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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 21-Aug-24 4:25 PM View:  | Evergy, Inc. (EVRG) | 21-Aug-24 | Sale | 1,000 | $58.35 | $58,352.60 | (68%) 1.48K to 0.48K | |
| 21-Aug-24 4:25 PM View: | Evergy, Inc. (EVRG) | 20-Aug-24 | Sale | 847 | $58.01 | $49,131.70 | (36%) 2.33K to 1.48K | |
| 21-Aug-24 4:25 PM View: | Evergy, Inc. (EVRG) | 19-Aug-24 | Sale | 1,000 | $58.98 | $58,980.10 | (30%) 3.33K to 2.33K | |
| 07-Jun-24 4:32 PM View: | Sera Prognostics, Inc. (SERA) | 06-Jun-24 | Grant | 7,117 | -- | -- | 100% 0 to 7.12K | |
| 10-May-24 4:52 PM View: | Evergy, Inc. (EVRG) | 08-May-24 | Grant | 2,847 | -- | -- | 593% 0.48K to 3.33K | |
| 26-Apr-24 4:27 PM View: | Brixmor Property Group Inc. (BRX) | 25-Apr-24 | Grant | 5,512 | -- | -- | 52% 10.56K to 16.07K | |
| 16-May-23 4:24 PM View: | Evergy, Inc. (EVRG) | 12-May-23 | Market Sale | 2,523 | $62.32 | $157,243.00 | (84%) 3.0K to 0.48K | (7%) |
| 05-May-23 4:39 PM View: | Evergy, Inc. (EVRG) | 03-May-23 | Grant | 2,523 | -- | -- | 526% 0.48K to 3.0K | |
| 28-Apr-23 4:52 PM View: | Brixmor Property Group Inc. (BRX) | 26-Apr-23 | Grant | 5,885 | -- | -- | 126% 4.67K to 10.56K | |
| 03-Jun-22 4:28 PM View: | Evergy, Inc. (EVRG) | 03-Jun-22 | Market Sale | 400 | $70.01 | $28,003.00 | (45%) 0.88K to 0.48K | 5% |
| 03-Jun-22 4:28 PM View: | Evergy, Inc. (EVRG) | 02-Jun-22 | Market Sale | 400 | $69.98 | $27,992.00 | (31%) 1.28K to 0.88K | 5% |
| 27-May-22 5:10 PM View: | Evergy, Inc. (EVRG) | 26-May-22 | Market Sale | 400 | $69.79 | $27,917.20 | (24%) 1.68K to 1.28K | 4% |
| 25-May-22 4:35 PM View: | Evergy, Inc. (EVRG) | 25-May-22 | Market Sale | 500 | $69.48 | $34,742.10 | (23%) 2.18K to 1.68K | 4% |
| 25-May-22 4:35 PM View: | Evergy, Inc. (EVRG) | 23-May-22 | Market Sale | 500 | $68.22 | $34,111.60 | (19%) 2.68K to 2.18K | 2% |
| 20-May-22 4:16 PM View: | Evergy, Inc. (EVRG) | 18-May-22 | Market Sale | 657 | $67.18 | $44,137.30 | (20%) 3.34K to 2.68K | < 1% |
| 06-May-22 4:48 PM View: | Evergy, Inc. (EVRG) | 04-May-22 | Grant | 2,152 | -- | -- | 182% 1.19K to 3.34K | |
| 29-Apr-22 4:10 PM View: | Brixmor Property Group Inc. (BRX) | 27-Apr-22 | Grant | 4,671 | -- | -- | 100% 0 to 4.67K | |
| 05-Jan-22 5:06 PM View: | Evergy, Inc. (EVRG) | 03-Jan-22 | Grant | 705 | -- | -- | 147% 0.48K to 1.19K | |
| 29-Jun-21 3:08 PM View: | American Shared Hospital Se... (AMS) | 25-Jun-21 | Grant | 1,000 | -- | -- | 3% 37.37K to 38.37K | |
| 12-Mar-21 4:34 PM View: | Evergy, Inc. (EVRG) | 12-Mar-21 | Market Sale | 250 | $57.12 | $14,279.50 | (34%) 0.73K to 0.48K | (8%) |
| 12-Mar-21 4:34 PM View: | Evergy, Inc. (EVRG) | 11-Mar-21 | Market Sale | 1,092 | $57.04 | $62,286.40 | (60%) 1.82K to 0.73K | (8%) |
| 12-Mar-21 4:34 PM View: | Evergy, Inc. (EVRG) | 10-Mar-21 | Market Sale | 1,000 | $56.87 | $56,872.80 | (35%) 2.82K to 1.82K | (9%) |
| 06-Jan-21 1:14 PM View: | American Shared Hospital Se... (AMS) | 04-Jan-21 | Grant | 11,521 | $2.17 | $25,000.60 | 45% 25.85K to 37.37K | |
| 06-Jan-21 4:55 PM View: | Evergy, Inc. (EVRG) | 04-Jan-21 | Grant | 2,342 | -- | -- | 488% 0.48K to 2.82K | |
| 30-Jun-20 2:03 PM View: | American Shared Hospital Se... (AMS) | 26-Jun-20 | Grant | 500 | -- | -- | 2% 25.35K to 25.85K | |
| 05-Mar-20 5:47 PM View: | Evergy, Inc. (EVRG) | 04-Mar-20 | Market Sale | 4,280 | $70.70 | $302,596.00 | (90%) 4.76K to 0.48K | 15% |
| 12-Mar-20 5:09 PM View: | American Shared Hospital Se... (AMS) | 02-Jan-20 | Grant | 7,844 | -- | -- | 45% 17.51K to 25.35K | |
| 06-Jan-20 5:22 PM View: | Evergy, Inc. (EVRG) | 02-Jan-20 | Grant | 1,998 | -- | -- | 72% 2.76K to 4.76K | |
| 02-Aug-19 7:00 PM View: | American Shared Hospital Se... (AMS) | 21-Jun-19 | Grant | 500 | -- | -- | 3% 17.01K to 17.51K | |
| 04-Jan-19 5:24 PM View: | American Shared Hospital Se... (AMS) | 02-Jan-19 | Grant | 8,164 | -- | -- | 92% 8.84K to 17.01K | |
| 04-Jan-19 5:24 PM View: | Evergy, Inc. (EVRG) | 02-Jan-19 | Grant | 2,290 | -- | -- | 485% 0.47K to 2.76K | |
| 18-Jun-18 8:19 PM View: | American Shared Hospital Se... (AMS) | 14-Jun-18 | Grant | 500 | -- | -- | 6% 8.34K to 8.84K | |
| 04-Jun-18 5:44 PM View: | Westar Energy Inc. (WR) | 04-Jun-18 | Disposition | 54,568 | $55.08 | $3,005,610.00 | (100%) 54.57K to 0 | 2% |
| 06-Jun-18 6:16 PM View: | Evergy, Inc. (EVRG) | 04-Jun-18 | Grant | 472 | -- | -- | 100% 0 to 0.47K | |
| 04-Jan-18 5:30 PM View: | American Shared Hospital Se... (AMS) | 02-Jan-18 | Grant | 7,844 | -- | -- | 1569% 0.5K to 8.34K | |
| 03-Jan-18 3:23 PM View: | Westar Energy Inc. (WR) | 02-Jan-18 | Grant | 1,609 | -- | -- | 5% 34.37K to 35.98K | |
| 06-Jul-17 11:42 AM View: | Westar Energy Inc. (WR) | 03-Jul-17 | Grant | 249 | -- | -- | < 1% 33.59K to 33.84K | |
| 05-Jan-17 12:01 PM View: | Westar Energy Inc. (WR) | 03-Jan-17 | Grant | 1,510 | -- | -- | 5% 31.84K to 33.35K | |
| 06-Jan-16 12:26 PM View: | Westar Energy Inc. (WR) | 04-Jan-16 | Grant | 1,994 | -- | -- | 7% 28.97K to 30.96K | |
| 05-Jan-15 5:46 PM View: | Westar Energy Inc. (WR) | 02-Jan-15 | Grant | 1,439 | -- | -- | 5% 26.46K to 27.9K | |
| 03-Jan-14 4:49 PM View: | Westar Energy Inc. (WR) | 02-Jan-14 | Grant | 1,863 | -- | -- | 8% 23.62K to 25.48K | |
| 04-Jan-13 4:10 PM View: | Westar Energy Inc. (WR) | 02-Jan-13 | Grant | 2,120 | -- | -- | 10% 20.52K to 22.64K | |
| 04-Jan-12 5:33 PM View: | Westar Energy Inc. (WR) | 03-Jan-12 | Grant | 2,000 | -- | -- | 11% 17.61K to 19.61K | |
| 05-Jan-11 11:05 AM View: | Westar Energy Inc. (WR) | 03-Jan-11 | Grant | 2,000 | -- | -- | 14% 14.8K to 16.8K | |
| 05-Jan-10 6:21 PM View: | Westar Energy Inc. (WR) | 04-Jan-10 | Grant | 2,000 | -- | -- | 17% 12.06K to 14.06K | |
| 05-Jan-09 4:20 PM View: | Westar Energy Inc. (WR) | 02-Jan-09 | Grant | 2,000 | -- | -- | 21% 9.36K to 11.36K | |
| 03-Jan-08 5:45 PM View: | Westar Energy Inc. (WR) | 02-Jan-08 | Grant | 2,000 | -- | -- | 29% 6.9K to 8.9K | |
| 03-Jan-07 3:36 PM View: | Westar Energy Inc. (WR) | 02-Jan-07 | Grant | 2,000 | -- | -- | 43% 4.63K to 6.63K | |
| 05-Jan-06 4:28 PM View: | Westar Energy Inc. (WR) | 03-Jan-06 | Grant | 2,000 | -- | -- | 82% 2.45K to 4.45K | |
| 04-Jan-05 8:05 PM View: | Westar Energy Inc. (WR) | 03-Jan-05 | Grant | 2,000 | -- | -- | 541% 0.37K to 2.37K |