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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 01-May-24 4:22 PM View:  | Schneider National, Inc. (SNDR) | 29-Apr-24 | Grant | 8,012 | -- | -- | 26% 30.92K to 38.93K | |
| 26-Apr-23 5:46 PM View: | Schneider National, Inc. (SNDR) | 24-Apr-23 | Grant | 5,674 | -- | -- | 22% 25.24K to 30.92K | |
| 27-Apr-22 7:40 PM View: | Schneider National, Inc. (SNDR) | 25-Apr-22 | Grant | 6,619 | -- | -- | 36% 18.62K to 25.24K | |
| 27-Jan-22 8:07 PM View: | Visa Inc. (V) | 25-Jan-22 | Grant | 1,114 | -- | -- | 2% 72.3K to 73.41K | |
| 17-Aug-21 4:28 PM View: | Visa Inc. (V) | 12-Aug-21 | Gift | 6,526 | -- | -- | 9% 72.3K to 78.82K | |
| 17-Aug-21 4:28 PM View: | Visa Inc. (V) | 12-Aug-21 | Gift | 6,526 | -- | -- | 8% 78.82K to 85.35K | |
| 17-Aug-21 4:28 PM View: | Visa Inc. (V) | 12-Aug-21 | Gift | 6,526 | -- | -- | (8%) 85.35K to 78.82K | |
| 17-Aug-21 4:28 PM View: | Visa Inc. (V) | 12-Aug-21 | Gift | 6,526 | -- | -- | (8%) 78.82K to 72.3K | |
| 28-Apr-21 3:31 PM View: | Schneider National, Inc. (SNDR) | 26-Apr-21 | Grant | 6,111 | -- | -- | 49% 12.51K to 18.62K | |
| 27-Jan-21 6:01 PM View: | Visa Inc. (V) | 26-Jan-21 | Grant | 1,064 | -- | -- | 1% 71.23K to 72.3K | |
| 17-Aug-20 7:57 PM View: | Visa Inc. (V) | 13-Aug-20 | Acquisition (other) | 56,044 | $198.79 | $11,141,300.00 | 79% 71.23K to 127.28K | |
| 17-Aug-20 7:57 PM View: | Visa Inc. (V) | 13-Aug-20 | Disposition (other) | 56,044 | $198.79 | $11,141,300.00 | (44%) 127.28K to 71.23K | |
| 29-Apr-20 4:12 PM View: | Schneider National, Inc. (SNDR) | 27-Apr-20 | Grant | 6,556 | -- | -- | 110% 5.96K to 12.51K | |
| 29-Jan-20 4:29 PM View: | Visa Inc. (V) | 28-Jan-20 | Grant | 1,060 | -- | -- | 2% 70.17K to 71.23K | |
| 01-May-19 3:09 PM View: | Schneider National, Inc. (SNDR) | 29-Apr-19 | Grant | 5,956 | -- | -- | 100% 0 to 5.96K | |
| 31-Jan-19 5:13 PM View: | Visa Inc. (V) | 29-Jan-19 | Grant | 1,481 | -- | -- | 2% 68.69K to 70.17K | |
| 21-Nov-17 5:00 PM View: | Visa Inc. (V) | 19-Nov-17 | Grant | 1,685 | -- | -- | 3% 64.72K to 66.4K | |
| 21-Nov-17 5:00 PM View: | Visa Inc. (V) | 19-Nov-17 | Option Exercise | 2,289 | -- | -- | 3% 66.4K to 68.69K | |
| 22-Nov-16 9:07 PM View: | Visa Inc. (V) | 19-Nov-16 | Option Exercise | 2,246 | -- | -- | 4% 62.47K to 64.72K | |
| 23-Nov-15 5:57 PM View: | Visa Inc. (V) | 19-Nov-15 | Option Exercise | 2,880 | -- | -- | 5% 59.59K to 62.47K | |
| 21-Nov-14 7:10 PM View: | Visa Inc. (V) | 19-Nov-14 | Option Exercise | 887 | -- | -- | 6% 14.01K to 14.9K | |
| 31-Oct-13 3:53 PM View: | Dell Inc. (DELL) | 29-Oct-13 | Disposition (other) | 178,626 | -- | -- | (100%) 178.63K to 0 | |
| 18-Mar-13 11:53 AM View: | Dell Inc. (DELL) | 15-Mar-13 | Payment of Exercise | 7,830 | $14.29 | $111,891.00 | (4%) 186.46K to 178.63K | 1% |
| 11-Dec-12 5:54 PM View: | Visa Inc. (V) | 10-Dec-12 | Market Sale | 1,800 | $148.71 | $267,678.00 | (11%) 15.8K to 14.0K | |
| 21-Nov-12 8:05 PM View: | Visa Inc. (V) | 19-Nov-12 | Grant | 1,202 | -- | -- | 8% 14.59K to 15.8K | |
| 19-Mar-12 12:39 PM View: | Dell Inc. (DELL) | 15-Mar-12 | Grant | 86,456 | -- | -- | 86% 100.0K to 186.46K | |
| 24-Feb-12 10:40 AM View: | Dell Inc. (DELL) | 23-Feb-12 | Market Purchase | 100,000 | $17.25 | $1,724,990.00 | 100% 0 to 100.0K | (17%) |
| 08-Nov-11 9:25 PM View: | Visa Inc. (V) | 05-Nov-11 | Grant | 1,889 | -- | -- | 15% 12.71K to 14.59K | |
| 17-May-11 5:17 PM View: | Assurant Inc. (AIZ) | 13-May-11 | Grant | 2,075 | -- | -- | 93% 2.23K to 4.31K | |
| 09-May-11 6:31 PM View: | Broadcom Corp. (BRCM) | 05-May-11 | Grant | 8,863 | -- | -- | 144% 6.16K to 15.02K | |
| 09-Nov-10 8:06 PM View: | Visa Inc. (V) | 05-Nov-10 | Grant | 2,030 | -- | -- | 19% 10.68K to 12.71K | |
| 12-Aug-10 5:35 PM View: | Broadcom Corp. (BRCM) | 10-Aug-10 | Grant | 5,858 | -- | -- | 100% 0 to 5.86K | |
| 18-May-10 9:44 AM View: | Assurant Inc. (AIZ) | 14-May-10 | Grant | 2,231 | -- | -- | 100% 0 to 2.23K | |
| 09-Nov-09 8:05 PM View: | Visa Inc. (V) | 05-Nov-09 | Grant | 2,035 | -- | -- | 24% 8.64K to 10.68K | |
| 12-Jun-09 2:43 PM View: | CA, Inc. (CA) | 11-Jun-09 | Payment of Exercise | 11,245 | $17.84 | $200,611.00 | (2%) 523.38K to 512.14K | (59%) |
| 12-Jun-09 2:43 PM View: | CA, Inc. (CA) | 10-Jun-09 | Payment of Exercise | 29,113 | $17.89 | $520,832.00 | (5%) 552.5K to 523.38K | (59%) |
| 21-May-09 4:43 PM View: | CA, Inc. (CA) | 19-May-09 | Grant | 200,273 | -- | -- | 47% 424.94K to 625.22K | |
| 21-May-09 4:43 PM View: | CA, Inc. (CA) | 19-May-09 | Payment of Exercise | 73,783 | $18.05 | $1,331,780.00 | (12%) 625.22K to 551.43K | (52%) |
| 18-Dec-08 12:40 PM View: | Cadence Design Systems Inc. (CDNS) | 17-Dec-08 | Market Purchase | 10,000 | $3.37 | $33,700.00 | 200% 5.0K to 15.0K | 3924% |
| 18-Dec-08 1:59 PM View: | Visa Inc. (V) | 16-Dec-08 | Grant | 2,958 | -- | -- | 52% 5.68K to 8.64K | |
| 12-Jun-08 4:40 PM View: | CA, Inc. (CA) | 11-Jun-08 | Payment of Exercise | 10,450 | $23.74 | $248,083.00 | (2%) 435.11K to 424.66K | (12%) |
| 12-Jun-08 4:40 PM View: | CA, Inc. (CA) | 10-Jun-08 | Grant | 253,182 | -- | -- | 101% 250.11K to 503.29K | |
| 12-Jun-08 4:40 PM View: | CA, Inc. (CA) | 10-Jun-08 | Payment of Exercise | 68,184 | $24.44 | $1,666,420.00 | (14%) 503.29K to 435.11K | (9%) |
| 10-Jun-08 5:00 PM View: | CA, Inc. (CA) | 07-Jun-08 | Payment of Exercise | 5,734 | $24.94 | $143,006.00 | (2%) 255.84K to 250.11K | (7%) |
| 25-Mar-08 4:55 PM View: | Visa Inc. (V) | 25-Mar-08 | Private Purchase | 2,000 | $44.00 | $88,000.00 | 54% 3.68K to 5.68K | |
| 20-Mar-08 11:15 AM View: | Visa Inc. (V) | 18-Mar-08 | Grant | 3,682 | -- | -- | 100% 0 to 3.68K | |
| 06-Feb-08 4:48 PM View: | Cadence Design Systems Inc. (CDNS) | 04-Feb-08 | Market Purchase | 4,000 | $10.96 | $43,859.20 | 400% 1.0K to 5.0K | 1137% |
| 14-Dec-07 4:34 PM View: | Cadence Design Systems Inc. (CDNS) | 13-Dec-07 | Grant | 1,000 | $17.60 | $17,598.00 | 100% 0 to 1.0K | 671% |
| 26-Nov-07 4:38 PM View: | CA, Inc. (CA) | 22-Nov-07 | Payment of Exercise | 16,100 | $24.55 | $395,255.00 | (6%) 271.94K to 255.84K | (9%) |
| 13-Jun-07 6:34 PM View: | CA, Inc. (CA) | 11-Jun-07 | Grant | 65,557 | -- | -- | 31% 214.92K to 280.48K |