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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 31-Jan-24 3:59 PM View:  | American Express Company (AXP) | 29-Jan-24 | Grant | 8,231 | $201.43 | $1,657,970.00 | 100% 0 to 8.23K | |
| 31-Jan-24 3:59 PM View: | American Express Company (AXP) | 29-Jan-24 | Payment of Exercise | 3,834 | $201.43 | $772,283.00 | (47%) 8.23K to 4.4K |