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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 31-Jan-24 5:58 PM View:  | Fiserv Inc. (FI) | 29-Jan-24 | Grant | 8,273 | -- | -- | 8% 97.67K to 105.94K | |
| 31-Jan-24 5:58 PM View: | Fiserv Inc. (FI) | 29-Jan-24 | Payment of Exercise | 5,773 | $142.91 | $825,019.00 | (5%) 105.94K to 100.17K | |
| 14-Dec-23 4:50 PM View: | Fiserv Inc. (FI) | 13-Dec-23 | Option Exercise | 25,429 | $41.75 | $1,061,660.00 | 26% 97.67K to 123.09K | |
| 14-Dec-23 4:50 PM View: | Fiserv Inc. (FI) | 13-Dec-23 | Option Sale | 25,429 | $135.00 | $3,432,920.00 | (21%) 123.09K to 97.67K | |
| 27-Mar-23 4:34 PM View: | Fiserv Inc. (FI) | 24-Mar-23 | Market Sale | 9,000 | $111.00 | $999,000.00 | (8%) 106.67K to 97.67K | 3% |
| 15-Mar-23 10:00 PM View: | Verisk Analytics, Inc. (VRSK) | 15-Mar-23 | Sale | 6,733 | $180.00 | $1,211,940.00 | (25%) 27.06K to 20.33K | |
| 27-Feb-23 4:14 PM View: | Fiserv Inc. (FI) | 26-Feb-23 | Payment of Exercise | 743 | $114.45 | $85,036.40 | (< 1%) 107.41K to 106.67K | |
| 24-Feb-23 6:10 PM View: | Fiserv Inc. (FI) | 23-Feb-23 | Payment of Exercise | 1,502 | $116.54 | $175,043.00 | (1%) 108.91K to 107.41K | |
| 24-Feb-23 6:10 PM View: | Fiserv Inc. (FI) | 22-Feb-23 | Grant | 11,495 | -- | -- | 12% 97.42K to 108.91K | |
| 30-Jan-23 4:49 PM View: | Fiserv Inc. (FI) | 29-Jan-23 | Payment of Exercise | 1,679 | $106.49 | $178,797.00 | (2%) 99.09K to 97.42K | (1%) |
| 12-Dec-22 4:37 PM View: | Fiserv Inc. (FI) | 09-Dec-22 | Market Sale | 4,000 | $101.31 | $405,240.00 | (4%) 103.09K to 99.09K | (6%) |
| 02-Aug-22 5:22 PM View: | Fiserv Inc. (FI) | 31-Jul-22 | Grant | 28,795 | -- | -- | 32% 90.19K to 118.99K | |
| 02-Aug-22 5:22 PM View: | Fiserv Inc. (FI) | 31-Jul-22 | Payment of Exercise | 15,895 | $105.68 | $1,679,780.00 | (13%) 118.99K to 103.09K | |
| 12-Jul-22 8:09 AM View: | Verisk Analytics, Inc. (VRSK) | 01-Jul-22 | Grant | 1,312 | -- | -- | 5% 25.75K to 27.06K | |
| 27-May-22 10:00 PM View: | Fiserv Inc. (FI) | 26-May-22 | Market Sale | 8,170 | $99.00 | $808,830.00 | (8%) 98.36K to 90.19K | (9%) |
| 31-May-22 4:52 PM View: | Verisk Analytics, Inc. (VRSK) | 26-May-22 | Sale | 4,800 | $173.60 | $833,280.00 | (16%) 30.55K to 25.75K | |
| 19-May-22 8:14 PM View: | Verisk Analytics, Inc. (VRSK) | 18-May-22 | Option Exercise | 9,675 | $49.26 | $476,590.00 | 41% 23.76K to 33.44K | |
| 19-May-22 8:14 PM View: | Verisk Analytics, Inc. (VRSK) | 18-May-22 | Option Sale | 2,888 | $168.18 | $485,704.00 | (9%) 33.44K to 30.55K | |
| 01-Mar-22 4:23 PM View: | Fiserv Inc. (FI) | 26-Feb-22 | Payment of Exercise | 933 | $98.05 | $91,480.70 | (< 1%) 99.3K to 98.36K | (10%) |
| 25-Feb-22 10:00 PM View: | Fiserv Inc. (FI) | 23-Feb-22 | Grant | 11,205 | -- | -- | 13% 88.09K to 99.3K | |
| 16-Feb-22 4:44 PM View: | Fiserv Inc. (FI) | 15-Feb-22 | Payment of Exercise | 3,774 | $97.07 | $366,342.00 | (4%) 91.87K to 88.09K | (11%) |
| 01-Feb-22 5:56 PM View: | Fiserv Inc. (FI) | 29-Jan-22 | Payment of Exercise | 1,681 | $104.89 | $176,320.00 | (2%) 93.55K to 91.87K | (3%) |
| 08-Dec-21 4:10 PM View: | Fiserv Inc. (FI) | 07-Dec-21 | Market Sale | 3,000 | $105.00 | $315,000.00 | (3%) 96.55K to 93.55K | 2% |
| 26-Aug-21 4:29 PM View: | Verisk Analytics, Inc. (VRSK) | 26-Aug-21 | Gift | 1,550 | -- | -- | (6%) 25.31K to 23.76K | |
| 24-Aug-21 4:19 PM View: | Verisk Analytics, Inc. (VRSK) | 20-Aug-21 | Market Sale | 525 | $196.25 | $103,031.00 | (2%) 25.84K to 25.31K | (< 1%) |
| 12-Jul-21 7:01 PM View: | Verisk Analytics, Inc. (VRSK) | 01-Jul-21 | Grant | 1,662 | -- | -- | 7% 24.17K to 25.84K | |
| 05-May-21 5:49 PM View: | Verisk Analytics, Inc. (VRSK) | 03-May-21 | Option Exercise | 7,550 | $34.91 | $263,570.00 | 42% 18.01K to 25.56K | |
| 05-May-21 5:49 PM View: | Verisk Analytics, Inc. (VRSK) | 03-May-21 | Market Option Sale | 1,388 | $190.00 | $263,720.00 | (5%) 25.56K to 24.17K | |
| 29-Mar-21 5:11 PM View: | Verisk Analytics, Inc. (VRSK) | 29-Mar-21 | Option Exercise | 2,500 | $34.91 | $87,275.00 | 16% 16.0K to 18.5K | |
| 29-Mar-21 5:11 PM View: | Verisk Analytics, Inc. (VRSK) | 29-Mar-21 | Market Option Sale | 486 | $180.00 | $87,480.00 | (3%) 18.5K to 18.01K | (< 1%) |
| 22-Mar-21 5:59 PM View: | Verisk Analytics, Inc. (VRSK) | 22-Mar-21 | Option Exercise | 2,500 | $34.91 | $87,275.00 | 18% 14.0K to 16.5K | |
| 22-Mar-21 5:59 PM View: | Verisk Analytics, Inc. (VRSK) | 22-Mar-21 | Market Option Sale | 499 | $175.00 | $87,325.00 | (3%) 16.5K to 16.0K | (3%) |
| 11-Mar-21 4:20 PM View: | Verisk Analytics, Inc. (VRSK) | 10-Mar-21 | Option Exercise | 1,255 | $34.91 | $43,812.10 | 9% 14.0K to 15.25K | |
| 11-Mar-21 4:20 PM View: | Verisk Analytics, Inc. (VRSK) | 10-Mar-21 | Market Option Sale | 1,255 | $176.25 | $221,194.00 | (8%) 15.25K to 14.0K | (2%) |
| 10-Mar-21 4:27 PM View: | Fiserv Inc. (FI) | 08-Mar-21 | Market Sale | 8,000 | $122.50 | $980,000.00 | (8%) 104.55K to 96.55K | (< 1%) |
| 02-Mar-21 4:19 PM View: | Fiserv Inc. (FI) | 26-Feb-21 | Payment of Exercise | 897 | $115.37 | $103,487.00 | (< 1%) 105.44K to 104.55K | (1%) |
| 17-Feb-21 4:56 PM View: | Fiserv Inc. (FI) | 15-Feb-21 | Payment of Exercise | 9,265 | $109.99 | $1,019,060.00 | (8%) 114.71K to 105.44K | (< 1%) |
| 02-Feb-21 4:51 PM View: | Fiserv Inc. (FI) | 29-Jan-21 | Grant | 12,035 | -- | -- | 12% 102.67K to 114.71K | |
| 13-Nov-20 4:09 PM View: | Fiserv Inc. (FI) | 12-Nov-20 | Market Sale | 14,100 | $105.86 | $1,492,630.00 | (12%) 116.77K to 102.67K | (5%) |
| 18-Aug-20 4:11 PM View: | Fiserv Inc. (FI) | 15-Aug-20 | Payment of Exercise | 12,876 | $99.77 | $1,284,640.00 | (10%) 129.65K to 116.77K | (11%) |
| 07-Jul-20 8:00 PM View: | Verisk Analytics, Inc. (VRSK) | 01-Jul-20 | Grant | 1,530 | -- | -- | 12% 12.47K to 14.0K | |
| 18-Jun-20 4:18 PM View: | Fiserv Inc. (FI) | 16-Jun-20 | Option Exercise | 22,500 | $41.75 | $939,375.00 | 17% 129.65K to 152.15K | |
| 18-Jun-20 4:18 PM View: | Fiserv Inc. (FI) | 16-Jun-20 | Market Option Sale | 22,500 | $102.41 | $2,304,220.00 | (15%) 152.15K to 129.65K | (8%) |
| 18-Jun-20 4:18 PM View: | Fiserv Inc. (FI) | 05-May-20 | Gift | 775 | -- | -- | (< 1%) 130.43K to 129.65K | |
| 28-Feb-20 5:01 PM View: | Fiserv Inc. (FI) | 26-Feb-20 | Grant | 6,684 | -- | -- | 5% 123.74K to 130.43K | |
| 24-Feb-20 5:21 PM View: | Fiserv Inc. (FI) | 20-Feb-20 | Payment of Exercise | 5,850 | $121.84 | $712,764.00 | (5%) 129.59K to 123.74K | 9% |
| 19-Feb-20 4:13 PM View: | Fiserv Inc. (FI) | 15-Feb-20 | Payment of Exercise | 6,405 | $122.32 | $783,460.00 | (5%) 136.0K to 129.59K | 10% |
| 21-Nov-19 6:30 PM View: | Verisk Analytics, Inc. (VRSK) | 20-Nov-19 | Option Exercise | 16,574 | $30.20 | $500,535.00 | 133% 12.47K to 29.04K | |
| 21-Nov-19 6:30 PM View: | Verisk Analytics, Inc. (VRSK) | 20-Nov-19 | Market Option Sale | 16,574 | $144.40 | $2,393,290.00 | (57%) 29.04K to 12.47K | (24%) |
| 10-Sep-19 5:54 PM View: | Fiserv Inc. (FI) | 09-Sep-19 | Payment of Exercise | 4,252 | $106.68 | $453,603.00 | (3%) 140.25K to 136.0K | (4%) |