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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 20-Sep-24 4:17 PM View:  | Smurfit Westrock Plc (SW) | 18-Sep-24 | Grant | 158 | -- | -- | < 1% 26.8K to 26.95K | |
| 08-Jul-24 4:57 PM View: | Westrock Co (WRK) | 05-Jul-24 | Disposition | 26,796 | -- | -- | (100%) 26.8K to 0 | |
| 06-Feb-24 4:14 PM View: | Westrock Co (WRK) | 05-Feb-24 | Grant | 4,139 | -- | -- | 19% 22.34K to 26.48K | |
| 06-Feb-23 4:22 PM View: | Westrock Co (WRK) | 03-Feb-23 | Grant | 4,586 | -- | -- | 27% 17.02K to 21.6K | |
| 08-Feb-22 7:07 PM View: | Westrock Co (WRK) | 07-Feb-22 | Grant | 3,533 | $45.29 | $160,010.00 | 27% 13.04K to 16.57K | < 1% |
| 02-Feb-21 4:32 PM View: | Westrock Co (WRK) | 29-Jan-21 | Grant | 3,862 | $41.43 | $160,003.00 | 44% 8.81K to 12.68K | (< 1%) |
| 04-Feb-20 10:08 AM View: | Westrock Co (WRK) | 31-Jan-20 | Grant | 4,103 | $39.00 | $160,017.00 | 88% 4.64K to 8.74K | 11% |
| 13-Nov-19 4:16 PM View: | Cardinal Health, Inc. (CAH) | 12-Nov-19 | Grant | 3,424 | -- | -- | 11% 31.68K to 35.1K | |
| 01-Feb-19 3:10 PM View: | Westrock Co (WRK) | 31-Jan-19 | Grant | 3,316 | $40.71 | $134,994.00 | 277% 1.2K to 4.51K | 6% |
| 13-Nov-18 5:22 PM View: | Cardinal Health, Inc. (CAH) | 09-Nov-18 | Grant | 3,164 | -- | -- | 11% 28.52K to 31.68K | |
| 06-Nov-18 8:40 AM View: | Wrkco Inc. (WRK) | 02-Nov-18 | Disposition | 1,197 | -- | -- | (100%) 1.2K to 0 | |
| 06-Nov-18 10:11 AM View: | Westrock Co (WRK) | 02-Nov-18 | Grant | 1,197 | -- | -- | 100% 0 to 1.2K | |
| 27-Jul-18 11:37 AM View: | Wrkco Inc. (WRK) | 26-Jul-18 | Grant | 1,197 | $56.39 | $67,498.80 | 100% 0 to 1.2K | |
| 09-Nov-17 5:26 PM View: | Cardinal Health, Inc. (CAH) | 08-Nov-17 | Grant | 2,623 | -- | -- | 10% 25.89K to 28.52K | |
| 07-Nov-16 8:22 AM View: | Cardinal Health, Inc. (CAH) | 03-Nov-16 | Grant | 2,447 | -- | -- | 10% 23.45K to 25.89K | |
| 02-Feb-16 10:00 PM View: | International Business Mach... (IBM) | 01-Feb-16 | Grant | 6,438 | -- | -- | 21% 30.92K to 37.36K | |
| 02-Feb-16 10:00 PM View: | International Business Mach... (IBM) | 01-Feb-16 | Payment of Exercise | 2,218 | $124.49 | $276,119.00 | (6%) 37.36K to 35.14K | 8% |
| 05-Nov-15 4:08 PM View: | Cardinal Health, Inc. (CAH) | 04-Nov-15 | Grant | 1,848 | -- | -- | 9% 21.6K to 23.45K | |
| 27-Jul-15 2:43 PM View: | International Business Mach... (IBM) | 24-Jul-15 | Option Exercise | 2,732 | $91.36 | $249,587.00 | 10% 28.16K to 30.89K | |
| 05-May-15 5:22 PM View: | International Business Mach... (IBM) | 04-May-15 | Market Sale | 5,628 | $175.95 | $990,247.00 | (17%) 33.78K to 28.15K | 33% |
| 04-Mar-15 4:50 PM View: | Cardinal Health, Inc. (CAH) | 04-Mar-15 | Option Exercise | 9,801 | $28.80 | $282,269.00 | 45% 21.6K to 31.4K | |
| 04-Mar-15 4:50 PM View: | Cardinal Health, Inc. (CAH) | 04-Mar-15 | Market Option Sale | 9,801 | $87.65 | $859,058.00 | (31%) 31.4K to 21.6K | 46% |
| 03-Feb-15 4:40 PM View: | International Business Mach... (IBM) | 01-Feb-15 | Grant | 9,533 | -- | -- | 34% 28.14K to 37.67K | |
| 03-Feb-15 4:40 PM View: | International Business Mach... (IBM) | 01-Feb-15 | Payment of Exercise | 3,905 | $154.14 | $601,917.00 | (10%) 37.67K to 33.77K | 23% |
| 06-Nov-14 6:07 PM View: | Cardinal Health, Inc. (CAH) | 05-Nov-14 | Grant | 2,028 | -- | -- | 10% 19.57K to 21.6K | |
| 06-May-14 12:46 PM View: | International Business Mach... (IBM) | 05-May-14 | Market Sale | 5,460 | $191.07 | $1,043,230.00 | (16%) 33.57K to 28.11K | 37% |
| 05-Feb-14 6:14 PM View: | Cardinal Health, Inc. (CAH) | 04-Feb-14 | Option Exercise | 8,270 | $46.57 | $385,117.00 | 42% 19.57K to 27.84K | |
| 05-Feb-14 6:14 PM View: | Cardinal Health, Inc. (CAH) | 04-Feb-14 | Market Option Sale | 8,270 | $65.46 | $541,354.00 | (30%) 27.84K to 19.57K | 29% |
| 03-Feb-14 8:20 PM View: | International Business Mach... (IBM) | 01-Feb-14 | Grant | 13,464 | -- | -- | 52% 26.14K to 39.6K | |
| 03-Feb-14 8:20 PM View: | International Business Mach... (IBM) | 01-Feb-14 | Payment of Exercise | 6,037 | $176.59 | $1,066,040.00 | (15%) 39.6K to 33.57K | 32% |
| 07-Nov-13 4:32 PM View: | Cardinal Health, Inc. (CAH) | 06-Nov-13 | Grant | 2,612 | -- | -- | 15% 16.96K to 19.57K | |
| 01-Mar-13 11:46 AM View: | International Business Mach... (IBM) | 28-Feb-13 | Market Sale | 9,730 | $203.00 | $1,975,190.00 | (27%) 35.84K to 26.11K | 40% |
| 04-Feb-13 9:18 PM View: | International Business Mach... (IBM) | 01-Feb-13 | Grant | 18,375 | -- | -- | 70% 26.11K to 44.49K | |
| 04-Feb-13 9:18 PM View: | International Business Mach... (IBM) | 01-Feb-13 | Payment of Exercise | 8,645 | $204.58 | $1,768,590.00 | (19%) 44.49K to 35.84K | 40% |
| 14-Nov-12 11:15 AM View: | International Business Mach... (IBM) | 13-Nov-12 | Market Sale | 5,100 | $189.12 | $964,506.00 | (16%) 31.21K to 26.11K | 35% |
| 14-Nov-12 11:15 AM View: | International Business Mach... (IBM) | 12-Nov-12 | Gift | 160 | -- | -- | (< 1%) 31.37K to 31.21K | |
| 06-Nov-12 4:44 PM View: | Cardinal Health, Inc. (CAH) | 02-Nov-12 | Grant | 3,406 | -- | -- | 25% 13.55K to 16.96K | |
| 05-Sep-12 4:15 PM View: | International Business Mach... (IBM) | 04-Sep-12 | Payment of Exercise | 4,404 | $195.01 | $858,802.00 | (12%) 35.76K to 31.36K | 38% |
| 05-Sep-12 4:15 PM View: | International Business Mach... (IBM) | 04-Sep-12 | Option Exercise | 9,709 | -- | -- | 37% 26.05K to 35.76K | |
| 08-Aug-12 3:10 PM View: | International Business Mach... (IBM) | 07-Aug-12 | Market Sale | 1,149 | $200.56 | $230,439.00 | (4%) 27.2K to 26.05K | 40% |
| 09-May-12 4:21 PM View: | International Business Mach... (IBM) | 08-May-12 | Payment of Exercise | 954 | $201.38 | $192,117.00 | (3%) 28.15K to 27.2K | 40% |
| 09-May-12 4:21 PM View: | International Business Mach... (IBM) | 08-May-12 | Option Exercise | 2,103 | -- | -- | 8% 26.05K to 28.15K | |
| 09-May-12 4:21 PM View: | International Business Mach... (IBM) | 03-May-12 | Gift | 967 | -- | -- | (4%) 27.01K to 26.05K | |
| 09-Feb-12 1:04 PM View: | International Business Mach... (IBM) | 08-Feb-12 | Gift | 156 | -- | -- | (< 1%) 27.16K to 27.0K | |
| 08-Feb-12 2:34 PM View: | International Business Mach... (IBM) | 07-Feb-12 | Market Sale | 14,593 | $193.50 | $2,823,750.00 | (35%) 41.75K to 27.16K | 37% |
| 03-Feb-12 3:06 PM View: | International Business Mach... (IBM) | 01-Feb-12 | Grant | 26,068 | -- | -- | 97% 27.0K to 53.07K | |
| 03-Feb-12 3:06 PM View: | International Business Mach... (IBM) | 01-Feb-12 | Payment of Exercise | 11,320 | $193.61 | $2,191,670.00 | (21%) 53.07K to 41.75K | 37% |
| 04-Nov-11 11:01 AM View: | International Business Mach... (IBM) | 03-Nov-11 | Market Sale | 4,000 | $185.04 | $740,160.00 | (13%) 30.99K to 26.99K | 34% |
| 04-Nov-11 11:01 AM View: | International Business Mach... (IBM) | 28-Oct-11 | Gift | 300 | -- | -- | (< 1%) 31.29K to 30.99K | |
| 16-May-11 12:05 PM View: | International Business Mach... (IBM) | 13-May-11 | Market Sale | 1,293 | $172.03 | $222,436.00 | (4%) 32.56K to 31.27K | 29% |