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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 03-Jun-24 6:07 PM View:  | Macerich Co. (MAC) | 30-May-24 | Grant | 9,103 | -- | -- | 34% 27.15K to 36.25K | |
| 30-May-24 7:40 PM View: | Chevron Corp. (CVX) | 29-May-24 | Grant | 1,477 | -- | -- | 5% 27.73K to 29.2K | |
| 24-May-24 2:04 PM View: | McDonald's Corp. (MCD) | 22-May-24 | Option Exercise | 9,939 | -- | -- | 100% 0 to 9.94K | |
| 13-May-24 4:52 PM View: | Chevron Corp. (CVX) | 10-May-24 | Private Sale | 2,549 | $165.24 | $421,207.00 | (8%) 30.27K to 27.73K | |
| 02-Jun-23 6:37 PM View: | Macerich Co. (MAC) | 31-May-23 | Grant | 14,004 | -- | -- | 117% 11.92K to 25.92K | |
| 02-Jun-23 4:22 PM View: | Chevron Corp. (CVX) | 31-May-23 | Grant | 1,534 | -- | -- | 4% 35.32K to 36.85K | |
| 01-Aug-22 5:58 PM View: | McDonald's Corp. (MCD) | 29-Jul-22 | Market Sale | 4,500 | $264.02 | $1,188,090.00 | (100%) 4.5K to 0 | (< 1%) |
| 01-Jun-22 8:00 PM View: | Macerich Co. (MAC) | 27-May-22 | Grant | 11,421 | -- | -- | 100% 0 to 11.42K | |
| 27-May-22 4:30 PM View: | Chevron Corp. (CVX) | 25-May-22 | Grant | 1,303 | -- | -- | 4% 33.17K to 34.48K | |
| 27-May-22 4:30 PM View: | Chevron Corp. (CVX) | 25-May-22 | Option Exercise | 11,799 | $123.98 | $1,462,890.00 | 34% 34.48K to 46.28K | |
| 27-May-22 4:30 PM View: | Chevron Corp. (CVX) | 25-May-22 | Option Sale | 11,799 | $175.00 | $2,064,820.00 | (25%) 46.28K to 34.48K | |
| 18-May-22 5:02 PM View: | Chevron Corp. (CVX) | 17-May-22 | Option Exercise | 21,813 | $120.63 | $2,631,380.00 | 66% 33.17K to 54.99K | |
| 18-May-22 5:02 PM View: | Chevron Corp. (CVX) | 17-May-22 | Option Sale | 21,813 | $175.00 | $3,817,280.00 | (40%) 54.99K to 33.17K | |
| 18-May-22 5:02 PM View: | Chevron Corp. (CVX) | 16-May-22 | Option Exercise | 39,773 | $102.75 | $4,086,470.00 | 120% 33.17K to 72.95K | |
| 18-May-22 5:02 PM View: | Chevron Corp. (CVX) | 16-May-22 | Option Sale | 39,773 | $173.99 | $6,919,990.00 | (55%) 72.95K to 33.17K | |
| 05-May-22 6:06 PM View: | Chevron Corp. (CVX) | 04-May-22 | Sale | 7,923 | $164.40 | $1,302,500.00 | (19%) 41.1K to 33.17K | |
| 05-May-22 6:06 PM View: | Chevron Corp. (CVX) | 03-May-22 | Option Exercise | 5,805 | $97.63 | $566,742.00 | 14% 41.1K to 46.9K | |
| 05-May-22 6:06 PM View: | Chevron Corp. (CVX) | 03-May-22 | Option Sale | 5,805 | $160.00 | $928,800.00 | (12%) 46.9K to 41.1K | |
| 12-May-21 4:54 PM View: | Chevron Corp. (CVX) | 10-May-21 | Option Exercise | 5,101 | $103.25 | $526,678.00 | 13% 37.93K to 43.03K | |
| 12-May-21 4:54 PM View: | Chevron Corp. (CVX) | 10-May-21 | Market Option Sale | 5,101 | $110.79 | $565,135.00 | (12%) 43.03K to 37.93K | |
| 29-May-20 4:59 PM View: | Chevron Corp. (CVX) | 27-May-20 | Grant | 2,411 | -- | -- | 7% 34.5K to 36.91K | |
| 14-Feb-20 4:31 PM View: | Chevron Corp. (CVX) | 12-Feb-20 | Option Exercise | 7,646 | $71.55 | $547,071.00 | 24% 31.5K to 39.15K | |
| 14-Feb-20 4:31 PM View: | Chevron Corp. (CVX) | 12-Feb-20 | Market Option Sale | 4,900 | $111.71 | $547,394.00 | (13%) 39.15K to 34.25K | 27% |
| 12-Nov-19 10:03 AM View: | McDonald's Corp. (MCD) | 07-Nov-19 | Market Purchase | 2,500 | $193.83 | $484,575.00 | 125% 2.0K to 4.5K | 2% |
| 31-May-19 5:23 PM View: | Chevron Corp. (CVX) | 29-May-19 | Grant | 1,901 | -- | -- | 7% 29.14K to 31.04K | |
| 23-May-19 4:26 PM View: | Chevron Corp. (CVX) | 21-May-19 | Market Sale | 2,100 | $121.75 | $255,675.00 | (7%) 31.24K to 29.14K | 35% |
| 17-May-19 5:03 PM View: | Chevron Corp. (CVX) | 15-May-19 | Market Sale | 4,200 | $122.13 | $512,938.00 | (12%) 35.44K to 31.24K | 34% |
| 01-May-19 8:27 PM View: | Chevron Corp. (CVX) | 30-Apr-19 | Option Exercise | 7,923 | $64.57 | $511,588.00 | 29% 27.51K to 35.44K | |
| 01-Jun-18 4:41 PM View: | Chevron Corp. (CVX) | 30-May-18 | Grant | 1,853 | -- | -- | 7% 25.08K to 26.93K | |
| 13-Mar-18 3:05 PM View: | Wells Fargo & Company (WFC) | 12-Mar-18 | Payment of Exercise | 5,402 | $58.02 | $313,424.00 | (11%) 48.11K to 42.71K | 16% |
| 13-Mar-18 3:05 PM View: | Wells Fargo & Company (WFC) | 12-Mar-18 | Option Exercise | 10,490 | $29.88 | $313,441.00 | 28% 37.62K to 48.11K | |
| 02-Jun-17 8:31 PM View: | Chevron Corp. (CVX) | 31-May-17 | Grant | 2,162 | -- | -- | 10% 22.34K to 24.5K | |
| 27-Apr-17 12:59 PM View: | Wells Fargo & Company (WFC) | 25-Apr-17 | Grant | 3,300 | -- | -- | 10% 34.32K to 37.62K | |
| 03-Mar-17 3:30 PM View: | Wells Fargo & Company (WFC) | 01-Mar-17 | Option Exercise | 8,031 | $59.73 | $479,692.00 | 31% 26.29K to 34.32K | (20%) |
| 24-Jan-17 1:02 PM View: | Wells Fargo & Company (WFC) | 20-Jan-17 | Payment of Exercise | 4,804 | $55.07 | $264,556.00 | (15%) 31.09K to 26.29K | 12% |
| 24-Jan-17 1:02 PM View: | Wells Fargo & Company (WFC) | 20-Jan-17 | Option Exercise | 7,394 | $35.78 | $264,557.00 | 31% 23.7K to 31.09K | |
| 28-Nov-16 2:04 PM View: | Nordstrom Inc. (JWN) | 23-Nov-16 | Market Sale | 24,534 | $58.38 | $1,432,170.00 | (87%) 28.31K to 3.77K | 51% |
| 27-May-16 5:01 PM View: | Chevron Corp. (CVX) | 25-May-16 | Grant | 2,245 | -- | -- | 12% 19.5K to 21.75K | |
| 23-May-16 2:11 PM View: | Nordstrom Inc. (JWN) | 19-May-16 | Grant | 3,772 | $37.11 | $139,979.00 | 15% 24.53K to 28.31K | (21%) |
| 28-Apr-16 2:20 PM View: | Wells Fargo & Company (WFC) | 26-Apr-16 | Grant | 3,535 | -- | -- | 18% 20.17K to 23.7K | |
| 11-Mar-16 1:13 PM View: | Wells Fargo & Company (WFC) | 09-Mar-16 | Payment of Exercise | 4,441 | $48.79 | $216,676.00 | (18%) 24.61K to 20.17K | (1%) |
| 11-Mar-16 1:13 PM View: | Wells Fargo & Company (WFC) | 09-Mar-16 | Option Exercise | 6,658 | $32.55 | $216,718.00 | 37% 17.95K to 24.61K | |
| 29-May-15 6:43 PM View: | Chevron Corp. (CVX) | 27-May-15 | Grant | 2,178 | -- | -- | 13% 16.67K to 18.85K | |
| 07-May-15 1:28 PM View: | Nordstrom Inc. (JWN) | 05-May-15 | Grant | 4,507 | $75.43 | $339,963.00 | 23% 20.03K to 24.53K | (58%) |
| 30-Apr-15 1:40 PM View: | Wells Fargo & Company (WFC) | 28-Apr-15 | Grant | 3,249 | -- | -- | 22% 14.7K to 17.95K | |
| 04-Nov-14 2:03 PM View: | Wells Fargo & Company (WFC) | 03-Nov-14 | Market Option Sale | 7,740 | $53.54 | $414,400.00 | (34%) 22.44K to 14.7K | 4% |
| 04-Nov-14 2:03 PM View: | Wells Fargo & Company (WFC) | 31-Oct-14 | Payment of Exercise | 4,311 | $53.09 | $228,871.00 | (16%) 26.75K to 22.44K | 3% |
| 04-Nov-14 2:03 PM View: | Wells Fargo & Company (WFC) | 31-Oct-14 | Option Exercise | 7,740 | $29.58 | $228,910.00 | 41% 19.01K to 26.75K | |
| 30-May-14 2:50 PM View: | Chevron Corp. (CVX) | 28-May-14 | Grant | 1,831 | -- | -- | 13% 14.32K to 16.15K | |
| 09-May-14 2:15 PM View: | Nordstrom Inc. (JWN) | 07-May-14 | Grant | 6,427 | $60.67 | $389,926.00 | 47% 13.6K to 20.03K | (46%) |