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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 30-May-24 8:13 PM View:  | Schwab Charles Corp (SCHW) | 28-May-24 | Grant | 1,809 | -- | -- | 17% 10.95K to 12.76K | |
| 24-May-23 8:09 PM View: | Schwab Charles Corp (SCHW) | 22-May-23 | Grant | 2,496 | -- | -- | 30% 8.46K to 10.95K | |
| 20-Mar-23 5:42 PM View: | Schwab Charles Corp (SCHW) | 17-Mar-23 | Private Purchase | 3,700 | $54.16 | $200,396.00 | 78% 4.75K to 8.46K | |
| 23-May-22 6:07 PM View: | Schwab Charles Corp (SCHW) | 19-May-22 | Grant | 2,054 | -- | -- | 76% 2.7K to 4.75K | |
| 19-May-21 5:48 PM View: | Schwab Charles Corp (SCHW) | 17-May-21 | Grant | 1,529 | -- | -- | 130% 1.17K to 2.7K | |
| 26-Oct-20 5:33 PM View: | Schwab Charles Corp (SCHW) | 22-Oct-20 | Grant | 1,172 | -- | -- | 100% 0 to 1.17K | |
| 01-Aug-19 5:41 PM View: | Tableau Software Inc (DATA) | 01-Aug-19 | Disposition (change in control) | 1,452 | -- | -- | (100%) 1.45K to 0 | |
| 23-May-19 5:35 PM View: | Tableau Software Inc (DATA) | 21-May-19 | Grant | 2,051 | -- | -- | 44% 4.65K to 6.7K | |
| 20-Feb-18 5:35 PM View: | Tableau Software Inc (DATA) | 15-Feb-18 | Grant | 4,647 | -- | -- | 100% 0 to 4.65K |