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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 03-Jun-24 5:33 PM View:  | American Assets Trust, Inc. (AAT) | 03-Jun-24 | Grant | 2,295 | -- | -- | 27% 8.56K to 10.86K | |
| 21-May-24 12:52 PM View: | Velocity Financial, Inc. (VEL) | 19-May-24 | Disposition | 4,964 | $17.88 | $88,756.30 | (12%) 42.56K to 37.6K | |
| 21-May-24 12:52 PM View: | Velocity Financial, Inc. (VEL) | 17-May-24 | Grant | 5,313 | $17.88 | $94,996.40 | 14% 37.25K to 42.56K | |
| 05-Jun-23 5:21 PM View: | American Assets Trust, Inc. (AAT) | 05-Jun-23 | Grant | 2,587 | -- | -- | 43% 5.98K to 8.56K | |
| 22-May-23 6:00 AM View: | Velocity Financial, Inc. (VEL) | 19-May-23 | Grant | 10,543 | $9.01 | $94,992.40 | 39% 26.71K to 37.25K | |
| 08-Jun-22 4:32 PM View: | American Assets Trust, Inc. (AAT) | 07-Jun-22 | Grant | 1,518 | -- | -- | 34% 4.46K to 5.98K | |
| 19-May-22 7:40 PM View: | Velocity Financial, Inc. (VEL) | 19-May-22 | Grant | 10,405 | $9.13 | $94,997.60 | 64% 16.3K to 26.71K | |
| 09-Jun-21 12:27 PM View: | American Assets Trust, Inc. (AAT) | 08-Jun-21 | Grant | 1,296 | -- | -- | 41% 3.16K to 4.46K | |
| 20-May-21 12:22 PM View: | Velocity Financial, Inc. (VEL) | 19-May-21 | Grant | 8,837 | $10.75 | $94,997.80 | 118% 7.47K to 16.3K | 0% |
| 10-Jun-20 4:11 PM View: | American Assets Trust, Inc. (AAT) | 09-Jun-20 | Grant | 1,502 | -- | -- | 90% 1.66K to 3.16K | |
| 14-Jun-19 4:26 PM View: | American Assets Trust, Inc. (AAT) | 14-Jun-19 | Acquisition (other) | 558 | $43.30 | $24,158.90 | 51% 1.1K to 1.66K | 9% |
| 12-Jun-19 4:39 PM View: | American Assets Trust, Inc. (AAT) | 11-Jun-19 | Grant | 1,103 | -- | -- | 100% 0 to 1.1K |