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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 24-Feb-23 1:19 PM View:  | United Bankshares Inc. (UBSI) | 23-Feb-23 | Grant | 6,343 | -- | -- | 5% 131.98K to 138.32K | |
| 24-Feb-23 1:19 PM View: | United Bankshares Inc. (UBSI) | 22-Feb-23 | Payment of Exercise | 2,180 | $40.86 | $89,074.80 | (2%) 134.16K to 131.98K | 4% |
| 30-Dec-22 11:54 AM View: | United Bankshares Inc. (UBSI) | 29-Dec-22 | Gift | 1,500 | $40.89 | $61,335.00 | (1%) 135.53K to 134.03K | 4% |
| 17-Aug-22 3:08 PM View: | United Bankshares Inc. (UBSI) | 16-Aug-22 | Gift | 2,500 | $39.99 | $99,975.00 | (2%) 138.02K to 135.52K | 2% |
| 27-May-22 10:42 AM View: | United Bankshares Inc. (UBSI) | 25-May-22 | Gift | 2,500 | $36.71 | $91,775.00 | (2%) 140.51K to 138.01K | (7%) |
| 24-Feb-22 3:16 PM View: | United Bankshares Inc. (UBSI) | 22-Feb-22 | Grant | 6,892 | -- | -- | 5% 134.37K to 141.26K | |
| 24-Feb-22 3:16 PM View: | United Bankshares Inc. (UBSI) | 22-Feb-22 | Payment of Exercise | 1,043 | $36.72 | $38,299.00 | (< 1%) 141.26K to 140.21K | |
| 12-Mar-21 1:31 PM View: | United Bankshares Inc. (UBSI) | 11-Mar-21 | Gift | 3,400 | $39.78 | $135,252.00 | (2%) 147.38K to 143.98K | (< 1%) |
| 12-Mar-21 1:31 PM View: | United Bankshares Inc. (UBSI) | 11-Mar-21 | Market Sale | 9,998 | $39.84 | $398,343.00 | (7%) 143.98K to 133.98K | (< 1%) |
| 24-Feb-21 6:02 PM View: | United Bankshares Inc. (UBSI) | 22-Feb-21 | Grant | 6,175 | -- | -- | 4% 141.18K to 147.35K | |
| 22-Feb-21 11:21 AM View: | United Bankshares Inc. (UBSI) | 19-Feb-21 | Market Sale | 30,072 | $36.24 | $1,089,810.00 | (18%) 171.22K to 141.15K | (< 1%) |
| 10-Dec-20 10:52 AM View: | United Bankshares Inc. (UBSI) | 09-Dec-20 | Gift | 5,904 | $31.21 | $184,264.00 | (3%) 177.05K to 171.14K | (1%) |
| 24-Nov-20 4:40 PM View: | United Bankshares Inc. (UBSI) | 24-Nov-20 | Market Sale | 15,000 | $31.22 | $468,250.00 | (8%) 192.05K to 177.05K | (< 1%) |
| 19-Nov-20 9:36 AM View: | United Bankshares Inc. (UBSI) | 18-Nov-20 | Market Sale | 5,000 | $30.90 | $154,500.00 | (3%) 197.05K to 192.05K | (2%) |
| 18-Nov-20 11:28 AM View: | United Bankshares Inc. (UBSI) | 17-Nov-20 | Market Sale | 40,000 | $30.42 | $1,216,690.00 | (17%) 237.05K to 197.05K | (4%) |
| 09-Jun-20 2:04 PM View: | United Bankshares Inc. (UBSI) | 08-Jun-20 | Market Sale | 10,000 | $32.20 | $322,000.00 | (4%) 246.87K to 236.87K | 5% |
| 09-Jun-20 2:04 PM View: | United Bankshares Inc. (UBSI) | 05-Jun-20 | Market Sale | 24,447 | $32.10 | $784,722.00 | (9%) 271.31K to 246.87K | 4% |
| 04-Jun-20 3:29 PM View: | United Bankshares Inc. (UBSI) | 03-Jun-20 | Gift | 12,138 | $28.56 | $346,661.00 | (4%) 283.45K to 271.31K | (8%) |
| 05-May-20 7:11 PM View: | United Bankshares Inc. (UBSI) | 04-May-20 | Grant | 270,977 | -- | -- | 100% 0 to 270.98K | |
| 05-May-20 7:11 PM View: | United Bankshares Inc. (UBSI) | 04-May-20 | Grant | 12,475 | -- | -- | 5% 270.98K to 283.45K | |
| 05-May-20 4:58 PM View: | Carolina Financial Corpration (CARO) | 01-May-20 | Disposition | 244,752 | -- | -- | (94%) 260.07K to 15.32K | |
| 05-May-20 4:58 PM View: | Carolina Financial Corpration (CARO) | 01-May-20 | Disposition | 11,040 | -- | -- | (72%) 15.32K to 4.28K | |
| 05-May-20 4:58 PM View: | Carolina Financial Corpration (CARO) | 01-May-20 | Payment of Exercise | 4,276 | -- | -- | (100%) 4.28K to 0 | |
| 05-May-20 4:58 PM View: | Carolina Financial Corpration (CARO) | 01-May-20 | Option Exercise | 4,449 | $16.56 | $73,675.40 | 2% 255.62K to 260.07K | |
| 16-Mar-20 4:50 PM View: | Carolina Financial Corpration (CARO) | 16-Mar-20 | Payment of Exercise | 464 | $25.53 | $11,845.90 | (< 1%) 256.08K to 255.62K | |
| 18-Feb-20 2:52 PM View: | Carolina Financial Corpration (CARO) | 18-Feb-20 | Payment of Exercise | 425 | $38.39 | $16,315.80 | (< 1%) 256.51K to 256.08K | |
| 03-Feb-20 4:59 PM View: | Carolina Financial Corpration (CARO) | 30-Jan-20 | Grant | 4,526 | -- | -- | 2% 248.61K to 253.14K | |
| 03-Feb-20 4:59 PM View: | Carolina Financial Corpration (CARO) | 30-Jan-20 | Payment of Exercise | 2,899 | $38.23 | $110,829.00 | (1%) 259.41K to 256.51K | |
| 03-Feb-20 4:59 PM View: | Carolina Financial Corpration (CARO) | 30-Jan-20 | Option Exercise | 6,267 | -- | -- | 2% 253.14K to 259.41K | |
| 03-Feb-20 4:59 PM View: | Carolina Financial Corpration (CARO) | 24-Jan-20 | Payment of Exercise | 719 | $41.56 | $29,881.60 | (< 1%) 249.33K to 248.61K | |
| 03-Feb-20 4:59 PM View: | Carolina Financial Corpration (CARO) | 23-Jan-20 | Payment of Exercise | 854 | $41.58 | $35,509.30 | (< 1%) 250.19K to 249.33K | |
| 12-Dec-19 10:03 AM View: | Carolina Financial Corpration (CARO) | 11-Dec-19 | Gift | 3,000 | -- | -- | (1%) 253.99K to 250.99K | |
| 03-May-19 10:39 AM View: | Carolina Financial Corpration (CARO) | 01-May-19 | Gift | 1,200 | -- | -- | (< 1%) 254.39K to 253.19K | |
| 18-Mar-19 3:12 PM View: | Carolina Financial Corpration (CARO) | 16-Mar-19 | Payment of Exercise | 464 | $36.31 | $16,847.80 | (< 1%) 254.85K to 254.39K | |
| 18-Mar-19 3:12 PM View: | Carolina Financial Corpration (CARO) | 15-Mar-19 | Gift | 1,800 | -- | -- | (< 1%) 256.65K to 254.85K | |
| 20-Feb-19 12:42 PM View: | Carolina Financial Corpration (CARO) | 15-Feb-19 | Grant | 747 | -- | -- | < 1% 255.19K to 255.94K | |
| 20-Feb-19 12:42 PM View: | Carolina Financial Corpration (CARO) | 15-Feb-19 | Payment of Exercise | 2,042 | $36.15 | $73,818.30 | (< 1%) 258.69K to 256.65K | |
| 20-Feb-19 12:42 PM View: | Carolina Financial Corpration (CARO) | 15-Feb-19 | Option Exercise | 2,751 | -- | -- | 1% 255.94K to 258.69K | |
| 25-Jan-19 4:54 PM View: | Carolina Financial Corpration (CARO) | 24-Jan-19 | Payment of Exercise | 510 | $33.87 | $17,273.70 | (< 1%) 255.71K to 255.19K | (10%) |
| 25-Jan-19 4:54 PM View: | Carolina Financial Corpration (CARO) | 23-Jan-19 | Grant | 4,960 | -- | -- | 2% 250.75K to 255.71K | |
| 08-Jun-18 5:12 PM View: | Carolina Financial Corpration (CARO) | 06-Jun-18 | Market Sale | 48,600 | $42.25 | $2,053,350.00 | (16%) 299.35K to 250.75K | 12% |
| 16-Mar-18 12:04 PM View: | Carolina Financial Corpration (CARO) | 16-Mar-18 | Payment of Exercise | 440 | $41.58 | $18,295.20 | (< 1%) 299.77K to 299.33K | 11% |
| 16-Mar-18 12:04 PM View: | Carolina Financial Corpration (CARO) | 15-Feb-18 | Payment of Exercise | 425 | $39.66 | $16,855.50 | (< 1%) 300.2K to 299.77K | 6% |
| 26-Jan-18 2:43 PM View: | Carolina Financial Corpration (CARO) | 24-Jan-18 | Grant | 4,816 | -- | -- | 2% 295.18K to 300.0K | |
| 26-Jan-18 2:43 PM View: | Carolina Financial Corpration (CARO) | 24-Jan-18 | Payment of Exercise | 1,272 | $38.77 | $49,315.40 | (< 1%) 302.8K to 301.53K | 4% |
| 26-Jan-18 2:43 PM View: | Carolina Financial Corpration (CARO) | 24-Jan-18 | Option Exercise | 2,799 | -- | -- | < 1% 300.0K to 302.8K | |
| 23-Jan-18 4:57 PM View: | Carolina Financial Corpration (CARO) | 23-Jan-18 | Payment of Exercise | 989 | $39.07 | $38,640.20 | (< 1%) 296.17K to 295.18K | 5% |
| 16-Mar-18 12:04 PM View: | Carolina Financial Corpration (CARO) | 21-Jan-18 | Payment of Exercise | 1,326 | $39.07 | $51,806.80 | (< 1%) 301.53K to 300.2K | 5% |
| 19-Sep-17 4:10 PM View: | Carolina Financial Corpration (CARO) | 05-Sep-17 | Gift | 4,000 | $34.01 | $136,040.00 | (1%) 300.17K to 296.17K | (9%) |
| 25-Apr-17 3:51 PM View: | Carolina Financial Corpration (CARO) | 25-Apr-17 | Payment of Exercise | 9,432 | $29.77 | $280,791.00 | (3%) 309.6K to 300.17K | (24%) |