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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 20-Jun-24 4:19 PM View:  | Evercore Partners Inc. (EVR) | 18-Jun-24 | Grant | 639 | -- | -- | 11% 5.78K to 6.42K | |
| 22-May-24 4:24 PM View: | Consolidated Edison Inc. (ED) | 21-May-24 | Grant | 1,761 | $96.51 | $169,954.00 | 4% 44.19K to 45.95K | |
| 17-May-23 4:45 PM View: | Consolidated Edison Inc. (ED) | 16-May-23 | Grant | 1,625 | $98.48 | $160,030.00 | 4% 42.57K to 44.19K | |
| 21-Jun-22 5:10 PM View: | Evercore Partners Inc. (EVR) | 16-Jun-22 | Grant | 1,184 | -- | -- | 34% 3.53K to 4.71K | |
| 17-May-22 4:47 PM View: | Consolidated Edison Inc. (ED) | 17-May-22 | Grant | 1,684 | $95.04 | $160,047.00 | 4% 40.88K to 42.57K | |
| 21-Jun-21 5:21 PM View: | Evercore Partners Inc. (EVR) | 17-Jun-21 | Grant | 644 | -- | -- | 22% 2.88K to 3.53K | |
| 19-May-21 4:32 PM View: | Consolidated Edison Inc. (ED) | 18-May-21 | Grant | 1,905 | $78.73 | $149,981.00 | 5% 38.98K to 40.88K | (1%) |
| 26-Oct-20 5:05 PM View: | Evercore Partners Inc. (EVR) | 22-Oct-20 | Market Sale | 981 | $83.19 | $81,609.40 | (25%) 3.87K to 2.88K | (6%) |
| 18-Jun-20 5:13 PM View: | Evercore Partners Inc. (EVR) | 16-Jun-20 | Grant | 1,464 | -- | -- | 61% 2.4K to 3.87K | |
| 20-May-20 5:19 PM View: | Consolidated Edison Inc. (ED) | 19-May-20 | Grant | 2,052 | $73.11 | $150,022.00 | 6% 36.93K to 38.98K | (6%) |
| 19-Jun-19 4:38 PM View: | Evercore Partners Inc. (EVR) | 18-Jun-19 | Grant | 1,037 | -- | -- | 76% 1.36K to 2.4K | |
| 21-May-19 4:21 PM View: | Consolidated Edison Inc. (ED) | 21-May-19 | Grant | 1,724 | $87.01 | $150,005.00 | 5% 35.2K to 36.93K | (24%) |
| 12-Jun-18 4:28 PM View: | Evercore Partners Inc. (EVR) | 11-Jun-18 | Grant | 837 | -- | -- | 159% 0.53K to 1.36K | |
| 22-May-18 4:23 PM View: | Consolidated Edison Inc. (ED) | 22-May-18 | Grant | 2,031 | $73.84 | $149,969.00 | 6% 33.17K to 35.2K | (10%) |
| 01-May-18 4:24 PM View: | Evercore Partners Inc. (EVR) | 27-Apr-18 | Grant | 528 | -- | -- | 100% 0 to 0.53K | |
| 16-May-17 4:28 PM View: | Consolidated Edison Inc. (ED) | 16-May-17 | Grant | 1,696 | $79.61 | $135,019.00 | 5% 31.48K to 33.17K | (20%) |
| 18-May-16 5:50 PM View: | Consolidated Edison Inc. (ED) | 17-May-16 | Grant | 1,824 | $74.01 | $134,994.00 | 6% 29.65K to 31.48K | (16%) |
| 19-May-15 3:03 PM View: | Consolidated Edison Inc. (ED) | 19-May-15 | Grant | 1,966 | $61.05 | $120,024.00 | 7% 27.69K to 29.65K | (3%) |
| 20-May-14 5:49 PM View: | Consolidated Edison Inc. (ED) | 20-May-14 | Grant | 2,210 | $54.30 | $120,003.00 | 9% 25.48K to 27.69K | 5% |
| 22-May-13 5:29 PM View: | Consolidated Edison Inc. (ED) | 21-May-13 | Grant | 1,724 | -- | -- | 7% 23.75K to 25.48K | |
| 18-Jan-13 7:02 PM View: | JPMorgan Chase & Co (JPM) | 17-Jan-13 | Grant | 3,650 | $46.58 | $170,000.00 | 5% 71.13K to 74.78K | 180% |
| 24-May-12 4:20 PM View: | Consolidated Edison Inc. (ED) | 22-May-12 | Grant | 1,785 | -- | -- | 8% 21.97K to 23.75K | |
| 20-Jan-12 5:38 PM View: | JPMorgan Chase & Co (JPM) | 18-Jan-12 | Grant | 4,775 | $35.60 | $170,000.00 | 7% 63.85K to 68.62K | 278% |
| 19-May-11 4:40 PM View: | Consolidated Edison Inc. (ED) | 17-May-11 | Grant | 1,687 | -- | -- | 8% 20.28K to 21.97K | |
| 20-Jan-11 6:02 PM View: | JPMorgan Chase & Co (JPM) | 19-Jan-11 | Grant | 3,839 | $44.28 | $170,000.00 | 6% 59.23K to 63.07K | 212% |
| 19-May-10 5:15 PM View: | Consolidated Edison Inc. (ED) | 18-May-10 | Grant | 1,500 | -- | -- | 8% 18.78K to 20.28K | |
| 27-Jan-10 4:57 PM View: | JPMorgan Chase & Co (JPM) | 20-Jan-10 | Grant | 3,936 | $43.19 | $170,000.00 | 7% 55.02K to 58.95K | 220% |
| 20-May-09 5:11 PM View: | Consolidated Edison Inc. (ED) | 19-May-09 | Grant | 1,500 | -- | -- | 9% 17.28K to 18.78K | |
| 22-Jan-09 2:47 PM View: | JPMorgan Chase & Co (JPM) | 20-Jan-09 | Grant | 8,725 | $19.49 | $170,000.00 | 19% 45.49K to 54.21K | 789% |
| 21-May-08 6:11 PM View: | Consolidated Edison Inc. (ED) | 19-May-08 | Grant | 1,500 | -- | -- | 10% 15.78K to 17.28K | |
| 22-Jan-08 9:03 PM View: | JPMorgan Chase & Co (JPM) | 22-Jan-08 | Grant | 4,268 | $39.83 | $170,000.00 | 11% 39.38K to 43.65K | 343% |
| 02-Oct-07 3:37 PM View: | JPMorgan Chase & Co (JPM) | 30-Sep-07 | Grant | 23,319 | -- | -- | 145% 16.06K to 39.38K | |
| 23-May-07 5:23 PM View: | Consolidated Edison Inc. (ED) | 21-May-07 | Grant | 1,500 | -- | -- | 11% 14.28K to 15.78K | |
| 04-Apr-07 4:17 PM View: | American International Grou... (AIG) | 02-Apr-07 | Acquisition (other) | 250 | $67.15 | $16,787.50 | 10% 2.63K to 2.88K | (50%) |
| 02-Feb-07 5:58 PM View: | Viacom Inc. (VIA) | 31-Jan-07 | Option Exercise | 1,325 | -- | -- | 100% 0 to 1.32K | |
| 19-Jan-07 4:24 PM View: | JPMorgan Chase & Co (JPM) | 18-Jan-07 | Grant | 3,523 | $48.25 | $170,000.00 | 29% 12.24K to 15.77K | 277% |
| 04-Jan-07 1:23 PM View: | American International Grou... (AIG) | 03-Jan-07 | Acquisition (other) | 250 | $72.15 | $18,037.50 | 11% 2.38K to 2.63K | (53%) |
| 04-Oct-06 4:38 PM View: | American International Grou... (AIG) | 02-Oct-06 | Acquisition (other) | 250 | $66.30 | $16,575.00 | 12% 2.13K to 2.38K | (49%) |
| 06-Jul-06 11:05 AM View: | American International Grou... (AIG) | 03-Jul-06 | Acquisition (other) | 250 | $59.57 | $14,892.50 | 13% 1.88K to 2.13K | (43%) |
| 17-May-06 6:56 PM View: | Consolidated Edison Inc. (ED) | 15-May-06 | Grant | 1,500 | -- | -- | 12% 12.78K to 14.28K | |
| 05-Apr-06 11:47 AM View: | American International Grou... (AIG) | 03-Apr-06 | Acquisition (other) | 250 | $65.67 | $16,417.50 | 15% 1.63K to 1.88K | (48%) |
| 04-Jan-06 12:17 PM View: | American International Grou... (AIG) | 03-Jan-06 | Acquisition (other) | 250 | $69.62 | $17,405.00 | 18% 1.38K to 1.63K | (51%) |
| 05-Dec-05 4:28 PM View: | American International Grou... (AIG) | 01-Dec-05 | Acquisition (other) | 125 | $67.81 | $8,476.25 | 10% 1.25K to 1.38K | (50%) |
| 06-Sep-05 6:03 PM View: | American International Grou... (AIG) | 01-Sep-05 | Acquisition (other) | 125 | $59.35 | $7,418.75 | 11% 1.13K to 1.25K | (42%) |
| 19-Aug-05 12:01 PM View: | Bristol-Myers Squibb Co. (BMY) | 18-Aug-05 | Market Sale | 850 | $24.94 | $21,199.00 | (15%) 5.74K to 4.89K | (182%) |
| 02-Jun-05 2:55 PM View: | American International Grou... (AIG) | 01-Jun-05 | Acquisition (other) | 125 | $56.10 | $7,012.50 | 12% 1.0K to 1.13K | (39%) |
| 19-May-05 3:33 PM View: | Consolidated Edison Inc. (ED) | 17-May-05 | Grant | 1,500 | $45.54 | $68,310.00 | 13% 11.28K to 12.78K | 54% |
| 03-May-05 4:50 PM View: | Bristol-Myers Squibb Co. (BMY) | 29-Apr-05 | Payment of Exercise | 2,518 | -- | -- | (30%) 8.26K to 5.74K | |
| 03-May-05 4:50 PM View: | Bristol-Myers Squibb Co. (BMY) | 29-Apr-05 | Option Exercise | 4,207 | $15.44 | $64,956.10 | 104% 4.05K to 8.26K | |
| 03-Mar-05 12:24 PM View: | American International Grou... (AIG) | 01-Mar-05 | Acquisition (other) | 125 | $66.55 | $8,318.75 | 14% 0.88K to 1.0K | (48%) |