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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 02-Oct-24 11:06 AM View:  | American Electric Power Co.... (AEP) | 01-Oct-24 | Grant | 390 | $102.60 | $39,999.60 | 34% 1.15K to 1.54K | |
| 02-Jul-24 11:34 AM View: | American Electric Power Co.... (AEP) | 30-Jun-24 | Grant | 437 | $87.74 | $38,332.70 | 40% 1.09K to 1.53K | 2% |
| 02-Apr-24 3:28 PM View: | American Electric Power Co.... (AEP) | 31-Mar-24 | Grant | 387 | $86.10 | $33,332.80 | 55% 0.7K to 1.08K | 4% |
| 13-Feb-23 5:30 PM View: | Dominion Resources Inc. (D) | 10-Feb-23 | Grant | 10,078 | -- | -- | 17% 60.93K to 71.01K | |
| 03-Feb-23 4:26 PM View: | Dominion Resources Inc. (D) | 01-Feb-23 | Payment of Exercise | 3,923 | $63.10 | $247,541.00 | (6%) 64.85K to 60.93K | |
| 17-Feb-22 4:25 PM View: | Dominion Resources Inc. (D) | 15-Feb-22 | Grant | 7,676 | -- | -- | 13% 57.06K to 64.74K | |
| 03-Feb-22 4:22 PM View: | Dominion Resources Inc. (D) | 01-Feb-22 | Payment of Exercise | 2,822 | $80.03 | $225,845.00 | (5%) 59.88K to 57.06K | < 1% |
| 18-Feb-21 4:23 PM View: | Dominion Resources Inc. (D) | 16-Feb-21 | Grant | 10,545 | -- | -- | 21% 49.24K to 59.78K | |
| 02-Feb-21 4:42 PM View: | Dominion Resources Inc. (D) | 01-Feb-21 | Payment of Exercise | 2,066 | $72.68 | $150,157.00 | (4%) 51.3K to 49.24K | (< 1%) |
| 18-Feb-20 6:03 AM View: | Dominion Resources Inc. (D) | 13-Feb-20 | Grant | 8,697 | -- | -- | 20% 42.56K to 51.26K | |
| 04-Feb-20 5:11 PM View: | Dominion Resources Inc. (D) | 01-Feb-20 | Payment of Exercise | 2,045 | $85.75 | $175,359.00 | (5%) 44.61K to 42.56K |