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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 26-Sep-24 4:51 PM View:  | Unitedhealth Group, Inc. (UNH) | 24-Sep-24 | Grant | 5 | -- | -- | < 1% 4.21K to 4.21K | |
| 19-Jul-24 4:26 PM View: | Unitedhealth Group, Inc. (UNH) | 18-Jul-24 | Gift | 30 | -- | -- | (< 1%) 4.24K to 4.21K | |
| 27-Jun-24 5:02 PM View: | Unitedhealth Group, Inc. (UNH) | 25-Jun-24 | Grant | 5 | -- | -- | < 1% 4.05K to 4.06K | |
| 03-Jun-24 5:06 PM View: | Repay Holdings Corp (RPAY) | 30-May-24 | Grant | 17,525 | -- | -- | 14% 129.13K to 146.66K | |
| 29-Apr-24 2:11 PM View: | Deluxe Corp. (DLX) | 25-Apr-24 | Option Exercise | 10,402 | -- | -- | 81% 12.85K to 23.25K | |
| 03-Apr-24 4:17 PM View: | Unitedhealth Group, Inc. (UNH) | 01-Apr-24 | Grant | 179 | -- | -- | 5% 3.87K to 4.05K | |
| 21-Mar-24 4:10 PM View: | Unitedhealth Group, Inc. (UNH) | 19-Mar-24 | Grant | 4 | -- | -- | < 1% 3.91K to 3.91K | |
| 04-Jan-24 5:30 PM View: | Unitedhealth Group, Inc. (UNH) | 02-Jan-24 | Grant | 163 | -- | -- | 4% 3.75K to 3.91K | |
| 14-Dec-23 5:06 PM View: | Unitedhealth Group, Inc. (UNH) | 12-Dec-23 | Grant | 3 | -- | -- | < 1% 3.74K to 3.75K | |
| 04-Oct-23 4:09 PM View: | Unitedhealth Group, Inc. (UNH) | 02-Oct-23 | Grant | 171 | -- | -- | 5% 3.57K to 3.74K | |
| 21-Sep-23 4:30 PM View: | Unitedhealth Group, Inc. (UNH) | 19-Sep-23 | Grant | 3 | -- | -- | < 1% 3.57K to 3.57K | |
| 06-Jul-23 5:19 PM View: | Unitedhealth Group, Inc. (UNH) | 03-Jul-23 | Grant | 184 | -- | -- | 5% 3.38K to 3.57K | |
| 29-Jun-23 6:36 PM View: | Unitedhealth Group, Inc. (UNH) | 27-Jun-23 | Grant | 3 | -- | -- | < 1% 3.38K to 3.38K | |
| 27-Apr-23 6:01 PM View: | Deluxe Corp. (DLX) | 26-Apr-23 | Option Exercise | 5,671 | -- | -- | 79% 7.17K to 12.85K | |
| 05-Apr-23 4:06 PM View: | Unitedhealth Group, Inc. (UNH) | 03-Apr-23 | Grant | 178 | -- | -- | 6% 3.2K to 3.38K | |
| 23-Mar-23 5:24 PM View: | Unitedhealth Group, Inc. (UNH) | 21-Mar-23 | Grant | 2 | -- | -- | < 1% 3.2K to 3.2K | |
| 05-Jan-23 4:12 PM View: | Unitedhealth Group, Inc. (UNH) | 03-Jan-23 | Grant | 170 | -- | -- | 6% 3.03K to 3.2K | |
| 15-Dec-22 4:39 PM View: | Unitedhealth Group, Inc. (UNH) | 13-Dec-22 | Grant | 2 | -- | -- | < 1% 3.03K to 3.03K | |
| 04-Oct-22 5:23 PM View: | Unitedhealth Group, Inc. (UNH) | 03-Oct-22 | Grant | 161 | -- | -- | 6% 2.87K to 3.03K | |
| 21-Sep-22 4:15 PM View: | Unitedhealth Group, Inc. (UNH) | 20-Sep-22 | Grant | 1 | -- | -- | < 1% 2.87K to 2.87K | |
| 05-Jul-22 4:56 PM View: | Unitedhealth Group, Inc. (UNH) | 01-Jul-22 | Grant | 161 | -- | -- | 6% 2.71K to 2.87K | |
| 30-Jun-22 4:09 PM View: | Unitedhealth Group, Inc. (UNH) | 28-Jun-22 | Grant | 1 | -- | -- | < 1% 2.71K to 2.71K | |
| 15-Jun-22 5:00 PM View: | Repay Holdings Corp (RPAY) | 08-Jun-22 | Grant | 13,333 | -- | -- | 14% 92.86K to 106.19K | |
| 28-Apr-22 1:12 PM View: | Deluxe Corp. (DLX) | 27-Apr-22 | Option Exercise | 3,391 | -- | -- | 90% 3.78K to 7.17K | |
| 05-Apr-22 5:36 PM View: | Unitedhealth Group, Inc. (UNH) | 01-Apr-22 | Grant | 161 | -- | -- | 6% 2.54K to 2.71K | |
| 24-Mar-22 9:37 PM View: | Unitedhealth Group, Inc. (UNH) | 22-Mar-22 | Grant | 1 | -- | -- | < 1% 2.54K to 2.54K | |
| 24-Feb-22 5:59 PM View: | Unitedhealth Group, Inc. (UNH) | 22-Feb-22 | Market Purchase | 2,146 | $464.97 | $997,817.00 | 541% 0.4K to 2.54K | < 1% |
| 05-Jan-22 4:36 PM View: | Unitedhealth Group, Inc. (UNH) | 03-Jan-22 | Grant | 109 | -- | -- | 38% 0.29K to 0.4K | |
| 19-Aug-21 1:55 PM View: | Deluxe Corp. (DLX) | 18-Aug-21 | Option Exercise | 3,784 | -- | -- | 100% 0 to 3.78K | |
| 25-Feb-21 5:16 PM View: | BB & T Corp. (TFC) | 23-Feb-21 | Grant | 2,554 | -- | -- | 10% 25.99K to 28.54K | |
| 10-Aug-20 9:00 PM View: | Repay Holdings Corp (RPAY) | 06-Aug-20 | Grant | 6,941 | -- | -- | 9% 78.25K to 85.19K | |
| 20-Mar-20 5:26 PM View: | Repay Holdings Corp (RPAY) | 18-Mar-20 | Market Purchase | 65,800 | $15.16 | $997,528.00 | 529% 12.45K to 78.25K | 58% |
| 27-Feb-20 5:11 PM View: | BB & T Corp. (TFC) | 25-Feb-20 | Grant | 2,923 | -- | -- | 13% 23.07K to 25.99K | |
| 09-Dec-19 6:34 PM View: | SunTrust Banks Inc. (STI) | 06-Dec-19 | Disposition | 15,799 | -- | -- | (100%) 15.8K to 0 | |
| 10-Dec-19 7:59 PM View: | BB & T Corp. (TFC) | 06-Dec-19 | Grant | 20,459 | -- | -- | 784% 2.61K to 23.07K | |
| 24-Sep-19 7:25 PM View: | Repay Holdings Corp (RPAY) | 20-Sep-19 | Grant | 12,445 | -- | -- | 100% 0 to 12.45K | |
| 24-Apr-19 5:17 PM View: | SunTrust Banks Inc. (STI) | 23-Apr-19 | Grant | 2,204 | $63.54 | $140,042.00 | 16% 13.6K to 15.8K | 0% |
| 12-Feb-19 1:16 PM View: | Dun & Bradstreet Corp. (DNB) | 08-Feb-19 | Disposition | 5,928 | $145.00 | $859,577.00 | (69%) 8.61K to 2.68K | 85% |
| 12-Feb-19 1:16 PM View: | Dun & Bradstreet Corp. (DNB) | 08-Feb-19 | Disposition | 2,683 | $145.00 | $389,035.00 | (100%) 2.68K to 0 | 85% |
| 11-Sep-18 5:26 PM View: | Dun & Bradstreet Corp. (DNB) | 07-Sep-18 | Grant | 22 | $142.91 | $3,085.67 | < 1% 8.59K to 8.61K | (85%) |
| 12-Jun-18 5:33 PM View: | Dun & Bradstreet Corp. (DNB) | 08-Jun-18 | Grant | 23 | $131.70 | $3,073.48 | < 1% 8.57K to 8.59K | (84%) |
| 10-May-18 5:12 PM View: | Dun & Bradstreet Corp. (DNB) | 08-May-18 | Grant | 1,168 | -- | -- | 16% 7.4K to 8.57K | |
| 26-Apr-18 5:08 PM View: | SunTrust Banks Inc. (STI) | 24-Apr-18 | Grant | 1,851 | $67.53 | $124,998.00 | 16% 11.74K to 13.6K | (30%) |
| 13-Mar-18 5:17 PM View: | Dun & Bradstreet Corp. (DNB) | 09-Mar-18 | Grant | 19 | $127.48 | $2,453.15 | < 1% 7.38K to 7.4K | (83%) |
| 12-Dec-17 6:49 PM View: | Dun & Bradstreet Corp. (DNB) | 08-Dec-17 | Grant | 19 | $121.39 | $2,349.53 | < 1% 7.36K to 7.38K | (82%) |
| 12-Oct-17 5:11 PM View: | West Corp (WSTC) | 10-Oct-17 | Disposition | 28,384 | $23.50 | $667,024.00 | (100%) 28.38K to 0 | 0% |
| 12-Sep-17 6:15 PM View: | Dun & Bradstreet Corp. (DNB) | 08-Sep-17 | Grant | 21 | $111.17 | $2,338.95 | < 1% 7.34K to 7.36K | (81%) |
| 13-Jun-17 5:28 PM View: | Dun & Bradstreet Corp. (DNB) | 09-Jun-17 | Grant | 22 | $103.94 | $2,327.69 | < 1% 7.32K to 7.34K | (80%) |
| 12-May-17 4:52 PM View: | Dun & Bradstreet Corp. (DNB) | 10-May-17 | Grant | 1,210 | -- | -- | 20% 6.11K to 7.32K | |
| 28-Mar-17 5:42 PM View: | West Corp (WSTC) | 27-Mar-17 | Grant | 4,159 | -- | -- | 17% 24.23K to 28.38K |