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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 13-Jun-24 1:09 PM View:  | Caterpillar Inc. (CAT) | 12-Jun-24 | Grant | 517 | $328.73 | $169,953.00 | 73% 0.71K to 1.23K | |
| 08-Feb-24 5:16 PM View: | Otis Worldwide Corp (OTIS) | 07-Feb-24 | Payment of Exercise | 5,171 | $91.77 | $474,543.00 | (2%) 263.56K to 258.39K | |
| 08-Feb-24 5:16 PM View: | Otis Worldwide Corp (OTIS) | 07-Feb-24 | Option Exercise | 11,433 | -- | -- | 5% 252.13K to 263.56K | |
| 08-Feb-24 5:16 PM View: | Otis Worldwide Corp (OTIS) | 07-Feb-24 | Planned Option Sale | 11,433 | $91.83 | $1,049,890.00 | (4%) 258.39K to 246.96K | |
| 08-Feb-24 5:16 PM View: | Otis Worldwide Corp (OTIS) | 07-Feb-24 | Sale (Planned) | 25,879 | $91.83 | $2,376,470.00 | (10%) 246.96K to 221.08K | |
| 08-Feb-24 5:16 PM View: | Otis Worldwide Corp (OTIS) | 06-Feb-24 | Grant | 136,278 | -- | -- | 92% 148.28K to 284.56K | |
| 08-Feb-24 5:16 PM View: | Otis Worldwide Corp (OTIS) | 06-Feb-24 | Payment of Exercise | 32,429 | $91.94 | $2,981,520.00 | (11%) 284.56K to 252.13K | |
| 06-Feb-24 4:50 PM View: | Otis Worldwide Corp (OTIS) | 05-Feb-24 | Payment of Exercise | 5,141 | $90.89 | $467,266.00 | (3%) 153.42K to 148.28K | |
| 06-Feb-24 4:50 PM View: | Otis Worldwide Corp (OTIS) | 05-Feb-24 | Option Exercise | 11,363 | -- | -- | 8% 142.06K to 153.42K | |
| 06-Feb-24 4:50 PM View: | Otis Worldwide Corp (OTIS) | 03-Feb-24 | Payment of Exercise | 3,107 | $90.97 | $282,644.00 | (2%) 145.17K to 142.06K | |
| 06-Feb-24 4:50 PM View: | Otis Worldwide Corp (OTIS) | 03-Feb-24 | Option Exercise | 10,202 | -- | -- | 8% 134.97K to 145.17K | |
| 15-Jun-23 11:02 AM View: | Caterpillar Inc. (CAT) | 14-Jun-23 | Grant | 698 | $243.32 | $169,837.00 | 100% 0 to 0.7K | (9%) |
| 02-Jun-23 6:02 PM View: | Otis Worldwide Corp (OTIS) | 01-Jun-23 | Payment of Exercise | 27,932 | $81.51 | $2,276,740.00 | (17%) 162.9K to 134.97K | |
| 02-Jun-23 6:02 PM View: | Otis Worldwide Corp (OTIS) | 01-Jun-23 | Option Exercise | 61,592 | -- | -- | 61% 101.31K to 162.9K | |
| 07-Feb-23 6:21 PM View: | Otis Worldwide Corp (OTIS) | 05-Feb-23 | Payment of Exercise | 5,076 | $84.73 | $430,090.00 | (5%) 106.38K to 101.31K | |
| 07-Feb-23 6:21 PM View: | Otis Worldwide Corp (OTIS) | 05-Feb-23 | Option Exercise | 11,180 | -- | -- | 12% 95.2K to 106.38K | |
| 07-Feb-23 6:21 PM View: | Otis Worldwide Corp (OTIS) | 04-Feb-23 | Payment of Exercise | 14,391 | $84.73 | $1,219,350.00 | (13%) 109.59K to 95.2K | |
| 07-Feb-23 6:21 PM View: | Otis Worldwide Corp (OTIS) | 04-Feb-23 | Option Exercise | 32,324 | -- | -- | 42% 77.27K to 109.59K | |
| 07-Feb-23 6:21 PM View: | Otis Worldwide Corp (OTIS) | 03-Feb-23 | Payment of Exercise | 3,071 | $84.73 | $260,206.00 | (4%) 80.34K to 77.27K | |
| 07-Feb-23 6:21 PM View: | Otis Worldwide Corp (OTIS) | 03-Feb-23 | Option Exercise | 10,045 | -- | -- | 14% 70.29K to 80.34K | |
| 07-Feb-22 4:35 PM View: | Otis Worldwide Corp (OTIS) | 05-Feb-21 | Payment of Exercise | 22,434 | $82.44 | $1,849,460.00 | (24%) 92.73K to 70.29K | |
| 07-Feb-22 4:35 PM View: | Otis Worldwide Corp (OTIS) | 05-Feb-21 | Option Exercise | 53,202 | -- | -- | 135% 39.53K to 92.73K | |
| 05-Jan-21 5:16 PM View: | Otis Worldwide Corp (OTIS) | 02-Jan-21 | Payment of Exercise | 18,698 | $65.59 | $1,226,400.00 | (32%) 58.22K to 39.53K | 35% |
| 05-Jan-21 5:16 PM View: | Otis Worldwide Corp (OTIS) | 02-Jan-21 | Option Exercise | 49,245 | $65.59 | $3,229,980.00 | 548% 8.98K to 58.22K | (35%) |
| 03-Nov-20 5:16 PM View: | Otis Worldwide Corp (OTIS) | 01-Nov-20 | Payment of Exercise | 7,778 | $62.14 | $483,325.00 | (46%) 16.76K to 8.98K | |
| 03-Nov-20 5:16 PM View: | Otis Worldwide Corp (OTIS) | 01-Nov-20 | Option Exercise | 16,757 | -- | -- | 100% 0 to 16.76K | |
| 03-Nov-20 5:16 PM View: | Otis Worldwide Corp (OTIS) | 30-Oct-20 | Option Sale | 47 | $61.28 | $2,899.84 | (100%) 47 to 0 | |
| 12-Feb-16 10:00 PM View: | Hubbell Inc (HUBB) | 10-Feb-16 | Market Purchase | 1,000 | $90.28 | $90,280.00 | 100% 0 to 1.0K | 106% |