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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 03-Nov-23 7:52 PM View:  | Walgreens Boots Alliance, I... (WBA) | 01-Nov-23 | Grant | 193,767 | -- | -- | 100% 0 to 193.77K | |
| 21-Dec-18 5:44 PM View: | Express Scripts Holding Co. (ESRX) | 20-Dec-18 | Disposition | 43,122 | -- | -- | (100%) 43.12K to 0 | |
| 08-Mar-18 7:08 PM View: | Express Scripts Holding Co. (ESRX) | 06-Mar-18 | Grant | 17,389 | -- | -- | 68% 25.73K to 43.12K | |
| 02-Mar-18 5:27 PM View: | Express Scripts Holding Co. (ESRX) | 28-Feb-18 | Payment of Exercise | 2,881 | $75.45 | $217,371.00 | (10%) 28.61K to 25.73K | (22%) |
| 10-Mar-17 4:11 PM View: | Express Scripts Holding Co. (ESRX) | 08-Mar-17 | Grant | 9,859 | -- | -- | 53% 18.75K to 28.61K | |
| 02-Mar-17 4:36 PM View: | Express Scripts Holding Co. (ESRX) | 28-Feb-17 | Payment of Exercise | 3,285 | $70.65 | $232,085.00 | (15%) 22.04K to 18.75K | (31%) |
| 11-Mar-16 4:42 PM View: | Express Scripts Holding Co. (ESRX) | 09-Mar-16 | Grant | 22,040 | -- | -- | 100% 0 to 22.04K | |
| 26-May-15 4:58 PM View: | American Express Company (AXP) | 26-May-15 | Market Sale | 4,317 | $80.74 | $348,563.00 | (36%) 11.86K to 7.54K | (32%) |
| 01-May-15 3:25 PM View: | American Express Company (AXP) | 30-Apr-15 | Payment of Exercise | 3,157 | $77.45 | $244,510.00 | (21%) 15.02K to 11.86K | (37%) |