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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 13-Mar-24 7:17 PM View:  | Proterra Inc (PTRAQ) | 13-Mar-24 | Disposition (other) | 40,707 | -- | -- | (100%) 40.71K to 0 | |
| 13-Mar-24 10:30 AM View: | Comfort Systems USA Inc. (FIX) | 11-Mar-24 | Private Sale (Planned) | 3,000 | $299.96 | $899,877.00 | (18%) 16.79K to 13.79K | |
| 12-Dec-23 10:00 AM View: | Comfort Systems USA Inc. (FIX) | 11-Dec-23 | Private Sale (Planned) | 3,000 | $193.40 | $580,197.00 | (15%) 19.79K to 16.79K | |
| 11-Sep-23 6:17 PM View: | Comfort Systems USA Inc. (FIX) | 11-Sep-23 | Private Sale (Planned) | 3,000 | $187.66 | $562,980.00 | (13%) 22.79K to 19.79K | |
| 13-Jun-23 10:36 AM View: | Comfort Systems USA Inc. (FIX) | 12-Jun-23 | Private Sale (Planned) | 3,000 | $159.94 | $479,820.00 | (12%) 25.79K to 22.79K | |
| 30-May-23 4:34 PM View: | Sensata Technologies Holdin... (ST) | 25-May-23 | Grant | 3,697 | -- | -- | 19% 19.46K to 23.15K | |
| 30-May-23 4:34 PM View: | Sensata Technologies Holdin... (ST) | 25-May-23 | Payment of Exercise | 87 | $40.58 | $3,530.46 | (< 1%) 23.15K to 23.07K | |
| 17-May-23 4:15 PM View: | Comfort Systems USA Inc. (FIX) | 16-May-23 | Grant | 1,065 | -- | -- | 4% 24.72K to 25.79K | |
| 30-Mar-23 7:24 PM View: | Proterra Inc (PTRAQ) | 28-Mar-23 | Grant | 33,407 | -- | -- | 139% 24.0K to 57.41K | |
| 13-Mar-23 7:00 AM View: | Comfort Systems USA Inc. (FIX) | 10-Mar-23 | Private Sale (Planned) | 3,000 | $143.03 | $429,090.00 | (11%) 27.72K to 24.72K | |
| 13-Dec-22 5:15 PM View: | Comfort Systems USA Inc. (FIX) | 12-Dec-22 | Private Sale (Planned) | 3,000 | $120.27 | $360,804.00 | (10%) 30.72K to 27.72K | |
| 13-Sep-22 4:15 PM View: | Comfort Systems USA Inc. (FIX) | 12-Sep-22 | Private Sale (Planned) | 3,000 | $103.39 | $310,179.00 | (9%) 33.72K to 30.72K | |
| 10-Jun-22 4:15 PM View: | Comfort Systems USA Inc. (FIX) | 10-Jun-22 | Market Sale (Planned) | 3,000 | $89.67 | $269,010.00 | (8%) 36.72K to 33.72K | (7%) |
| 31-May-22 4:28 PM View: | Sensata Technologies Holdin... (ST) | 26-May-22 | Grant | 3,240 | -- | -- | 20% 16.22K to 19.46K | |
| 19-May-22 5:58 PM View: | Comfort Systems USA Inc. (FIX) | 17-May-22 | Grant | 1,869 | -- | -- | 5% 34.85K to 36.72K | |
| 11-Mar-22 2:04 PM View: | Comfort Systems USA Inc. (FIX) | 10-Mar-22 | Market Sale (Planned) | 3,000 | $89.06 | $267,165.00 | (8%) 37.85K to 34.85K | (8%) |
| 22-Feb-22 5:56 PM View: | Proterra Inc (PTRAQ) | 17-Feb-22 | Grant | 12,626 | -- | -- | 111% 11.38K to 24.0K | |
| 16-Dec-21 4:50 PM View: | Comfort Systems USA Inc. (FIX) | 10-Dec-21 | Market Sale (Planned) | 3,000 | $96.27 | $288,810.00 | (7%) 40.85K to 37.85K | (3%) |
| 01-Dec-21 7:40 PM View: | Proterra Inc (PTRAQ) | 29-Nov-21 | Grant | 8,812 | -- | -- | 343% 2.57K to 11.38K | |
| 22-Jul-21 8:48 PM View: | Proterra Inc (PTRAQ) | 20-Jul-21 | Grant | 2,566 | $8.93 | $22,901.60 | 100% 0 to 2.57K | |
| 01-Jun-21 4:39 PM View: | Sensata Technologies Holdin... (ST) | 27-May-21 | Grant | 2,547 | -- | -- | 19% 13.67K to 16.22K | |
| 20-May-21 10:11 AM View: | Comfort Systems USA Inc. (FIX) | 18-May-21 | Grant | 1,939 | -- | -- | 5% 38.91K to 40.85K | |
| 01-Jun-20 4:43 PM View: | Sensata Technologies Holdin... (ST) | 28-May-20 | Grant | 4,078 | -- | -- | 43% 9.59K to 13.67K | |
| 21-May-20 10:44 AM View: | Comfort Systems USA Inc. (FIX) | 19-May-20 | Grant | 4,788 | -- | -- | 14% 34.13K to 38.91K | |
| 30-May-19 5:18 PM View: | Sensata Technologies Holdin... (ST) | 28-May-19 | Grant | 3,431 | -- | -- | 55% 6.29K to 9.72K | |
| 30-May-19 5:18 PM View: | Sensata Technologies Holdin... (ST) | 28-May-19 | Payment of Exercise | 128 | $43.73 | $5,597.44 | (1%) 9.72K to 9.59K | (19%) |
| 23-May-19 11:38 AM View: | Comfort Systems USA Inc. (FIX) | 21-May-19 | Grant | 3,262 | -- | -- | 11% 30.86K to 34.13K | |
| 07-Jun-18 4:55 PM View: | Sensata Technologies Holdin... (ST) | 05-Jun-18 | Grant | 2,859 | -- | -- | 83% 3.43K to 6.29K | |
| 04-Jun-18 5:04 PM View: | Sensata Technologies Holdin... (ST) | 31-May-18 | Payment of Exercise | 221 | $51.09 | $11,290.90 | (6%) 3.65K to 3.43K | (2%) |
| 23-May-18 2:59 PM View: | Comfort Systems USA Inc. (FIX) | 22-May-18 | Grant | 3,453 | -- | -- | 13% 27.41K to 30.86K | |
| 31-Oct-17 4:36 PM View: | Comfort Systems USA Inc. (FIX) | 30-Oct-17 | Market Sale | 5,000 | $42.81 | $214,050.00 | (15%) 32.41K to 27.41K | (71%) |
| 27-Sep-17 5:54 PM View: | ShoreTel, Inc. (SHOR) | 25-Sep-17 | Disposition | 37,428 | -- | -- | (100%) 37.43K to 0 | |
| 05-Jun-17 4:29 PM View: | Sensata Technologies Holdin... (ST) | 01-Jun-17 | Grant | 3,650 | -- | -- | 100% 0 to 3.65K | |
| 24-May-17 10:25 AM View: | Comfort Systems USA Inc. (FIX) | 23-May-17 | Grant | 4,018 | -- | -- | 14% 28.39K to 32.41K | |
| 14-Nov-16 3:36 PM View: | ShoreTel, Inc. (SHOR) | 11-Nov-16 | Option Exercise | 11,000 | -- | -- | 42% 26.43K to 37.43K | |
| 20-May-16 1:40 PM View: | Comfort Systems USA Inc. (FIX) | 19-May-16 | Grant | 4,656 | -- | -- | 20% 23.74K to 28.39K | |
| 05-Jan-16 6:41 PM View: | ShoreTel, Inc. (SHOR) | 31-Dec-15 | Grant | 1,780 | -- | -- | 7% 24.65K to 26.43K | |
| 02-Oct-15 6:21 PM View: | ShoreTel, Inc. (SHOR) | 30-Sep-15 | Grant | 2,108 | -- | -- | 9% 22.54K to 24.65K | |
| 02-Jul-15 6:58 PM View: | ShoreTel, Inc. (SHOR) | 30-Jun-15 | Grant | 2,323 | -- | -- | 11% 20.22K to 22.54K | |
| 27-May-15 4:19 PM View: | ShoreTel, Inc. (SHOR) | 26-May-15 | Market Purchase | 10,000 | $6.75 | $67,500.00 | 98% 10.22K to 20.22K | (7%) |
| 20-May-15 4:23 PM View: | Comfort Systems USA Inc. (FIX) | 19-May-15 | Grant | 5,584 | -- | -- | 31% 18.15K to 23.74K | |
| 02-Apr-15 5:56 PM View: | ShoreTel, Inc. (SHOR) | 31-Mar-15 | Grant | 2,224 | -- | -- | 28% 7.99K to 10.22K | |
| 05-Jan-15 3:34 PM View: | ShoreTel, Inc. (SHOR) | 31-Dec-14 | Grant | 1,980 | -- | -- | 33% 6.01K to 7.99K | |
| 02-Oct-14 6:10 PM View: | ShoreTel, Inc. (SHOR) | 30-Sep-14 | Grant | 2,188 | -- | -- | 57% 3.83K to 6.01K | |
| 02-Jul-14 4:42 PM View: | ShoreTel, Inc. (SHOR) | 30-Jun-14 | Grant | 2,678 | -- | -- | 233% 1.15K to 3.83K | |
| 16-May-14 4:41 PM View: | Comfort Systems USA Inc. (FIX) | 15-May-14 | Grant | 8,153 | -- | -- | 82% 10.0K to 18.15K | |
| 02-Apr-14 7:22 PM View: | ShoreTel, Inc. (SHOR) | 31-Mar-14 | Grant | 1,147 | -- | -- | 100% 0 to 1.15K | |
| 17-May-13 4:30 PM View: | Comfort Systems USA Inc. (FIX) | 16-May-13 | Grant | 10,000 | -- | -- | 100% 0 to 10.0K |