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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 21-May-24 4:55 PM View:  | Duke Energy Corp. (DUK) | 17-May-24 | Gift | 1,699 | -- | -- | (11%) 16.06K to 14.36K | |
| 13-May-24 4:18 PM View: | Duke Energy Corp. (DUK) | 09-May-24 | Grant | 1,699 | $103.02 | $175,000.00 | 13% 12.66K to 14.36K | 1% |
| 21-Aug-23 4:34 PM View: | Duke Energy Corp. (DUK) | 18-Aug-23 | Gift | 1,784 | -- | -- | 14% 12.66K to 14.45K | |
| 21-Aug-23 4:34 PM View: | Duke Energy Corp. (DUK) | 18-Aug-23 | Gift | 1,784 | -- | -- | (12%) 14.45K to 12.66K | |
| 08-May-23 4:58 PM View: | Duke Energy Corp. (DUK) | 04-May-23 | Grant | 1,784 | $98.11 | $175,000.00 | 16% 10.88K to 12.66K | |
| 20-Jan-23 10:00 PM View: | Duke Energy Corp. (DUK) | 17-May-22 | Gift | 1,590 | -- | -- | 15% 10.91K to 12.5K | |
| 20-Jan-23 10:00 PM View: | Duke Energy Corp. (DUK) | 17-May-22 | Gift | 1,590 | -- | -- | (13%) 12.5K to 10.91K | |
| 14-Feb-23 10:00 PM View: | Wells Fargo & Company (WFC) | 13-May-22 | Gift | 5,384 | -- | -- | 16% 33.2K to 38.59K | |
| 14-Feb-23 10:00 PM View: | Wells Fargo & Company (WFC) | 13-May-22 | Gift | 5,384 | -- | -- | (14%) 38.59K to 33.2K | |
| 09-May-22 10:00 PM View: | Duke Energy Corp. (DUK) | 05-May-22 | Grant | 1,590 | $110.05 | $174,980.00 | 17% 9.32K to 10.91K | (5%) |
| 28-Apr-22 12:48 PM View: | Wells Fargo & Company (WFC) | 26-Apr-22 | Grant | 5,384 | -- | -- | 25% 21.82K to 27.2K | |
| 15-Feb-23 4:29 PM View: | Duke Energy Corp. (DUK) | 25-Apr-22 | Private Sale | 33 | $112.40 | $3,709.20 | (< 1%) 10.91K to 10.88K | |
| 21-May-21 4:20 PM View: | Duke Energy Corp. (DUK) | 19-May-21 | Gift | 1,591 | -- | -- | 17% 9.32K to 10.91K | |
| 21-May-21 4:20 PM View: | Duke Energy Corp. (DUK) | 19-May-21 | Gift | 1,591 | -- | -- | (15%) 10.91K to 9.32K | |
| 10-May-21 8:12 PM View: | Duke Energy Corp. (DUK) | 06-May-21 | Grant | 1,591 | $100.54 | $160,000.00 | 21% 7.73K to 9.32K | 2% |
| 29-Apr-21 1:28 PM View: | Wells Fargo & Company (WFC) | 27-Apr-21 | Grant | 3,993 | -- | -- | 22% 17.82K to 21.82K | |
| 14-Aug-20 6:36 PM View: | Duke Energy Corp. (DUK) | 13-Aug-20 | Gift | 1,992 | -- | -- | 26% 7.73K to 9.72K | |
| 14-Aug-20 6:36 PM View: | Duke Energy Corp. (DUK) | 13-Aug-20 | Gift | 1,992 | -- | -- | (20%) 9.72K to 7.73K | |
| 02-Oct-20 5:50 PM View: | Wells Fargo & Company (WFC) | 24-Jun-20 | Gift | 6,235 | -- | -- | 35% 17.82K to 24.06K | |
| 02-Oct-20 5:50 PM View: | Wells Fargo & Company (WFC) | 24-Jun-20 | Gift | 6,235 | -- | -- | (26%) 24.06K to 17.82K | |
| 08-May-20 7:18 PM View: | Duke Energy Corp. (DUK) | 07-May-20 | Grant | 1,992 | $80.31 | $160,000.00 | 35% 5.7K to 7.7K | 24% |
| 30-Apr-20 1:30 PM View: | Wells Fargo & Company (WFC) | 28-Apr-20 | Grant | 6,235 | -- | -- | 54% 11.59K to 17.82K | |
| 16-May-18 4:27 PM View: | Duke Energy Corp. (DUK) | 14-May-18 | Gift | 2,205 | -- | -- | 38% 5.74K to 7.94K | |
| 16-May-18 4:27 PM View: | Duke Energy Corp. (DUK) | 14-May-18 | Gift | 2,205 | -- | -- | (28%) 7.94K to 5.74K | |
| 26-Apr-18 11:42 AM View: | Wells Fargo & Company (WFC) | 24-Apr-18 | Grant | 69 | -- | -- | < 1% 11.52K to 11.59K | |
| 04-Jan-18 4:17 PM View: | Wells Fargo & Company (WFC) | 02-Jan-18 | Grant | 20 | -- | -- | < 1% 11.5K to 11.52K | |
| 17-May-17 4:20 PM View: | Duke Energy Corp. (DUK) | 15-May-17 | Market Purchase | 3,500 | $83.73 | $293,049.00 | 159% 2.21K to 5.71K | 9% |
| 08-May-17 6:31 PM View: | Duke Energy Corp. (DUK) | 04-May-17 | Grant | 1,937 | $82.59 | $160,000.00 | 721% 0.27K to 2.21K | 11% |
| 02-Mar-17 4:18 PM View: | Duke Energy Corp. (DUK) | 01-Mar-17 | Grant | 268 | $81.93 | $21,978.00 | (106033%) 0 to 0.27K | 12% |
| 28-Mar-16 9:33 PM View: | Health Net Inc. (HNT) | 24-Mar-16 | Disposition | 30,037 | -- | -- | (100%) 30.04K to 0 | |
| 10-Mar-16 11:33 AM View: | Edison International (EIX) | 07-Mar-16 | Gift | 34,520 | -- | -- | 12% 287.17K to 321.69K | |
| 10-Mar-16 11:33 AM View: | Edison International (EIX) | 07-Mar-16 | Gift | 34,520 | -- | -- | (11%) 321.69K to 287.17K | |
| 26-Feb-16 6:29 PM View: | Edison International (EIX) | 24-Feb-16 | Grant | 41,233 | -- | -- | 15% 277.31K to 318.55K | |
| 26-Feb-16 6:29 PM View: | Edison International (EIX) | 24-Feb-16 | Disposition | 20,618 | $67.83 | $1,398,500.00 | (6%) 318.54K to 297.93K | 19% |
| 26-Feb-16 6:29 PM View: | Edison International (EIX) | 24-Feb-16 | Payment of Exercise | 10,759 | $67.83 | $729,783.00 | (4%) 297.93K to 287.17K | 19% |
| 06-Jan-16 5:50 PM View: | Edison International (EIX) | 04-Jan-16 | Payment of Exercise | 52,996 | $58.95 | $3,124,110.00 | (16%) 330.31K to 277.31K | 7% |
| 06-Jan-16 5:50 PM View: | Edison International (EIX) | 04-Jan-16 | Option Exercise | 60,020 | $44.29 | $2,658,590.00 | 22% 270.29K to 330.31K | |
| 05-Jan-16 7:54 PM View: | Edison International (EIX) | 31-Dec-15 | Disposition | 1 | $59.21 | $51.65 | (< 1%) 282.89K | 7% |
| 05-Jan-16 7:54 PM View: | Edison International (EIX) | 31-Dec-15 | Payment of Exercise | 12,607 | $59.21 | $746,460.00 | (4%) 282.89K to 270.29K | 7% |
| 05-Jan-16 7:54 PM View: | Edison International (EIX) | 31-Dec-15 | Option Exercise | 30,248 | -- | -- | 12% 252.65K to 282.9K | |
| 12-May-15 5:45 PM View: | Health Net Inc. (HNT) | 08-May-15 | Grant | 2,264 | -- | -- | 8% 27.77K to 30.04K | |
| 23-Mar-15 1:03 PM View: | Edison International (EIX) | 13-Mar-15 | Gift | 30,745 | -- | -- | 12% 252.65K to 283.39K | |
| 23-Mar-15 1:03 PM View: | Edison International (EIX) | 13-Mar-15 | Gift | 30,745 | -- | -- | (11%) 283.39K to 252.65K | |
| 27-Feb-15 7:05 PM View: | Edison International (EIX) | 25-Feb-15 | Grant | 48,656 | -- | -- | 20% 241.02K to 289.67K | |
| 27-Feb-15 7:05 PM View: | Edison International (EIX) | 25-Feb-15 | Disposition | 24,330 | $64.89 | $1,578,740.00 | (8%) 289.67K to 265.35K | 18% |
| 27-Feb-15 7:05 PM View: | Edison International (EIX) | 25-Feb-15 | Payment of Exercise | 12,697 | $64.89 | $823,908.00 | (5%) 265.35K to 252.65K | 18% |
| 18-Feb-15 5:49 PM View: | Health Net Inc. (HNT) | 13-Feb-15 | Option Exercise | 7,500 | $32.59 | $244,425.00 | 27% 27.77K to 35.27K | |
| 18-Feb-15 5:49 PM View: | Health Net Inc. (HNT) | 13-Feb-15 | Market Option Sale | 7,500 | $56.04 | $420,300.00 | (21%) 35.27K to 27.77K | (14%) |
| 06-Jan-15 6:08 PM View: | Edison International (EIX) | 02-Jan-15 | Disposition | 1 | $65.51 | $95.26 | (< 1%) 255.57K to 255.56K | 18% |
| 06-Jan-15 6:08 PM View: | Edison International (EIX) | 02-Jan-15 | Payment of Exercise | 14,547 | $65.51 | $952,974.00 | (6%) 255.56K to 241.02K | 18% |