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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 12-Feb-24 6:30 PM View:  | Phillips 66 (PSX) | 09-Feb-24 | Payment of Exercise | 2,129 | $146.56 | $312,032.00 | (7%) 29.54K to 27.41K | |
| 08-Feb-24 6:47 PM View: | Phillips 66 (PSX) | 06-Feb-24 | Grant | 4,111 | $147.68 | $607,133.00 | 16% 25.43K to 29.54K | |
| 04-Jan-24 7:14 PM View: | Phillips 66 (PSX) | 03-Jan-24 | Option Exercise | 5,253 | $82.33 | $432,491.00 | 21% 25.43K to 30.68K | |
| 04-Jan-24 7:14 PM View: | Phillips 66 (PSX) | 03-Jan-24 | Option Sale | 5,253 | $135.00 | $709,155.00 | (17%) 30.68K to 25.43K | |
| 04-Jan-24 7:14 PM View: | Phillips 66 (PSX) | 02-Jan-24 | Option Exercise | 24,547 | $86.61 | $2,126,080.00 | 97% 25.43K to 49.97K | (3%) |
| 04-Jan-24 7:14 PM View: | Phillips 66 (PSX) | 02-Jan-24 | Private Option Sale | 24,547 | $135.09 | $3,315,960.00 | (49%) 49.97K to 25.43K | |
| 05-Dec-23 6:43 PM View: | Phillips 66 (PSX) | 01-Dec-23 | Payment of Exercise | 201 | $129.51 | $26,030.50 | (< 1%) 25.63K to 25.43K | |
| 20-Apr-23 6:22 PM View: | Regions Financial Corp. (RF) | 19-Apr-23 | Option Exercise | 6,255 | -- | -- | 21% 29.27K to 35.52K | |
| 09-Feb-23 7:10 PM View: | Phillips 66 (PSX) | 07-Feb-23 | Grant | 5,367 | -- | -- | 27% 20.15K to 25.51K | |
| 07-Feb-23 7:14 PM View: | Phillips 66 (PSX) | 04-Feb-23 | Payment of Exercise | 1,628 | $99.56 | $162,083.00 | (7%) 21.77K to 20.15K | |
| 22-Apr-22 1:27 PM View: | Regions Financial Corp. (RF) | 20-Apr-22 | Option Exercise | 6,350 | -- | -- | 28% 22.92K to 29.27K | |
| 23-Apr-21 4:08 PM View: | Regions Financial Corp. (RF) | 21-Apr-21 | Option Exercise | 11,975 | -- | -- | 109% 10.95K to 22.92K | |
| 24-Apr-20 4:19 PM View: | Regions Financial Corp. (RF) | 22-Apr-20 | Option Exercise | 8,019 | -- | -- | 274% 2.93K to 10.95K | |
| 04-Jan-19 4:53 PM View: | Regions Financial Corp. (RF) | 02-Jan-19 | Grant | 2,926 | -- | -- | 100% 0 to 2.93K |