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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 30-May-23 4:48 PM View:  | Regional Management Corp. (RM) | 25-May-23 | Grant | 5,100 | -- | -- | 25% 20.59K to 25.69K | |
| 09-May-23 4:07 PM View: | Zions Bancorp. (ZION) | 05-May-23 | Grant | 4,419 | $23.76 | $104,995.00 | 118% 3.74K to 8.16K | |
| 27-Mar-23 6:27 PM View: | Trinet Group, Inc. (TNET) | 23-Mar-23 | Grant | 2,807 | -- | -- | 50% 5.6K to 8.4K | |
| 27-May-22 4:26 PM View: | Regional Management Corp. (RM) | 26-May-22 | Grant | 2,722 | -- | -- | 15% 17.86K to 20.59K | |
| 29-Apr-22 5:50 PM View: | Zions Bancorp. (ZION) | 29-Apr-22 | Grant | 1,858 | $56.51 | $104,996.00 | 99% 1.88K to 3.74K | |
| 28-Mar-22 6:55 PM View: | Trinet Group, Inc. (TNET) | 24-Mar-22 | Grant | 2,099 | -- | -- | 60% 3.5K to 5.6K | |
| 01-Jun-21 4:16 PM View: | Regional Management Corp. (RM) | 27-May-21 | Grant | 2,478 | -- | -- | 16% 15.39K to 17.86K | |
| 26-Mar-21 5:38 PM View: | Trinet Group, Inc. (TNET) | 24-Mar-21 | Grant | 2,576 | -- | -- | 280% 0.92K to 3.5K | |
| 23-Nov-20 7:05 PM View: | Trinet Group, Inc. (TNET) | 19-Nov-20 | Grant | 921 | -- | -- | 100% 0 to 0.92K | |
| 02-Jun-20 6:51 PM View: | Regional Management Corp. (RM) | 29-May-20 | Grant | 7,278 | -- | -- | 90% 8.11K to 15.39K | |
| 06-May-20 5:31 PM View: | Sempra Energy (SRE) | 05-May-20 | Grant | 725 | -- | -- | 22% 3.31K to 4.04K | |
| 10-May-19 5:19 PM View: | Sempra Energy (SRE) | 09-May-19 | Grant | 714 | -- | -- | 28% 2.56K to 3.27K | |
| 06-May-19 4:20 PM View: | Regional Management Corp. (RM) | 02-May-19 | Grant | 4,359 | -- | -- | 116% 3.75K to 8.11K | |
| 11-May-18 6:43 PM View: | Sempra Energy (SRE) | 10-May-18 | Grant | 846 | -- | -- | 51% 1.66K to 2.5K | |
| 04-May-18 4:19 PM View: | Regional Management Corp. (RM) | 02-May-18 | Grant | 2,862 | -- | -- | 322% 0.89K to 3.75K | |
| 05-Feb-18 8:20 PM View: | Regional Management Corp. (RM) | 02-Feb-18 | Grant | 888 | -- | -- | 100% 0 to 0.89K | |
| 29-Mar-17 3:08 PM View: | Sempra Energy (SRE) | 28-Mar-17 | Grant | 1,607 | -- | -- | 100% 0 to 1.61K |