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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 30-Oct-23 8:33 PM View:  | Berkshire Hathaway Inc (BRK.A) | 18-May-23 | Disposition (other) | 1,562 | -- | -- | (5%) 29.24K to 27.68K | |
| 30-Oct-23 8:33 PM View: | Berkshire Hathaway Inc (BRK.A) | 17-May-23 | Conversion | 1,500 | -- | -- | 5% 27.74K to 29.24K | |
| 24-Jan-23 4:26 PM View: | Western Asset Premier Bond ... (WEA) | 20-Jan-23 | Sale | 18,000 | $11.20 | $201,600.00 | (90%) 20.0K to 2.0K | |
| 27-Dec-22 9:38 AM View: | Western Asset Premier Bond ... (WEA) | 23-Dec-22 | Private Purchase | 20,000 | $11.19 | $223,898.00 | 100% 0 to 20.0K | |
| 07-Jul-22 5:39 PM View: | Berkshire Hathaway Inc (BRK.A) | 05-Jul-22 | Private Purchase | 895 | $274.62 | $245,785.00 | 4% 25.33K to 26.23K | |
| 07-Jul-22 5:39 PM View: | Berkshire Hathaway Inc (BRK.A) | 05-Jul-22 | Purchase | 1,515 | $274.19 | $415,398.00 | 6% 26.23K to 27.74K | |
| 06-Jan-21 5:15 PM View: | Berkshire Hathaway Inc (BRK.A) | 18-Dec-20 | Private Purchase | 4,000 | $222.33 | $889,335.00 | 19% 21.33K to 25.33K | |
| 09-Apr-21 7:26 PM View: | Western Asset Income Fund (PAI) | 10-Jan-20 | Market Sale | 1,000 | $15.84 | $15,838.00 | (100%) 1.0K to 0 | (< 1%) |
| 02-Mar-18 8:07 PM View: | Berkshire Hathaway Inc (BRK.A) | 02-Mar-18 | Gift | 2,103 | -- | -- | (10%) 20.43K to 18.33K | |
| 02-Mar-18 8:07 PM View: | Berkshire Hathaway Inc (BRK.A) | 28-Feb-18 | Conversion | 3,000 | -- | -- | 17% 17.43K to 20.43K | |
| 22-Dec-14 6:59 PM View: | Berkshire Hathaway Inc (BRK.A) | 19-Dec-14 | Sale | 65 | $152.07 | $9,884.55 | (< 1%) 17.5K to 17.43K | |
| 18-Apr-14 3:13 PM View: | Edison International (EIX) | 04-Apr-14 | Gift | 1,000 | -- | -- | 5% 18.34K to 19.34K | |
| 18-Apr-14 3:13 PM View: | Edison International (EIX) | 04-Apr-14 | Gift | 1,000 | -- | -- | (5%) 19.34K to 18.34K | |
| 02-Apr-14 5:33 PM View: | Edison International (EIX) | 31-Mar-14 | Option Exercise | 1,000 | $22.69 | $22,695.00 | 6% 17.34K to 18.34K | |
| 19-Feb-14 7:50 PM View: | City National Corp. (CYN) | 18-Feb-14 | Option Exercise | 500 | $1.00 | $500.00 | 3% 19.0K to 19.5K | |
| 30-Oct-23 8:33 PM View: | Berkshire Hathaway Inc (BRK.A) | 19-May-13 | Disposition (other) | 781 | -- | -- | (3%) 27.68K to 26.9K | |
| 18-Mar-13 8:01 PM View: | Edison International (EIX) | 15-Mar-13 | Gift | 1,000 | -- | -- | 6% 17.2K to 18.2K | |
| 18-Mar-13 8:01 PM View: | Edison International (EIX) | 15-Mar-13 | Gift | 1,000 | -- | -- | (5%) 18.2K to 17.2K | |
| 12-Mar-13 5:46 PM View: | Edison International (EIX) | 08-Mar-13 | Option Exercise | 1,000 | $15.37 | $15,370.00 | 6% 16.2K to 17.2K | |
| 09-Jan-13 7:03 PM View: | Berkshire Hathaway Inc (BRK.A) | 28-Dec-12 | Gift | 400 | -- | -- | (2%) 17.5K to 17.1K | |
| 20-Dec-12 7:22 PM View: | Berkshire Hathaway Inc (BRK.A) | 18-Dec-12 | Private Purchase | 2,500 | $90.00 | $225,000.00 | 17% 15.0K to 17.5K | |
| 13-Dec-12 5:39 PM View: | City National Corp. (CYN) | 12-Dec-12 | Market Sale | 12,000 | $49.59 | $595,080.00 | (39%) 31.0K to 19.0K | (85%) |
| 03-Apr-12 3:31 PM View: | Edison International (EIX) | 30-Mar-12 | Option Exercise | 1,000 | $19.45 | $19,450.00 | 6% 16.06K to 17.06K | |
| 03-Apr-12 3:31 PM View: | Edison International (EIX) | 30-Mar-12 | Market Option Sale | 1,000 | $42.42 | $42,423.10 | (6%) 17.06K to 16.06K | (23%) |
| 13-Feb-12 7:21 PM View: | City National Corp. (CYN) | 13-Feb-12 | Option Exercise | 500 | $1.00 | $500.00 | 2% 30.5K to 31.0K | |
| 18-Apr-11 8:31 PM View: | City National Corp. (CYN) | 15-Apr-11 | Option Exercise | 500 | $1.00 | $500.00 | 2% 30.0K to 30.5K | |
| 03-Jan-11 6:33 PM View: | Washington Post Co. (GHC) | 30-Dec-10 | Market Sale | 300 | $437.93 | $131,379.00 | (100%) 0.3K to 0 | (51%) |
| 24-Nov-08 3:34 PM View: | City National Corp. (CYN) | 20-Nov-08 | Market Purchase | 10,000 | $37.10 | $371,030.00 | 50% 20.0K to 30.0K | 146% |
| 02-Sep-08 1:11 PM View: | City National Corp. (CYN) | 28-Aug-08 | Market Purchase | 3,000 | $48.99 | $146,960.00 | 18% 17.0K to 20.0K | 67% |
| 31-Jan-08 2:33 PM View: | City National Corp. (CYN) | 29-Jan-08 | Market Purchase | 3,000 | $55.42 | $166,248.00 | 21% 14.0K to 17.0K | 52% |
| 02-Nov-07 2:27 PM View: | City National Corp. (CYN) | 31-Oct-07 | Market Purchase | 2,000 | $67.74 | $135,480.00 | 17% 12.0K to 14.0K | 25% |
| 23-Aug-06 5:16 PM View: | City National Corp. (CYN) | 21-Aug-06 | Market Purchase | 1,000 | $66.00 | $66,000.00 | 9% 11.0K to 12.0K | 32% |
| 04-Aug-05 7:47 PM View: | City National Corp. (CYN) | 03-Aug-05 | Market Purchase | 1,000 | $73.80 | $73,800.00 | 10% 10.0K to 11.0K | 21% |
| 20-Jan-05 3:10 PM View: | Washington Post Co. (GHC) | 19-Jan-05 | Market Purchase | 300 | $910.00 | $273,000.00 | 100% 0 to 0.3K | (18%) |