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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 04-Mar-24 4:19 PM View:  | Envestnet, Inc. (ENV) | 29-Feb-24 | Grant | 5,487 | -- | -- | 17% 31.99K to 37.48K | |
| 09-Jan-24 6:33 PM View: | Envestnet, Inc. (ENV) | 07-Jan-24 | Grant | 5,178 | -- | -- | 19% 26.81K to 31.99K | |
| 02-Mar-23 6:51 PM View: | Envestnet, Inc. (ENV) | 28-Feb-23 | Grant | 4,472 | -- | -- | 20% 22.34K to 26.81K | |
| 02-Mar-22 8:50 PM View: | Envestnet, Inc. (ENV) | 28-Feb-22 | Grant | 3,275 | -- | -- | 17% 19.06K to 22.34K | |
| 15-Mar-21 6:21 PM View: | Envestnet, Inc. (ENV) | 11-Mar-21 | Grant | 3,339 | -- | -- | 21% 15.72K to 19.06K | |
| 03-Mar-20 6:47 PM View: | Envestnet, Inc. (ENV) | 28-Feb-20 | Grant | 2,428 | -- | -- | 18% 13.3K to 15.72K | |
| 06-Mar-19 7:40 PM View: | Envestnet, Inc. (ENV) | 04-Mar-19 | Grant | 2,553 | -- | -- | 24% 10.74K to 13.3K | |
| 02-Mar-18 4:07 PM View: | Envestnet, Inc. (ENV) | 28-Feb-18 | Grant | 2,580 | -- | -- | 32% 8.16K to 10.74K | |
| 01-Dec-17 4:09 PM View: | Envestnet, Inc. (ENV) | 29-Nov-17 | Option Exercise | 55 | -- | -- | < 1% 8.11K to 8.16K | |
| 31-Aug-17 4:50 PM View: | Envestnet, Inc. (ENV) | 29-Aug-17 | Option Exercise | 55 | -- | -- | 1% 3.69K to 3.74K | |
| 31-May-17 6:45 PM View: | Envestnet, Inc. (ENV) | 29-May-17 | Option Exercise | 55 | -- | -- | 2% 3.63K to 3.69K | |
| 02-Mar-17 8:01 PM View: | Envestnet, Inc. (ENV) | 28-Feb-17 | Option Exercise | 1,684 | -- | -- | 86% 1.95K to 3.63K | |
| 02-Mar-16 5:28 PM View: | Envestnet, Inc. (ENV) | 29-Feb-16 | Option Exercise | 1,950 | -- | -- | 100% 0 to 1.95K | |
| 20-Aug-12 5:20 PM View: | Fx Alliance Inc. (FX) | 20-Aug-12 | Disposition (other) | 2,890 | $22.00 | $63,580.00 | (100%) 2.89K to 0 | (< 1%) |
| 09-May-12 5:30 PM View: | Fx Alliance Inc. (FX) | 07-May-12 | Grant | 2,890 | -- | -- | 100% 0 to 2.89K | |
| 20-Jan-11 5:54 PM View: | Rock of Ages Corp. (ROAC) | 19-Jan-11 | Disposition | 5,000 | $5.25 | $26,250.00 | (100%) 5.0K to 0 | < 1% |
| 29-Aug-08 3:45 PM View: | Rock of Ages Corp. (ROAC) | 08-Aug-08 | Market Purchase | 3,965 | $2.85 | $11,298.30 | 383% 1.03K to 5.0K | 88% |
| 04-Jan-05 2:24 PM View: | Bisys Group Inc (N/A) | 31-Dec-04 | Grant | 949 | $12.65 | $12,000.00 | 2% 42.0K to 42.95K | |
| 15-Feb-05 10:43 AM View: | Bisys Group Inc (N/A) | 01-Oct-04 | Payment of Exercise | 1,620 | $14.61 | $23,668.20 | (4%) 42.95K to 41.33K | |
| 18-Aug-04 5:14 PM View: | Bisys Group Inc (N/A) | 16-Aug-04 | Grant | 22,000 | -- | -- | 110% 20.0K to 42.0K | |
| 24-May-04 10:12 AM View: | Rock of Ages Corp. (ROAC) | 24-May-04 | Market Option Sale | 1,000 | $7.90 | $7,900.00 | 100% 0 to 1.0K | (35%) |
| 24-May-04 10:12 AM View: | Rock of Ages Corp. (ROAC) | 21-May-04 | Option Exercise | 15,000 | $4.94 | $74,100.00 | (56%) (-27.0K) to (-12.0K) | |
| 24-May-04 10:12 AM View: | Rock of Ages Corp. (ROAC) | 21-May-04 | Market Option Sale | 14,000 | $7.90 | $110,600.00 | (117%) (-12.0K) to 2.0K | (35%) |
| 03-Oct-03 10:00 PM View: | Bisys Group Inc (N/A) | 01-Oct-03 | Grant | 20,000 | -- | -- | 100% 0 to 20.0K |