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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 10-Jun-24 4:13 PM View:  | Stem, Inc. (STEM) | 07-Jun-24 | Option Exercise | 23,489 | -- | -- | 8% 296.3K to 319.79K | |
| 20-Jun-23 4:19 PM View: | Stem, Inc. (STEM) | 15-Jun-23 | Option Exercise | 20,498 | -- | -- | 7% 275.8K to 296.3K | |
| 21-Nov-22 5:09 PM View: | Stem, Inc. (STEM) | 18-Nov-22 | Market Sale | 75,000 | $13.57 | $1,017,990.00 | (21%) 350.8K to 275.8K | (15%) |
| 21-Nov-22 5:09 PM View: | Stem, Inc. (STEM) | 17-Nov-22 | Market Sale | 75,000 | $13.63 | $1,022,220.00 | (18%) 425.8K to 350.8K | (14%) |
| 11-Aug-22 8:42 PM View: | Stem, Inc. (STEM) | 11-Aug-22 | Sale (Planned) | 75,000 | $15.05 | $1,128,680.00 | (15%) 500.8K to 425.8K | |
| 11-Aug-22 8:42 PM View: | Stem, Inc. (STEM) | 10-Aug-22 | Sale (Planned) | 75,000 | $14.79 | $1,109,480.00 | (13%) 575.8K to 500.8K | |
| 11-Aug-22 8:42 PM View: | Stem, Inc. (STEM) | 07-Jun-22 | Gift | 20,000 | -- | -- | (3%) 595.8K to 575.8K | |
| 29-Apr-22 7:17 AM View: | Stem, Inc. (STEM) | 28-Apr-22 | Option Exercise | 5,524 | -- | -- | < 1% 590.28K to 595.8K | |
| 02-Dec-21 6:40 PM View: | Stem, Inc. (STEM) | 02-Dec-21 | Market Sale (Planned) | 100,000 | $19.82 | $1,981,790.00 | (14%) 690.28K to 590.28K | |
| 02-Dec-21 6:40 PM View: | Stem, Inc. (STEM) | 01-Dec-21 | Market Sale (Planned) | 100,000 | $21.13 | $2,113,480.00 | (13%) 790.28K to 690.28K | |
| 02-Dec-21 6:40 PM View: | Stem, Inc. (STEM) | 30-Nov-21 | Acquisition (other) | 10,051 | -- | -- | 1% 766.36K to 776.41K | |
| 02-Dec-21 6:40 PM View: | Stem, Inc. (STEM) | 30-Nov-21 | Acquisition (other) | 13,865 | -- | -- | 2% 776.41K to 790.28K | |
| 17-Aug-21 5:36 PM View: | Stem, Inc. (STEM) | 13-Aug-21 | Acquisition (other) | 678,976 | -- | -- | 61% 1.11M to 1.79M | |
| 17-Aug-21 5:36 PM View: | Stem, Inc. (STEM) | 13-Aug-21 | Acquisition (other) | 87,384 | -- | -- | 5% 1.79M to 1.88M |