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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 15-Aug-24 4:21 PM View:  | Donnelley Financial Solutio... (DFIN) | 13-Aug-24 | Private Sale | 4,871 | $62.75 | $305,656.00 | (8%) 61.38K to 56.51K | |
| 17-May-24 5:19 PM View: | Donnelley Financial Solutio... (DFIN) | 15-May-24 | Grant | 2,790 | -- | -- | 5% 58.59K to 61.38K | |
| 04-Mar-24 4:39 PM View: | Envestnet, Inc. (ENV) | 29-Feb-24 | Grant | 3,825 | -- | -- | 20% 19.34K to 23.16K | |
| 27-Feb-24 4:45 PM View: | Donnelley Financial Solutio... (DFIN) | 23-Feb-24 | Private Sale | 3,047 | $63.84 | $194,533.00 | (5%) 61.64K to 58.59K | |
| 19-May-23 4:09 PM View: | Donnelley Financial Solutio... (DFIN) | 17-May-23 | Grant | 4,036 | -- | -- | 7% 57.6K to 61.64K | |
| 02-Mar-23 7:00 PM View: | Envestnet, Inc. (ENV) | 28-Feb-23 | Grant | 3,101 | -- | -- | 19% 16.23K to 19.34K | |
| 19-May-22 6:18 PM View: | Donnelley Financial Solutio... (DFIN) | 18-May-22 | Grant | 6,178 | -- | -- | 12% 51.43K to 57.6K | |
| 02-Mar-22 8:52 PM View: | Envestnet, Inc. (ENV) | 28-Feb-22 | Grant | 2,252 | -- | -- | 16% 13.98K to 16.23K | |
| 17-May-21 5:22 PM View: | Donnelley Financial Solutio... (DFIN) | 13-May-21 | Grant | 5,890 | -- | -- | 13% 45.54K to 51.43K | |
| 15-Mar-21 5:03 PM View: | Envestnet, Inc. (ENV) | 11-Mar-21 | Grant | 2,451 | -- | -- | 21% 11.53K to 13.98K | |
| 20-May-20 5:14 PM View: | Donnelley Financial Solutio... (DFIN) | 18-May-20 | Grant | 20,690 | -- | -- | 83% 24.85K to 45.54K | |
| 03-Mar-20 6:44 PM View: | Envestnet, Inc. (ENV) | 28-Feb-20 | Grant | 2,173 | -- | -- | 23% 9.36K to 11.53K | |
| 03-Jun-19 4:19 PM View: | Donnelley Financial Solutio... (DFIN) | 30-May-19 | Grant | 9,508 | -- | -- | 62% 15.34K to 24.85K | |
| 06-Mar-19 7:44 PM View: | Envestnet, Inc. (ENV) | 04-Mar-19 | Grant | 2,284 | -- | -- | 32% 7.08K to 9.36K | |
| 29-May-18 4:10 PM View: | Donnelley Financial Solutio... (DFIN) | 24-May-18 | Grant | 7,421 | -- | -- | 94% 7.92K to 15.34K | |
| 02-Mar-18 4:04 PM View: | Envestnet, Inc. (ENV) | 28-Feb-18 | Grant | 2,276 | -- | -- | 47% 4.8K to 7.08K | |
| 22-May-17 4:12 PM View: | Donnelley Financial Solutio... (DFIN) | 18-May-17 | Grant | 4,871 | -- | -- | 160% 3.05K to 7.92K | |
| 19-May-17 4:11 PM View: | MiMedx Group, Inc. (MDXG) | 17-May-17 | Grant | 3,472 | -- | -- | 16% 21.86K to 25.33K | |
| 28-Apr-17 8:13 PM View: | Envestnet, Inc. (ENV) | 26-Apr-17 | Option Exercise | 801 | -- | -- | 100% 0.8K to 1.6K | |
| 24-Mar-17 4:06 PM View: | MiMedx Group, Inc. (MDXG) | 23-Mar-17 | Grant | 21,861 | -- | -- | 100% 0 to 21.86K | |
| 04-Oct-16 5:47 PM View: | Donnelley Financial Solutio... (DFIN) | 01-Oct-16 | Grant | -- | -- | -- | 0% -- | |
| 28-Apr-16 7:58 PM View: | Envestnet, Inc. (ENV) | 26-Apr-16 | Option Exercise | 801 | -- | -- | 100% 0 to 0.8K |