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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 01-Oct-24 2:23 PM View:  | Simon Property Group Inc. (SPG) | 30-Sep-24 | Market Purchase | 196 | $167.30 | $32,790.80 | 1% 17.02K to 17.22K | (2%) |
| 02-Jul-24 10:38 AM View: | Simon Property Group Inc. (SPG) | 28-Jun-24 | Private Purchase | 210 | $150.17 | $31,535.70 | 1% 16.81K to 17.02K | |
| 28-May-24 5:44 PM View: | Avalonbay Communities Inc. (AVB) | 23-May-24 | Grant | 980 | -- | -- | 9% 11.53K to 12.51K | |
| 09-May-24 2:06 PM View: | Simon Property Group Inc. (SPG) | 08-May-24 | Grant | 1,312 | -- | -- | 8% 15.5K to 16.81K | |
| 02-Apr-24 3:44 PM View: | Simon Property Group Inc. (SPG) | 01-Apr-24 | Market Purchase | 181 | $154.19 | $27,908.40 | 1% 15.32K to 15.5K | 6% |
| 27-Feb-24 12:53 PM View: | Maui Land & Pineapple Co. I... (MLP) | 26-Feb-24 | Grant | 3,124 | $19.23 | $60,074.50 | 32% 9.63K to 12.75K | |
| 02-Jan-24 4:28 PM View: | Simon Property Group Inc. (SPG) | 29-Dec-23 | Private Purchase | 186 | $143.85 | $26,756.10 | 1% 15.13K to 15.32K | |
| 03-Oct-23 12:53 PM View: | Simon Property Group Inc. (SPG) | 29-Sep-23 | Private Purchase | 239 | $110.04 | $26,299.60 | 2% 14.9K to 15.13K | |
| 11-Jul-23 5:24 PM View: | Maui Land & Pineapple Co. I... (MLP) | 11-Jul-23 | Grant | 3,949 | $9.44 | $37,278.60 | 70% 5.68K to 9.63K | 5% |
| 05-Jul-23 1:19 PM View: | Simon Property Group Inc. (SPG) | 30-Jun-23 | Private Purchase | 217 | $116.16 | $25,206.70 | 1% 14.68K to 14.9K | |
| 05-Jun-23 5:07 PM View: | Avalonbay Communities Inc. (AVB) | 01-Jun-23 | Grant | 990 | -- | -- | 10% 10.13K to 11.12K | |
| 08-Jun-23 9:20 PM View: | Maui Land & Pineapple Co. I... (MLP) | 16-May-23 | Grant | 910 | $12.10 | $11,011.00 | 19% 4.77K to 5.68K | |
| 05-May-23 2:46 PM View: | Simon Property Group Inc. (SPG) | 04-May-23 | Grant | 1,700 | -- | -- | 13% 12.98K to 14.68K | |
| 03-Apr-23 3:07 PM View: | Simon Property Group Inc. (SPG) | 31-Mar-23 | Private Purchase | 194 | $109.33 | $21,210.00 | 2% 12.79K to 12.98K | |
| 03-May-23 10:00 PM View: | Maui Land & Pineapple Co. I... (MLP) | 22-Feb-23 | Grant | 1,800 | $12.04 | $21,672.00 | 61% 2.97K to 4.77K | |
| 03-Jan-23 4:31 PM View: | Simon Property Group Inc. (SPG) | 30-Dec-22 | Private Purchase | 179 | $116.42 | $20,839.20 | 1% 12.61K to 12.79K | |
| 19-Oct-22 7:47 PM View: | Maui Land & Pineapple Co. I... (MLP) | 18-Oct-22 | Grant | 2,968 | $10.02 | $29,739.40 | 100% 0 to 2.97K | (< 1%) |
| 04-Oct-22 1:01 PM View: | Simon Property Group Inc. (SPG) | 30-Sep-22 | Private Purchase | 223 | $89.29 | $19,911.70 | 2% 12.38K to 12.61K | |
| 05-Jul-22 11:44 AM View: | Simon Property Group Inc. (SPG) | 30-Jun-22 | Private Purchase | 202 | $93.83 | $18,954.00 | 2% 12.18K to 12.38K | |
| 31-May-22 5:12 PM View: | Avalonbay Communities Inc. (AVB) | 26-May-22 | Grant | 852 | -- | -- | 10% 8.92K to 9.77K | |
| 11-May-22 5:21 PM View: | Simon Property Group Inc. (SPG) | 11-May-22 | Grant | 1,447 | -- | -- | 13% 10.73K to 12.18K | |
| 04-Apr-22 3:10 PM View: | Simon Property Group Inc. (SPG) | 31-Mar-22 | Private Purchase | 118 | $134.10 | $15,824.10 | 1% 10.62K to 10.73K | |
| 04-Jan-22 10:00 PM View: | Simon Property Group Inc. (SPG) | 31-Dec-21 | Market Purchase | 97 | $160.27 | $15,546.70 | < 1% 10.52K to 10.62K | 2% |
| 04-Oct-21 11:40 AM View: | Simon Property Group Inc. (SPG) | 30-Sep-21 | Private Purchase | 106 | $132.65 | $14,060.90 | 1% 10.41K to 10.52K | |
| 26-Jul-21 3:39 PM View: | Simon Property Group Inc. (SPG) | 23-Jul-21 | Private Purchase | 105 | $123.87 | $13,006.40 | 1% 10.31K to 10.41K | |
| 01-Jun-21 6:45 PM View: | Avalonbay Communities Inc. (AVB) | 27-May-21 | Grant | 833 | -- | -- | 11% 7.85K to 8.68K | |
| 14-May-21 4:37 PM View: | Simon Property Group Inc. (SPG) | 12-May-21 | Grant | 1,501 | -- | -- | 17% 8.81K to 10.31K | |
| 26-Apr-21 4:17 PM View: | Simon Property Group Inc. (SPG) | 23-Apr-21 | Private Purchase | 86 | $116.37 | $10,007.80 | < 1% 8.72K to 8.81K | |
| 22-Mar-21 5:27 PM View: | Simon Property Group Inc. (SPG) | 22-Jan-21 | Purchase | 107 | $92.43 | $9,890.54 | 1% 8.61K to 8.72K | |
| 22-Mar-21 5:27 PM View: | Simon Property Group Inc. (SPG) | 23-Oct-20 | Purchase | 143 | $67.58 | $9,663.30 | 2% 8.47K to 8.61K | |
| 22-Mar-21 5:27 PM View: | Simon Property Group Inc. (SPG) | 24-Jul-20 | Private Purchase | 154 | $61.66 | $9,495.64 | 2% 8.32K to 8.47K | |
| 21-May-20 2:48 PM View: | Avalonbay Communities Inc. (AVB) | 19-May-20 | Grant | 1,099 | -- | -- | 17% 6.45K to 7.55K | |
| 18-May-20 12:15 PM View: | Simon Property Group Inc. (SPG) | 15-May-20 | Private Purchase | 1,000 | $50.50 | $50,500.00 | 14% 7.32K to 8.32K | |
| 14-May-20 10:28 AM View: | Simon Property Group Inc. (SPG) | 12-May-20 | Grant | 3,074 | -- | -- | 72% 4.24K to 7.32K | |
| 28-May-19 11:59 AM View: | Avalonbay Communities Inc. (AVB) | 23-May-19 | Grant | 785 | -- | -- | 14% 5.47K to 6.26K | |
| 10-May-19 3:18 PM View: | Simon Property Group Inc. (SPG) | 08-May-19 | Grant | 1,007 | -- | -- | 33% 3.01K to 4.02K | |
| 04-Jun-18 12:32 PM View: | Avalonbay Communities Inc. (AVB) | 31-May-18 | Grant | 846 | -- | -- | 19% 4.45K to 5.3K | |
| 10-May-18 2:57 PM View: | Simon Property Group Inc. (SPG) | 08-May-18 | Grant | 1,174 | -- | -- | 68% 1.72K to 2.9K | |
| 30-May-17 10:57 AM View: | Avalonbay Communities Inc. (AVB) | 25-May-17 | Grant | 703 | -- | -- | 20% 3.6K to 4.31K | |
| 11-May-17 2:21 PM View: | Simon Property Group Inc. (SPG) | 10-May-17 | Grant | 916 | -- | -- | 124% 0.74K to 1.66K | |
| 27-May-16 12:58 PM View: | Avalonbay Communities Inc. (AVB) | 26-May-16 | Grant | 722 | -- | -- | 26% 2.77K to 3.5K | |
| 13-May-16 1:24 PM View: | Simon Property Group Inc. (SPG) | 11-May-16 | Grant | 728 | -- | -- | 100% 0 to 0.73K | |
| 02-Jun-15 3:59 PM View: | Avalonbay Communities Inc. (AVB) | 29-May-15 | Grant | 781 | -- | -- | 41% 1.92K to 2.7K | |
| 02-Jun-14 1:34 PM View: | Avalonbay Communities Inc. (AVB) | 29-May-14 | Grant | 891 | -- | -- | 92% 0.97K to 1.86K | |
| 03-Jun-13 11:14 AM View: | Avalonbay Communities Inc. (AVB) | 30-May-13 | Grant | 937 | -- | -- | 100% 0 to 0.94K | |
| 11-Jan-13 4:01 PM View: | Sunrise Senior Living Inc. (SRZ) | 09-Jan-13 | Disposition | 11,664 | $14.50 | $169,128.00 | (100%) 11.66K to 0 | < 1% |
| 16-Nov-12 4:10 PM View: | Sunrise Senior Living Inc. (SRZ) | 16-Nov-12 | Market Sale | 7,180 | $14.30 | $102,674.00 | (38%) 18.84K to 11.66K | (< 1%) |
| 05-Jan-12 4:33 PM View: | Sunrise Senior Living Inc. (SRZ) | 04-Jan-12 | Grant | 11,664 | -- | -- | 162% 7.18K to 18.84K | |
| 05-Jan-12 4:33 PM View: | Sunrise Senior Living Inc. (SRZ) | 03-Jan-12 | Market Sale (Planned) | 4,800 | $6.52 | $31,310.40 | (40%) 11.98K to 7.18K | (120%) |
| 05-Jan-11 3:47 PM View: | Sunrise Senior Living Inc. (SRZ) | 04-Jan-11 | Grant | 11,980 | -- | -- | 100% 0 to 11.98K |