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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 15-May-24 4:16 PM View:  | 3M Co. (MMM) | 14-May-24 | Grant | 1,957 | $99.63 | $195,000.00 | 56% 3.48K to 5.43K | |
| 28-Dec-23 6:50 PM View: | Fiserv Inc. (FI) | 27-Dec-23 | Private Sale (Planned) | 1,633 | $132.88 | $216,993.00 | (3%) 49.42K to 47.79K | |
| 30-Jun-23 4:13 PM View: | Fiserv Inc. (FI) | 28-Jun-23 | Payment of Exercise | 3,148 | $122.95 | $387,047.00 | (6%) 52.57K to 49.42K | |
| 10-May-23 11:14 AM View: | 3M Co. (MMM) | 09-May-23 | Grant | 1,808 | $102.34 | $185,000.00 | 115% 1.57K to 3.38K | |
| 24-Feb-23 6:14 PM View: | Fiserv Inc. (FI) | 23-Feb-23 | Payment of Exercise | 2,031 | $116.54 | $236,693.00 | (4%) 54.6K to 52.57K | |
| 24-Feb-23 6:14 PM View: | Fiserv Inc. (FI) | 22-Feb-23 | Grant | 22,547 | -- | -- | 70% 32.06K to 54.6K | |
| 29-Jun-22 4:54 PM View: | Fiserv Inc. (FI) | 28-Jun-22 | Payment of Exercise | 3,179 | $90.62 | $288,081.00 | (9%) 35.24K to 32.06K | |
| 11-May-22 12:22 PM View: | 3M Co. (MMM) | 10-May-22 | Grant Duplicate | 1,214 | $152.38 | $185,000.00 | 426% 0.28K to 1.5K | |
| 25-Feb-22 10:00 PM View: | Fiserv Inc. (FI) | 23-Feb-22 | Grant | 16,739 | -- | -- | 90% 18.5K to 35.24K | |
| 11-Feb-22 10:38 AM View: | 3M Co. (MMM) | 10-Feb-22 | Grant | 282 | -- | -- | 199912% 0 to 0.28K |