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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 29-May-24 5:11 PM View:  | Finwise Bancorp (FINW) | 28-May-24 | Grant | 3,957 | -- | -- | 8% 49.38K to 53.34K | |
| 20-Apr-23 1:26 PM View: | Finwise Bancorp (FINW) | 18-Apr-23 | Grant | 4,803 | -- | -- | 11% 44.58K to 49.38K | |
| 16-Dec-22 4:16 PM View: | Finwise Bancorp (FINW) | 14-Dec-22 | Grant | 1,082 | -- | -- | 2% 43.5K to 44.58K | |
| 18-Jun-08 5:29 PM View: | Jesup & Lamont, Inc. (EFH) | 12-Jun-08 | Purchase Duplicate | 484,848 | $1.00 | $484,848.00 | 13% 3.87M to 4.35M |