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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 02-Jul-24 12:13 PM View:  | Washington Post Co. (GHC) | 01-Jul-24 | Grant | 35 | $695.03 | $24,326.10 | 7% 0.53K to 0.56K | (5%) |
| 29-May-24 4:15 PM View: | Washington Post Co. (GHC) | 28-May-24 | Purchase | 135 | $745.07 | $100,584.00 | 26% 0.53K to 0.66K | |
| 14-May-24 4:40 PM View: | Lpl Financial Holdings Inc. (LPLA) | 10-May-24 | Grant | 1,077 | -- | -- | 3% 34.38K to 35.46K | |
| 02-Apr-24 2:32 PM View: | Washington Post Co. (GHC) | 01-Apr-24 | Grant | 32 | $761.13 | $24,356.20 | 6% 0.49K to 0.53K | |
| 03-Jan-24 4:19 PM View: | Washington Post Co. (GHC) | 02-Jan-24 | Grant | 35 | $696.72 | $24,385.20 | 8% 0.46K to 0.49K | (5%) |
| 03-Oct-23 4:27 PM View: | Washington Post Co. (GHC) | 02-Oct-23 | Grant | 42 | $581.52 | $24,423.80 | 10% 0.42K to 0.46K | |
| 06-Jul-23 10:57 AM View: | Washington Post Co. (GHC) | 03-Jul-23 | Grant | 43 | $571.58 | $24,577.90 | 11% 0.38K to 0.42K | |
| 16-May-23 4:05 PM View: | Lpl Financial Holdings Inc. (LPLA) | 12-May-23 | Grant | 1,290 | -- | -- | 4% 33.09K to 34.38K | |
| 04-Apr-23 6:03 PM View: | Washington Post Co. (GHC) | 03-Apr-23 | Grant Duplicate | 42 | $593.17 | $24,913.10 | 13% 0.33K to 0.38K | |
| 04-Jan-23 5:14 PM View: | Washington Post Co. (GHC) | 03-Jan-23 | Grant Duplicate | 41 | $609.02 | $24,969.80 | 14% 0.29K to 0.33K | |
| 04-Oct-22 4:20 PM View: | Washington Post Co. (GHC) | 03-Oct-22 | Grant Duplicate | 45 | $546.35 | $24,585.70 | 18% 0.25K to 0.29K | |
| 05-Jul-22 4:21 PM View: | Washington Post Co. (GHC) | 01-Jul-22 | Grant | 43 | $574.12 | $24,687.20 | 21% 0.2K to 0.25K | |
| 02-Jun-22 7:30 PM View: | Williams-Sonoma Inc. (WSM) | 01-Jun-22 | Grant | 62 | -- | -- | < 1% 7.91K to 7.97K | |
| 02-Jun-22 7:30 PM View: | Williams-Sonoma Inc. (WSM) | 31-May-22 | Option Exercise | 1,045 | -- | -- | 15% 6.87K to 7.91K | |
| 23-May-22 6:40 PM View: | Lpl Financial Holdings Inc. (LPLA) | 19-May-22 | Grant | 1,339 | -- | -- | 4% 31.75K to 33.09K | |
| 04-May-22 7:25 PM View: | Williams-Sonoma Inc. (WSM) | 02-May-22 | Grant | 179 | -- | -- | 3% 6.69K to 6.87K | |
| 01-Feb-22 7:25 PM View: | Williams-Sonoma Inc. (WSM) | 31-Jan-22 | Grant | 151 | -- | -- | 2% 6.54K to 6.69K | |
| 02-Nov-21 7:19 PM View: | Williams-Sonoma Inc. (WSM) | 01-Nov-21 | Grant | 126 | -- | -- | 2% 6.41K to 6.54K | |
| 03-Jun-21 7:30 PM View: | Williams-Sonoma Inc. (WSM) | 01-Jun-21 | Option Exercise | 1,918 | -- | -- | 43% 4.49K to 6.41K | |
| 10-May-21 8:06 PM View: | Lpl Financial Holdings Inc. (LPLA) | 06-May-21 | Grant | 1,593 | -- | -- | 5% 30.16K to 31.75K | |
| 04-Jun-20 8:33 PM View: | Williams-Sonoma Inc. (WSM) | 02-Jun-20 | Option Exercise | 2,775 | -- | -- | 162% 1.72K to 4.49K | |
| 11-May-20 6:26 PM View: | Lpl Financial Holdings Inc. (LPLA) | 07-May-20 | Grant | 4,215 | -- | -- | 16% 25.95K to 30.16K | |
| 02-Mar-20 11:06 AM View: | Washington Post Co. (GHC) | 28-Feb-20 | Market Purchase | 104 | $485.99 | $50,543.00 | 104% 100 to 0.2K | 4% |
| 02-Mar-20 11:06 AM View: | Washington Post Co. (GHC) | 27-Feb-20 | Market Purchase | 100 | $494.64 | $49,464.00 | 100% 0 to 100 | 2% |
| 06-Jun-19 7:43 PM View: | Williams-Sonoma Inc. (WSM) | 04-Jun-19 | Option Exercise | 1,716 | -- | -- | 100% 0 to 1.72K | |
| 10-May-19 5:05 PM View: | Lpl Financial Holdings Inc. (LPLA) | 09-May-19 | Grant | 3,144 | -- | -- | 14% 22.8K to 25.95K | |
| 17-Dec-18 8:37 AM View: | Johnson & Johnson (JNJ) | 14-Dec-18 | Market Purchase | 748 | $133.76 | $100,050.00 | 13% 5.79K to 6.54K | 11% |
| 22-May-18 6:16 PM View: | Lpl Financial Holdings Inc. (LPLA) | 18-May-18 | Grant | 2,463 | -- | -- | 12% 20.34K to 22.8K | |
| 22-May-17 9:39 PM View: | Lpl Financial Holdings Inc. (LPLA) | 18-May-17 | Grant | 5,167 | -- | -- | 34% 15.17K to 20.34K | |
| 13-Jan-17 1:31 PM View: | Target Corp. (TGT) | 11-Jan-17 | Grant | 2,377 | -- | -- | 6% 37.57K to 39.95K | |
| 16-Dec-16 7:15 PM View: | Lpl Financial Holdings Inc. (LPLA) | 14-Dec-16 | Grant | 5,202 | -- | -- | 52% 9.97K to 15.17K | |
| 21-Nov-16 3:36 PM View: | Target Corp. (TGT) | 17-Nov-16 | Option Exercise | 3,957 | $58.13 | $230,020.00 | 11% 37.33K to 41.29K | |
| 21-Nov-16 3:36 PM View: | Target Corp. (TGT) | 17-Nov-16 | Market Option Sale | 3,957 | $75.45 | $298,564.00 | (10%) 41.29K to 37.33K | (121%) |
| 15-Jan-16 1:22 PM View: | Target Corp. (TGT) | 13-Jan-16 | Grant | 2,349 | -- | -- | 7% 34.26K to 36.6K | |
| 16-Jan-20 10:00 PM View: | Johnson & Johnson (JNJ) | 14-Dec-15 | txn.W.title | 358 | -- | -- | 5% 6.96K to 7.32K | |
| 07-Dec-15 2:47 PM View: | Target Corp. (TGT) | 03-Dec-15 | Option Exercise | 3,706 | $53.98 | $200,050.00 | 11% 34.04K to 37.75K | |
| 07-Dec-15 2:47 PM View: | Target Corp. (TGT) | 03-Dec-15 | Market Option Sale | 3,706 | $72.53 | $268,795.00 | (10%) 37.75K to 34.04K | (137%) |
| 20-May-15 6:01 PM View: | Lpl Financial Holdings Inc. (LPLA) | 18-May-15 | Grant | 1,592 | $42.85 | $68,217.20 | 19% 8.38K to 9.97K | |
| 14-May-15 5:50 PM View: | Lpl Financial Holdings Inc. (LPLA) | 12-May-15 | Grant | 3,185 | $40.81 | $129,980.00 | 61% 5.19K to 8.38K | |
| 16-Jan-15 4:30 PM View: | Target Corp. (TGT) | 14-Jan-15 | Grant | 2,292 | -- | -- | 7% 31.19K to 33.48K | |
| 24-Nov-14 6:20 PM View: | Target Corp. (TGT) | 20-Nov-14 | Option Exercise | 8,093 | $49.43 | $400,037.00 | 26% 31.02K to 39.11K | |
| 24-Nov-14 6:20 PM View: | Target Corp. (TGT) | 20-Nov-14 | Market Option Sale | 8,093 | $71.06 | $575,059.00 | (21%) 39.11K to 31.02K | (149%) |
| 09-May-14 4:38 PM View: | Lpl Financial Holdings Inc. (LPLA) | 07-May-14 | Grant | 1,706 | $46.89 | $79,994.30 | 49% 3.49K to 5.19K | |
| 10-Mar-14 7:06 PM View: | Lpl Financial Holdings Inc. (LPLA) | 06-Mar-14 | Grant | 935 | $53.47 | $49,994.40 | 37% 2.55K to 3.49K | |
| 10-Jan-14 3:24 PM View: | Target Corp. (TGT) | 08-Jan-14 | Grant | 2,715 | -- | -- | 10% 27.75K to 30.46K | |
| 21-Nov-13 4:46 PM View: | Lpl Financial Holdings Inc. (LPLA) | 19-Nov-13 | Grant | 1,183 | -- | -- | 86% 1.37K to 2.55K | |
| 16-Jan-20 10:00 PM View: | Johnson & Johnson (JNJ) | 13-Oct-13 | txn.W.title | 270 | -- | -- | 4% 7.05K to 7.32K | |
| 14-May-13 5:11 PM View: | Lpl Financial Holdings Inc. (LPLA) | 13-May-13 | Grant | 1,370 | -- | -- | 100% 0 to 1.37K | |
| 11-Jan-13 10:06 AM View: | Target Corp. (TGT) | 09-Jan-13 | Grant | 4,547 | -- | -- | 20% 22.7K to 27.24K | |
| 15-Feb-12 8:09 PM View: | Johnson & Johnson (JNJ) | 13-Feb-12 | Grant | 1,543 | -- | -- | 36% 4.25K to 5.79K |