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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 15-May-24 4:09 PM View:  | 3M Co. (MMM) | 14-May-24 | Grant | 1,957 | $99.63 | $195,000.00 | 83% 2.35K to 4.3K | |
| 23-Jan-24 1:50 PM View: | Franklin Covey Co. (FC) | 19-Jan-24 | Grant | 2,892 | -- | -- | 12% 23.59K to 26.49K | |
| 10-May-23 11:05 AM View: | 3M Co. (MMM) | 09-May-23 | Grant Duplicate | 1,808 | $102.34 | $185,000.00 | 445% 0.41K to 2.21K | |
| 10-Feb-23 11:20 AM View: | 3M Co. (MMM) | 09-Feb-23 | Grant Duplicate | 400 | $115.25 | $46,123.40 | (197141%) 0 to 0.4K | |
| 23-Jan-23 4:20 PM View: | Franklin Covey Co. (FC) | 20-Jan-23 | Grant | 2,647 | -- | -- | 13% 20.95K to 23.59K | |
| 19-Jan-22 1:20 PM View: | Franklin Covey Co. (FC) | 14-Jan-22 | Grant | 2,210 | -- | -- | 12% 18.74K to 20.95K | |
| 12-Oct-21 10:00 PM View: | Franklin Covey Co. (FC) | 06-Oct-21 | Gift | 14,731 | -- | -- | 79% 18.74K to 33.47K | |
| 12-Oct-21 10:00 PM View: | Franklin Covey Co. (FC) | 06-Oct-21 | Gift | 14,731 | -- | -- | (44%) 33.47K to 18.74K | |
| 26-Jan-21 6:28 PM View: | Franklin Covey Co. (FC) | 22-Jan-21 | Grant | 4,007 | -- | -- | 27% 14.73K to 18.74K | |
| 27-Jan-20 5:09 PM View: | Franklin Covey Co. (FC) | 24-Jan-20 | Grant | 3,060 | -- | -- | 26% 11.67K to 14.73K | |
| 28-Jan-19 4:46 PM View: | Franklin Covey Co. (FC) | 25-Jan-19 | Grant | 4,075 | -- | -- | 54% 7.6K to 11.67K | |
| 30-Jan-18 11:18 AM View: | Franklin Covey Co. (FC) | 26-Jan-18 | Grant | 3,334 | -- | -- | 78% 4.26K to 7.6K | |
| 23-Jan-17 6:23 PM View: | Franklin Covey Co. (FC) | 20-Jan-17 | Grant | 4,262 | -- | -- | 100% 0 to 4.26K |