74K | |
| 17-Aug-23 5:08 PM View: | DaVita Inc. (DVA) | 15-Aug-23 | Grant | 475 | -- | -- | 2% 22.51K to 22.98K | |
| 12-Jul-23 4:28 PM View: | Hershey Co. (HSY) | 11-Jul-23 | Private Sale (Planned) | 187 | $241.66 | $45,190.40 | (1%) 15.72K to 15.53K | |
| 05-Jul-23 4:27 PM View: | Hershey Co. (HSY) | 01-Jul-23 | Grant | 170 | -- | -- | 1% 15.54K to 15.72K | |
| 17-May-23 5:33 PM View: | DaVita Inc. (DVA) | 15-May-23 | Grant | 516 | -- | -- | 2% 21.99K to 22.51K | |
| 10-May-23 9:02 PM View: | Iron Mountain Inc. (IRM) | 09-May-23 | Grant | 3,047 | $0.01 | $30.47 | 9% 32.52K to 35.56K | |
| 10-Apr-23 4:11 PM View: | Hershey Co. (HSY) | 10-Apr-23 | Private Sale | 188 | $259.20 | $48,729.60 | (1%) 15.73K to 15.54K | |
| 04-Apr-23 4:13 PM View: | Hershey Co. (HSY) | 01-Apr-23 | Grant | 168 | -- | -- | 1% 15.56K to 15.73K | |
| 17-Mar-23 5:40 PM View: | DaVita Inc. (DVA) | 15-Mar-23 | Grant | 658 | -- | -- | 3% 21.33K to 21.99K | |
| 11-Jan-23 4:13 PM View: | Hershey Co. (HSY) | 10-Jan-23 | Private Sale (Planned) | 211 | $225.97 | $47,679.70 | (1%) 15.77K to 15.56K | |
| 04-Jan-23 4:45 PM View: | Hershey Co. (HSY) | 01-Jan-23 | Grant | 183 | -- | -- | 1% 15.59K to 15.77K | |
| 16-Nov-22 5:28 PM View: | DaVita Inc. (DVA) | 15-Nov-22 | Grant | 677 | -- | -- | 3% 20.66K to 21.33K | |
| 11-Oct-22 4:14 PM View: | Hershey Co. (HSY) | 07-Oct-22 | Private Sale (Planned) | 239 | $220.69 | $52,744.90 | (2%) 15.83K to 15.59K | |
| 03-Oct-22 4:06 PM View: | Hershey Co. (HSY) | 01-Oct-22 | Grant | 179 | -- | -- | 1% 15.65K to 15.83K | |
| 16-Aug-22 7:23 PM View: | DaVita Inc. (DVA) | 15-Aug-22 | Grant | 514 | -- | -- | 3% 20.14K to 20.66K | |
| 08-Jul-22 4:06 PM View: | Hershey Co. (HSY) | 08-Jul-22 | Private Sale (Planned) | 234 | $220.93 | $51,697.60 | (1%) 15.88K to 15.64K | |
| 05-Jul-22 5:14 PM View: | Hershey Co. (HSY) | 01-Jul-22 | Grant | 184 | -- | -- | 1% 15.69K to 15.88K | |
| 17-May-22 6:09 PM View: | DaVita Inc. (DVA) | 15-May-22 | Grant | 475 | -- | -- | 2% 19.67K to 20.14K | |
| 13-May-22 4:43 PM View: | Iron Mountain Inc. (IRM) | 10-May-22 | Grant | 3,300 | $0.01 | $33.00 | 11% 29.21K to 32.52K | |
| 11-Apr-22 4:09 PM View: | Hershey Co. (HSY) | 07-Apr-22 | Private Sale (Planned) | 255 | $221.95 | $56,597.20 | (2%) 15.95K to 15.69K | |
| 04-Apr-22 4:05 PM View: | Hershey Co. (HSY) | 01-Apr-22 | Grant | 185 | -- | -- | 1% 15.76K to 15.95K | |
| 16-Mar-22 9:30 PM View: | DaVita Inc. (DVA) | 15-Mar-22 | Grant | 429 | -- | -- | 2% 19.24K to 19.67K | |
| 07-Jan-22 6:54 PM View: | Hershey Co. (HSY) | 07-Jan-22 | Market Sale (Planned) | 269 | $196.45 | $52,845.10 | (2%) 16.03K to 15.76K | (< 1%) |
| 03-Jan-22 7:57 PM View: | Hershey Co. (HSY) | 01-Jan-22 | Grant | 208 | -- | -- | 1% 15.82K to 16.03K | |
| 23-Nov-21 5:34 PM View: | DaVita Inc. (DVA) | 23-Nov-21 | Market Sale (Planned) | 446 | $102.86 | $45,875.60 | (2%) 19.68K to 19.24K | < 1% |
| 17-Nov-21 6:02 PM View: | DaVita Inc. (DVA) | 15-Nov-21 | Grant | 446 | -- | -- | 2% 19.24K to 19.68K | |
| 07-Oct-21 4:09 PM View: | Hershey Co. (HSY) | 07-Oct-21 | Market Sale (Planned) | 288 | $179.12 | $51,586.60 | (2%) 16.1K to 15.81K | (6%) |
| 01-Oct-21 4:05 PM View: | Hershey Co. (HSY) | 01-Oct-21 | Grant | 235 | -- | -- | 1% 15.87K to 16.1K | |
| 23-Aug-21 6:08 PM View: | DaVita Inc. (DVA) | 23-Aug-21 | Market Sale (Planned) | 365 | $133.09 | $48,577.80 | (2%) 19.6K to 19.24K | < 1% |
| 17-Aug-21 6:33 PM View: | DaVita Inc. (DVA) | 15-Aug-21 | Grant | 365 | -- | -- | 2% 19.24K to 19.6K | |
| 12-Jul-21 8:41 AM View: | Hershey Co. (HSY) | 08-Jul-21 | Market Sale (Planned) | 319 | $175.88 | $56,105.70 | (2%) 16.18K to 15.86K | (9%) |
| 01-Jul-21 9:46 AM View: | Hershey Co. (HSY) | 01-Jul-21 | Grant | 230 | -- | -- | 1% 15.95K to 16.18K | |
| 25-May-21 5:31 PM View: | DaVita Inc. (DVA) | 24-May-21 | Market Sale (Planned) | 379 | $123.12 | $46,662.50 | (2%) 19.62K to 19.24K | 1% |
| 18-May-21 8:23 PM View: | DaVita Inc. (DVA) | 15-May-21 | Grant | 379 | -- | -- | 2% 19.24K to 19.62K | |
| 14-May-21 4:46 PM View: | Iron Mountain Inc. (IRM) | 12-May-21 | Grant | 3,933 | $0.01 | $39.33 | 16% 25.28K to 29.21K | |
| 12-Apr-21 9:04 AM View: | Hershey Co. (HSY) | 08-Apr-21 | Market Sale (Planned) | 305 | $160.50 | $48,952.50 | (2%) 16.25K to 15.95K | (20%) |
| 05-Apr-21 10:32 AM View: | Hershey Co. (HSY) | 01-Apr-21 | Grant | 251 | -- | -- | 2% 16.0K to 16.25K | |
| 22-Mar-21 7:05 PM View: | DaVita Inc. (DVA) | 22-Mar-21 | Market Sale (Planned) | 436 | $109.51 | $47,746.40 | (2%) 19.68K to 19.24K | (< 1%) |
| 17-Mar-21 5:40 PM View: | DaVita Inc. (DVA) | 15-Mar-21 | Grant | 436 | -- | -- | 2% 19.24K to 19.68K | |
| 12-Jan-21 8:58 AM View: | Hershey Co. (HSY) | 08-Jan-21 | Market Sale (Planned) | 278 | $151.46 | $42,105.90 | (2%) 16.27K to 15.99K | (28%) |
| 05-Jan-21 2:14 PM View: | Hershey Co. (HSY) | 01-Jan-21 | Grant | 264 | -- | -- | 2% 16.01K to 16.27K | |
| 23-Nov-20 7:22 PM View: | DaVita Inc. (DVA) | 20-Nov-20 | Market Sale (Planned) | 430 | $107.88 | $46,388.40 | (2%) 19.67K to 19.24K | (2%) |
| 17-Nov-20 9:15 PM View: | DaVita Inc. (DVA) | 16-Nov-20 | Disposition | 12,032 | $110.55 | $1,330,140.00 | (31%) 39.03K to 27.0K | < 1% |
| 17-Nov-20 9:15 PM View: | DaVita Inc. (DVA) | 16-Nov-20 | Option Exercise | 19,358 | $68.70 | $1,329,920.00 | 98% 19.67K to 39.03K | |
| 17-Nov-20 9:15 PM View: | DaVita Inc. (DVA) | 16-Nov-20 | Market Option Sale | 7,326 | $111.63 | $817,801.00 | (27%) 27.0K to 19.67K | 2% |