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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 06-Jun-24 4:44 PM View:  | FTI Consulting, Inc. (FCN) | 05-Jun-24 | Grant | 1,374 | -- | -- | 10% 14.39K to 15.77K | |
| 26-Feb-24 3:51 PM View: | FTI Consulting, Inc. (FCN) | 23-Feb-24 | Private Sale | 14,957 | $217.36 | $3,251,120.00 | (51%) 29.35K to 14.39K | |
| 14-Feb-24 4:47 PM View: | American Express Company (AXP) | 12-Feb-24 | Option Exercise | 61,611 | $124.79 | $7,688,220.00 | 77% 80.32K to 141.93K | |
| 14-Feb-24 4:47 PM View: | American Express Company (AXP) | 12-Feb-24 | Option Sale | 61,611 | $212.98 | $13,121,900.00 | (43%) 141.93K to 80.32K | |
| 14-Feb-24 4:47 PM View: | American Express Company (AXP) | 12-Feb-24 | Sale | 22,809 | $212.98 | $4,857,860.00 | (28%) 80.32K to 57.51K | |
| 31-Jan-24 6:25 PM View: | American Express Company (AXP) | 29-Jan-24 | Grant | 35,120 | $201.43 | $7,074,220.00 | 55% 63.9K to 99.02K | |
| 31-Jan-24 6:25 PM View: | American Express Company (AXP) | 29-Jan-24 | Payment of Exercise | 18,701 | $201.43 | $3,766,940.00 | (19%) 99.02K to 80.32K | |
| 09-Jun-23 2:16 PM View: | FTI Consulting, Inc. (FCN) | 07-Jun-23 | Grant | 1,594 | -- | -- | 6% 27.76K to 29.35K | |
| 31-Jan-23 9:58 PM View: | American Express Company (AXP) | 29-Jan-23 | Grant | 31,007 | $172.31 | $5,342,820.00 | 64% 48.32K to 79.33K | < 1% |
| 31-Jan-23 9:58 PM View: | American Express Company (AXP) | 29-Jan-23 | Payment of Exercise | 16,302 | $172.31 | $2,809,000.00 | (21%) 79.33K to 63.02K | (< 1%) |
| 02-Jun-22 5:41 PM View: | FTI Consulting, Inc. (FCN) | 01-Jun-22 | Grant | 1,790 | -- | -- | 7% 25.97K to 27.76K | |
| 02-Feb-22 5:20 PM View: | American Express Company (AXP) | 31-Jan-22 | Option Exercise | 30,808 | $100.96 | $3,110,380.00 | 51% 60.99K to 91.79K | |
| 02-Feb-22 5:20 PM View: | American Express Company (AXP) | 31-Jan-22 | Option Sale | 30,808 | $175.57 | $5,408,880.00 | (34%) 91.79K to 60.99K | |
| 01-Feb-22 9:52 PM View: | American Express Company (AXP) | 29-Jan-22 | Grant | 28,526 | $177.06 | $5,050,810.00 | 60% 47.41K to 75.93K | (2%) |
| 01-Feb-22 9:52 PM View: | American Express Company (AXP) | 29-Jan-22 | Disposition | 14,948 | $177.06 | $2,646,690.00 | (20%) 75.93K to 60.99K | 2% |
| 21-Jun-21 3:04 PM View: | American Express Company (AXP) | 17-Jun-21 | Option Exercise | 20,625 | $98.13 | $2,023,950.00 | 44% 47.41K to 68.03K | |
| 21-Jun-21 3:04 PM View: | American Express Company (AXP) | 17-Jun-21 | Market Option Sale | 20,625 | $165.44 | $3,412,250.00 | (30%) 68.03K to 47.41K | |
| 03-Jun-21 3:44 PM View: | FTI Consulting, Inc. (FCN) | 02-Jun-21 | Grant | 2,217 | -- | -- | 9% 23.75K to 25.97K | |
| 04-May-21 5:15 PM View: | American Express Company (AXP) | 30-Apr-21 | Grant | 4,046 | $154.63 | $625,633.00 | 9% 45.52K to 49.56K | < 1% |
| 04-May-21 5:15 PM View: | American Express Company (AXP) | 30-Apr-21 | Payment of Exercise | 2,154 | $154.63 | $333,073.00 | (4%) 49.56K to 47.41K | (< 1%) |
| 28-Jan-21 5:29 PM View: | American Express Company (AXP) | 26-Jan-21 | Grant | 16,579 | $121.15 | $2,008,550.00 | 46% 36.43K to 53.01K | (6%) |
| 28-Jan-21 5:29 PM View: | American Express Company (AXP) | 26-Jan-21 | Payment of Exercise | 7,614 | $121.15 | $922,436.00 | (14%) 53.01K to 45.4K | 6% |
| 05-Jun-20 12:48 PM View: | FTI Consulting, Inc. (FCN) | 03-Jun-20 | Grant | 1,994 | -- | -- | 9% 21.76K to 23.75K | |
| 30-Jan-20 6:11 PM View: | American Express Company (AXP) | 29-Jan-20 | Option Exercise | 20,918 | $132.05 | $2,762,220.00 | 58% 35.95K to 56.87K | (14%) |
| 30-Jan-20 6:11 PM View: | American Express Company (AXP) | 29-Jan-20 | Market Option Sale | 20,918 | $132.05 | $2,762,170.00 | (37%) 56.87K to 35.95K | 14% |
| 30-Jan-20 6:11 PM View: | American Express Company (AXP) | 28-Jan-20 | Grant | 20,918 | $132.45 | $2,770,590.00 | 80% 26.17K to 47.09K | (15%) |
| 30-Jan-20 6:11 PM View: | American Express Company (AXP) | 28-Jan-20 | Payment of Exercise | 11,135 | $132.45 | $1,474,830.00 | (24%) 47.09K to 35.95K | 15% |
| 28-Jan-20 5:30 PM View: | American Express Company (AXP) | 24-Jan-20 | Option Exercise | 17,777 | $83.30 | $1,480,820.00 | 49% 35.96K to 53.74K | |
| 28-Jan-20 5:30 PM View: | American Express Company (AXP) | 24-Jan-20 | Market Option Sale | 17,777 | $136.04 | $2,418,410.00 | (33%) 53.74K to 35.96K | 17% |
| 28-Jan-20 5:30 PM View: | American Express Company (AXP) | 24-Jan-20 | Market Sale | 9,794 | $136.04 | $1,332,390.00 | (27%) 35.96K to 26.17K | 17% |
| 07-Jun-19 5:01 PM View: | FTI Consulting, Inc. (FCN) | 05-Jun-19 | Grant | 2,934 | -- | -- | 16% 18.82K to 21.76K | |
| 30-May-19 3:09 PM View: | American Express Company (AXP) | 28-May-19 | Option Exercise | 29,381 | $55.09 | $1,618,600.00 | 58% 50.99K to 80.38K | |
| 30-May-19 3:09 PM View: | American Express Company (AXP) | 28-May-19 | Market Option Sale | 29,381 | $119.25 | $3,503,730.00 | (37%) 80.38K to 50.99K | 6% |
| 30-May-19 3:09 PM View: | American Express Company (AXP) | 28-May-19 | Market Sale | 15,203 | $119.25 | $1,812,980.00 | (30%) 50.99K to 35.79K | 6% |
| 29-Jan-19 6:13 PM View: | American Express Company (AXP) | 26-Jan-19 | Grant | 29,381 | $100.77 | $2,960,720.00 | 83% 35.49K to 64.87K | 11% |
| 29-Jan-19 6:13 PM View: | American Express Company (AXP) | 26-Jan-19 | Payment of Exercise | 14,178 | $100.77 | $1,428,720.00 | (22%) 64.87K to 50.7K | (11%) |
| 08-Jun-18 3:10 PM View: | FTI Consulting, Inc. (FCN) | 06-Jun-18 | Grant | 3,866 | -- | -- | 26% 14.96K to 18.82K | |
| 30-Jan-18 5:29 PM View: | American Express Company (AXP) | 26-Jan-18 | Grant | 17,777 | $99.69 | $1,772,190.00 | 70% 25.32K to 43.09K | 12% |
| 30-Jan-18 5:29 PM View: | American Express Company (AXP) | 26-Jan-18 | Payment of Exercise | 7,983 | $99.69 | $795,825.00 | (19%) 43.09K to 35.11K | (12%) |
| 01-Aug-17 6:01 PM View: | American Express Company (AXP) | 31-Jul-17 | Grant | 28,409 | $84.80 | $2,409,080.00 | 224% 12.66K to 41.07K | 30% |
| 01-Aug-17 6:01 PM View: | American Express Company (AXP) | 31-Jul-17 | Payment of Exercise | 15,858 | $84.80 | $1,344,760.00 | (39%) 41.07K to 25.22K | (30%) |
| 09-Jun-17 5:44 PM View: | FTI Consulting, Inc. (FCN) | 07-Jun-17 | Grant | 7,344 | -- | -- | 96% 7.61K to 14.96K | |
| 02-Aug-16 4:30 PM View: | American Express Company (AXP) | 31-Jul-16 | Grant | 28,409 | $64.46 | $1,831,240.00 | 100% 0 to 28.41K | 69% |
| 02-Aug-16 4:30 PM View: | American Express Company (AXP) | 31-Jul-16 | Payment of Exercise | 15,858 | $64.46 | $1,022,210.00 | (56%) 28.41K to 12.55K | (69%) |
| 03-Jun-16 4:02 PM View: | FTI Consulting, Inc. (FCN) | 01-Jun-16 | Grant | 5,922 | -- | -- | 350% 1.69K to 7.61K | |
| 09-Mar-16 4:13 PM View: | FTI Consulting, Inc. (FCN) | 07-Mar-16 | Grant | 1,691 | -- | -- | 100% 0 to 1.69K | |
| 15-Sep-14 2:56 PM View: | Umpqua Holdings Corp. (UMPQ) | 12-Sep-14 | Acquisition (other) | 1,491 | -- | -- | 12% 11.98K to 13.47K | |
| 30-May-14 7:17 PM View: | McKesson Corp. (MCK) | 29-May-14 | Option Exercise | 13,333 | $74.58 | $994,386.00 | 151% 8.85K to 22.18K | |
| 30-May-14 7:17 PM View: | McKesson Corp. (MCK) | 29-May-14 | Market Option Sale (Planned) | 13,333 | $186.90 | $2,491,910.00 | (60%) 22.18K to 8.85K | 27% |
| 30-May-14 7:17 PM View: | McKesson Corp. (MCK) | 29-May-14 | Market Sale (Planned) | 7,488 | $186.90 | $1,399,490.00 | (85%) 8.85K to 1.36K | 27% |