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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 20-Dec-22 6:57 PM View:  | Btrs Holdings Inc. (BTRS) | 16-Dec-22 | Disposition | 410,928 | $9.50 | $3,903,820.00 | (100%) 410.93K to 0 | |
| 16-Aug-22 1:19 PM View: | Btrs Holdings Inc. (BTRS) | 12-Aug-22 | Payment of Exercise | 7,944 | $7.84 | $62,281.00 | (2%) 418.87K to 410.93K | |
| 18-May-22 2:12 PM View: | Btrs Holdings Inc. (BTRS) | 16-May-22 | Sale | 382 | $4.74 | $1,810.68 | (< 1%) 419.25K to 418.87K | |
| 14-Mar-22 9:57 PM View: | Btrs Holdings Inc. (BTRS) | 10-Mar-22 | Payment of Exercise | 7,485 | $6.45 | $48,278.20 | (2%) 426.74K to 419.25K | (7%) |
| 07-Mar-22 6:50 PM View: | Btrs Holdings Inc. (BTRS) | 03-Mar-22 | Grant | 235,109 | -- | -- | 123% 191.63K to 426.74K | |
| 19-Nov-21 4:30 PM View: | Btrs Holdings Inc. (BTRS) | 17-Nov-21 | Payment of Exercise | 496 | $8.82 | $4,374.72 | (< 1%) 192.13K to 191.63K | < 1% |
| 14-Sep-21 6:19 PM View: | Btrs Holdings Inc. (BTRS) | 14-Sep-21 | Market Purchase | 1,317 | $10.15 | $13,367.50 | < 1% 190.81K to 192.13K | (2%) |
| 14-Sep-21 6:19 PM View: | Btrs Holdings Inc. (BTRS) | 13-Sep-21 | Market Purchase | 28,435 | $10.13 | $288,047.00 | 18% 162.37K to 190.81K | (2%) |
| 19-May-21 5:51 PM View: | Btrs Holdings Inc. (BTRS) | 17-May-21 | Payment of Exercise | 345 | $12.34 | $4,257.30 | (< 1%) 162.72K to 162.37K | 15% |
| 06-Apr-21 5:32 PM View: | Btrs Holdings Inc. (BTRS) | 24-Mar-21 | Payment of Exercise | 16,829 | $14.73 | $247,891.00 | (9%) 179.55K to 162.72K | 29% |
| 12-Feb-21 5:05 PM View: | Btrs Holdings Inc. (BTRS) | 10-Feb-21 | Grant | 179,548 | -- | -- | 100% 0 to 179.55K | |
| 03-Jan-20 5:01 PM View: | Green Dot Corporation (GDOT) | 31-Dec-19 | Payment of Exercise | 14,101 | $23.30 | $328,553.00 | (2%) 589.22K to 575.12K | |
| 29-May-19 7:05 PM View: | Green Dot Corporation (GDOT) | 27-May-19 | Payment of Exercise | 2,825 | $48.84 | $137,973.00 | (< 1%) 592.04K to 589.22K | 2% |
| 08-May-19 6:19 PM View: | Green Dot Corporation (GDOT) | 06-May-19 | Market Sale (Planned) | 1,250 | $65.11 | $81,393.50 | (< 1%) 592.99K to 591.74K | 3% |
| 03-May-19 4:46 PM View: | Green Dot Corporation (GDOT) | 02-May-19 | Market Sale (Planned) | 6,250 | $65.00 | $406,271.00 | (1%) 599.24K to 592.99K | (< 1%) |
| 01-Mar-19 5:05 PM View: | Green Dot Corporation (GDOT) | 28-Feb-19 | Payment of Exercise | 19,320 | $64.55 | $1,247,110.00 | (3%) 618.56K to 599.24K | < 1% |
| 15-Feb-19 8:54 PM View: | Green Dot Corporation (GDOT) | 13-Feb-19 | Grant | 19,954 | -- | -- | 3% 601.26K to 621.22K | |
| 15-Feb-19 8:54 PM View: | Green Dot Corporation (GDOT) | 13-Feb-19 | Payment of Exercise | 2,655 | $74.66 | $198,222.00 | (< 1%) 621.22K to 618.56K | < 1% |
| 03-Jan-19 4:44 PM View: | Green Dot Corporation (GDOT) | 02-Jan-19 | Payment of Exercise | 11,473 | $78.33 | $898,680.00 | (2%) 612.73K to 601.26K | 5% |
| 03-Jan-19 4:44 PM View: | Green Dot Corporation (GDOT) | 31-Dec-18 | Payment of Exercise | 9,286 | $79.52 | $738,423.00 | (1%) 622.02K to 612.73K | 7% |
| 03-Dec-18 6:40 PM View: | Green Dot Corporation (GDOT) | 30-Nov-18 | Market Sale | 10,000 | $82.68 | $826,810.00 | (2%) 632.02K to 622.02K | 10% |
| 17-Oct-18 5:46 PM View: | Green Dot Corporation (GDOT) | 15-Oct-18 | Market Sale (Planned) | 10,000 | $75.12 | $751,183.00 | (2%) 642.02K to 632.02K | 1% |
| 11-Sep-18 8:21 PM View: | Green Dot Corporation (GDOT) | 10-Sep-18 | Market Sale (Planned) | 10,000 | $86.36 | $863,592.00 | (2%) 652.02K to 642.02K | 14% |
| 11-Sep-18 8:21 PM View: | Green Dot Corporation (GDOT) | 21-Aug-18 | Gift | 5,000 | -- | -- | (< 1%) 657.02K to 652.02K | |
| 14-Aug-18 6:35 PM View: | Green Dot Corporation (GDOT) | 13-Aug-18 | Market Sale (Planned) | 10,000 | $83.16 | $831,556.00 | (1%) 667.02K to 657.02K | 11% |
| 17-Jul-18 8:30 PM View: | Green Dot Corporation (GDOT) | 16-Jul-18 | Market Sale (Planned) | 10,000 | $78.01 | $780,075.00 | (1%) 677.02K to 667.02K | 5% |
| 09-Jul-18 4:24 PM View: | Green Dot Corporation (GDOT) | 05-Jul-18 | Payment of Exercise | 5,322 | $75.58 | $402,237.00 | (< 1%) 682.34K to 677.02K | 2% |
| 12-Jun-18 5:14 PM View: | Green Dot Corporation (GDOT) | 11-Jun-18 | Market Sale (Planned) | 10,000 | $76.97 | $769,690.00 | (1%) 692.34K to 682.34K | 3% |
| 29-May-18 4:48 PM View: | Green Dot Corporation (GDOT) | 27-May-18 | Payment of Exercise | 2,825 | $71.93 | $203,202.00 | (< 1%) 695.17K to 692.34K | (3%) |
| 15-May-18 6:06 PM View: | Green Dot Corporation (GDOT) | 14-May-18 | Market Sale (Planned) | 10,000 | $72.68 | $726,762.00 | (1%) 704.76K to 694.76K | (2%) |
| 17-Apr-18 5:14 PM View: | Green Dot Corporation (GDOT) | 16-Apr-18 | Market Sale (Planned) | 10,000 | $62.81 | $628,078.00 | (1%) 714.76K to 704.76K | (18%) |
| 16-Mar-18 8:05 PM View: | Green Dot Corporation (GDOT) | 15-Mar-18 | Grant | 31,541 | -- | -- | 5% 687.41K to 718.95K | |
| 16-Mar-18 8:05 PM View: | Green Dot Corporation (GDOT) | 15-Mar-18 | Payment of Exercise | 4,196 | $67.04 | $281,300.00 | (< 1%) 718.95K to 714.76K | (11%) |
| 13-Mar-18 6:53 PM View: | Green Dot Corporation (GDOT) | 12-Mar-18 | Market Sale (Planned) | 6,500 | $68.09 | $442,602.00 | (< 1%) 693.91K to 687.41K | (9%) |
| 02-Mar-18 5:27 PM View: | Green Dot Corporation (GDOT) | 28-Feb-18 | Payment of Exercise | 19,320 | -- | -- | (3%) 713.23K to 693.91K | |
| 14-Feb-18 5:51 PM View: | Green Dot Corporation (GDOT) | 12-Feb-18 | Market Sale (Planned) | 6,500 | $55.96 | $363,742.00 | (< 1%) 719.73K to 713.23K | (33%) |
| 17-Jan-18 5:35 PM View: | Green Dot Corporation (GDOT) | 16-Jan-18 | Market Sale (Planned) | 6,500 | $61.02 | $396,606.00 | (< 1%) 726.23K to 719.73K | (22%) |
| 02-Jan-18 5:39 PM View: | Green Dot Corporation (GDOT) | 02-Jan-18 | Payment of Exercise | 11,608 | -- | -- | (2%) 737.84K to 726.23K | |
| 02-Jan-18 5:39 PM View: | Green Dot Corporation (GDOT) | 31-Dec-17 | Payment of Exercise | 5,338 | -- | -- | (< 1%) 743.18K to 737.84K | |
| 12-Dec-17 6:19 PM View: | Green Dot Corporation (GDOT) | 11-Dec-17 | Market Sale (Planned) | 6,500 | $61.39 | $399,053.00 | (< 1%) 749.68K to 743.18K | (21%) |
| 16-Nov-17 8:20 PM View: | Green Dot Corporation (GDOT) | 14-Nov-17 | Market Sale (Planned) | 6,500 | $62.23 | $404,474.00 | (< 1%) 756.18K to 749.68K | (19%) |
| 03-Oct-17 7:31 PM View: | Green Dot Corporation (GDOT) | 01-Oct-17 | Payment of Exercise | 1,396 | -- | -- | (< 1%) 757.58K to 756.18K | |
| 15-Aug-17 7:12 PM View: | Green Dot Corporation (GDOT) | 14-Aug-17 | Market Sale (Planned) | 5,000 | $45.81 | $229,033.00 | (< 1%) 762.58K to 757.58K | (62%) |
| 14-Jul-17 6:27 PM View: | Green Dot Corporation (GDOT) | 12-Jul-17 | Market Sale (Planned) | 5,000 | $39.86 | $199,324.00 | (< 1%) 767.58K to 762.58K | (86%) |
| 06-Jul-17 5:31 PM View: | Green Dot Corporation (GDOT) | 05-Jul-17 | Payment of Exercise | 5,582 | -- | -- | (< 1%) 773.16K to 767.58K | |
| 13-Jun-17 6:03 PM View: | Green Dot Corporation (GDOT) | 12-Jun-17 | Market Sale (Planned) | 5,000 | $39.69 | $198,460.00 | (< 1%) 778.16K to 773.16K | (87%) |
| 30-May-17 5:46 PM View: | Green Dot Corporation (GDOT) | 27-May-17 | Payment of Exercise | 2,963 | -- | -- | (< 1%) 781.12K to 778.16K | |
| 15-May-17 6:28 PM View: | Green Dot Corporation (GDOT) | 12-May-17 | Market Sale (Planned) | 5,000 | $36.09 | $180,453.00 | (< 1%) 785.06K to 780.06K | (106%) |
| 13-Apr-17 6:42 PM View: | Green Dot Corporation (GDOT) | 12-Apr-17 | Market Sale (Planned) | 5,000 | $32.94 | $164,723.00 | (< 1%) 790.06K to 785.06K | (126%) |
| 14-Mar-17 5:05 PM View: | Green Dot Corporation (GDOT) | 13-Mar-17 | Market Sale (Planned) | 5,000 | $30.27 | $151,336.00 | (< 1%) 795.06K to 790.06K | (146%) |