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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 05-Sep-24 12:44 PM View:  | Caterpillar Inc. (CAT) | 04-Sep-24 | Purchase | 100 | $338.59 | $33,859.00 | 4% 2.74K to 2.84K | |
| 20-Aug-24 5:06 PM View: | General Motors Company (GM) | 16-Aug-24 | Gift | 8,029 | -- | -- | (11%) 71.51K to 63.48K | |
| 13-Jun-24 1:11 PM View: | Caterpillar Inc. (CAT) | 12-Jun-24 | Grant | 517 | $328.73 | $169,953.00 | 23% 2.21K to 2.73K | |
| 22-May-24 4:26 PM View: | Caterpillar Inc. (CAT) | 20-May-24 | Purchase | 100 | $356.40 | $35,640.00 | 5% 2.11K to 2.21K | |
| 01-Apr-24 5:05 PM View: | General Motors Company (GM) | 28-Mar-24 | Sale | 27,122 | $45.26 | $1,227,540.00 | (27%) 98.63K to 71.51K | |
| 28-Feb-24 5:05 PM View: | General Motors Company (GM) | 26-Feb-24 | Sale | 15,190 | $40.03 | $608,056.00 | (13%) 113.82K to 98.63K | |
| 21-Feb-24 5:16 PM View: | General Motors Company (GM) | 18-Feb-24 | Grant | 43,134 | -- | -- | 50% 85.7K to 128.83K | |
| 21-Feb-24 5:16 PM View: | General Motors Company (GM) | 18-Feb-24 | Payment of Exercise | 15,014 | $38.70 | $581,042.00 | (12%) 128.83K to 113.82K | |
| 11-Aug-23 4:33 PM View: | General Motors Company (GM) | 10-Aug-23 | Gift | 15,891 | -- | -- | (16%) 101.59K to 85.7K | |
| 15-Jun-23 10:58 AM View: | Caterpillar Inc. (CAT) | 14-Jun-23 | Grant | 698 | $243.32 | $169,837.00 | 50% 1.4K to 2.1K | (9%) |
| 14-Feb-23 5:36 PM View: | General Motors Company (GM) | 12-Feb-23 | Grant | 47,550 | -- | -- | 67% 71.21K to 118.76K | |
| 14-Feb-23 5:36 PM View: | General Motors Company (GM) | 12-Feb-23 | Payment of Exercise | 17,170 | $41.35 | $709,980.00 | (14%) 118.76K to 101.59K | |
| 13-Feb-23 5:26 PM View: | General Motors Company (GM) | 09-Feb-23 | Sale (Planned) | 15,743 | $42.65 | $671,439.00 | (18%) 86.95K to 71.21K | |
| 29-Nov-22 5:05 PM View: | General Motors Company (GM) | 28-Nov-22 | Gift | 10,895 | -- | -- | (11%) 97.85K to 86.95K | |
| 04-Oct-22 5:10 PM View: | General Motors Company (GM) | 01-Oct-22 | Payment of Exercise | 28,704 | $32.09 | $921,111.00 | (23%) 126.55K to 97.85K | |
| 04-Oct-22 5:10 PM View: | General Motors Company (GM) | 01-Oct-22 | Option Exercise | 65,833 | -- | -- | 108% 60.72K to 126.55K | |
| 10-Jun-22 12:24 PM View: | Caterpillar Inc. (CAT) | 08-Jun-22 | Grant | 816 | $229.80 | $187,517.00 | 143% 0.57K to 1.39K | (4%) |
| 15-Feb-22 5:11 PM View: | General Motors Company (GM) | 13-Feb-22 | Grant | 41,010 | -- | -- | 119% 34.56K to 75.57K | |
| 15-Feb-22 5:11 PM View: | General Motors Company (GM) | 13-Feb-22 | Payment of Exercise | 14,848 | $48.83 | $725,028.00 | (20%) 75.57K to 60.72K | |
| 06-Jan-22 5:06 PM View: | General Motors Company (GM) | 04-Jan-22 | Market Sale (Planned) | 14,880 | $65.01 | $967,349.00 | (30%) 49.44K to 34.56K | 3% |
| 02-Jul-21 5:08 PM View: | General Motors Company (GM) | 30-Jun-21 | Gift | 6,721 | -- | -- | (12%) 56.16K to 49.44K | |
| 05-Apr-21 5:36 PM View: | General Motors Company (GM) | 01-Apr-21 | Payment of Exercise | 667 | $57.80 | $38,552.60 | (1%) 56.82K to 56.16K | |
| 05-Apr-21 5:36 PM View: | General Motors Company (GM) | 01-Apr-21 | Option Exercise | 1,616 | -- | -- | 3% 55.21K to 56.82K | |
| 26-Mar-21 4:08 PM View: | Caterpillar Inc. (CAT) | 25-Mar-21 | Grant | 557 | $224.25 | $124,907.00 | 100% 0 to 0.56K | 0% |
| 17-Feb-21 5:14 PM View: | General Motors Company (GM) | 13-Feb-21 | Grant | 21,345 | -- | -- | 52% 41.28K to 62.62K | |
| 17-Feb-21 5:14 PM View: | General Motors Company (GM) | 13-Feb-21 | Payment of Exercise | 7,414 | $53.60 | $397,390.00 | (12%) 62.62K to 55.21K | |
| 13-Jan-21 5:39 PM View: | General Motors Company (GM) | 11-Jan-21 | Option Exercise | 31,627 | $34.34 | $1,086,070.00 | 77% 41.28K to 72.9K | |
| 13-Jan-21 5:39 PM View: | General Motors Company (GM) | 11-Jan-21 | Market Option Sale (Planned) | 31,627 | $44.51 | $1,407,720.00 | (43%) 72.9K to 41.28K | |
| 15-Dec-20 5:29 PM View: | General Motors Company (GM) | 14-Dec-20 | Option Exercise | 22,776 | $31.32 | $713,344.00 | 55% 41.28K to 64.05K | |
| 15-Dec-20 5:29 PM View: | General Motors Company (GM) | 14-Dec-20 | Market Option Sale (Planned) | 22,776 | $42.40 | $965,702.00 | (36%) 64.05K to 41.28K | (< 1%) |
| 19-Feb-20 6:10 PM View: | General Motors Company (GM) | 14-Feb-20 | Grant | 22,331 | -- | -- | 88% 25.39K to 47.72K | |
| 19-Feb-20 6:10 PM View: | General Motors Company (GM) | 14-Feb-20 | Payment of Exercise | 6,440 | $34.76 | $223,854.00 | (13%) 47.72K to 41.28K | (21%) |
| 10-May-19 4:22 PM View: | General Motors Company (GM) | 09-May-19 | Gift | 3,164 | -- | -- | (11%) 28.55K to 25.39K |