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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 25-Jun-24 4:13 PM View:  | On24 Inc. (ONTF) | 21-Jun-24 | Grant | 30,198 | -- | -- | 35% 87.15K to 117.35K | |
| 30-May-24 7:33 PM View: | ConAgra Foods, Inc. (CAG) | 28-May-24 | Grant | 5,857 | -- | -- | 16% 36.77K to 42.63K | |
| 27-Jun-23 4:14 PM View: | On24 Inc. (ONTF) | 23-Jun-23 | Grant | 21,547 | -- | -- | 33% 65.6K to 87.15K | |
| 01-Jun-23 4:03 PM View: | ConAgra Foods, Inc. (CAG) | 30-May-23 | Grant | 4,871 | $34.29 | $167,027.00 | 15% 31.6K to 36.48K | (< 1%) |
| 02-May-23 10:00 PM View: | On24 Inc. (ONTF) | 28-Apr-23 | Grant | 10,000 | -- | -- | 21% 48.15K to 58.15K | |
| 05-Dec-22 8:14 PM View: | ConAgra Foods, Inc. (CAG) | 01-Dec-22 | Grant | 330 | $37.83 | $12,499.80 | 1% 31.27K to 31.61K | (10%) |
| 20-Oct-22 5:32 PM View: | Ping Identity Holding Corp. (PING) | 18-Oct-22 | Disposition | 6,626 | $28.50 | $188,841.00 | (100%) 6.63K to 0 | |
| 06-Sep-22 5:04 PM View: | ConAgra Foods, Inc. (CAG) | 01-Sep-22 | Grant | 364 | $34.30 | $12,499.90 | 1% 30.85K to 31.22K | (< 1%) |
| 13-Jun-22 6:00 PM View: | On24 Inc. (ONTF) | 10-Jun-22 | Grant | 14,586 | -- | -- | 43% 33.57K to 48.15K | |
| 03-Jun-22 4:44 PM View: | ConAgra Foods, Inc. (CAG) | 01-Jun-22 | Grant | 384 | $32.52 | $12,500.00 | 1% 30.41K to 30.79K | 5% |
| 01-Jun-22 5:55 PM View: | Ping Identity Holding Corp. (PING) | 01-Jun-22 | Grant | 6,626 | -- | -- | 100% 0 to 6.63K | |
| 02-Jun-22 5:03 PM View: | ConAgra Foods, Inc. (CAG) | 31-May-22 | Grant | 4,738 | -- | -- | 19% 25.49K to 30.23K | |
| 27-Apr-22 5:14 PM View: | On24 Inc. (ONTF) | 25-Apr-22 | Grant | 33,567 | -- | -- | 100% 0 to 33.57K | |
| 02-Mar-22 5:13 PM View: | ConAgra Foods, Inc. (CAG) | 01-Mar-22 | Grant | 362 | $34.49 | $12,499.90 | 1% 25.12K to 25.48K | (< 1%) |
| 02-Dec-21 4:16 PM View: | ConAgra Foods, Inc. (CAG) | 01-Dec-21 | Grant | 411 | $30.45 | $12,500.00 | 2% 24.71K to 25.12K | 0% |
| 02-Sep-21 5:08 PM View: | ConAgra Foods, Inc. (CAG) | 01-Sep-21 | Grant | 374 | $33.43 | $12,500.10 | 2% 24.21K to 24.59K | 0% |
| 03-Aug-21 10:00 PM View: | Envestnet, Inc. (ENV) | 30-Jul-21 | Payment of Exercise | 2,236 | $75.23 | $168,214.00 | (7%) 30.22K to 27.99K | 1% |
| 03-Jun-21 6:31 PM View: | ConAgra Foods, Inc. (CAG) | 01-Jun-21 | Grant | 4,694 | $2.66 | $12,500.10 | 24% 19.52K to 24.21K | |
| 15-Mar-21 5:47 PM View: | Envestnet, Inc. (ENV) | 11-Mar-21 | Grant | 1,787 | -- | -- | 8% 22.3K to 24.09K | |
| 03-Mar-21 4:19 PM View: | ConAgra Foods, Inc. (CAG) | 01-Mar-21 | Grant | 366 | $34.15 | $12,499.90 | 2% 19.01K to 19.38K | < 1% |
| 16-Apr-21 10:00 PM View: | Envestnet, Inc. (ENV) | 26-Feb-21 | Grant | 6,132 | -- | -- | 25% 24.09K to 30.22K | |
| 03-Dec-20 6:03 PM View: | ConAgra Foods, Inc. (CAG) | 01-Dec-20 | Grant | 344 | $36.29 | $12,500.10 | 2% 18.61K to 18.96K | (5%) |
| 27-Oct-20 4:44 PM View: | Envestnet, Inc. (ENV) | 23-Oct-20 | Market Sale (Planned) | 2,500 | $84.54 | $211,350.00 | (10%) 24.8K to 22.3K | 3% |
| 23-Oct-20 6:53 PM View: | Envestnet, Inc. (ENV) | 21-Oct-20 | Market Sale (Planned) | 2,500 | $81.74 | $204,353.00 | (9%) 27.3K to 24.8K | (< 1%) |
| 03-Sep-20 6:09 PM View: | ConAgra Foods, Inc. (CAG) | 01-Sep-20 | Grant | 330 | $37.83 | $12,500.20 | 2% 18.24K to 18.57K | (10%) |
| 03-Jun-20 7:58 PM View: | ConAgra Foods, Inc. (CAG) | 01-Jun-20 | Grant | 4,813 | $2.60 | $12,499.90 | 36% 13.39K to 18.2K | |
| 29-May-20 4:16 PM View: | ConAgra Foods, Inc. (CAG) | 28-May-20 | Option Exercise | 5,054 | -- | -- | 61% 8.34K to 13.39K | |
| 04-Mar-20 4:33 PM View: | ConAgra Foods, Inc. (CAG) | 02-Mar-20 | Grant | 443 | $28.24 | $12,499.90 | 6% 7.78K to 8.22K | 19% |
| 03-Mar-20 6:46 PM View: | Envestnet, Inc. (ENV) | 28-Feb-20 | Grant | 1,325 | -- | -- | 5% 26.63K to 27.95K | |
| 03-Mar-20 6:46 PM View: | Envestnet, Inc. (ENV) | 28-Feb-20 | Payment of Exercise | 648 | $75.48 | $48,911.00 | (2%) 27.95K to 27.3K | (9%) |
| 31-Dec-19 4:35 PM View: | Envestnet, Inc. (ENV) | 28-Dec-19 | Payment of Exercise | 827 | $71.56 | $59,180.10 | (3%) 27.45K to 26.63K | (15%) |
| 04-Dec-19 5:42 PM View: | ConAgra Foods, Inc. (CAG) | 02-Dec-19 | Grant | 435 | $28.76 | $12,500.00 | 6% 7.34K to 7.77K | 16% |
| 02-Dec-19 4:39 PM View: | Envestnet, Inc. (ENV) | 28-Nov-19 | Payment of Exercise | 785 | $71.08 | $55,797.80 | (3%) 28.24K to 27.45K | (16%) |
| 12-Nov-19 4:18 PM View: | Envestnet, Inc. (ENV) | 08-Nov-19 | Market Sale (Planned) | 4,476 | $64.90 | $290,492.00 | (14%) 32.72K to 28.24K | (27%) |
| 01-Oct-19 6:04 PM View: | Envestnet, Inc. (ENV) | 28-Sep-19 | Payment of Exercise | 827 | $56.97 | $47,114.20 | (2%) 33.54K to 32.72K | (45%) |
| 05-Sep-19 5:41 PM View: | ConAgra Foods, Inc. (CAG) | 03-Sep-19 | Grant | 439 | $28.50 | $12,500.10 | 6% 6.88K to 7.32K | 17% |
| 30-Aug-19 5:04 PM View: | Envestnet, Inc. (ENV) | 28-Aug-19 | Payment of Exercise | 782 | $55.86 | $43,682.50 | (2%) 34.33K to 33.54K | (47%) |
| 05-Aug-19 4:24 PM View: | ConAgra Foods, Inc. (CAG) | 01-Aug-19 | Option Exercise | 3,422 | -- | -- | 100% 3.42K to 6.84K | |
| 05-Aug-19 4:12 PM View: | Envestnet, Inc. (ENV) | 01-Aug-19 | Market Sale (Planned) | 325 | $71.31 | $23,176.60 | (< 1%) 34.65K to 34.33K | (16%) |
| 03-Jul-19 4:54 PM View: | Envestnet, Inc. (ENV) | 01-Jul-19 | Payment of Exercise | 827 | $68.37 | $56,542.00 | (2%) 40.84K to 40.02K | (20%) |
| 03-Jul-19 4:54 PM View: | Envestnet, Inc. (ENV) | 01-Jul-19 | Market Sale (Planned) | 5,365 | $68.38 | $366,841.00 | (13%) 40.02K to 34.65K | (20%) |
| 05-Jun-19 5:57 PM View: | ConAgra Foods, Inc. (CAG) | 03-Jun-19 | Grant | 454 | $27.52 | $12,499.90 | 16% 2.89K to 3.34K | 20% |
| 05-Jun-19 4:33 PM View: | Envestnet, Inc. (ENV) | 03-Jun-19 | Market Sale (Planned) | 2,261 | $66.79 | $151,012.00 | (5%) 43.1K to 40.84K | (23%) |
| 30-May-19 5:25 PM View: | Envestnet, Inc. (ENV) | 28-May-19 | Payment of Exercise | 785 | $68.86 | $54,055.10 | (2%) 43.89K to 43.1K | (20%) |
| 03-May-19 4:45 PM View: | Envestnet, Inc. (ENV) | 01-May-19 | Market Sale (Planned) | 325 | $70.03 | $22,759.80 | (< 1%) 44.21K to 43.89K | (18%) |
| 18-Apr-19 5:58 PM View: | ConAgra Foods, Inc. (CAG) | 16-Apr-19 | Market Purchase | 1,600 | $30.06 | $48,096.00 | 125% 1.28K to 2.88K | 10% |
| 03-Apr-19 5:41 PM View: | Envestnet, Inc. (ENV) | 01-Apr-19 | Market Sale (Planned) | 9,594 | $65.66 | $629,942.00 | (18%) 54.63K to 45.04K | (25%) |
| 17-Apr-19 6:23 PM View: | Envestnet, Inc. (ENV) | 28-Mar-19 | Payment of Exercise | 827 | $64.65 | $53,465.60 | (2%) 44.9K to 44.08K | (27%) |
| 05-Mar-19 4:22 PM View: | ConAgra Foods, Inc. (CAG) | 01-Mar-19 | Grant | 537 | $23.26 | $12,499.90 | 73% 0.74K to 1.28K | 43% |
| 02-Apr-19 8:29 PM View: | Envestnet, Inc. (ENV) | 01-Mar-19 | Disposition | 8,003 | -- | -- | (13%) 62.64K to 54.63K |