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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 01-Aug-24 10:13 AM View:  | Finwise Bancorp (FINW) | 30-Jul-24 | Grant | 1,600 | -- | -- | 100% 0 to 1.6K | |
| 02-Jul-13 12:35 PM View: | H&R Block, Inc. (HRB) | 30-Jun-13 | Grant | 3,604 | -- | -- | 26% 13.79K to 17.39K | |
| 02-Jul-13 12:35 PM View: | H&R Block, Inc. (HRB) | 28-Jun-13 | Payment of Exercise | 1,075 | $27.75 | $29,831.20 | (7%) 14.87K to 13.79K | 40% |
| 03-Dec-12 2:22 PM View: | H&R Block, Inc. (HRB) | 30-Nov-12 | Payment of Exercise | 625 | $18.03 | $11,268.80 | (4%) 15.49K to 14.87K | 6% |
| 03-Jul-12 5:32 PM View: | H&R Block, Inc. (HRB) | 29-Jun-12 | Grant | 9,385 | -- | -- | 154% 6.11K to 15.49K |