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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 03-Oct-24 2:51 PM View:  | Union Bankshares Corp. (AUB) | 01-Oct-24 | Grant | 431 | -- | -- | 10% 4.5K to 4.93K | |
| 03-Jul-24 12:10 PM View: | Union Bankshares Corp. (AUB) | 01-Jul-24 | Grant | 495 | -- | -- | 12% 3.96K to 4.46K | |
| 13-Jun-24 4:44 PM View: | Wisdomtree, Inc. (WT) | 12-Jun-24 | Grant | 10,152 | -- | -- | 86% 11.83K to 21.98K | |
| 31-May-24 2:27 PM View: | Coastal Financial Corp (CCB) | 30-May-24 | Grant | 1,375 | -- | -- | 45% 3.04K to 4.42K | |
| 03-Apr-24 2:00 PM View: | Union Bankshares Corp. (AUB) | 01-Apr-24 | Grant | 460 | -- | -- | 13% 3.46K to 3.92K | |
| 04-Jan-24 2:25 PM View: | Union Bankshares Corp. (AUB) | 02-Jan-24 | Grant | 445 | -- | -- | 15% 2.99K to 3.43K | |
| 04-Oct-23 4:12 PM View: | Union Bankshares Corp. (AUB) | 02-Oct-23 | Grant | 521 | -- | -- | 22% 2.38K to 2.9K | |
| 22-Aug-23 4:54 PM View: | Wisdomtree, Inc. (WT) | 18-Aug-23 | Grant | 11,828 | -- | -- | 100% 0 to 11.83K | |
| 03-Jul-23 4:49 PM View: | Union Bankshares Corp. (AUB) | 03-Jul-23 | Grant | 578 | -- | -- | 32% 1.8K to 2.38K | |
| 31-May-23 3:17 PM View: | Coastal Financial Corp (CCB) | 30-May-23 | Grant | 1,283 | -- | -- | 73% 1.76K to 3.04K | |
| 04-Apr-23 4:11 PM View: | Union Bankshares Corp. (AUB) | 03-Apr-23 | Grant | 428 | -- | -- | 31% 1.38K to 1.8K | |
| 04-Jan-23 2:50 PM View: | Union Bankshares Corp. (AUB) | 03-Jan-23 | Grant | 427 | -- | -- | 45% 0.95K to 1.38K | |
| 05-Oct-22 3:03 PM View: | Union Bankshares Corp. (AUB) | 03-Oct-22 | Grant | 494 | -- | -- | 112% 0.44K to 0.94K | |
| 06-Jul-22 4:59 PM View: | Union Bankshares Corp. (AUB) | 01-Jul-22 | Grant | 442 | -- | -- | 100% 0 to 0.44K | |
| 26-May-22 10:00 PM View: | Coastal Financial Corp (CCB) | 24-May-22 | Grant | 939 | -- | -- | 115% 0.82K to 1.76K | |
| 25-May-21 9:27 PM View: | Coastal Financial Corp (CCB) | 24-May-21 | Grant | 490 | -- | -- | 149% 0.33K to 0.82K | |
| 06-Nov-20 5:36 PM View: | Coastal Financial Corp (CCB) | 06-Nov-20 | Grant | 329 | -- | -- | 100% 0 to 0.33K | |
| 11-Aug-20 2:48 PM View: | Umpqua Holdings Corp. (UMPQ) | 07-Aug-20 | Disposition | 81,365 | -- | -- | (76%) 106.6K to 25.23K | |
| 20-Apr-20 7:17 PM View: | Umpqua Holdings Corp. (UMPQ) | 17-Apr-20 | Payment of Exercise | 1,190 | $11.04 | $13,137.60 | (1%) 107.79K to 106.6K | (33%) |
| 04-Mar-20 3:11 PM View: | Umpqua Holdings Corp. (UMPQ) | 02-Mar-20 | Grant | 37,220 | $16.12 | $599,986.00 | 53% 70.57K to 107.79K | (11%) |
| 26-Feb-20 5:01 PM View: | Umpqua Holdings Corp. (UMPQ) | 25-Feb-20 | Grant | 181 | $16.90 | $3,058.90 | < 1% 73.13K to 73.31K | (15%) |
| 26-Feb-20 5:01 PM View: | Umpqua Holdings Corp. (UMPQ) | 25-Feb-20 | Payment of Exercise | 2,736 | $16.90 | $46,238.40 | (4%) 73.31K to 70.57K | 15% |
| 05-Feb-20 5:13 PM View: | Umpqua Holdings Corp. (UMPQ) | 04-Feb-20 | Grant | 480 | -- | -- | < 1% 77.05K to 77.53K | |
| 05-Feb-20 5:13 PM View: | Umpqua Holdings Corp. (UMPQ) | 04-Feb-20 | Payment of Exercise | 4,408 | $17.04 | $75,119.10 | (6%) 77.53K to 73.13K | 16% |
| 04-Feb-20 3:35 PM View: | Umpqua Holdings Corp. (UMPQ) | 03-Feb-20 | Payment of Exercise | 1,037 | $17.08 | $17,712.00 | (1%) 78.09K to 77.05K | 16% |
| 19-Apr-19 4:55 PM View: | Umpqua Holdings Corp. (UMPQ) | 18-Apr-19 | Payment of Exercise | 1,227 | $17.10 | $20,981.70 | (2%) 79.32K to 78.09K | 19% |
| 06-Feb-19 7:52 PM View: | Umpqua Holdings Corp. (UMPQ) | 04-Feb-19 | Grant | 33,517 | $17.90 | $599,954.00 | 72% 46.86K to 80.38K | (21%) |
| 06-Feb-19 7:52 PM View: | Umpqua Holdings Corp. (UMPQ) | 04-Feb-19 | Payment of Exercise | 1,064 | $17.90 | $19,045.60 | (1%) 80.38K to 79.32K | 21% |
| 20-Apr-18 12:48 PM View: | Umpqua Holdings Corp. (UMPQ) | 19-Apr-18 | Payment of Exercise | 1,223 | $23.07 | $28,214.60 | (3%) 48.09K to 46.86K | 41% |
| 05-Feb-18 5:21 PM View: | Umpqua Holdings Corp. (UMPQ) | 02-Feb-18 | Grant | 20,587 | -- | -- | 75% 27.5K to 48.09K | |
| 20-Apr-17 6:24 PM View: | Umpqua Holdings Corp. (UMPQ) | 19-Apr-17 | Grant | 27,500 | -- | -- | 100% 0 to 27.5K | |
| 07-Nov-14 10:31 AM View: | SunTrust Banks Inc. (STI) | 06-Nov-14 | Market Sale | 2,600 | $39.63 | $103,038.00 | (57%) 4.57K to 1.97K | (24%) |
| 10-Feb-14 4:37 PM View: | SunTrust Banks Inc. (STI) | 07-Feb-14 | Payment of Exercise | 2,631 | $38.05 | $100,110.00 | (37%) 7.2K to 4.57K | (30%) |
| 25-Apr-13 2:09 PM View: | SunTrust Banks Inc. (STI) | 24-Apr-13 | Option Exercise | 25,434 | $22.69 | $577,207.00 | 54% 46.98K to 72.42K | |
| 25-Apr-13 2:09 PM View: | SunTrust Banks Inc. (STI) | 24-Apr-13 | Option Sale | 25,434 | -- | -- | (35%) 72.42K to 46.98K | |
| 25-Apr-13 2:09 PM View: | SunTrust Banks Inc. (STI) | 24-Apr-13 | Sale | 9,479 | -- | -- | (20%) 46.98K to 37.5K | |
| 12-Feb-13 2:42 PM View: | SunTrust Banks Inc. (STI) | 08-Feb-13 | Payment of Exercise | 2,269 | $29.25 | $66,368.20 | (12%) 19.48K to 17.21K | (72%) |
| 14-Feb-13 10:36 AM View: | SunTrust Banks Inc. (STI) | 08-Feb-13 | Payment of Exercise Duplicate | 2,269 | $29.25 | $66,368.20 | (12%) 19.48K to 17.21K | (72%) |
| 28-Jan-13 9:11 AM View: | SunTrust Banks Inc. (STI) | 24-Jan-13 | Market Sale | 5,500 | $29.04 | $159,720.00 | (22%) 24.98K to 19.48K | (73%) |
| 14-Aug-12 1:46 PM View: | SunTrust Banks Inc. (STI) | 13-Aug-12 | Grant | 3,690 | $24.83 | $91,622.70 | 16% 22.49K to 26.18K | 93% |
| 14-Aug-12 1:46 PM View: | SunTrust Banks Inc. (STI) | 13-Aug-12 | Payment of Exercise | 1,198 | $24.83 | $29,746.30 | (5%) 26.18K to 24.98K | (93%) |
| 06-Jul-12 3:49 PM View: | SunTrust Banks Inc. (STI) | 03-Jul-12 | Payment of Exercise | 461 | $24.23 | $11,170.00 | (2%) 22.49K to 22.03K | (98%) |
| 06-Jul-12 3:49 PM View: | SunTrust Banks Inc. (STI) | 03-Jul-12 | Option Exercise | 1,420 | $24.23 | $34,415.60 | 7% 21.07K to 22.49K | 98% |
| 30-Apr-12 3:14 PM View: | SunTrust Banks Inc. (STI) | 26-Apr-12 | Payment of Exercise | 886 | $24.42 | $21,636.10 | 5% 18.8K to 19.68K | 97% |