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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 11-Oct-24 5:53 PM View:  | Healthequity, Inc. (HQY) | 09-Oct-24 | Option Exercise | 20,000 | $25.90 | $518,025.00 | 42% 47.97K to 67.97K | |
| 11-Oct-24 5:53 PM View: | Healthequity, Inc. (HQY) | 09-Oct-24 | Planned Option Sale | 8,250 | $82.98 | $684,578.00 | (12%) 67.97K to 59.72K | |
| 09-Jul-24 1:39 PM View: | Healthequity, Inc. (HQY) | 05-Jul-24 | Grant | 2,543 | -- | -- | 6% 45.43K to 47.97K | |
| 26-Jun-23 6:11 PM View: | Healthequity, Inc. (HQY) | 22-Jun-23 | Grant | 3,164 | -- | -- | 7% 42.26K to 45.43K | |
| 27-Jun-22 7:46 PM View: | Healthequity, Inc. (HQY) | 23-Jun-22 | Grant | 2,996 | -- | -- | 8% 39.27K to 42.26K | |
| 09-May-22 4:10 PM View: | Equifax Inc. (EFX) | 05-May-22 | Grant | 865 | -- | -- | 13% 6.43K to 7.29K | |
| 03-Feb-22 12:50 PM View: | Healthequity, Inc. (HQY) | 01-Feb-22 | Grant | 727 | -- | -- | 2% 37.81K to 38.54K | |
| 10-May-21 4:09 PM View: | Equifax Inc. (EFX) | 06-May-21 | Grant | 759 | -- | -- | 13% 5.67K to 6.43K | |
| 03-Feb-21 4:46 PM View: | Healthequity, Inc. (HQY) | 01-Feb-21 | Grant | 2,266 | -- | -- | 6% 35.55K to 37.81K | |
| 11-May-20 4:13 PM View: | Equifax Inc. (EFX) | 07-May-20 | Grant | 1,147 | -- | -- | 26% 4.49K to 5.63K | |
| 04-Feb-20 5:45 PM View: | Healthequity, Inc. (HQY) | 01-Feb-20 | Grant | 2,876 | -- | -- | 9% 32.67K to 35.55K | |
| 15-Jul-19 4:38 PM View: | Healthequity, Inc. (HQY) | 12-Jul-19 | Private Purchase | 10,000 | $61.00 | $610,000.00 | 44% 22.67K to 32.67K | |
| 06-May-19 5:54 PM View: | Equifax Inc. (EFX) | 02-May-19 | Grant | 1,379 | -- | -- | 45% 3.08K to 4.46K | |
| 25-Feb-19 6:28 PM View: | Western Union Co. (WU) | 21-Feb-19 | Grant | 7,942 | -- | -- | 18% 43.59K to 51.53K | |
| 05-Feb-19 6:03 PM View: | Healthequity, Inc. (HQY) | 01-Feb-19 | Grant | 4,871 | -- | -- | 27% 17.8K to 22.67K | |
| 07-May-18 4:17 PM View: | Equifax Inc. (EFX) | 03-May-18 | Grant | 1,512 | -- | -- | 99% 1.53K to 3.04K | |
| 01-May-18 4:26 PM View: | Equifax Inc. (EFX) | 27-Apr-18 | Grant | 1,532 | -- | -- | 100% 0 to 1.53K | |
| 26-Feb-18 4:50 PM View: | Western Union Co. (WU) | 22-Feb-18 | Grant | 12,943 | -- | -- | 42% 30.64K to 43.59K | |
| 05-Feb-18 7:56 PM View: | Healthequity, Inc. (HQY) | 01-Feb-18 | Grant | 6,050 | -- | -- | 51% 11.75K to 17.8K | |
| 10-Jan-18 7:55 PM View: | Healthequity, Inc. (HQY) | 08-Jan-18 | Grant | 10,748 | -- | -- | 1075% 1.0K to 11.75K | |
| 24-Feb-17 5:18 PM View: | Western Union Co. (WU) | 22-Feb-17 | Grant | 13,008 | -- | -- | 74% 17.64K to 30.64K | |
| 23-Feb-16 6:16 PM View: | Western Union Co. (WU) | 19-Feb-16 | Grant | 3,849 | -- | -- | 28% 13.79K to 17.64K | |
| 20-Jul-15 6:00 PM View: | Western Union Co. (WU) | 16-Jul-15 | Grant | 822 | -- | -- | 6% 12.96K to 13.79K | |
| 24-Feb-15 7:51 PM View: | Western Union Co. (WU) | 20-Feb-15 | Grant | 8,998 | -- | -- | 227% 3.97K to 12.96K | |
| 21-Jul-14 6:46 PM View: | Western Union Co. (WU) | 17-Jul-14 | Grant | 3,967 | -- | -- | 100% 0 to 3.97K | |
| 05-Mar-10 4:41 PM View: | Mastercard Inc (MA) | 03-Mar-10 | Market Sale (Planned) | 25,299 | $233.01 | $5,894,870.00 | (39%) 65.4K to 40.1K | (1372%) |
| 02-Mar-10 7:19 PM View: | Mastercard Inc (MA) | 28-Feb-10 | Grant | 25,299 | -- | -- | 63% 40.1K to 65.4K | |
| 16-Feb-10 6:35 PM View: | Mastercard Inc (MA) | 11-Feb-10 | Gift | 5,000 | -- | -- | (6%) 80.5K to 75.5K | |
| 16-Feb-10 6:35 PM View: | Mastercard Inc (MA) | 11-Feb-10 | Market Sale (Planned) | 35,404 | $227.48 | $8,053,670.00 | (47%) 75.5K to 40.1K | (1408%) |
| 02-Feb-10 6:13 PM View: | Mastercard Inc (MA) | 31-Jan-10 | Payment of Exercise | 28,699 | $252.09 | $7,234,590.00 | (26%) 109.2K to 80.5K | (1261%) |
| 08-Jan-10 4:36 PM View: | Mastercard Inc (MA) | 06-Jan-10 | Market Sale (Planned) | 14,324 | $254.30 | $3,642,650.00 | (12%) 123.53K to 109.2K | (1249%) |
| 05-Jan-10 4:43 PM View: | Mastercard Inc (MA) | 31-Dec-09 | Payment of Exercise | 10,907 | $256.71 | $2,799,990.00 | (8%) 134.43K to 123.53K | (1237%) |
| 13-Oct-09 4:45 PM View: | Mastercard Inc (MA) | 09-Oct-09 | Option Exercise | 48,075 | $39.00 | $1,874,920.00 | 36% 134.43K to 182.51K | |
| 13-Oct-09 4:45 PM View: | Mastercard Inc (MA) | 09-Oct-09 | Market Option Sale (Planned) | 43,600 | $212.11 | $9,247,860.00 | (24%) 182.51K to 138.91K | (1518%) |
| 20-Aug-09 6:35 PM View: | Mastercard Inc (MA) | 18-Aug-09 | Gift | 5,000 | -- | -- | (4%) 139.43K to 134.43K | |
| 07-Jan-09 5:17 PM View: | Mastercard Inc (MA) | 05-Jan-09 | Market Sale (Planned) | 20,344 | $153.51 | $3,122,950.00 | (13%) 159.78K to 139.43K | (2327%) |
| 05-Jan-09 6:10 PM View: | Mastercard Inc (MA) | 31-Dec-08 | Payment of Exercise | 13,718 | $141.34 | $1,938,900.00 | (8%) 173.5K to 159.78K | (2536%) |
| 12-Aug-08 4:56 PM View: | Mastercard Inc (MA) | 11-Aug-08 | Gift | 5,000 | -- | -- | (2%) 226.57K to 221.57K | |
| 12-Aug-08 4:56 PM View: | Mastercard Inc (MA) | 11-Aug-08 | Option Exercise | 48,075 | $39.00 | $1,874,920.00 | 27% 178.5K to 226.57K | 503% |
| 12-Aug-08 4:56 PM View: | Mastercard Inc (MA) | 11-Aug-08 | Market Option Sale (Planned) | 48,075 | $239.00 | $11,489,900.00 | (22%) 221.57K to 173.5K | (1306%) |
| 07-Jul-08 9:45 PM View: | Mastercard Inc (MA) | 02-Jul-08 | Option Exercise | 48,075 | $39.00 | $1,874,920.00 | 27% 178.5K to 226.57K | 551% |
| 07-Jul-08 9:45 PM View: | Mastercard Inc (MA) | 02-Jul-08 | Market Option Sale | 3,800 | $254.45 | $966,922.00 | (2%) 226.57K to 222.77K | (1222%) |
| 07-Jul-08 9:45 PM View: | Mastercard Inc (MA) | 02-Jul-08 | Market Option Sale (Planned) | 44,275 | $261.32 | $11,570,100.00 | (20%) 222.77K to 178.5K | (1187%) |
| 13-Oct-09 4:45 PM View: | Mastercard Inc (MA) | 02-Jul-08 | Option Sale | 4,475 | $214.18 | $958,465.00 | (3%) 138.91K to 134.43K | |
| 27-Jun-08 1:28 PM View: | Mastercard Inc (MA) | 25-Jun-08 | Market Sale (Planned) | 4,386 | $290.15 | $1,272,590.00 | (2%) 195.48K to 191.1K | (1059%) |
| 27-Jun-08 1:29 PM View: | Mastercard Inc (MA) | 25-Jun-08 | Market Sale (Planned) | 4,500 | $292.73 | $1,317,300.00 | (2%) 191.1K to 186.6K | (1049%) |
| 27-Jun-08 1:29 PM View: | Mastercard Inc (MA) | 25-Jun-08 | Market Sale (Planned) | 5,200 | $293.60 | $1,526,740.00 | (3%) 186.6K to 181.4K | (1046%) |
| 27-Jun-08 1:30 PM View: | Mastercard Inc (MA) | 25-Jun-08 | Market Sale (Planned) | 2,900 | $294.53 | $854,145.00 | (2%) 181.4K to 178.5K | (1042%) |
| 29-May-08 7:05 PM View: | Mastercard Inc (MA) | 27-May-08 | Market Sale (Planned) | 4,250 | $273.78 | $1,163,550.00 | (2%) 213.48K to 209.23K | (1129%) |
| 29-May-08 7:06 PM View: | Mastercard Inc (MA) | 27-May-08 | Market Sale (Planned) | 4,650 | $275.59 | $1,281,480.00 | (2%) 209.23K to 204.58K | (1120%) |