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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 17-May-24 10:52 AM View:  | American Water Works Compan... (AWK) | 15-May-24 | Grant | 1,234 | -- | -- | 24% 5.11K to 6.35K | |
| 05-Jan-24 6:04 PM View: | Ameren Corp (AEE) | 03-Jan-24 | Grant | 2,028 | -- | -- | 100% 0 to 2.03K | |
| 12-May-23 6:28 PM View: | American Water Works Compan... (AWK) | 10-May-23 | Grant | 1,035 | -- | -- | 25% 4.08K to 5.11K | |
| 12-May-22 9:10 PM View: | American Water Works Compan... (AWK) | 11-May-22 | Grant | 1,041 | -- | -- | 34% 3.04K to 4.08K | |
| 13-May-21 6:59 PM View: | American Water Works Compan... (AWK) | 12-May-21 | Grant | 936 | -- | -- | 45% 2.1K to 3.04K | |
| 15-May-20 3:55 PM View: | American Water Works Compan... (AWK) | 13-May-20 | Grant | 1,159 | -- | -- | 123% 0.94K to 2.1K | |
| 29-Jul-19 4:27 PM View: | American Water Works Compan... (AWK) | 25-Jul-19 | Grant | 941 | -- | -- | 100% 0 to 0.94K | |
| 10-Feb-09 10:00 PM View: | Puget Energy Inc. (PSD) | 06-Feb-09 | Disposition | 23,254 | $30.00 | $697,620.00 | (83%) 28.15K to 4.89K | < 1% |
| 10-Feb-09 10:00 PM View: | Puget Energy Inc. (PSD) | 06-Feb-09 | Disposition | 4,893 | $30.00 | $146,790.00 | (100%) 4.89K to 0 | < 1% |
| 03-Mar-08 7:14 PM View: | Puget Energy Inc. (PSD) | 03-Mar-08 | Grant | 7,092 | -- | -- | 34% 20.76K to 27.86K | |
| 03-Mar-08 7:14 PM View: | Puget Energy Inc. (PSD) | 28-Feb-08 | Disposition | 2,623 | $26.72 | $70,073.40 | (11%) 24.6K to 21.97K | (13%) |
| 03-Mar-08 7:14 PM View: | Puget Energy Inc. (PSD) | 28-Feb-08 | Payment of Exercise | 1,211 | $26.72 | $32,351.90 | (6%) 21.97K to 20.76K | (13%) |
| 03-Mar-08 7:14 PM View: | Puget Energy Inc. (PSD) | 28-Feb-08 | Option Exercise | 5,247 | $26.72 | $140,174.00 | 27% 19.35K to 24.6K | 13% |
| 02-Mar-07 6:44 PM View: | Puget Energy Inc. (PSD) | 28-Feb-07 | Grant | 5,387 | -- | -- | 41% 13.17K to 18.56K | |
| 02-Mar-07 6:44 PM View: | Puget Energy Inc. (PSD) | 28-Feb-07 | Disposition | 647 | $24.51 | $15,858.00 | (3%) 19.85K to 19.21K | (28%) |
| 02-Mar-07 6:44 PM View: | Puget Energy Inc. (PSD) | 28-Feb-07 | Payment of Exercise | 172 | $24.51 | $4,215.72 | (< 1%) 19.21K to 19.03K | (28%) |
| 02-Mar-07 6:44 PM View: | Puget Energy Inc. (PSD) | 28-Feb-07 | Option Exercise | 1,295 | -- | -- | 7% 18.56K to 19.85K | |
| 06-Mar-06 6:57 PM View: | Puget Energy Inc. (PSD) | 03-Mar-06 | Grant | 6,028 | -- | -- | 88% 6.86K to 12.89K |