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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 01-Oct-24 3:27 PM View:  | Public Storage (PSA) | 30-Sep-24 | Grant | 55 | $363.87 | $20,012.80 | 6% 0.97K to 1.03K | (1%) |
| 02-Jul-24 2:14 PM View: | Public Storage (PSA) | 30-Jun-24 | Grant | 70 | $287.65 | $20,135.50 | 8% 0.9K to 0.97K | |
| 03-Apr-24 1:59 PM View: | Public Storage (PSA) | 31-Mar-24 | Grant | 69 | $290.06 | $20,014.10 | 8% 0.83K to 0.9K | |
| 03-Jan-24 7:05 PM View: | Public Storage (PSA) | 31-Dec-23 | Grant | 61 | $305.00 | $18,605.00 | 8% 0.77K to 0.83K | |
| 03-Oct-23 3:36 PM View: | Public Storage (PSA) | 30-Sep-23 | Grant | 71 | $263.52 | $18,709.90 | 10% 0.7K to 0.77K | |
| 03-Jul-23 6:57 PM View: | Public Storage (PSA) | 30-Jun-23 | Grant | 64 | $291.88 | $18,680.30 | 10% 0.64K to 0.7K | |
| 04-Apr-23 6:52 PM View: | Public Storage (PSA) | 31-Mar-23 | Grant | 62 | $302.14 | $18,732.70 | 11% 0.58K to 0.64K | |
| 16-Feb-23 5:33 PM View: | Compass Minerals Internatio... (CMP) | 14-Feb-23 | Option Exercise | 1,594 | -- | -- | 7% 22.12K to 23.72K | |
| 04-Jan-23 1:20 PM View: | Public Storage (PSA) | 31-Dec-22 | Grant | 79 | $280.19 | $22,135.00 | 16% 0.5K to 0.58K | |
| 22-Dec-22 4:01 PM View: | Compass Minerals Internatio... (CMP) | 20-Dec-22 | Grant | 83 | -- | -- | < 1% 22.04K to 22.12K | |
| 17-Oct-22 4:34 PM View: | Romeo Power, Inc. (RMO) | 13-Oct-22 | Disposition (change in control) | 21,531 | -- | -- | (100%) 21.53K to 0 | |
| 03-Oct-22 2:21 PM View: | Public Storage (PSA) | 30-Sep-22 | Grant | 75 | $292.81 | $21,960.80 | 18% 0.42K to 0.5K | |
| 21-Sep-22 5:38 PM View: | Compass Minerals Internatio... (CMP) | 20-Sep-22 | Grant | 82 | -- | -- | < 1% 21.96K to 22.04K | |
| 01-Jul-22 2:02 PM View: | Public Storage (PSA) | 30-Jun-22 | Grant | 71 | $312.67 | $22,199.60 | 20% 0.35K to 0.42K | |
| 05-Jul-22 9:24 PM View: | Romeo Power, Inc. (RMO) | 30-Jun-22 | Grant | 151,544 | -- | -- | 704% 21.53K to 173.07K | |
| 22-Jun-22 4:07 PM View: | Compass Minerals Internatio... (CMP) | 21-Jun-22 | Grant | 90 | -- | -- | < 1% 21.87K to 21.96K | |
| 19-May-22 4:10 PM View: | Compass Minerals Internatio... (CMP) | 18-May-22 | Option Exercise | 1,639 | -- | -- | 8% 20.23K to 21.87K | |
| 04-Apr-22 8:00 PM View: | Public Storage (PSA) | 31-Mar-22 | Grant | 57 | $390.28 | $22,246.00 | 19% 0.29K to 0.35K | (8%) |
| 22-Mar-22 5:12 PM View: | Compass Minerals Internatio... (CMP) | 21-Mar-22 | Grant | 54 | -- | -- | < 1% 20.18K to 20.23K | |
| 03-Jan-22 8:51 PM View: | Public Storage (PSA) | 31-Dec-21 | Grant | 59 | $374.56 | $22,099.00 | 25% 0.24K to 0.29K | (< 1%) |
| 21-Dec-21 4:32 PM View: | Compass Minerals Internatio... (CMP) | 20-Dec-21 | Grant | 60 | -- | -- | < 1% 20.11K to 20.18K | |
| 04-Oct-21 2:58 PM View: | Public Storage (PSA) | 30-Sep-21 | Grant | 74 | $297.10 | $21,985.40 | 46% 0.16K to 0.24K | < 1% |
| 21-Sep-21 10:00 PM View: | Compass Minerals Internatio... (CMP) | 20-Sep-21 | Grant | 242 | -- | -- | 1% 19.87K to 20.11K | |
| 06-Jul-21 11:43 AM View: | Romeo Power, Inc. (RMO) | 01-Jul-21 | Option Exercise | 21,531 | -- | -- | 100% 0 to 21.53K | |
| 02-Jul-21 6:46 PM View: | Public Storage (PSA) | 30-Jun-21 | Grant | 73 | $300.69 | $21,950.40 | 82% 89 to 0.16K | 3% |
| 22-Jun-21 5:08 PM View: | Compass Minerals Internatio... (CMP) | 18-Jun-21 | Grant | 244 | -- | -- | 1% 19.63K to 19.87K | |
| 17-May-21 7:08 PM View: | Compass Minerals Internatio... (CMP) | 14-May-21 | Option Exercise | 2,500 | -- | -- | 15% 17.13K to 19.63K | |
| 02-Apr-21 2:01 PM View: | Public Storage (PSA) | 31-Mar-21 | Grant | 89 | $246.76 | $21,961.60 | 100% 0 to 89 | 26% |
| 23-Mar-21 6:42 PM View: | Compass Minerals Internatio... (CMP) | 19-Mar-21 | Grant | 195 | -- | -- | 1% 16.93K to 17.13K | |
| 16-Dec-20 4:46 PM View: | Compass Minerals Internatio... (CMP) | 15-Dec-20 | Grant | 221 | -- | -- | 1% 16.71K to 16.93K | |
| 16-Sep-20 2:44 PM View: | Compass Minerals Internatio... (CMP) | 15-Sep-20 | Grant | 270 | -- | -- | 2% 16.44K to 16.71K | |
| 16-Jun-20 5:23 PM View: | Compass Minerals Internatio... (CMP) | 15-Jun-20 | Grant | 231 | -- | -- | 1% 16.21K to 16.44K | |
| 15-May-20 3:08 PM View: | Compass Minerals Internatio... (CMP) | 14-May-20 | Grant | 302 | -- | -- | 2% 15.91K to 16.21K | |
| 01-Apr-20 5:05 PM View: | Compass Minerals Internatio... (CMP) | 31-Mar-20 | Grant | 683 | -- | -- | 4% 15.23K to 15.91K | |
| 17-Mar-20 3:35 PM View: | Compass Minerals Internatio... (CMP) | 16-Mar-20 | Grant | 266 | -- | -- | 2% 14.96K to 15.23K | |
| 03-Jan-20 4:12 PM View: | Compass Minerals Internatio... (CMP) | 31-Dec-19 | Grant | 430 | -- | -- | 3% 14.53K to 14.96K | |
| 18-Dec-19 4:00 PM View: | Compass Minerals Internatio... (CMP) | 16-Dec-19 | Grant | 177 | -- | -- | 1% 14.35K to 14.53K | |
| 02-Oct-19 6:36 PM View: | Compass Minerals Internatio... (CMP) | 30-Sep-19 | Grant | 465 | -- | -- | 3% 13.89K to 14.35K | |
| 17-Sep-19 5:08 PM View: | Compass Minerals Internatio... (CMP) | 13-Sep-19 | Grant | 173 | -- | -- | 1% 13.72K to 13.89K | |
| 01-Jul-19 4:59 PM View: | Compass Minerals Internatio... (CMP) | 28-Jun-19 | Grant | 478 | -- | -- | 4% 13.24K to 13.72K | |
| 17-Jun-19 4:17 PM View: | Compass Minerals Internatio... (CMP) | 14-Jun-19 | Grant | 170 | -- | -- | 1% 13.07K to 13.24K | |
| 01-Apr-19 2:35 PM View: | Compass Minerals Internatio... (CMP) | 29-Mar-19 | Grant | 482 | -- | -- | 4% 12.59K to 13.07K | |
| 18-Mar-19 4:24 PM View: | Compass Minerals Internatio... (CMP) | 15-Mar-19 | Grant | 167 | -- | -- | 1% 12.42K to 12.59K | |
| 31-Jan-19 3:08 PM View: | United Stationers Inc. (ESND) | 31-Jan-19 | Disposition | 31,893 | $12.80 | $408,230.00 | (100%) 31.89K to 0 | < 1% |
| 03-Jan-19 4:17 PM View: | Compass Minerals Internatio... (CMP) | 31-Dec-18 | Grant | 510 | -- | -- | 4% 11.91K to 12.42K | |
| 18-Dec-18 6:14 PM View: | Compass Minerals Internatio... (CMP) | 17-Dec-18 | Grant | 185 | -- | -- | 2% 11.72K to 11.91K | |
| 01-Oct-18 5:11 PM View: | Compass Minerals Internatio... (CMP) | 28-Sep-18 | Grant | 316 | -- | -- | 3% 11.41K to 11.72K | |
| 18-Sep-18 3:45 PM View: | Compass Minerals Internatio... (CMP) | 17-Sep-18 | Grant | 125 | -- | -- | 1% 11.28K to 11.41K | |
| 05-Sep-18 1:08 PM View: | United Stationers Inc. (ESND) | 01-Sep-18 | Grant | 8,316 | -- | -- | 36% 22.88K to 31.2K | |
| 02-Jul-18 4:29 PM View: | Compass Minerals Internatio... (CMP) | 29-Jun-18 | Grant | 324 | -- | -- | 3% 10.96K to 11.28K |