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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 18-Mar-24 2:06 PM View:  | Customers Bancorp, Inc. (CUBI) | 15-Mar-24 | Grant | 625 | $48.75 | $30,468.80 | 17% 3.77K to 4.4K | |
| 18-Dec-23 10:16 AM View: | Customers Bancorp, Inc. (CUBI) | 15-Dec-23 | Grant | 750 | $53.84 | $40,380.00 | 25% 3.02K to 3.77K | |
| 18-Sep-23 3:23 PM View: | Customers Bancorp, Inc. (CUBI) | 15-Sep-23 | Grant | 750 | $35.02 | $26,265.00 | 33% 2.27K to 3.02K | |
| 15-Jun-23 4:33 PM View: | Customers Bancorp, Inc. (CUBI) | 15-Jun-23 | Grant | 750 | $27.51 | $20,632.50 | 49% 1.52K to 2.27K | |
| 30-May-23 6:48 PM View: | Green Dot Corporation (GDOT) | 25-May-23 | Grant | 14,253 | -- | -- | 73% 19.44K to 33.69K | |
| 16-Mar-23 10:00 PM View: | Customers Bancorp, Inc. (CUBI) | 15-Mar-23 | Grant | 750 | $18.08 | $13,560.00 | 97% 0.78K to 1.52K | |
| 15-Dec-22 3:40 PM View: | Customers Bancorp, Inc. (CUBI) | 15-Dec-22 | Grant | 775 | $28.62 | $22,180.50 | 100% 0 to 0.78K | |
| 01-Jun-22 6:19 PM View: | Green Dot Corporation (GDOT) | 31-May-22 | Sale | 6,214 | $29.20 | $181,466.00 | (24%) 25.65K to 19.44K | |
| 01-Jun-22 6:19 PM View: | Green Dot Corporation (GDOT) | 19-May-22 | Grant | 8,440 | -- | -- | 49% 17.21K to 25.65K | |
| 10-Nov-21 5:46 PM View: | Green Dot Corporation (GDOT) | 09-Nov-21 | Sale | 6,276 | $44.53 | $279,480.00 | (27%) 23.49K to 17.21K | |
| 01-Jun-21 9:32 PM View: | Green Dot Corporation (GDOT) | 27-May-21 | Grant | 6,214 | -- | -- | 36% 17.28K to 23.49K | |
| 12-Nov-20 7:11 PM View: | Green Dot Corporation (GDOT) | 09-Nov-20 | Private Sale | 2,578 | $56.08 | $144,561.00 | (13%) 19.85K to 17.28K | |
| 10-Nov-20 7:52 PM View: | Green Dot Corporation (GDOT) | 07-Aug-20 | Market Purchase | 5,000 | $51.65 | $258,250.00 | 34% 14.85K to 19.85K | (4%) |
| 11-Jun-20 8:21 PM View: | Green Dot Corporation (GDOT) | 09-Jun-20 | Grant | 6,276 | -- | -- | 73% 8.58K to 14.85K | |
| 14-May-20 8:02 PM View: | Green Dot Corporation (GDOT) | 14-May-20 | Private Purchase | 6,000 | $31.58 | $189,480.00 | 233% 2.58K to 8.58K | |
| 30-May-19 5:10 PM View: | Green Dot Corporation (GDOT) | 28-May-19 | Market Sale | 1,736 | $48.32 | $83,891.20 | (40%) 4.31K to 2.58K | 2% |
| 24-May-19 4:48 PM View: | Green Dot Corporation (GDOT) | 23-May-19 | Grant | 2,578 | -- | -- | 149% 1.74K to 4.31K | |
| 29-May-18 4:26 PM View: | Green Dot Corporation (GDOT) | 29-May-18 | Market Sale | 3,310 | $71.57 | $236,897.00 | (66%) 5.05K to 1.74K | (4%) |
| 29-May-18 4:26 PM View: | Green Dot Corporation (GDOT) | 24-May-18 | Grant | 1,736 | -- | -- | 52% 3.31K to 5.05K | |
| 25-Aug-17 5:11 PM View: | Green Dot Corporation (GDOT) | 24-Aug-17 | Grant | 421 | -- | -- | 15% 2.89K to 3.31K | |
| 15-Aug-17 7:10 PM View: | Green Dot Corporation (GDOT) | 11-Aug-17 | Market Sale | 4,674 | $45.45 | $212,454.00 | (62%) 7.56K to 2.89K | (64%) |
| 30-May-17 6:05 PM View: | Green Dot Corporation (GDOT) | 25-May-17 | Grant | 2,889 | -- | -- | 62% 4.67K to 7.56K | |
| 25-May-16 7:44 PM View: | Green Dot Corporation (GDOT) | 23-May-16 | Grant | 4,674 | -- | -- | 100% 0 to 4.67K |