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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 24-Jan-24 7:04 PM View:  | Visa Inc. (V) | 23-Jan-24 | Grant | 958 | -- | -- | 114% 0.84K to 1.8K | |
| 05-Dec-23 4:04 PM View: | Rockwell Automation Inc. (ROK) | 04-Dec-23 | Grant | 716 | -- | -- | 23% 3.1K to 3.81K | |
| 16-May-23 4:41 PM View: | Visa Inc. (V) | 15-May-23 | Grant | 841 | -- | -- | 100% 0 to 0.84K | |
| 12-Dec-22 12:02 PM View: | Rockwell Automation Inc. (ROK) | 09-Dec-22 | Grant | 770 | -- | -- | 33% 2.33K to 3.1K | |
| 10-Jun-22 5:22 PM View: | Meridianlink, Inc. (MLNK) | 09-Jun-22 | Grant | 8,595 | -- | -- | 74% 11.54K to 20.13K | |
| 08-Dec-21 8:02 PM View: | Rockwell Automation Inc. (ROK) | 07-Dec-21 | Grant | 421 | -- | -- | 22% 1.91K to 2.33K | |
| 29-Jul-21 7:56 PM View: | Meridianlink, Inc. (MLNK) | 27-Jul-21 | Grant | 11,538 | -- | -- | 100% 0 to 11.54K | |
| 03-Feb-21 1:14 PM View: | Rockwell Automation Inc. (ROK) | 02-Feb-21 | Grant | 159 | -- | -- | 9% 1.75K to 1.91K | |
| 05-Oct-20 9:14 AM View: | Rockwell Automation Inc. (ROK) | 01-Oct-20 | Grant | 490 | -- | -- | 39% 1.26K to 1.75K | |
| 06-Feb-20 11:56 AM View: | Rockwell Automation Inc. (ROK) | 04-Feb-20 | Grant | 198 | -- | -- | 19% 1.06K to 1.26K | |
| 02-Oct-19 3:07 PM View: | Rockwell Automation Inc. (ROK) | 01-Oct-19 | Grant | 663 | -- | -- | 167% 0.4K to 1.06K | |
| 07-Jun-19 10:49 AM View: | Rockwell Automation Inc. (ROK) | 06-Jun-19 | Grant | 396 | -- | -- | 100% 0 to 0.4K |