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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 04-Mar-24 5:51 PM View:  | Crossfirst Bankshares, Inc. (CFB) | 01-Mar-24 | Payment of Exercise | 290 | $12.69 | $3,680.10 | (3%) 11.02K to 10.73K | |
| 04-Mar-24 5:51 PM View: | Crossfirst Bankshares, Inc. (CFB) | 01-Mar-24 | Option Exercise | 1,016 | -- | -- | 10% 10.0K to 11.02K | |
| 05-May-23 4:20 PM View: | Crossfirst Bankshares, Inc. (CFB) | 03-May-23 | Private Purchase | 10,000 | $9.75 | $97,500.00 | 100% 0 to 10.0K | |
| 31-Mar-23 5:49 PM View: | Crossfirst Bankshares, Inc. (CFB) | 29-Mar-23 | Grant | 100 | $1,000.00 | $100,000.00 | 100% 0 to 100 | |
| 30-Apr-21 5:09 PM View: | Waddell & Reed Financial Inc. (WDR) | 30-Apr-21 | Disposition | 7,821 | -- | -- | (100%) 7.82K to 0 | |
| 12-Mar-21 5:36 PM View: | Waddell & Reed Financial Inc. (WDR) | 10-Mar-21 | Disposition | 2,726 | $25.02 | $68,204.50 | (25%) 10.89K to 8.16K | (< 1%) |
| 12-Mar-21 5:36 PM View: | Waddell & Reed Financial Inc. (WDR) | 10-Mar-21 | Payment of Exercise | 2,726 | -- | -- | 33% 8.16K to 10.89K | |
| 12-Mar-21 5:36 PM View: | Waddell & Reed Financial Inc. (WDR) | 10-Mar-21 | Payment of Exercise | 343 | $25.02 | $8,581.86 | (4%) 8.16K to 7.82K | (< 1%) |
| 12-Jan-21 6:06 PM View: | Waddell & Reed Financial Inc. (WDR) | 10-Jan-21 | Disposition | 1,055 | $25.03 | $26,406.70 | (11%) 9.58K to 8.53K | (< 1%) |
| 12-Jan-21 6:06 PM View: | Waddell & Reed Financial Inc. (WDR) | 10-Jan-21 | Payment of Exercise | 365 | $25.03 | $9,135.95 | (4%) 8.53K to 8.16K | (< 1%) |
| 12-Jan-21 6:06 PM View: | Waddell & Reed Financial Inc. (WDR) | 10-Jan-21 | Option Exercise | 1,055 | -- | -- | 12% 8.53K to 9.58K | |
| 12-Mar-20 5:12 PM View: | Waddell & Reed Financial Inc. (WDR) | 10-Mar-20 | Grant | 4,673 | -- | -- | 121% 3.86K to 8.53K | |
| 14-Jan-20 5:50 PM View: | Waddell & Reed Financial Inc. (WDR) | 10-Jan-20 | Disposition | 1,056 | $16.56 | $17,487.40 | (20%) 5.28K to 4.22K | (46%) |
| 14-Jan-20 5:50 PM View: | Waddell & Reed Financial Inc. (WDR) | 10-Jan-20 | Payment of Exercise | 365 | $16.56 | $6,044.40 | (9%) 4.22K to 3.86K | (46%) |
| 14-Jan-20 5:50 PM View: | Waddell & Reed Financial Inc. (WDR) | 10-Jan-20 | Option Exercise | 1,056 | -- | -- | 25% 4.22K to 5.28K | |
| 05-Mar-18 5:22 PM View: | National Bank Holdings Corp (NBHC) | 01-Mar-18 | Grant | 551 | -- | -- | 18% 2.99K to 3.54K | |
| 04-May-17 5:27 PM View: | National Bank Holdings Corp (NBHC) | 02-May-17 | Payment of Exercise | 65 | $31.65 | $2,057.25 | (2%) 3.06K to 2.99K | (7%) |
| 02-May-17 6:48 PM View: | National Bank Holdings Corp (NBHC) | 29-Apr-17 | Payment of Exercise | 128 | $31.57 | $4,040.96 | (4%) 3.19K to 3.06K | (7%) |
| 02-May-17 6:48 PM View: | National Bank Holdings Corp (NBHC) | 28-Apr-17 | Payment of Exercise | 510 | $31.57 | $16,100.70 | (14%) 3.7K to 3.19K | (7%) |
| 03-Mar-17 6:08 PM View: | National Bank Holdings Corp (NBHC) | 01-Mar-17 | Grant | 881 | -- | -- | 31% 2.81K to 3.7K | |
| 05-Dec-16 7:18 PM View: | National Bank Holdings Corp (NBHC) | 02-Dec-16 | Market Sale | 976 | $29.25 | $28,547.00 | (26%) 3.73K to 2.75K | (16%) |