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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 22-May-24 5:25 PM View:  | American States Water Company (AWR) | 21-May-24 | Grant | 516 | $77.47 | $40,000.00 | 16% 3.23K to 3.74K | |
| 05-Mar-24 5:59 PM View: | American States Water Company (AWR) | 05-Mar-24 | Purchase | 750 | $71.39 | $53,542.50 | 30% 2.48K to 3.23K | |
| 05-Mar-24 5:59 PM View: | American States Water Company (AWR) | 15-Feb-24 | Disposition | 0 | -- | -- | (< 1%) 2.48K | |
| 13-Nov-23 7:51 PM View: | American States Water Company (AWR) | 10-Nov-23 | Private Purchase | 1,000 | $77.90 | $77,899.00 | 68% 1.47K to 2.47K | |
| 05-Mar-24 5:59 PM View: | American States Water Company (AWR) | 01-Sep-23 | Grant | 2 | $84.07 | $192.71 | < 1% 2.47K to 2.48K | |
| 24-May-23 6:50 PM View: | American States Water Company (AWR) | 23-May-23 | Grant | 448 | $89.25 | $40,000.00 | 44% 1.02K to 1.47K | |
| 03-Feb-23 6:34 PM View: | Global Power Equipment Grou... (WLMS) | 02-Feb-23 | Grant | 85,821 | -- | -- | 49% 173.62K to 259.44K | |
| 24-May-23 6:50 PM View: | American States Water Company (AWR) | 02-Feb-23 | Disposition | 2 | -- | -- | < 1% 1.02K to 1.03K | |
| 07-Feb-22 5:01 PM View: | Global Power Equipment Grou... (WLMS) | 03-Feb-22 | Grant | 48,649 | -- | -- | 39% 124.97K to 173.62K | |
| 19-May-21 6:49 PM View: | American States Water Company (AWR) | 18-May-21 | Grant | 516 | $77.48 | $40,000.00 | (196799%) 0 to 0.52K | (1%) |
| 08-Feb-21 4:22 PM View: | Global Power Equipment Grou... (WLMS) | 04-Feb-21 | Grant | 27,398 | -- | -- | 28% 97.57K to 124.97K | |
| 17-Mar-20 6:27 PM View: | Global Power Equipment Grou... (WLMS) | 13-Mar-20 | Grant | 73,171 | -- | -- | 300% 24.4K to 97.57K | |
| 09-Mar-20 6:50 PM View: | Global Power Equipment Grou... (WLMS) | 05-Mar-20 | Option Exercise | 5,376 | $1.30 | $6,988.80 | 28% 19.03K to 24.4K | |
| 12-Jun-19 4:19 PM View: | Global Power Equipment Grou... (WLMS) | 10-Jun-19 | Grant | 19,027 | -- | -- | 100% 0 to 19.03K | |
| 23-Feb-18 2:43 PM View: | Sempra Energy (SRE) | 21-Feb-18 | Grant | 5,194 | -- | -- | 27% 19.0K to 24.19K | |
| 23-Feb-18 2:43 PM View: | Sempra Energy (SRE) | 21-Feb-18 | Payment of Exercise | 1,802 | $105.43 | $189,932.00 | (7%) 24.19K to 22.39K | (13%) |
| 17-Jan-18 3:52 PM View: | Sempra Energy (SRE) | 16-Jan-18 | Payment of Exercise | 12 | $107.16 | $1,325.57 | (< 1%) 19.01K to 19.0K | (11%) |
| 03-Jan-18 7:50 PM View: | Sempra Energy (SRE) | 02-Jan-18 | Payment of Exercise | 1,681 | $105.35 | $177,133.00 | (8%) 20.66K to 18.98K | (13%) |
| 13-Feb-17 5:18 PM View: | Sempra Energy (SRE) | 13-Feb-17 | Market Sale (Planned) | 2,233 | $105.00 | $234,465.00 | (10%) 22.8K to 20.57K | (11%) |
| 18-Jan-17 7:28 PM View: | Sempra Energy (SRE) | 17-Jan-17 | Payment of Exercise | 13 | $102.58 | $1,292.51 | (< 1%) 22.81K to 22.8K | (14%) |
| 05-Jan-17 1:45 PM View: | Sempra Energy (SRE) | 04-Jan-17 | Grant | 4,554 | -- | -- | 23% 19.98K to 24.53K | |
| 05-Jan-17 1:45 PM View: | Sempra Energy (SRE) | 04-Jan-17 | Payment of Exercise | 1,782 | $101.13 | $180,176.00 | (7%) 24.53K to 22.75K | (16%) |
| 01-Mar-16 7:20 PM View: | Sempra Energy (SRE) | 01-Mar-16 | Market Sale | 8,500 | $96.29 | $818,465.00 | (30%) 28.39K to 19.89K | (25%) |
| 20-Jan-16 4:30 PM View: | Sempra Energy (SRE) | 15-Jan-16 | Payment of Exercise | 73 | $91.29 | $6,709.18 | (< 1%) 28.46K to 28.39K | (32%) |
| 06-Jan-16 6:45 PM View: | Sempra Energy (SRE) | 04-Jan-16 | Grant | 15,241 | -- | -- | 72% 21.14K to 36.38K | |
| 06-Jan-16 6:45 PM View: | Sempra Energy (SRE) | 04-Jan-16 | Payment of Exercise | 8,088 | $93.18 | $753,655.00 | (22%) 36.38K to 28.29K | (29%) |