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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 31-Jul-14 4:45 PM View:  | State Bank Financial Corp (STBZ) | 29-Jul-14 | Grant | 7,000 | -- | -- | 39% 18.05K to 25.05K | |
| 25-Jul-13 12:56 PM View: | State Bank Financial Corp (STBZ) | 24-Jul-13 | Grant | 6,000 | -- | -- | 50% 12.05K to 18.05K | |
| 24-Sep-12 1:40 PM View: | State Bank Financial Corp (STBZ) | 20-Sep-12 | Grant | 5,100 | -- | -- | 73% 6.96K to 12.05K | |
| 07-Jun-11 6:53 PM View: | Whitney Holding Corp. (WTNY) | 04-Jun-11 | Disposition | 53,691 | -- | -- | (100%) 53.69K to 0 | |
| 13-Jul-10 10:44 AM View: | Whitney Holding Corp. (WTNY) | 09-Jul-10 | Grant | 6,600 | -- | -- | 13% 49.1K to 55.7K | |
| 13-Jul-10 10:44 AM View: | Whitney Holding Corp. (WTNY) | 09-Jul-10 | Payment of Exercise | 2,010 | $9.69 | $19,476.90 | (4%) 55.7K to 53.69K | 2% |
| 30-Jun-09 3:37 PM View: | Whitney Holding Corp. (WTNY) | 26-Jun-09 | Grant | 9,750 | -- | -- | 23% 41.96K to 51.71K | |
| 30-Jun-09 3:37 PM View: | Whitney Holding Corp. (WTNY) | 26-Jun-09 | Payment of Exercise | 2,969 | $9.40 | $27,908.60 | (6%) 51.71K to 48.74K | < 1% |
| 17-Jun-08 7:53 PM View: | Whitney Holding Corp. (WTNY) | 13-Jun-08 | Payment of Exercise | 2,596 | $19.07 | $49,505.70 | (6%) 41.82K to 39.23K | 35% |
| 15-Jun-04 1:15 PM View: | Whitney Holding Corp. (WTNY) | 11-Jun-04 | Payment of Exercise | 1,142 | $43.92 | $50,150.90 | (13%) 8.57K to 7.43K | 67% |