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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 26-Sep-24 4:50 PM View:  | Unitedhealth Group, Inc. (UNH) | 24-Sep-24 | Grant | 31 | -- | -- | < 1% 11.99K to 12.02K | |
| 27-Jun-24 5:02 PM View: | Unitedhealth Group, Inc. (UNH) | 25-Jun-24 | Grant | 36 | -- | -- | < 1% 11.76K to 11.8K | |
| 07-Jun-24 4:21 PM View: | Wal-Mart Stores Inc. (WMT) | 05-Jun-24 | Grant | 2,978 | -- | -- | 2% 145.77K to 148.75K | |
| 23-May-24 4:45 PM View: | Wal-Mart Stores Inc. (WMT) | 21-May-24 | Sale | 30,000 | $64.82 | $1,944,610.00 | (17%) 174.81K to 144.81K | |
| 03-Apr-24 4:19 PM View: | Unitedhealth Group, Inc. (UNH) | 01-Apr-24 | Grant | 192 | -- | -- | 2% 11.57K to 11.76K | |
| 02-Apr-24 4:51 PM View: | Wal-Mart Stores Inc. (WMT) | 31-Mar-24 | Grant | 540 | -- | -- | < 1% 174.27K to 174.81K | |
| 02-Apr-24 10:00 PM View: | JPMorgan Chase & Co (JPM) | 29-Mar-24 | Grant | 225 | $200.30 | $45,000.00 | < 1% 70.13K to 70.36K | |
| 21-Mar-24 4:10 PM View: | Unitedhealth Group, Inc. (UNH) | 19-Mar-24 | Grant | 31 | -- | -- | < 1% 11.54K to 11.57K | |
| 18-Jan-24 4:33 PM View: | JPMorgan Chase & Co (JPM) | 16-Jan-24 | Grant | 1,595 | $166.20 | $265,000.00 | 2% 68.54K to 70.13K | < 1% |
| 04-Jan-24 5:30 PM View: | Unitedhealth Group, Inc. (UNH) | 02-Jan-24 | Grant | 174 | -- | -- | 2% 11.37K to 11.54K | |
| 03-Jan-24 4:28 PM View: | Wal-Mart Stores Inc. (WMT) | 31-Dec-23 | Grant | 206 | -- | -- | < 1% 57.83K to 58.03K | |
| 03-Jan-24 4:19 PM View: | JPMorgan Chase & Co (JPM) | 31-Dec-23 | Grant | 228 | $170.10 | $38,750.00 | < 1% 67.96K to 68.19K | (2%) |
| 14-Dec-23 5:06 PM View: | Unitedhealth Group, Inc. (UNH) | 12-Dec-23 | Grant | 28 | -- | -- | < 1% 11.34K to 11.37K | |
| 04-Oct-23 4:08 PM View: | Unitedhealth Group, Inc. (UNH) | 02-Oct-23 | Grant | 183 | -- | -- | 2% 11.15K to 11.34K | |
| 03-Oct-23 4:36 PM View: | Wal-Mart Stores Inc. (WMT) | 30-Sep-23 | Grant | 203 | -- | -- | < 1% 57.62K to 57.83K | |
| 02-Oct-23 4:17 PM View: | JPMorgan Chase & Co (JPM) | 30-Sep-23 | Grant | 267 | $145.02 | $38,750.00 | < 1% 67.27K to 67.54K | |
| 21-Sep-23 4:30 PM View: | Unitedhealth Group, Inc. (UNH) | 19-Sep-23 | Grant | 30 | -- | -- | < 1% 11.13K to 11.15K | |
| 06-Jul-23 5:18 PM View: | Unitedhealth Group, Inc. (UNH) | 03-Jul-23 | Grant | 197 | -- | -- | 2% 10.93K to 11.13K | |
| 05-Jul-23 4:15 PM View: | Wal-Mart Stores Inc. (WMT) | 30-Jun-23 | Grant | 207 | -- | -- | < 1% 57.25K to 57.45K | |
| 03-Jul-23 4:17 PM View: | JPMorgan Chase & Co (JPM) | 30-Jun-23 | Grant | 266 | $145.44 | $38,750.00 | < 1% 66.61K to 66.88K | |
| 29-Jun-23 6:35 PM View: | Unitedhealth Group, Inc. (UNH) | 27-Jun-23 | Grant | 29 | -- | -- | < 1% 10.9K to 10.93K | |
| 02-Jun-23 4:44 PM View: | Wal-Mart Stores Inc. (WMT) | 31-May-23 | Grant | 1,357 | -- | -- | 2% 55.54K to 56.9K | |
| 05-Apr-23 4:05 PM View: | Unitedhealth Group, Inc. (UNH) | 03-Apr-23 | Grant | 190 | -- | -- | 2% 10.71K to 10.9K | |
| 04-Apr-23 5:44 PM View: | Wal-Mart Stores Inc. (WMT) | 31-Mar-23 | Grant | 220 | -- | -- | < 1% 55.32K to 55.54K | |
| 03-Apr-23 4:16 PM View: | JPMorgan Chase & Co (JPM) | 31-Mar-23 | Grant | 297 | $130.31 | $38,750.00 | < 1% 65.87K to 66.17K | |
| 23-Mar-23 5:23 PM View: | Unitedhealth Group, Inc. (UNH) | 21-Mar-23 | Grant | 25 | -- | -- | < 1% 10.68K to 10.71K | |
| 19-Jan-23 4:30 PM View: | JPMorgan Chase & Co (JPM) | 17-Jan-23 | Grant | 1,781 | $140.38 | $250,000.00 | 3% 64.09K to 65.87K | |
| 05-Jan-23 4:12 PM View: | Unitedhealth Group, Inc. (UNH) | 03-Jan-23 | Grant | 181 | -- | -- | 2% 10.5K to 10.68K | |
| 04-Jan-23 6:15 PM View: | Wal-Mart Stores Inc. (WMT) | 31-Dec-22 | Grant | 229 | -- | -- | < 1% 54.91K to 55.14K | |
| 04-Jan-23 4:19 PM View: | JPMorgan Chase & Co (JPM) | 31-Dec-22 | Grant | 289 | $134.10 | $38,750.00 | < 1% 63.41K to 63.7K | |
| 15-Dec-22 4:39 PM View: | Unitedhealth Group, Inc. (UNH) | 13-Dec-22 | Grant | 22 | -- | -- | < 1% 10.48K to 10.5K | |
| 04-Oct-22 5:25 PM View: | Unitedhealth Group, Inc. (UNH) | 03-Oct-22 | Grant | 170 | -- | -- | 2% 10.31K to 10.48K | |
| 04-Oct-22 5:30 PM View: | Wal-Mart Stores Inc. (WMT) | 30-Sep-22 | Grant | 251 | -- | -- | < 1% 54.48K to 54.73K | |
| 03-Oct-22 4:20 PM View: | JPMorgan Chase & Co (JPM) | 30-Sep-22 | Grant | 371 | $104.50 | $38,750.00 | < 1% 62.55K to 62.92K | |
| 21-Sep-22 4:14 PM View: | Unitedhealth Group, Inc. (UNH) | 20-Sep-22 | Grant | 22 | -- | -- | < 1% 10.29K to 10.31K | |
| 05-Jul-22 4:55 PM View: | Unitedhealth Group, Inc. (UNH) | 01-Jul-22 | Grant | 170 | -- | -- | 2% 10.12K to 10.29K | |
| 01-Jul-22 5:10 PM View: | Wal-Mart Stores Inc. (WMT) | 30-Jun-22 | Grant | 260 | -- | -- | < 1% 54.22K to 54.48K | |
| 01-Jul-22 4:17 PM View: | JPMorgan Chase & Co (JPM) | 30-Jun-22 | Grant | 344 | $112.61 | $38,750.00 | < 1% 61.74K to 62.09K | |
| 30-Jun-22 4:09 PM View: | Unitedhealth Group, Inc. (UNH) | 28-Jun-22 | Grant | 22 | -- | -- | < 1% 10.1K to 10.12K | |
| 03-Jun-22 5:39 PM View: | Wal-Mart Stores Inc. (WMT) | 01-Jun-22 | Grant | 1,569 | -- | -- | 3% 52.65K to 54.22K | |
| 05-Apr-22 5:36 PM View: | Unitedhealth Group, Inc. (UNH) | 01-Apr-22 | Grant | 171 | -- | -- | 2% 9.93K to 10.1K | |
| 01-Apr-22 5:43 PM View: | Wal-Mart Stores Inc. (WMT) | 31-Mar-22 | Grant | 210 | -- | -- | < 1% 52.1K to 52.31K | |
| 01-Apr-22 4:16 PM View: | JPMorgan Chase & Co (JPM) | 31-Mar-22 | Grant | 284 | $136.32 | $38,750.00 | < 1% 61.07K to 61.35K | |
| 24-Mar-22 9:36 PM View: | Unitedhealth Group, Inc. (UNH) | 22-Mar-22 | Grant | 19 | -- | -- | < 1% 9.91K to 9.93K | |
| 20-Jan-22 4:35 PM View: | JPMorgan Chase & Co (JPM) | 18-Jan-22 | Grant | 1,632 | $153.16 | $250,000.00 | 3% 59.44K to 61.07K | |
| 05-Jan-22 4:35 PM View: | Unitedhealth Group, Inc. (UNH) | 03-Jan-22 | Grant | 175 | -- | -- | 2% 9.73K to 9.91K | |
| 04-Jan-22 6:22 PM View: | Wal-Mart Stores Inc. (WMT) | 31-Dec-21 | Grant | 216 | -- | -- | < 1% 51.72K to 51.94K | |
| 04-Jan-22 4:17 PM View: | JPMorgan Chase & Co (JPM) | 31-Dec-21 | Grant | 245 | $158.35 | $38,750.00 | < 1% 58.89K to 59.14K | 2% |
| 16-Dec-21 6:00 PM View: | Unitedhealth Group, Inc. (UNH) | 14-Dec-21 | Grant | 19 | -- | -- | < 1% 9.71K to 9.73K | |
| 05-Oct-21 4:51 PM View: | Unitedhealth Group, Inc. (UNH) | 01-Oct-21 | Grant | 224 | -- | -- | 2% 9.49K to 9.71K |