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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 14-Jun-24 4:16 PM View:  | Vertex, Inc. (VERX) | 12-Jun-24 | Grant | 5,705 | -- | -- | 18% 32.43K to 38.13K | |
| 15-Jun-23 4:20 PM View: | Vertex, Inc. (VERX) | 13-Jun-23 | Grant | 8,815 | -- | -- | 37% 23.61K to 32.43K | |
| 15-Jun-22 4:24 PM View: | Vertex, Inc. (VERX) | 14-Jun-22 | Grant | 15,121 | -- | -- | 178% 8.49K to 23.61K | |
| 21-May-21 4:53 PM View: | Vertex, Inc. (VERX) | 11-May-21 | Grant | 8,494 | -- | -- | 100% 0 to 8.49K | |
| 15-Oct-20 4:32 PM View: | Coca-Cola Co. (KO) | 14-Oct-20 | Grant | 76,507 | -- | -- | 100% 0 to 76.51K | |
| 06-Mar-20 4:18 PM View: | Ford Motor Co. (F) | 04-Mar-20 | Payment of Exercise | 10,288 | $7.08 | $72,839.00 | (4%) 249.12K to 238.84K | |
| 06-Mar-20 4:18 PM View: | Ford Motor Co. (F) | 04-Mar-20 | Option Exercise | 35,959 | -- | -- | 17% 213.16K to 249.12K | |
| 04-Mar-20 4:55 PM View: | Ford Motor Co. (F) | 02-Mar-20 | Payment of Exercise | 29,559 | $7.20 | $212,825.00 | (12%) 242.72K to 213.16K | |
| 04-Mar-20 4:55 PM View: | Ford Motor Co. (F) | 02-Mar-20 | Option Exercise | 103,553 | -- | -- | 74% 139.17K to 242.72K | |
| 05-Mar-19 4:16 PM View: | Ford Motor Co. (F) | 04-Mar-19 | Payment of Exercise | 19,536 | $8.79 | $171,721.00 | (13%) 154.59K to 135.05K | |
| 05-Mar-19 4:16 PM View: | Ford Motor Co. (F) | 03-Mar-19 | Option Exercise | 18,582 | -- | -- | 14% 136.01K to 154.59K | |
| 05-Mar-19 4:16 PM View: | Ford Motor Co. (F) | 02-Mar-19 | Option Exercise | 49,840 | -- | -- | 58% 86.17K to 136.01K | |
| 06-Mar-18 3:18 PM View: | Ford Motor Co. (F) | 04-Mar-18 | Grant | 6,197 | -- | -- | 9% 71.98K to 78.18K | |
| 06-Mar-18 3:18 PM View: | Ford Motor Co. (F) | 04-Mar-18 | Option Exercise | 2,927 | -- | -- | 4% 78.18K to 81.11K | |
| 06-Mar-18 3:18 PM View: | Ford Motor Co. (F) | 03-Mar-18 | Option Exercise | 4,143 | -- | -- | 6% 67.84K to 71.98K | |
| 06-Mar-18 3:18 PM View: | Ford Motor Co. (F) | 02-Mar-18 | Payment of Exercise | 7,462 | $10.40 | $77,604.80 | (10%) 75.3K to 67.84K | 24% |
| 06-Mar-18 3:18 PM View: | Ford Motor Co. (F) | 02-Mar-18 | Option Exercise | 13,033 | -- | -- | 21% 62.27K to 75.3K | |
| 12-Feb-18 3:03 PM View: | Ford Motor Co. (F) | 09-Feb-18 | Acquisition | 4,271 | $10.53 | $44,973.60 | 7% 58.0K to 62.27K | (25%) |
| 05-Oct-17 4:58 PM View: | Ford Motor Co. (F) | 04-Oct-17 | Acquisition | 7,825 | $12.30 | $96,247.50 | 16% 49.47K to 57.29K | (38%) |
| 25-May-17 5:05 PM View: | Ford Motor Co. (F) | 23-May-17 | Acquisition | 18,099 | $11.05 | $199,994.00 | 59% 30.53K to 48.63K | (32%) |
| 07-Mar-17 4:21 PM View: | Ford Motor Co. (F) | 04-Mar-17 | Payment of Exercise | 1,740 | $12.64 | $21,993.60 | (5%) 32.23K to 30.49K | 41% |
| 07-Mar-17 4:21 PM View: | Ford Motor Co. (F) | 04-Mar-17 | Option Exercise | 5,579 | -- | -- | 21% 26.66K to 32.23K | |
| 06-Mar-17 4:53 PM View: | Ford Motor Co. (F) | 03-Mar-17 | Payment of Exercise | 1,335 | $12.64 | $16,874.40 | (5%) 27.99K to 26.66K | 41% |
| 06-Mar-17 4:53 PM View: | Ford Motor Co. (F) | 03-Mar-17 | Option Exercise | 4,143 | -- | -- | 17% 23.85K to 27.99K | |
| 14-Dec-16 4:07 PM View: | Ford Motor Co. (F) | 13-Dec-16 | Acquisition | 23,492 | $12.77 | $299,993.00 | 100% 0 to 23.49K | (41%) |
| 06-Dec-16 4:07 PM View: | Ford Motor Co. (F) | 05-Dec-16 | Market Sale | 12,278 | $12.44 | $152,763.00 | (100%) 12.28K to 0 | 39% |
| 07-Mar-16 4:12 PM View: | Ford Motor Co. (F) | 04-Mar-16 | Payment of Exercise | 2,632 | $13.59 | $35,768.90 | (18%) 14.79K to 12.16K | 42% |
| 07-Mar-16 4:12 PM View: | Ford Motor Co. (F) | 04-Mar-16 | Option Exercise | 7,873 | -- | -- | 114% 6.92K to 14.79K |