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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 06-May-24 3:37 PM View:  | CMS Energy Corp. (CMS) | 03-May-24 | Grant | 2,843 | -- | -- | 19% 14.91K to 17.76K | |
| 15-Jun-23 4:11 PM View: | Rocket Companies, Inc. (RKT) | 13-Jun-23 | Grant | 23,193 | $9.27 | $214,999.00 | 47% 49.31K to 72.51K | |
| 26-May-23 10:00 PM View: | White Mountains Insurance G... (WTM) | 25-May-23 | Grant | 180 | -- | -- | 48% 0.38K to 0.56K | |
| 08-May-23 4:52 PM View: | CMS Energy Corp. (CMS) | 05-May-23 | Grant | 2,582 | -- | -- | 22% 11.83K to 14.41K | |
| 17-Jun-22 4:39 PM View: | Rocket Companies, Inc. (RKT) | 15-Jun-22 | Grant | 28,653 | $6.98 | $199,998.00 | 139% 20.66K to 49.31K | |
| 27-May-22 12:31 PM View: | White Mountains Insurance G... (WTM) | 26-May-22 | Grant | 225 | -- | -- | 149% 0.15K to 0.38K | |
| 10-May-22 1:52 PM View: | CMS Energy Corp. (CMS) | 06-May-22 | Grant | 2,362 | -- | -- | 26% 9.22K to 11.58K | |
| 12-Oct-21 4:57 PM View: | White Mountains Insurance G... (WTM) | 10-Oct-21 | Grant | 151 | -- | -- | 100% 0 to 0.15K | |
| 27-May-21 4:23 PM View: | Rocket Companies, Inc. (RKT) | 25-May-21 | Grant | 9,551 | -- | -- | 86% 11.11K to 20.66K | |
| 10-May-21 3:24 PM View: | CMS Energy Corp. (CMS) | 07-May-21 | Grant | 2,345 | -- | -- | 35% 6.62K to 8.97K | |
| 07-Aug-20 8:16 PM View: | Rocket Companies, Inc. (RKT) | 05-Aug-20 | Grant | 11,111 | -- | -- | 100% 0 to 11.11K | |
| 04-May-20 3:08 PM View: | CMS Energy Corp. (CMS) | 01-May-20 | Grant | 2,681 | -- | -- | 71% 3.76K to 6.44K | |
| 07-May-19 3:22 PM View: | CMS Energy Corp. (CMS) | 03-May-19 | Grant | 2,715 | -- | -- | 286% 0.95K to 3.66K | |
| 23-Jan-19 4:49 PM View: | CMS Energy Corp. (CMS) | 18-Jan-19 | Grant | 852 | -- | -- | 947% 90 to 0.94K |