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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 03-Apr-24 2:01 PM View:  | Public Storage (PSA) | 31-Mar-24 | Grant | 115 | $290.06 | $33,356.90 | 1% 8.0K to 8.11K | |
| 03-Jan-24 7:10 PM View: | Public Storage (PSA) | 31-Dec-23 | Grant | 105 | $305.00 | $32,025.00 | 1% 7.89K to 8.0K | |
| 12-Dec-23 4:21 PM View: | Health Care REIT Inc. (WELL) | 12-Dec-23 | Gift | 345 | -- | -- | (< 1%) 78.05K to 77.7K | |
| 03-Nov-23 4:26 PM View: | Health Care REIT Inc. (WELL) | 02-Nov-23 | Gift | 2,907 | -- | -- | (4%) 80.95K to 78.05K | |
| 03-Oct-23 3:38 PM View: | Public Storage (PSA) | 30-Sep-23 | Grant | 121 | $263.52 | $31,885.90 | 2% 7.77K to 7.89K | |
| 03-Jul-23 6:59 PM View: | Public Storage (PSA) | 30-Jun-23 | Grant | 110 | $291.88 | $32,106.80 | 1% 7.66K to 7.77K | |
| 04-Apr-23 6:52 PM View: | Public Storage (PSA) | 31-Mar-23 | Grant | 106 | $302.14 | $32,026.80 | 1% 7.55K to 7.66K | |
| 18-Jan-23 5:14 PM View: | Health Care REIT Inc. (WELL) | 15-Jan-23 | Payment of Exercise | 586 | $71.15 | $41,693.90 | (< 1%) 81.6K to 81.01K | |
| 05-Jan-23 10:00 PM View: | Health Care REIT Inc. (WELL) | 03-Jan-23 | Disposition | 18,607 | -- | -- | (19%) 100.2K to 81.6K | |
| 04-Jan-23 1:14 PM View: | Public Storage (PSA) | 31-Dec-22 | Grant | 122 | $280.19 | $34,183.20 | 2% 7.43K to 7.55K | |
| 21-Dec-22 6:24 PM View: | Health Care REIT Inc. (WELL) | 30-Nov-22 | Grant | 283 | $60.38 | $17,086.40 | < 1% 99.92K to 100.2K | |
| 03-Oct-22 2:23 PM View: | Public Storage (PSA) | 30-Sep-22 | Grant | 115 | $292.81 | $33,673.10 | 2% 7.32K to 7.43K | |
| 01-Jul-22 2:07 PM View: | Public Storage (PSA) | 30-Jun-22 | Grant | 108 | $312.67 | $33,768.40 | 1% 7.21K to 7.32K | |
| 27-Apr-22 2:47 PM View: | Public Storage (PSA) | 26-Apr-22 | Option Exercise | 1,666 | $275.12 | $458,350.00 | 30% 5.54K to 7.21K | |
| 04-Apr-22 7:52 PM View: | Public Storage (PSA) | 31-Mar-22 | Grant | 87 | $390.28 | $33,954.40 | 2% 5.46K to 5.54K | (8%) |
| 17-Feb-22 5:58 PM View: | Health Care REIT Inc. (WELL) | 15-Feb-22 | Payment of Exercise | 10,013 | $81.16 | $812,655.00 | (9%) 109.93K to 99.92K | |
| 17-Feb-22 5:58 PM View: | Health Care REIT Inc. (WELL) | 15-Feb-22 | Option Exercise | 25,444 | -- | -- | 30% 84.49K to 109.93K | |
| 18-Jan-22 5:57 PM View: | Health Care REIT Inc. (WELL) | 15-Jan-22 | Payment of Exercise | 3,184 | $87.51 | $278,632.00 | (4%) 87.67K to 84.49K | (< 1%) |
| 03-Jan-22 9:00 PM View: | Public Storage (PSA) | 03-Jan-22 | Option Exercise | 5,000 | $230.93 | $1,154,650.00 | 1099% 0.46K to 5.46K | |
| 03-Jan-22 9:00 PM View: | Public Storage (PSA) | 31-Dec-21 | Grant | 91 | $374.56 | $34,085.00 | 25% 0.36K to 0.46K | (< 1%) |
| 04-Oct-21 2:48 PM View: | Public Storage (PSA) | 30-Sep-21 | Grant | 114 | $297.10 | $33,869.40 | 46% 0.25K to 0.36K | < 1% |
| 02-Jul-21 6:51 PM View: | Public Storage (PSA) | 30-Jun-21 | Grant | 113 | $300.69 | $33,978.00 | 82% 0.14K to 0.25K | 3% |
| 02-Dec-21 5:03 PM View: | Health Care REIT Inc. (WELL) | 28-May-21 | Grant | 393 | $53.97 | $21,210.20 | < 1% 87.28K to 87.67K | |
| 02-Apr-21 2:09 PM View: | Public Storage (PSA) | 31-Mar-21 | Grant | 137 | $246.76 | $33,806.10 | 100% 0 to 0.14K | 26% |
| 17-Feb-21 5:24 PM View: | Health Care REIT Inc. (WELL) | 16-Feb-21 | Grant | 11,165 | -- | -- | 15% 76.11K to 87.28K | |
| 17-Feb-21 5:24 PM View: | Health Care REIT Inc. (WELL) | 12-Feb-21 | Payment of Exercise | 10,114 | $67.51 | $682,796.00 | (12%) 86.23K to 76.11K | |
| 17-Feb-21 5:24 PM View: | Health Care REIT Inc. (WELL) | 12-Feb-21 | Option Exercise | 19,771 | -- | -- | 30% 66.46K to 86.23K | |
| 20-Jan-21 7:09 PM View: | Health Care REIT Inc. (WELL) | 15-Jan-21 | Payment of Exercise | 6,898 | $64.25 | $443,196.00 | (9%) 73.36K to 66.46K | 5% |
| 05-Jan-21 4:57 PM View: | Health Care REIT Inc. (WELL) | 31-Dec-20 | Payment of Exercise | 1,007 | $64.62 | $65,072.30 | (1%) 74.36K to 73.36K | |
| 05-Jan-21 4:57 PM View: | Health Care REIT Inc. (WELL) | 31-Dec-20 | Option Exercise | 2,521 | -- | -- | 4% 71.84K to 74.36K | |
| 07-Dec-20 4:56 PM View: | Health Care REIT Inc. (WELL) | 04-Dec-20 | Grant | 4,868 | -- | -- | 7% 66.97K to 71.84K | |
| 03-Dec-20 5:55 PM View: | Health Care REIT Inc. (WELL) | 31-May-20 | Grant | 300 | $43.07 | $12,921.00 | < 1% 66.67K to 66.97K | |
| 19-Feb-20 5:21 PM View: | Health Care REIT Inc. (WELL) | 14-Feb-20 | Grant | 15,598 | -- | -- | 31% 49.84K to 65.44K | |
| 19-Feb-20 5:21 PM View: | Health Care REIT Inc. (WELL) | 14-Feb-20 | Payment of Exercise | 1,290 | $89.32 | $115,223.00 | (2%) 67.96K to 66.67K | 32% |
| 19-Feb-20 5:21 PM View: | Health Care REIT Inc. (WELL) | 14-Feb-20 | Option Exercise | 2,521 | -- | -- | 4% 65.44K to 67.96K | |
| 17-Jan-20 4:58 PM View: | Health Care REIT Inc. (WELL) | 15-Jan-20 | Payment of Exercise | 5,366 | $84.95 | $455,842.00 | (10%) 55.21K to 49.84K | 29% |
| 03-Jan-20 4:55 PM View: | Health Care REIT Inc. (WELL) | 31-Dec-19 | Payment of Exercise | 1,124 | $81.78 | $91,920.70 | (2%) 56.34K to 55.21K | 26% |
| 03-Jan-20 4:55 PM View: | Health Care REIT Inc. (WELL) | 31-Dec-19 | Option Exercise | 2,876 | -- | -- | 5% 53.46K to 56.34K | |
| 09-Dec-19 4:43 PM View: | Health Care REIT Inc. (WELL) | 29-Nov-19 | Grant | 3 | $69.71 | $209.13 | < 1% 53.46K to 53.46K | |
| 09-Dec-19 4:43 PM View: | Health Care REIT Inc. (WELL) | 31-May-19 | Grant | 340 | $61.75 | $20,996.00 | < 1% 53.12K to 53.46K | |
| 19-Feb-19 5:50 PM View: | Health Care REIT Inc. (WELL) | 14-Feb-19 | Grant | 9,682 | -- | -- | 22% 43.43K to 53.12K | |
| 11-Feb-19 6:15 PM View: | Health Care REIT Inc. (WELL) | 07-Feb-19 | Payment of Exercise | 1,319 | $77.05 | $101,629.00 | (1%) 89.44K to 88.13K | 21% |
| 11-Feb-19 6:15 PM View: | Health Care REIT Inc. (WELL) | 07-Feb-19 | Option Exercise | 2,876 | -- | -- | 3% 86.57K to 89.44K | |
| 17-Jan-19 5:41 PM View: | Health Care REIT Inc. (WELL) | 15-Jan-19 | Payment of Exercise | 3,322 | $72.39 | $240,480.00 | (7%) 45.2K to 41.88K | 16% |
| 08-Jan-19 5:19 PM View: | Health Care REIT Inc. (WELL) | 04-Jan-19 | Payment of Exercise | 1,223 | $68.28 | $83,506.40 | (3%) 46.42K to 45.2K | 11% |
| 10-Dec-18 4:47 PM View: | Health Care REIT Inc. (WELL) | 30-Nov-18 | Grant | 97 | $49.32 | $4,783.75 | < 1% 46.33K to 46.42K | |
| 13-Aug-18 6:49 PM View: | Health Care REIT Inc. (WELL) | 10-Aug-18 | Gift | 62 | -- | -- | (< 1%) 92.08K to 92.02K | |
| 13-Aug-18 6:49 PM View: | Health Care REIT Inc. (WELL) | 10-Aug-18 | Market Purchase | 62 | $63.55 | $3,940.10 | < 1% 92.02K to 92.08K | (6%) |
| 13-Aug-18 6:49 PM View: | Health Care REIT Inc. (WELL) | 09-Aug-18 | Grant | 3,173 | -- | -- | 4% 88.84K to 92.02K | |
| 10-Dec-18 4:47 PM View: | Health Care REIT Inc. (WELL) | 31-May-18 | Grant | 285 | $49.00 | $13,965.90 | < 1% 46.04K to 46.33K |