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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 26-Jun-24 9:05 AM View:  | Alti Global, Inc. (ALTI) | 25-Jun-24 | Option Exercise | 18,364 | -- | -- | 30330100% 0 to 18.36K | |
| 15-May-24 5:09 PM View: | Finance Of America Companie... (FOA) | 13-May-24 | Option Exercise | 56,497 | -- | -- | 85% 66.31K to 122.81K | |
| 12-Jun-23 4:19 PM View: | Finance Of America Companie... (FOA) | 08-Jun-23 | Option Exercise | 47,619 | -- | -- | 255% 18.69K to 66.31K | |
| 10-Jun-22 5:24 PM View: | Finance Of America Companie... (FOA) | 08-Jun-22 | Option Exercise | 18,691 | -- | -- | 100% 0 to 18.69K |