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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 19-Mar-24 8:52 PM View:  | Pacific Premier Bancorp Inc. (PPBI) | 15-Mar-24 | Grant | 3,317 | -- | -- | 8% 40.36K to 43.67K | |
| 17-Mar-23 7:54 PM View: | Pacific Premier Bancorp Inc. (PPBI) | 15-Mar-23 | Grant | 3,011 | -- | -- | 9% 31.89K to 34.9K | |
| 08-Dec-22 4:29 PM View: | Switch, Inc. (SWCH) | 06-Dec-22 | Disposition | 58,241 | $34.25 | $1,994,750.00 | (100%) 58.24K to 0 | |
| 14-Jun-22 4:43 PM View: | Switch, Inc. (SWCH) | 10-Jun-22 | Grant | 5,963 | -- | -- | 11% 52.28K to 58.24K | |
| 17-Mar-22 8:27 PM View: | Pacific Premier Bancorp Inc. (PPBI) | 15-Mar-22 | Grant | 2,031 | -- | -- | 7% 29.86K to 31.89K | |
| 15-Jun-21 4:43 PM View: | Switch, Inc. (SWCH) | 11-Jun-21 | Grant | 9,328 | -- | -- | 22% 42.95K to 52.28K | |
| 17-Mar-21 6:39 PM View: | Pacific Premier Bancorp Inc. (PPBI) | 15-Mar-21 | Grant | 1,445 | -- | -- | 5% 28.42K to 29.86K | |
| 16-Jun-20 4:37 PM View: | Switch, Inc. (SWCH) | 12-Jun-20 | Grant | 11,723 | -- | -- | 38% 31.23K to 42.95K | |
| 02-Apr-20 6:11 PM View: | Pacific Premier Bancorp Inc. (PPBI) | 31-Mar-20 | Grant | 3,503 | -- | -- | 14% 24.91K to 28.42K | |
| 11-Jun-19 5:04 PM View: | Switch, Inc. (SWCH) | 07-Jun-19 | Grant | 15,936 | -- | -- | 104% 15.29K to 31.23K | |
| 04-Mar-19 4:34 PM View: | Pacific Premier Bancorp Inc. (PPBI) | 28-Feb-19 | Grant | 2,010 | -- | -- | 9% 22.9K to 24.91K | |
| 24-Jul-18 8:47 PM View: | Switch, Inc. (SWCH) | 07-Jun-18 | Grant | 15,291 | -- | -- | 100% 0 to 15.29K | |
| 02-Mar-18 9:39 PM View: | Pacific Premier Bancorp Inc. (PPBI) | 28-Feb-18 | Grant | 1,427 | -- | -- | 7% 21.48K to 22.9K | |
| 11-Sep-17 5:17 PM View: | Pacific Premier Bancorp Inc. (PPBI) | 07-Sep-17 | Market Purchase | 1,500 | $32.65 | $48,975.00 | 8% 19.98K to 21.48K | (7%) |
| 30-Jan-17 9:03 PM View: | Pacific Premier Bancorp Inc. (PPBI) | 26-Jan-17 | Grant | 1,248 | $40.05 | $49,982.40 | 7% 18.73K to 19.98K | (24%) |