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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 15-May-24 4:07 PM View:  | American Coastal Insurance ... (ACIC) | 14-May-24 | Grant | 5,000 | -- | -- | 3% 183.4K to 188.4K | |
| 11-Apr-24 6:12 PM View: | Lennar Corp. (LEN) | 10-Apr-24 | Grant | 863 | -- | -- | 2% 39.5K to 40.36K | |
| 05-Jun-23 4:22 PM View: | American Coastal Insurance ... (ACIC) | 02-Jun-23 | Grant | 5,000 | -- | -- | 3% 158.4K to 163.4K | |
| 13-Apr-23 5:19 PM View: | Lennar Corp. (LEN) | 12-Apr-23 | Grant | 1,280 | -- | -- | 3% 38.22K to 39.5K | |
| 16-Dec-22 4:30 PM View: | American Coastal Insurance ... (ACIC) | 15-Dec-22 | Sale | 35,000 | $0.52 | $18,200.00 | (18%) 193.4K to 158.4K | |
| 31-Oct-22 4:08 PM View: | CBIZ Inc. (CBZ) | 31-Oct-22 | Private Sale | 20,000 | $50.15 | $1,003,000.00 | (24%) 83.98K to 63.98K | |
| 07-Feb-24 10:00 PM View: | American Coastal Insurance ... (ACIC) | 11-May-22 | Private Purchase | 25,000 | $1.42 | $35,600.00 | 16% 158.4K to 183.4K | |
| 11-May-22 9:52 AM View: | CBIZ Inc. (CBZ) | 09-May-22 | Grant | 3,004 | -- | -- | 4% 80.98K to 83.98K | |
| 04-May-22 5:21 PM View: | American Coastal Insurance ... (ACIC) | 03-May-22 | Grant | 5,000 | -- | -- | 3% 183.4K to 188.4K | |
| 14-Apr-22 4:27 PM View: | Lennar Corp. (LEN) | 12-Apr-22 | Grant | 1,764 | -- | -- | 5% 36.45K to 38.22K | |
| 07-Jan-22 6:32 PM View: | Lennar Corp. (LEN) | 28-Dec-21 | Gift | 2,000 | -- | -- | (5%) 38.45K to 36.45K | |
| 07-Jan-22 6:32 PM View: | Lennar Corp. (LEN) | 27-Dec-21 | Gift | 2,000 | -- | -- | (5%) 40.45K to 38.45K | |
| 14-May-21 5:10 PM View: | CBIZ Inc. (CBZ) | 12-May-21 | Grant | 3,738 | -- | -- | 5% 77.24K to 80.98K | |
| 05-May-21 4:16 PM View: | American Coastal Insurance ... (ACIC) | 04-May-21 | Grant | 5,000 | -- | -- | 3% 178.4K to 183.4K | |
| 09-Apr-21 4:32 PM View: | Lennar Corp. (LEN) | 07-Apr-21 | Grant | 1,305 | -- | -- | 3% 39.15K to 40.45K | |
| 23-Dec-20 3:58 PM View: | American Coastal Insurance ... (ACIC) | 22-Dec-20 | Market Purchase | 10,000 | $5.20 | $51,995.00 | 6% 168.4K to 178.4K | (< 1%) |
| 18-Nov-20 4:24 PM View: | CBIZ Inc. (CBZ) | 17-Nov-20 | Option Exercise | 14,500 | $8.48 | $122,960.00 | 20% 71.34K to 85.84K | |
| 18-Nov-20 4:24 PM View: | CBIZ Inc. (CBZ) | 17-Nov-20 | Market Option Sale | 8,603 | $25.04 | $215,420.00 | (10%) 85.84K to 77.24K | (4%) |
| 18-Nov-20 4:24 PM View: | CBIZ Inc. (CBZ) | 16-Nov-20 | Option Exercise | 35,500 | $8.48 | $301,040.00 | 62% 57.24K to 92.74K | |
| 18-Nov-20 4:24 PM View: | CBIZ Inc. (CBZ) | 16-Nov-20 | Market Option Sale | 21,397 | $25.46 | $544,853.00 | (23%) 92.74K to 71.34K | (3%) |
| 18-May-20 4:16 PM View: | CBIZ Inc. (CBZ) | 14-May-20 | Grant | 5,759 | -- | -- | 11% 51.48K to 57.24K | |
| 06-May-20 4:07 PM View: | American Coastal Insurance ... (ACIC) | 05-May-20 | Grant | 10,000 | -- | -- | 6% 158.4K to 168.4K | |
| 09-Apr-20 4:33 PM View: | Lennar Corp. (LEN) | 07-Apr-20 | Grant | 2,000 | -- | -- | 5% 37.15K to 39.15K | |
| 10-Mar-20 4:02 PM View: | American Coastal Insurance ... (ACIC) | 09-Mar-20 | Market Purchase | 10,000 | $8.97 | $89,700.00 | 7% 148.4K to 158.4K | (44%) |
| 07-Nov-19 4:03 PM View: | American Coastal Insurance ... (ACIC) | 06-Nov-19 | Market Purchase | 10,000 | $12.69 | $126,900.00 | 7% 138.4K to 148.4K | (61%) |
| 10-May-19 6:31 PM View: | CBIZ Inc. (CBZ) | 08-May-19 | Grant | 6,107 | -- | -- | 13% 45.38K to 51.48K | |
| 11-Apr-19 8:23 PM View: | Lennar Corp. (LEN) | 10-Apr-19 | Grant | 2,000 | -- | -- | 6% 35.15K to 37.15K | |
| 10-May-18 4:08 PM View: | American Coastal Insurance ... (ACIC) | 08-May-18 | Grant | 5,000 | $19.72 | $98,600.00 | 4% 133.4K to 138.4K | |
| 11-Apr-18 5:49 PM View: | Lennar Corp. (LEN) | 11-Apr-18 | Grant | 2,000 | -- | -- | 6% 33.15K to 35.15K | |
| 09-Apr-18 4:38 PM View: | Lennar Corp. (LEN) | 06-Apr-18 | Option Exercise | 2,500 | $51.26 | $128,150.00 | 8% 33.15K to 35.65K | |
| 09-Apr-18 4:38 PM View: | Lennar Corp. (LEN) | 06-Apr-18 | Market Option Sale | 2,500 | $62.98 | $157,450.00 | (7%) 35.65K to 33.15K | 22% |
| 09-Feb-18 1:30 PM View: | CBIZ Inc. (CBZ) | 07-Feb-18 | Grant | 6,192 | -- | -- | 16% 39.18K to 45.38K | |
| 29-Nov-17 4:55 PM View: | Lennar Corp. (LEN) | 10-Nov-17 | Acquisition (other) | 650 | -- | -- | 2% 32.5K to 33.15K | |
| 10-May-17 5:09 PM View: | American Coastal Insurance ... (ACIC) | 09-May-17 | Grant | 5,000 | $14.91 | $74,550.00 | 4% 128.4K to 133.4K | |
| 20-Apr-17 4:45 PM View: | Lennar Corp. (LEN) | 18-Apr-17 | Grant | 2,000 | -- | -- | 7% 30.5K to 32.5K | |
| 03-Apr-17 4:53 PM View: | Lennar Corp. (LEN) | 31-Mar-17 | Option Exercise | 2,500 | $39.62 | $99,050.00 | 9% 28.0K to 30.5K | |
| 27-Feb-17 4:02 PM View: | American Coastal Insurance ... (ACIC) | 24-Feb-17 | Purchase | 13,756 | $16.09 | $221,337.00 | 12% 114.65K to 128.4K | |
| 24-Feb-17 4:04 PM View: | American Coastal Insurance ... (ACIC) | 23-Feb-17 | Purchase | 24,647 | $16.11 | $397,114.00 | 27% 90.0K to 114.65K | |
| 10-Feb-17 5:10 PM View: | CBIZ Inc. (CBZ) | 08-Feb-17 | Grant | 7,783 | -- | -- | 25% 31.4K to 39.18K | |
| 05-Jul-16 4:10 PM View: | TECO Energy Inc. (TE) | 01-Jul-16 | Disposition | 267,907 | $27.55 | $7,380,840.00 | (100%) 267.91K to 0 | |
| 05-Jul-16 4:10 PM View: | TECO Energy Inc. (TE) | 19-May-16 | Gift | 4,000 | -- | -- | (1%) 271.91K to 267.91K | |
| 05-Jul-16 4:10 PM View: | TECO Energy Inc. (TE) | 13-May-16 | Gift | 5,000 | -- | -- | (2%) 276.91K to 271.91K | |
| 06-May-16 4:06 PM View: | American Coastal Insurance ... (ACIC) | 05-May-16 | Grant | 5,000 | -- | -- | 6% 85.0K to 90.0K | |
| 15-Apr-16 5:08 PM View: | Lennar Corp. (LEN) | 13-Apr-16 | Grant | 2,000 | -- | -- | 8% 26.0K to 28.0K | |
| 08-Apr-16 4:38 PM View: | Lennar Corp. (LEN) | 07-Apr-16 | Option Exercise | 2,500 | $39.51 | $98,775.00 | 10% 26.0K to 28.5K | |
| 08-Apr-16 4:38 PM View: | Lennar Corp. (LEN) | 07-Apr-16 | Market Option Sale | 2,500 | $47.54 | $118,850.00 | (9%) 28.5K to 26.0K | (5%) |
| 03-Mar-16 4:00 PM View: | TECO Energy Inc. (TE) | 01-Mar-16 | Market Sale | 50,000 | $27.45 | $1,372,500.00 | (15%) 326.91K to 276.91K | (< 1%) |
| 03-Mar-16 4:00 PM View: | TECO Energy Inc. (TE) | 26-Feb-16 | Gift | 30,000 | -- | -- | (8%) 356.91K to 326.91K | |
| 16-Feb-16 7:34 AM View: | CBIZ Inc. (CBZ) | 11-Feb-16 | Grant | 9,607 | -- | -- | 44% 21.79K to 31.4K | |
| 10-Feb-16 10:00 PM View: | TECO Energy Inc. (TE) | 09-Feb-16 | Option Exercise | 91,474 | $16.30 | $1,490,570.00 | 26% 356.91K to 448.38K |