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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 05-Feb-24 7:22 PM View:  | Healthequity, Inc. (HQY) | 01-Feb-24 | Grant | 1,124 | -- | -- | 14% 7.84K to 8.96K | |
| 26-Jun-23 6:14 PM View: | Healthequity, Inc. (HQY) | 22-Jun-23 | Grant | 3,164 | -- | -- | 68% 4.67K to 7.84K | |
| 20-Jun-23 4:27 PM View: | Alliance Data Systems Corpo... (BFH) | 15-Jun-23 | Grant | 4,932 | -- | -- | 57% 8.6K to 13.53K | |
| 03-Feb-23 11:38 AM View: | Healthequity, Inc. (HQY) | 01-Feb-23 | Grant | 1,229 | -- | -- | 36% 3.44K to 4.67K | |
| 27-Jun-22 7:48 PM View: | Healthequity, Inc. (HQY) | 23-Jun-22 | Grant | 2,996 | -- | -- | 670% 0.45K to 3.44K | |
| 17-Jun-22 4:19 PM View: | Alliance Data Systems Corpo... (BFH) | 15-Jun-22 | Grant | 2,650 | -- | -- | 45% 5.95K to 8.6K | |
| 17-Dec-21 4:13 PM View: | Alliance Data Systems Corpo... (BFH) | 15-Dec-21 | Grant | 373 | -- | -- | 7% 5.57K to 5.95K | |
| 17-Sep-21 4:04 PM View: | Alliance Data Systems Corpo... (BFH) | 15-Sep-21 | Grant | 292 | -- | -- | 6% 4.51K to 4.8K | |
| 17-Jun-21 4:07 PM View: | Alliance Data Systems Corpo... (BFH) | 15-Jun-21 | Grant | 1,553 | -- | -- | 53% 2.96K to 4.51K | |
| 23-Jun-20 4:06 PM View: | Alliance Data Systems Corpo... (BFH) | 22-Jun-20 | Grant | 2,956 | -- | -- | 100% 0 to 2.96K |