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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 20-Nov-23 10:00 PM View:  | Sysco Corp. (SYY) | 17-Nov-23 | Grant | 2,900 | -- | -- | 17% 16.82K to 19.72K | |
| 21-Nov-22 5:19 PM View: | Sysco Corp. (SYY) | 18-Nov-22 | Grant | 2,200 | -- | -- | 16% 14.17K to 16.37K | |
| 22-Nov-21 6:19 PM View: | Sysco Corp. (SYY) | 19-Nov-21 | Grant | 2,469 | -- | -- | 22% 11.37K to 13.84K | |
| 31-Dec-20 5:18 PM View: | Sysco Corp. (SYY) | 31-Dec-20 | Grant | 341 | $73.29 | $24,991.90 | 3% 10.76K to 11.1K | 1% |
| 20-Nov-20 5:24 PM View: | Sysco Corp. (SYY) | 20-Nov-20 | Grant | 2,570 | -- | -- | 31% 8.19K to 10.76K | |
| 01-Oct-20 5:32 PM View: | Sysco Corp. (SYY) | 30-Sep-20 | Grant | 408 | -- | -- | 5% 7.74K to 8.14K | |
| 30-Jun-20 5:16 PM View: | Sysco Corp. (SYY) | 30-Jun-20 | Grant | 459 | $54.42 | $24,978.80 | 6% 7.22K to 7.68K | |
| 31-Mar-20 5:13 PM View: | Sysco Corp. (SYY) | 31-Mar-20 | Grant | 539 | $46.35 | $24,982.60 | 8% 6.61K to 7.15K | |
| 30-Dec-19 5:45 PM View: | Docusign, Inc. (DOCU) | 26-Dec-19 | Option Exercise | 40,000 | $12.86 | $514,400.00 | 56% 71.05K to 111.05K | |
| 30-Dec-19 5:45 PM View: | Docusign, Inc. (DOCU) | 26-Dec-19 | Market Option Sale | 40,000 | $74.39 | $2,975,600.00 | (36%) 111.05K to 71.05K | (228%) |
| 15-Nov-19 5:09 PM View: | Sysco Corp. (SYY) | 15-Nov-19 | Grant | 2,270 | -- | -- | 53% 4.3K to 6.57K | |
| 03-Oct-19 4:44 PM View: | The Bank of New York Mellon... (BK) | 01-Oct-19 | Grant | 743 | $43.73 | $32,500.00 | 5% 15.07K to 15.81K | (13%) |
| 03-Jul-19 2:27 PM View: | The Bank of New York Mellon... (BK) | 01-Jul-19 | Grant | 731 | $44.47 | $32,500.00 | 5% 14.23K to 14.96K | (15%) |
| 19-Jun-19 4:42 PM View: | Docusign, Inc. (DOCU) | 17-Jun-19 | Grant | 3,791 | -- | -- | 6% 67.26K to 71.05K | |
| 03-Apr-19 4:43 PM View: | The Bank of New York Mellon... (BK) | 01-Apr-19 | Grant | 632 | $51.46 | $32,500.00 | 5% 13.52K to 14.15K | (27%) |
| 05-Feb-19 4:43 PM View: | The Bank of New York Mellon... (BK) | 01-Feb-19 | Grant | 808 | $52.62 | $42,500.00 | 6% 12.64K to 13.45K | (28%) |
| 28-Dec-18 4:47 PM View: | Sysco Corp. (SYY) | 28-Dec-18 | Grant | 502 | $62.05 | $31,149.10 | 14% 3.71K to 4.21K | 10% |
| 19-Nov-18 5:14 PM View: | Sysco Corp. (SYY) | 16-Nov-18 | Grant | 2,794 | -- | -- | 306% 0.91K to 3.71K | |
| 03-Oct-18 4:46 PM View: | The Bank of New York Mellon... (BK) | 01-Oct-18 | Grant | 626 | $51.90 | $32,500.00 | 5% 11.94K to 12.57K | (27%) |
| 28-Sep-18 4:50 PM View: | Sysco Corp. (SYY) | 28-Sep-18 | Grant | 427 | $72.83 | $31,098.40 | 88% 0.48K to 0.91K | (7%) |
| 20-Jul-18 6:47 PM View: | Docusign, Inc. (DOCU) | 18-Jul-18 | Grant | 3,770 | -- | -- | 6% 63.49K to 67.26K | |
| 05-Jul-18 4:45 PM View: | The Bank of New York Mellon... (BK) | 02-Jul-18 | Grant | 601 | $54.09 | $32,500.00 | 5% 11.28K to 11.88K | (31%) |
| 29-Jun-18 4:52 PM View: | Sysco Corp. (SYY) | 29-Jun-18 | Grant | 455 | $68.35 | $31,099.20 | 1517% 30 to 0.48K | (2%) |
| 01-May-18 6:18 PM View: | Docusign, Inc. (DOCU) | 01-May-18 | Conversion | 63,492 | -- | -- | 100% 0 to 63.49K | |
| 04-Apr-18 4:34 PM View: | The Bank of New York Mellon... (BK) | 02-Apr-18 | Grant | 648 | $50.15 | $32,500.00 | 6% 10.58K to 11.23K | (25%) |
| 05-Feb-18 4:53 PM View: | The Bank of New York Mellon... (BK) | 01-Feb-18 | Grant | 739 | $57.50 | $42,509.30 | 8% 9.8K to 10.54K | (35%) |
| 04-Oct-17 4:36 PM View: | The Bank of New York Mellon... (BK) | 02-Oct-17 | Grant | 606 | $53.65 | $32,500.00 | 7% 9.15K to 9.75K | (31%) |
| 06-Jul-17 5:06 PM View: | The Bank of New York Mellon... (BK) | 03-Jul-17 | Grant | 724 | $51.83 | $37,500.00 | 9% 8.38K to 9.11K | (29%) |
| 05-Apr-17 4:52 PM View: | The Bank of New York Mellon... (BK) | 03-Apr-17 | Grant | 583 | $47.13 | $27,500.00 | 8% 7.76K to 8.35K | (22%) |
| 03-Feb-17 5:04 PM View: | The Bank of New York Mellon... (BK) | 01-Feb-17 | Grant | 833 | $45.02 | $37,491.80 | 12% 6.9K to 7.74K | (18%) |
| 05-Oct-16 5:12 PM View: | The Bank of New York Mellon... (BK) | 03-Oct-16 | Grant | 693 | $39.69 | $27,500.00 | 11% 6.18K to 6.88K | (8%) |
| 06-Jul-16 4:54 PM View: | The Bank of New York Mellon... (BK) | 01-Jul-16 | Grant | 723 | $38.04 | $27,500.00 | 13% 5.43K to 6.15K | (5%) |
| 04-May-16 4:58 PM View: | The Bank of New York Mellon... (BK) | 02-May-16 | Grant | 167 | $40.77 | $6,800.00 | 3% 5.24K to 5.41K | (11%) |
| 05-Apr-16 4:53 PM View: | The Bank of New York Mellon... (BK) | 01-Apr-16 | Grant | 793 | $36.93 | $29,300.00 | 18% 4.45K to 5.24K | (2%) |
| 03-Mar-16 5:15 PM View: | The Bank of New York Mellon... (BK) | 01-Mar-16 | Grant | 49 | $36.80 | $1,800.00 | 1% 4.4K to 4.45K | (2%) |
| 03-Feb-16 4:51 PM View: | The Bank of New York Mellon... (BK) | 01-Feb-16 | Grant | 1,107 | $35.50 | $39,283.60 | 34% 3.27K to 4.38K | 2% |
| 06-Jan-16 5:00 PM View: | The Bank of New York Mellon... (BK) | 04-Jan-16 | Grant | 45 | $39.97 | $1,800.00 | 1% 3.22K to 3.27K | (10%) |
| 04-Nov-15 5:01 PM View: | The Bank of New York Mellon... (BK) | 02-Nov-15 | Grant | 43 | $42.25 | $1,800.00 | 1% 3.17K to 3.21K | (15%) |
| 05-Oct-15 5:31 PM View: | The Bank of New York Mellon... (BK) | 01-Oct-15 | Grant | 790 | $39.36 | $31,100.00 | 33% 2.38K to 3.17K | (9%) |
| 21-Sep-15 6:39 PM View: | Hewlett-Packard Co. (HPQ) | 17-Sep-15 | Payment of Exercise | 23,207 | $27.57 | $639,817.00 | (33%) 70.05K to 46.84K | (151%) |
| 21-Sep-15 6:39 PM View: | Hewlett-Packard Co. (HPQ) | 17-Sep-15 | Option Exercise | 52,565 | $27.57 | $1,449,220.00 | 301% 17.48K to 70.05K | 151% |
| 06-Jul-15 5:12 PM View: | The Bank of New York Mellon... (BK) | 01-Jul-15 | Grant | 652 | $42.18 | $27,500.00 | 38% 1.72K to 2.37K | (15%) |
| 03-Apr-15 2:51 PM View: | The Bank of New York Mellon... (BK) | 01-Apr-15 | Grant | 684 | $40.21 | $27,500.00 | 67% 1.03K to 1.71K | (12%) |
| 04-Feb-15 4:56 PM View: | The Bank of New York Mellon... (BK) | 02-Feb-15 | Grant | 1,023 | $36.67 | $37,500.00 | 279620% 0 to 1.02K | (3%) |
| 21-Jan-15 6:16 PM View: | Hewlett-Packard Co. (HPQ) | 16-Jan-15 | Payment of Exercise | 1,804 | $38.34 | $69,165.40 | (9%) 19.29K to 17.48K | (82%) |
| 21-Jan-15 6:16 PM View: | Hewlett-Packard Co. (HPQ) | 16-Jan-15 | Option Exercise | 4,540 | $38.34 | $174,064.00 | 31% 14.75K to 19.29K | 82% |
| 16-Dec-14 5:06 PM View: | Hewlett-Packard Co. (HPQ) | 12-Dec-14 | Payment of Exercise | 3,579 | $38.01 | $136,038.00 | (20%) 18.33K to 14.75K | (84%) |
| 16-Dec-14 5:06 PM View: | Hewlett-Packard Co. (HPQ) | 12-Dec-14 | Option Exercise | 6,857 | $38.01 | $260,635.00 | 60% 11.47K to 18.33K | 84% |
| 15-Dec-14 7:46 PM View: | Hewlett-Packard Co. (HPQ) | 11-Dec-14 | Payment of Exercise | 6,108 | $38.47 | $234,975.00 | (35%) 17.58K to 11.47K | (81%) |
| 15-Dec-14 7:46 PM View: | Hewlett-Packard Co. (HPQ) | 11-Dec-14 | Option Exercise | 11,704 | $38.47 | $450,253.00 | 199% 5.87K to 17.58K | 81% |