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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 27-Aug-24 4:25 PM View:  | Lpl Financial Holdings Inc. (LPLA) | 23-Aug-24 | Grant | 9 | -- | -- | < 1% 20.71K to 20.72K | |
| 14-Jun-24 4:03 PM View: | Kore Group Holdings, Inc. (KORE) | 12-Jun-24 | Option Exercise | 115,384 | -- | -- | 194% 59.52K to 174.9K | |
| 06-Jun-24 4:42 PM View: | Lpl Financial Holdings Inc. (LPLA) | 04-Jun-24 | Grant | 6 | -- | -- | < 1% 20.71K to 20.71K | |
| 14-May-24 4:21 PM View: | Lpl Financial Holdings Inc. (LPLA) | 10-May-24 | Grant | 699 | -- | -- | 3% 20.01K to 20.71K | |
| 13-May-24 6:19 PM View: | Valero Energy Corp. (VLO) | 09-May-24 | Disposition | 720 | $158.12 | $113,850.00 | (5%) 14.23K to 13.51K | |
| 13-May-24 6:19 PM View: | Valero Energy Corp. (VLO) | 09-May-24 | Option Exercise | 1,944 | -- | -- | 16% 12.29K to 14.23K | |
| 03-May-24 4:28 PM View: | Fluor Corp (FLR) | 01-May-24 | Grant | 4,207 | -- | -- | 14% 30.79K to 35.0K | |
| 28-Mar-24 4:19 PM View: | Lpl Financial Holdings Inc. (LPLA) | 26-Mar-24 | Grant | 6 | -- | -- | < 1% 20.0K to 20.01K | |
| 29-Nov-23 5:04 PM View: | Lpl Financial Holdings Inc. (LPLA) | 27-Nov-23 | Grant | 9 | -- | -- | < 1% 19.99K to 20.0K | |
| 29-Aug-23 5:58 PM View: | Lpl Financial Holdings Inc. (LPLA) | 25-Aug-23 | Grant | 9 | -- | -- | < 1% 19.98K to 19.99K | |
| 05-Jun-23 4:32 PM View: | Lpl Financial Holdings Inc. (LPLA) | 01-Jun-23 | Grant | 10 | -- | -- | < 1% 19.97K to 19.98K | |
| 16-May-23 4:06 PM View: | Lpl Financial Holdings Inc. (LPLA) | 12-May-23 | Grant | 784 | -- | -- | 4% 19.19K to 19.97K | |
| 05-May-23 4:07 PM View: | Fluor Corp (FLR) | 03-May-23 | Grant | 6,085 | -- | -- | 25% 24.71K to 30.79K | |
| 02-May-23 10:00 PM View: | Valero Energy Corp. (VLO) | 28-Apr-23 | Option Exercise | 1,920 | -- | -- | 19% 10.37K to 12.29K | |
| 26-Apr-23 4:09 PM View: | Lpl Financial Holdings Inc. (LPLA) | 24-Apr-23 | Gift | 2,870 | -- | -- | (13%) 22.06K to 19.19K | |
| 30-Mar-23 4:14 PM View: | Lpl Financial Holdings Inc. (LPLA) | 28-Mar-23 | Grant | 9 | -- | -- | < 1% 22.05K to 22.06K | |
| 30-Nov-22 5:25 PM View: | Lpl Financial Holdings Inc. (LPLA) | 28-Nov-22 | Grant | 6 | -- | -- | < 1% 22.04K to 22.05K | |
| 02-Sep-22 4:53 PM View: | Lpl Financial Holdings Inc. (LPLA) | 31-Aug-22 | Grant | 6 | -- | -- | < 1% 22.04K to 22.04K | |
| 28-Jun-22 5:46 PM View: | Lpl Financial Holdings Inc. (LPLA) | 24-Jun-22 | Grant | 8 | -- | -- | < 1% 22.03K to 22.04K | |
| 23-May-22 6:24 PM View: | Lpl Financial Holdings Inc. (LPLA) | 19-May-22 | Grant | 814 | -- | -- | 4% 21.22K to 22.03K | |
| 09-May-22 5:48 PM View: | Fluor Corp (FLR) | 05-May-22 | Grant | 5,997 | -- | -- | 32% 18.71K to 24.71K | |
| 02-May-22 6:51 PM View: | Valero Energy Corp. (VLO) | 29-Apr-22 | Option Exercise | 3,630 | -- | -- | 54% 6.74K to 10.37K | |
| 31-Mar-22 4:51 PM View: | Lpl Financial Holdings Inc. (LPLA) | 29-Mar-22 | Grant | 7 | -- | -- | < 1% 21.21K to 21.22K | |
| 01-Dec-21 4:36 PM View: | Lpl Financial Holdings Inc. (LPLA) | 29-Nov-21 | Grant | 8 | -- | -- | < 1% 21.2K to 21.21K | |
| 03-Nov-21 7:35 PM View: | Vine Energy Inc. (VEI) | 01-Nov-21 | Grant | 10,714 | -- | -- | 100% 0 to 10.71K | |
| 31-Aug-21 6:12 PM View: | Lpl Financial Holdings Inc. (LPLA) | 27-Aug-21 | Grant | 9 | -- | -- | < 1% 21.19K to 21.2K | |
| 09-Jun-21 5:31 PM View: | Lpl Financial Holdings Inc. (LPLA) | 07-Jun-21 | Grant | 9 | -- | -- | < 1% 21.18K to 21.19K | |
| 10-May-21 4:39 PM View: | Fluor Corp (FLR) | 06-May-21 | Grant | 6,358 | -- | -- | 51% 12.35K to 18.71K | |
| 10-May-21 7:53 PM View: | Lpl Financial Holdings Inc. (LPLA) | 06-May-21 | Grant | 1,051 | -- | -- | 5% 20.13K to 21.18K | |
| 03-May-21 7:32 PM View: | Valero Energy Corp. (VLO) | 29-Apr-21 | Option Exercise | 2,164 | -- | -- | 47% 4.57K to 6.74K | |
| 01-Apr-21 4:44 PM View: | Lpl Financial Holdings Inc. (LPLA) | 30-Mar-21 | Grant | 8 | -- | -- | < 1% 20.12K to 20.13K | |
| 02-Dec-20 9:03 PM View: | Lpl Financial Holdings Inc. (LPLA) | 30-Nov-20 | Grant | 14 | -- | -- | < 1% 20.11K to 20.12K | |
| 24-Nov-20 9:04 PM View: | Fluor Corp (FLR) | 24-Nov-20 | Grant | 4,354 | -- | -- | 54% 8.0K to 12.35K | |
| 01-Sep-20 6:33 PM View: | Lpl Financial Holdings Inc. (LPLA) | 28-Aug-20 | Grant | 15 | -- | -- | < 1% 20.09K to 20.11K | |
| 16-Jun-20 5:20 PM View: | Lpl Financial Holdings Inc. (LPLA) | 12-Jun-20 | Grant | 15 | -- | -- | < 1% 20.08K to 20.09K | |
| 11-May-20 6:05 PM View: | Lpl Financial Holdings Inc. (LPLA) | 07-May-20 | Grant | 4,215 | -- | -- | 27% 15.87K to 20.08K | |
| 02-Apr-20 4:43 PM View: | Lpl Financial Holdings Inc. (LPLA) | 31-Mar-20 | Grant | 11 | -- | -- | < 1% 15.85K to 15.87K | |
| 25-Nov-19 5:40 PM View: | Lpl Financial Holdings Inc. (LPLA) | 21-Nov-19 | Grant | 6 | -- | -- | < 1% 15.85K to 15.85K | |
| 05-Nov-19 4:57 PM View: | Valero Energy Corp. (VLO) | 02-Nov-19 | Payment of Exercise | 297 | $101.04 | $30,007.40 | (6%) 4.87K to 4.57K | 49% |
| 27-Aug-19 6:28 PM View: | Lpl Financial Holdings Inc. (LPLA) | 23-Aug-19 | Grant | 8 | -- | -- | < 1% 15.84K to 15.85K | |
| 09-Aug-19 4:47 PM View: | Anadarko Petroleum Corp. (APC) | 08-Aug-19 | Disposition | 57,377 | -- | -- | (100%) 57.38K to 0 | |
| 05-Jun-19 6:22 PM View: | Lpl Financial Holdings Inc. (LPLA) | 03-Jun-19 | Grant | 7 | -- | -- | < 1% 15.83K to 15.84K | |
| 16-May-19 6:08 PM View: | Anadarko Petroleum Corp. (APC) | 15-May-19 | Grant | 3,864 | -- | -- | 7% 53.51K to 57.38K | |
| 10-May-19 4:55 PM View: | Lpl Financial Holdings Inc. (LPLA) | 09-May-19 | Grant | 2,074 | -- | -- | 15% 13.76K to 15.83K | |
| 02-May-19 4:37 PM View: | Valero Energy Corp. (VLO) | 30-Apr-19 | Grant | 980 | -- | -- | 23% 4.22K to 5.2K | |
| 02-May-19 4:37 PM View: | Valero Energy Corp. (VLO) | 30-Apr-19 | Payment of Exercise | 335 | $90.56 | $30,337.60 | (6%) 5.2K to 4.87K | 43% |
| 02-Apr-19 8:10 PM View: | Lpl Financial Holdings Inc. (LPLA) | 29-Mar-19 | Grant | 8 | -- | -- | < 1% 13.75K to 13.76K | |
| 28-Nov-18 8:09 PM View: | Lpl Financial Holdings Inc. (LPLA) | 26-Nov-18 | Grant | 9 | -- | -- | < 1% 13.74K to 13.75K | |
| 06-Nov-18 5:24 PM View: | Valero Energy Corp. (VLO) | 02-Nov-18 | Payment of Exercise | 297 | $92.82 | $27,567.50 | (7%) 4.46K to 4.16K | 44% |
| 03-Dec-18 5:35 PM View: | Valero Energy Corp. (VLO) | 29-Oct-18 | Market Purchase | 60 | $86.23 | $5,173.80 | 1% 4.16K to 4.22K | (40%) |