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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 15-Feb-24 5:54 PM View:  | Snap-on Inc. (SNA) | 15-Feb-24 | Grant | 599 | -- | -- | 5% 11.02K to 11.62K | |
| 10-Feb-23 4:57 PM View: | Snap-on Inc. (SNA) | 09-Feb-23 | Grant | 640 | -- | -- | 6% 10.38K to 11.02K | |
| 11-Feb-22 4:55 PM View: | Snap-on Inc. (SNA) | 10-Feb-22 | Grant | 725 | -- | -- | 8% 9.65K to 10.38K | |
| 16-Feb-21 5:01 PM View: | Snap-on Inc. (SNA) | 11-Feb-21 | Grant | 762 | -- | -- | 9% 8.89K to 9.65K | |
| 06-Jan-21 8:57 PM View: | Wisconsin Energy Corp. (WEC) | 04-Jan-21 | Grant | 1,538 | -- | -- | 8% 20.02K to 21.56K | |
| 14-Feb-20 5:01 PM View: | Snap-on Inc. (SNA) | 13-Feb-20 | Grant | 820 | -- | -- | 10% 8.07K to 8.89K | |
| 06-Jan-20 8:00 PM View: | Wisconsin Energy Corp. (WEC) | 02-Jan-20 | Grant | 1,531 | -- | -- | 8% 18.45K to 19.98K | |
| 19-Feb-19 5:45 PM View: | Regal-Beloit Corp. (RBC) | 15-Feb-19 | Gift | 1,430 | -- | -- | (2%) 93.49K to 92.06K | |
| 19-Feb-19 5:45 PM View: | Regal-Beloit Corp. (RBC) | 15-Feb-19 | Market Sale | 5,742 | $84.02 | $482,423.00 | (6%) 92.06K to 86.32K | (77%) |
| 15-Feb-19 5:07 PM View: | Snap-on Inc. (SNA) | 14-Feb-19 | Grant | 845 | -- | -- | 12% 7.23K to 8.07K | |
| 04-Jan-19 8:21 PM View: | Wisconsin Energy Corp. (WEC) | 02-Jan-19 | Grant | 1,981 | -- | -- | 12% 16.41K to 18.39K | |
| 10-May-18 7:56 PM View: | Regal-Beloit Corp. (RBC) | 09-May-18 | Grant | 1,740 | -- | -- | 2% 91.75K to 93.49K | |
| 16-Feb-18 5:36 PM View: | Snap-on Inc. (SNA) | 15-Feb-18 | Grant | 775 | -- | -- | 12% 6.45K to 7.23K | |
| 04-Jan-18 6:36 PM View: | Wisconsin Energy Corp. (WEC) | 02-Jan-18 | Grant | 2,045 | -- | -- | 14% 14.21K to 16.25K | |
| 12-Jul-17 5:37 PM View: | Regal-Beloit Corp. (RBC) | 12-Jul-17 | Market Sale (Planned) | 20,000 | $85.00 | $1,700,000.00 | (18%) 111.75K to 91.75K | (72%) |
| 06-Jun-17 4:57 PM View: | Regal-Beloit Corp. (RBC) | 02-Jun-17 | Market Sale (Planned) | 10,000 | $82.00 | $820,000.00 | (8%) 121.75K to 111.75K | (77%) |
| 25-May-17 7:47 PM View: | Regal-Beloit Corp. (RBC) | 23-May-17 | Market Sale | 3,663 | $80.00 | $293,040.00 | 3% 118.09K to 121.75K | 82% |
| 25-May-17 7:47 PM View: | Regal-Beloit Corp. (RBC) | 11-May-17 | Gift | 2,505 | -- | -- | (2%) 127.92K to 125.41K | |
| 11-May-17 6:00 PM View: | Regal-Beloit Corp. (RBC) | 11-May-17 | Market Sale | 10,800 | $80.03 | $864,304.00 | (7%) 165.9K to 155.1K | (82%) |
| 11-May-17 6:00 PM View: | Regal-Beloit Corp. (RBC) | 10-May-17 | Grant | 1,549 | -- | -- | < 1% 164.35K to 165.9K | |
| 03-Mar-17 4:55 PM View: | Regal-Beloit Corp. (RBC) | 01-Mar-17 | Market Sale | 12,172 | $76.00 | $925,072.00 | (7%) 176.52K to 164.35K | (92%) |
| 13-Feb-17 5:32 PM View: | Regal-Beloit Corp. (RBC) | 10-Feb-17 | Market Sale | 25,000 | $75.05 | $1,876,290.00 | (12%) 201.52K to 176.52K | (94%) |
| 13-Feb-17 4:56 PM View: | Snap-on Inc. (SNA) | 09-Feb-17 | Grant | 774 | -- | -- | 14% 5.68K to 6.45K | |
| 05-Jan-17 7:48 PM View: | Wisconsin Energy Corp. (WEC) | 03-Jan-17 | Grant | 2,144 | -- | -- | 18% 11.84K to 13.99K | |
| 18-Nov-16 6:02 PM View: | Regal-Beloit Corp. (RBC) | 17-Nov-16 | Gift | 5,832 | -- | -- | (3%) 207.35K to 201.52K | |
| 19-Aug-16 10:00 PM View: | Regal-Beloit Corp. (RBC) | 17-Aug-16 | Gift | 4,725 | -- | -- | (2%) 212.08K to 207.35K | |
| 13-May-16 7:49 PM View: | Regal-Beloit Corp. (RBC) | 11-May-16 | Grant | 2,177 | -- | -- | 1% 209.9K to 212.08K | |
| 16-Feb-16 5:05 PM View: | Snap-on Inc. (SNA) | 11-Feb-16 | Grant | 825 | -- | -- | 17% 4.85K to 5.68K | |
| 06-Jan-16 5:00 PM View: | Wisconsin Energy Corp. (WEC) | 04-Jan-16 | Grant | 2,455 | -- | -- | 27% 9.15K to 11.61K | |
| 26-May-15 11:53 AM View: | Regal-Beloit Corp. (RBC) | 21-May-15 | Market Sale | 25,000 | $80.46 | $2,011,590.00 | (11%) 234.9K to 209.9K | (86%) |
| 14-May-15 6:43 PM View: | Regal-Beloit Corp. (RBC) | 12-May-15 | Grant | 1,600 | -- | -- | < 1% 233.3K to 234.9K | |
| 17-Feb-15 4:30 PM View: | Snap-on Inc. (SNA) | 12-Feb-15 | Grant | 960 | -- | -- | 25% 3.89K to 4.85K | |
| 14-May-15 6:43 PM View: | Regal-Beloit Corp. (RBC) | 05-Jan-15 | Gift | 675 | -- | -- | (< 1%) 233.98K to 233.3K | |
| 06-Jan-15 5:00 PM View: | Wisconsin Energy Corp. (WEC) | 02-Jan-15 | Grant | 1,891 | -- | -- | 27% 7.03K to 8.92K | |
| 08-May-14 5:37 PM View: | Regal-Beloit Corp. (RBC) | 07-May-14 | Grant | 1,518 | -- | -- | < 1% 232.46K to 233.98K | |
| 18-Feb-14 4:22 PM View: | Snap-on Inc. (SNA) | 13-Feb-14 | Grant | 1,237 | -- | -- | 47% 2.65K to 3.89K | |
| 06-Jan-14 5:07 PM View: | Wisconsin Energy Corp. (WEC) | 02-Jan-14 | Grant | 2,194 | -- | -- | 47% 4.68K to 6.88K | |
| 13-Feb-14 5:59 PM View: | Regal-Beloit Corp. (RBC) | 07-Oct-13 | Gift | 698 | -- | -- | (< 1%) 233.16K to 232.46K | |
| 06-May-13 6:03 PM View: | Regal-Beloit Corp. (RBC) | 02-May-13 | Grant | 1,770 | -- | -- | < 1% 202.22K to 203.99K | |
| 14-Feb-13 8:24 PM View: | Snap-on Inc. (SNA) | 13-Feb-13 | Grant | 1,493 | -- | -- | 128% 1.16K to 2.65K | |
| 14-Feb-13 4:48 PM View: | Wisconsin Energy Corp. (WEC) | 12-Feb-13 | Market Purchase | 2,500 | $39.84 | $99,589.50 | 118% 2.11K to 4.61K | 141% |
| 22-Jan-13 4:54 PM View: | Wisconsin Energy Corp. (WEC) | 17-Jan-13 | Grant | 2,110 | -- | -- | 100% 0 to 2.11K | |
| 12-Dec-12 10:14 AM View: | Regal-Beloit Corp. (RBC) | 11-Dec-12 | Market Sale (Planned) | 29,172 | $70.00 | $2,042,040.00 | (13%) 231.39K to 202.22K | (120%) |
| 05-Dec-12 3:10 PM View: | Regal-Beloit Corp. (RBC) | 03-Dec-12 | Market Sale (Planned) | 828 | $70.00 | $57,960.00 | (< 1%) 232.22K to 231.39K | (120%) |
| 28-Nov-12 4:38 PM View: | Regal-Beloit Corp. (RBC) | 27-Nov-12 | Market Sale | 13,570 | $68.98 | $936,059.00 | (6%) 245.78K to 232.22K | (124%) |
| 26-Nov-12 2:39 PM View: | Regal-Beloit Corp. (RBC) | 23-Nov-12 | Market Sale | 30,000 | $67.12 | $2,013,600.00 | (11%) 275.79K to 245.78K | (130%) |
| 26-Nov-12 2:39 PM View: | Regal-Beloit Corp. (RBC) | 21-Nov-12 | Market Sale | 30,000 | $66.75 | $2,002,500.00 | (10%) 305.79K to 275.79K | (131%) |
| 24-Sep-12 4:37 PM View: | Regal-Beloit Corp. (RBC) | 21-Sep-12 | Market Sale (Planned) | 20,000 | $75.00 | $1,500,000.00 | (6%) 325.79K to 305.79K | (106%) |
| 17-Sep-12 4:34 PM View: | Regal-Beloit Corp. (RBC) | 13-Sep-12 | Market Sale (Planned) | 15,000 | $72.00 | $1,080,000.00 | (4%) 340.79K to 325.79K | (115%) |
| 10-Sep-12 3:39 PM View: | Regal-Beloit Corp. (RBC) | 06-Sep-12 | Disposition | 84,423 | $70.51 | $5,952,670.00 | (19%) 447.12K to 362.7K | (119%) |