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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 14-Feb-24 6:43 PM View:  | Zions Bancorp. (ZION) | 13-Feb-24 | Payment of Exercise | 659 | $39.34 | $25,925.10 | (3%) 22.74K to 22.08K | |
| 14-Feb-24 6:43 PM View: | Zions Bancorp. (ZION) | 12-Feb-24 | Grant | 9,485 | $41.24 | $391,161.00 | 66% 14.3K to 23.79K | |
| 14-Feb-24 6:43 PM View: | Zions Bancorp. (ZION) | 12-Feb-24 | Payment of Exercise | 1,046 | $41.24 | $43,137.00 | (4%) 23.79K to 22.74K | |
| 12-Feb-24 5:01 PM View: | Zions Bancorp. (ZION) | 08-Feb-24 | Payment of Exercise | 361 | $39.89 | $14,400.30 | (2%) 14.66K to 14.3K | (12%) |
| 07-Feb-24 5:16 PM View: | Zions Bancorp. (ZION) | 06-Feb-24 | Sale | 832 | $39.24 | $32,648.60 | (100%) 0.83K to 0 | |
| 29-Jan-24 4:49 PM View: | Zions Bancorp. (ZION) | 26-Jan-24 | Market Sale | 4,093 | $44.25 | $181,115.00 | (22%) 18.76K to 14.66K | (1%) |
| 20-Dec-23 4:35 PM View: | Zions Bancorp. (ZION) | 19-Dec-23 | Sale | 256 | $38.32 | $9,809.92 | (1%) 19.01K to 18.76K | |
| 14-Aug-23 4:22 PM View: | Merit Medical Systems Inc. (MMSI) | 14-Aug-23 | Gift | 2,820 | -- | -- | (6%) 49.22K to 46.4K | |
| 11-Aug-23 5:30 PM View: | Merit Medical Systems Inc. (MMSI) | 09-Aug-23 | Option Exercise | 25,000 | $50.50 | $1,262,500.00 | 54% 46.4K to 71.4K | |
| 11-Aug-23 5:30 PM View: | Merit Medical Systems Inc. (MMSI) | 09-Aug-23 | Option Sale | 22,180 | $69.40 | $1,539,290.00 | (31%) 71.4K to 49.22K | |
| 22-May-23 2:42 PM View: | Merit Medical Systems Inc. (MMSI) | 18-May-23 | Grant | 2,262 | -- | -- | 5% 44.13K to 46.4K | |
| 08-Mar-23 12:49 PM View: | Merit Medical Systems Inc. (MMSI) | 07-Mar-23 | Gift | 3,000 | -- | -- | (6%) 47.13K to 44.13K | |
| 08-Mar-23 12:49 PM View: | Merit Medical Systems Inc. (MMSI) | 06-Mar-23 | Option Exercise | 15,000 | $29.20 | $438,000.00 | 32% 47.13K to 62.13K | |
| 08-Mar-23 12:49 PM View: | Merit Medical Systems Inc. (MMSI) | 06-Mar-23 | Option Sale | 15,000 | $66.74 | $1,001,160.00 | (24%) 62.13K to 47.13K | |
| 02-Mar-23 5:29 PM View: | Zions Bancorp. (ZION) | 01-Mar-23 | Payment of Exercise | 404 | $50.44 | $20,377.80 | (2%) 19.42K to 19.01K | |
| 15-Feb-23 4:23 PM View: | Zions Bancorp. (ZION) | 13-Feb-23 | Grant | 6,318 | $52.90 | $334,222.00 | 48% 13.1K to 19.42K | |
| 14-Feb-23 5:21 PM View: | Zions Bancorp. (ZION) | 13-Feb-23 | Payment of Exercise | 296 | $52.90 | $15,658.40 | (2%) 13.4K to 13.1K | |
| 13-Feb-23 4:51 PM View: | Zions Bancorp. (ZION) | 10-Feb-23 | Payment of Exercise | 955 | $52.94 | $50,557.10 | (7%) 14.35K to 13.4K | |
| 27-Dec-22 5:14 PM View: | Zions Bancorp. (ZION) | 23-Dec-22 | Payment of Exercise | 179 | $51.99 | $9,306.21 | (1%) 14.53K to 14.35K | |
| 08-Feb-23 10:00 PM View: | Merit Medical Systems Inc. (MMSI) | 17-Nov-22 | Gift | 3,000 | -- | -- | (6%) 50.13K to 47.13K | |
| 09-Nov-22 4:37 PM View: | Zions Bancorp. (ZION) | 08-Nov-22 | Option Exercise | 12,744 | $20.99 | $267,497.00 | 77% 16.56K to 29.3K | |
| 09-Nov-22 4:37 PM View: | Zions Bancorp. (ZION) | 08-Nov-22 | Option Sale | 12,744 | $49.82 | $634,906.00 | (43%) 29.3K to 16.56K | |
| 09-Nov-22 4:37 PM View: | Zions Bancorp. (ZION) | 08-Nov-22 | Sale | 2,030 | $49.82 | $101,135.00 | (12%) 16.56K to 14.53K | |
| 26-May-22 7:02 PM View: | Merit Medical Systems Inc. (MMSI) | 24-May-22 | Grant | 3,050 | -- | -- | 6% 47.09K to 50.13K | |
| 03-Mar-22 4:41 PM View: | Zions Bancorp. (ZION) | 01-Mar-22 | Payment of Exercise | 632 | $64.94 | $41,042.10 | (4%) 17.19K to 16.56K | |
| 25-Feb-22 4:39 PM View: | Zions Bancorp. (ZION) | 23-Feb-22 | Payment of Exercise | 543 | $69.71 | $37,852.50 | (3%) 17.73K to 17.19K | |
| 16-Feb-22 4:51 PM View: | Zions Bancorp. (ZION) | 14-Feb-22 | Option Exercise | 17,915 | $29.02 | $519,893.00 | 59% 30.52K to 48.44K | |
| 16-Feb-22 4:51 PM View: | Zions Bancorp. (ZION) | 14-Feb-22 | Option Sale | 17,915 | $71.85 | $1,287,190.00 | (37%) 48.44K to 30.52K | |
| 16-Feb-22 4:51 PM View: | Zions Bancorp. (ZION) | 14-Feb-22 | Sale | 12,788 | $71.85 | $918,816.00 | (42%) 30.52K to 17.73K | |
| 15-Feb-22 5:55 PM View: | Zions Bancorp. (ZION) | 11-Feb-22 | Grant | 4,402 | $73.22 | $322,314.00 | 17% 26.12K to 30.52K | |
| 11-Feb-22 10:00 PM View: | Zions Bancorp. (ZION) | 10-Feb-22 | Payment of Exercise | 720 | $74.12 | $53,366.40 | (3%) 26.84K to 26.12K | |
| 11-Feb-22 10:00 PM View: | Zions Bancorp. (ZION) | 08-Feb-22 | Payment of Exercise | 566 | $73.97 | $41,867.00 | (2%) 27.41K to 26.84K | |
| 21-Dec-21 8:58 PM View: | Zions Bancorp. (ZION) | 20-Dec-21 | Payment of Exercise | 261 | $62.37 | $16,278.60 | (< 1%) 27.67K to 27.41K | |
| 09-Nov-21 4:55 PM View: | Zions Bancorp. (ZION) | 08-Nov-21 | Gift | 2,375 | -- | -- | (8%) 31.56K to 29.19K | |
| 09-Nov-21 4:55 PM View: | Zions Bancorp. (ZION) | 08-Nov-21 | Sale | 1,520 | $65.65 | $99,789.50 | (5%) 29.19K to 27.67K | |
| 21-Jun-21 7:14 PM View: | Merit Medical Systems Inc. (MMSI) | 17-Jun-21 | Grant | 2,914 | -- | -- | 7% 44.17K to 47.09K | |
| 20-May-21 8:40 AM View: | Merit Medical Systems Inc. (MMSI) | 17-May-21 | Option Exercise | 45,000 | $24.49 | $1,102,050.00 | 240% 18.76K to 63.76K | |
| 20-May-21 8:40 AM View: | Merit Medical Systems Inc. (MMSI) | 17-May-21 | Market Option Sale | 23,779 | $59.19 | $1,407,480.00 | (37%) 63.76K to 39.98K | |
| 26-Apr-21 4:56 PM View: | Zions Bancorp. (ZION) | 23-Apr-21 | Payment of Exercise | 1,835 | $54.50 | $100,008.00 | (5%) 33.4K to 31.56K | |
| 26-Apr-21 4:56 PM View: | Zions Bancorp. (ZION) | 23-Apr-21 | Option Exercise | 3,497 | $28.59 | $99,979.20 | 12% 29.9K to 33.4K | |
| 02-Mar-21 8:57 PM View: | Zions Bancorp. (ZION) | 01-Mar-21 | Payment of Exercise | 632 | $54.79 | $34,627.30 | (2%) 30.53K to 29.9K | |
| 25-Feb-21 7:21 PM View: | Zions Bancorp. (ZION) | 24-Feb-21 | Payment of Exercise | 678 | $56.78 | $38,496.80 | (2%) 31.21K to 30.53K | |
| 25-Feb-21 7:21 PM View: | Zions Bancorp. (ZION) | 23-Feb-21 | Payment of Exercise | 543 | $54.17 | $29,414.30 | (2%) 31.75K to 31.21K | |
| 11-Feb-21 8:34 PM View: | Zions Bancorp. (ZION) | 10-Feb-21 | Payment of Exercise | 603 | $49.58 | $29,896.70 | (2%) 32.36K to 31.75K | |
| 10-Feb-21 8:31 PM View: | Zions Bancorp. (ZION) | 08-Feb-21 | Grant | 6,433 | $48.65 | $312,965.00 | 25% 25.92K to 32.36K | (8%) |
| 26-Jan-21 5:22 PM View: | Zions Bancorp. (ZION) | 25-Jan-21 | Private Sale | 2,000 | $47.31 | $94,620.00 | (7%) 27.92K to 25.92K | |
| 22-Dec-20 6:07 PM View: | Zions Bancorp. (ZION) | 18-Dec-20 | Payment of Exercise | 278 | $40.07 | $11,139.50 | (< 1%) 28.2K to 27.92K | (12%) |
| 11-Dec-20 5:08 PM View: | Zions Bancorp. (ZION) | 06-Nov-20 | Gift | 3,000 | -- | -- | (7%) 42.06K to 39.06K | |
| 11-Dec-20 5:08 PM View: | Zions Bancorp. (ZION) | 06-Nov-20 | Option Exercise | 10,862 | $28.59 | $310,545.00 | 35% 31.2K to 42.06K | |
| 11-Dec-20 5:08 PM View: | Zions Bancorp. (ZION) | 06-Nov-20 | Option Sale | 10,862 | $33.04 | $358,864.00 | (28%) 39.06K to 28.2K |