BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 563,435 shares; 2021Q1: 560,308 shares; 2021Q2: 553,210 shares; 2021Q3: 562,873 shares; 2021Q4: 555,974 shares; 2022Q1: 558,834 shares 558,834 $197M 20.96% +2,860 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,930,408 shares; 2021Q1: 2,851,838 shares; 2021Q2: 2,847,077 shares; 2021Q3: 2,852,952 shares; 2021Q4: 2,842,411 shares; 2022Q1: 2,911,484 shares 2,911,484 $93.9M 9.98% +69,073 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 2,302,506 shares; 2021Q2: 2,355,315 shares; 2021Q3: 2,401,368 shares; 2021Q4: 2,390,721 shares; 2022Q1: 2,456,246 shares 2,456,246 $90.6M 9.63% +65,525 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 14,400 shares; 2021Q1: 14,200 shares; 2021Q2: 142 shares; 2021Q3: 137 shares; 2021Q4: 128 shares; 2022Q1: 125 shares 125 $66.1M 7.03% -3 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 288,278 shares; 2021Q1: 286,715 shares; 2021Q2: 284,766 shares; 2021Q3: 284,591 shares; 2021Q4: 279,506 shares; 2022Q1: 279,107 shares 279,107 $45.3M 4.81% -399 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 338,317 shares; 2021Q1: 341,191 shares; 2021Q2: 342,996 shares; 2021Q3: 339,983 shares; 2021Q4: 334,626 shares; 2022Q1: 673,889 shares 673,889 $36.3M 3.86% +339,263 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 34,380 shares; 2021Q2: 34,380 shares; 2021Q3: 786,671 shares; 2021Q4: 724,174 shares; 2022Q1: 585,377 shares 585,377 $29.4M 3.13% -138,797 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 688,850 shares; 2021Q1: 649,720 shares; 2021Q2: 637,940 shares; 2021Q3: 623,096 shares; 2021Q4: 596,855 shares; 2022Q1: 594,175 shares 594,175 $27.4M 2.91% -2,680 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 162,992 shares; 2021Q1: 170,753 shares; 2021Q2: 170,156 shares; 2021Q3: 173,953 shares; 2021Q4: 142,667 shares; 2022Q1: 140,622 shares 140,622 $24.6M 2.61% -2,045 Timeline SWEDISH EXPT CR CORP SWEDISH EXPT CR CORP More: the full row for SWEDISH EXPT CR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,670,812 shares; 2021Q1: 4,614,453 shares; 2021Q2: 4,332,062 shares; 2021Q3: 3,700,170 shares; 2021Q4: 3,169,868 shares; 2022Q1: 2,695,869 shares 2,695,869 $23.6M 2.51% -473,999 WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 19,566 shares; 2021Q3: 19,566 shares; 2021Q4: 151,920 shares; 2022Q1: 151,920 shares 151,920 $18.1M 1.92% 0 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 45,321 shares; 2021Q1: 44,813 shares; 2021Q2: 44,150 shares; 2021Q3: 44,123 shares; 2021Q4: 42,203 shares; 2022Q1: 42,456 shares 42,456 $13.1M 1.39% +253 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 44,455 shares; 2021Q1: 45,191 shares; 2021Q2: 44,677 shares; 2021Q3: 44,415 shares; 2021Q4: 42,550 shares; 2022Q1: 41,907 shares 41,907 $10.5M 1.11% -643 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 2,343 shares; 2021Q2: 17,846 shares; 2021Q3: 17,846 shares; 2021Q4: 77,906 shares; 2022Q1: 78,546 shares 78,546 $7.7M 0.82% +640 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 26,729 shares; 2021Q1: 26,240 shares; 2021Q2: 25,370 shares; 2021Q3: 23,694 shares; 2021Q4: 23,389 shares; 2022Q1: 23,328 shares 23,328 $6.68M 0.71% -61 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 31,896 shares; 2021Q1: 35,458 shares; 2021Q2: 35,722 shares; 2021Q3: 42,797 shares; 2021Q4: 42,252 shares; 2022Q1: 41,232 shares 41,232 $6.55M 0.7% -1,020 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 39,318 shares; 2021Q1: 44,764 shares; 2021Q2: 46,070 shares; 2021Q3: 46,270 shares; 2021Q4: 41,289 shares; 2022Q1: 41,329 shares 41,329 $6.32M 0.67% +40 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 73,007 shares; 2021Q1: 85,692 shares; 2021Q2: 132,977 shares; 2021Q3: 91,510 shares; 2021Q4: 71,109 shares; 2022Q1: 62,474 shares 62,474 $6.03M 0.64% -8,635 Timeline OUTSET MEDICAL INC OUTSET MEDICAL INC More: the full row for OUTSET MEDICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 75,946 shares; 2021Q2: 159,496 shares; 2021Q3: 110,823 shares; 2021Q4: 112,611 shares; 2022Q1: 120,893 shares 120,893 $5.49M 0.58% +8,282 JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 35,887 shares; 2021Q1: 41,022 shares; 2021Q2: 41,473 shares; 2021Q3: 40,913 shares; 2021Q4: 39,035 shares; 2022Q1: 39,445 shares 39,445 $5.38M 0.57% +410 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 6,899 shares; 2021Q1: 7,330 shares; 2021Q2: 7,077 shares; 2021Q3: 7,255 shares; 2021Q4: 7,358 shares; 2022Q1: 9,411 shares 9,411 $4.8M 0.51% +2,053 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,335 shares; 2021Q1: 2,057 shares; 2021Q2: 2,212 shares; 2021Q3: 2,262 shares; 2021Q4: 1,582 shares; 2022Q1: 1,372 shares 1,372 $4.47M 0.48% -210 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 19,005 shares; 2021Q1: 17,940 shares; 2021Q2: 20,260 shares; 2021Q3: 22,341 shares; 2021Q4: 16,215 shares; 2022Q1: 31,669 shares 31,669 $4.34M 0.46% +15,454 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 10,148 shares; 2021Q1: 9,812 shares; 2021Q2: 9,748 shares; 2021Q3: 9,694 shares; 2021Q4: 9,177 shares; 2022Q1: 9,317 shares 9,317 $4.23M 0.45% +140 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 28,612 shares; 2021Q1: 11,032 shares; 2021Q2: 9,797 shares; 2021Q3: 9,656 shares; 2021Q4: 9,398 shares; 2022Q1: 9,287 shares 9,287 $4.19M 0.45% -111 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 47,340 shares; 2021Q1: 47,398 shares; 2021Q2: 48,374 shares; 2021Q3: 50,087 shares; 2021Q4: 56,215 shares; 2022Q1: 56,261 shares 56,261 $4.11M 0.44% +46 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 42,319 shares; 2021Q1: 41,610 shares; 2021Q2: 44,835 shares; 2021Q3: 45,582 shares; 2021Q4: 47,031 shares; 2022Q1: 47,800 shares 47,800 $3.92M 0.42% +769 Timeline GEF GREIF INC More: the full row for GREIF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 82,073 shares; 2021Q2: 57,728 shares; 2021Q3: 57,728 shares; 2021Q4: 57,728 shares; 2022Q1: 57,728 shares 57,728 $3.76M 0.4% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 69,810 shares; 2021Q1: 68,414 shares; 2021Q2: 67,497 shares; 2021Q3: 66,306 shares; 2021Q4: 64,962 shares; 2022Q1: 64,151 shares 64,151 $3.58M 0.38% -811 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 19,540 shares; 2021Q1: 18,854 shares; 2021Q2: 18,749 shares; 2021Q3: 19,432 shares; 2021Q4: 20,095 shares; 2022Q1: 18,397 shares 18,397 $2.98M 0.32% -1,698 Timeline CVSA COVISTA INC More: the full row for COVISTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 96,300 shares 96,300 $2.86M 0.3% new Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 10,289 shares; 2021Q1: 11,101 shares; 2021Q2: 12,006 shares; 2021Q3: 17,284 shares; 2021Q4: 21,024 shares; 2022Q1: 15,406 shares 15,406 $2.85M 0.3% -5,618 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,391 shares; 2021Q1: 5,016 shares; 2021Q2: 5,045 shares; 2021Q3: 5,247 shares; 2021Q4: 6,347 shares; 2022Q1: 6,393 shares 6,393 $2.82M 0.3% +46 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 84,824 shares; 2021Q1: 82,420 shares; 2021Q2: 71,843 shares; 2021Q3: 63,637 shares; 2021Q4: 97,353 shares; 2022Q1: 71,963 shares 71,963 $2.76M 0.29% -25,390 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 81,843 shares; 2022Q1: 75,166 shares 75,166 $2.74M 0.29% -6,677 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 6,916 shares; 2021Q1: 7,707 shares; 2021Q2: 7,691 shares; 2021Q3: 8,829 shares; 2021Q4: 8,318 shares; 2022Q1: 9,085 shares 9,085 $2.72M 0.29% +767 Timeline FRME FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 67,088 shares; 2021Q1: 57,098 shares; 2021Q2: 57,159 shares; 2021Q3: 63,094 shares; 2021Q4: 61,731 shares; 2022Q1: 61,791 shares 61,791 $2.57M 0.27% +60 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,343 shares; 2021Q1: 4,515 shares; 2021Q2: 4,992 shares; 2021Q3: 5,061 shares; 2021Q4: 4,413 shares; 2022Q1: 4,449 shares 4,449 $2.56M 0.27% +36 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 14,639 shares; 2021Q1: 13,887 shares; 2021Q2: 12,517 shares; 2021Q3: 12,264 shares; 2021Q4: 12,057 shares; 2022Q1: 12,059 shares 12,059 $2.48M 0.26% +2 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 12,231 shares; 2021Q1: 13,634 shares; 2021Q2: 14,248 shares; 2021Q3: 23,939 shares; 2021Q4: 18,727 shares; 2022Q1: 32,349 shares 32,349 $2.46M 0.26% +13,622 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 9,759 shares; 2021Q2: 16,559 shares; 2021Q3: 17,559 shares; 2021Q4: 21,839 shares; 2022Q1: 20,447 shares 20,447 $2.45M 0.26% -1,392 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 12,682 shares 12,682 $2.39M 0.25% new Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 10,492 shares; 2021Q1: 11,209 shares; 2021Q2: 11,035 shares; 2021Q3: 10,900 shares; 2021Q4: 10,895 shares; 2022Q1: 13,298 shares 13,298 $2.36M 0.25% +2,403 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 86,637 shares; 2021Q1: 87,136 shares; 2021Q2: 93,389 shares; 2021Q3: 91,890 shares; 2021Q4: 89,647 shares; 2022Q1: 97,843 shares 97,843 $2.31M 0.25% +8,196 Timeline PRK PARK NATL CORP More: the full row for PARK NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 17,374 shares; 2021Q3: 17,537 shares; 2021Q4: 17,537 shares; 2022Q1: 17,537 shares 17,537 $2.3M 0.24% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 29,429 shares; 2021Q1: 22,589 shares; 2021Q2: 22,581 shares; 2021Q3: 23,579 shares; 2021Q4: 28,218 shares; 2022Q1: 26,549 shares 26,549 $2.29M 0.24% -1,669 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 23,362 shares; 2021Q1: 24,047 shares; 2021Q2: 24,929 shares; 2021Q3: 19,950 shares; 2021Q4: 21,077 shares; 2022Q1: 22,128 shares 22,128 $2.28M 0.24% +1,051 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 26,773 shares; 2021Q1: 28,352 shares; 2021Q2: 27,757 shares; 2021Q3: 26,031 shares; 2021Q4: 25,763 shares; 2022Q1: 26,463 shares 26,463 $2.19M 0.23% +700 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 27,176 shares; 2021Q1: 27,691 shares; 2021Q2: 28,801 shares; 2021Q3: 32,399 shares; 2021Q4: 34,825 shares; 2022Q1: 31,390 shares 31,390 $2.16M 0.23% -3,435 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 16,920 shares; 2021Q1: 15,797 shares; 2021Q2: 15,698 shares; 2021Q3: 15,453 shares; 2021Q4: 14,810 shares; 2022Q1: 14,293 shares 14,293 $2.13M 0.23% -517 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 30,923 shares 30,923 $2.12M 0.23% new Timeline AGL AGILON HEALTH INC COM (DE) More: the full row for AGILON HEALTH INC COM (DE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 63,813 shares; 2022Q1: 83,678 shares 83,678 $2.12M 0.23% +19,865 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 10,504 shares; 2021Q1: 10,179 shares; 2021Q2: 9,752 shares; 2021Q3: 10,030 shares; 2021Q4: 10,525 shares; 2022Q1: 11,509 shares 11,509 $2.11M 0.22% +984 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 12,082 shares; 2021Q1: 11,555 shares; 2021Q2: 11,699 shares; 2021Q3: 11,623 shares; 2021Q4: 12,083 shares; 2022Q1: 11,261 shares 11,261 $2.11M 0.22% -822 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 45,070 shares; 2021Q1: 46,778 shares; 2021Q2: 44,908 shares; 2021Q3: 44,434 shares; 2021Q4: 43,297 shares; 2022Q1: 42,395 shares 42,395 $2.1M 0.22% -902 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 6,477 shares; 2021Q1: 7,866 shares; 2021Q2: 7,895 shares; 2021Q3: 7,894 shares; 2021Q4: 8,110 shares; 2022Q1: 8,348 shares 8,348 $2.1M 0.22% +238 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 14,524 shares; 2021Q1: 14,489 shares; 2021Q2: 15,622 shares; 2021Q3: 15,385 shares; 2021Q4: 15,204 shares; 2022Q1: 15,576 shares 15,576 $2.1M 0.22% +372 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 7,734 shares; 2021Q1: 6,466 shares; 2021Q2: 5,640 shares; 2021Q3: 6,520 shares; 2021Q4: 5,651 shares; 2022Q1: 5,676 shares 5,676 $2.08M 0.22% +25 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 11,535 shares; 2021Q1: 12,327 shares; 2021Q2: 12,373 shares; 2021Q3: 12,373 shares; 2021Q4: 12,120 shares; 2022Q1: 12,739 shares 12,739 $2.07M 0.22% +619 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 42,285 shares; 2021Q1: 40,400 shares; 2021Q2: 39,909 shares; 2021Q3: 40,416 shares; 2021Q4: 34,057 shares; 2022Q1: 38,602 shares 38,602 $2M 0.21% +4,545 Timeline INTERPUBLIC GROUP COS INTERPUBLIC GROUP COS More: the full row for INTERPUBLIC GROUP COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 55,020 shares; 2021Q4: 55,289 shares; 2022Q1: 56,104 shares 56,104 $1.99M 0.21% +815 NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 44,997 shares; 2021Q4: 54,685 shares; 2022Q1: 51,460 shares 51,460 $1.97M 0.21% -3,225 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 20,315 shares; 2021Q1: 20,994 shares; 2021Q2: 23,593 shares; 2021Q3: 29,862 shares; 2021Q4: 15,293 shares; 2022Q1: 17,724 shares 17,724 $1.94M 0.21% +2,431 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 25,558 shares; 2021Q1: 26,455 shares; 2021Q2: 26,475 shares; 2021Q3: 26,186 shares; 2021Q4: 23,632 shares; 2022Q1: 21,292 shares 21,292 $1.94M 0.21% -2,340 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 8,550 shares; 2021Q1: 8,298 shares; 2021Q2: 8,155 shares; 2021Q3: 8,041 shares; 2021Q4: 7,962 shares; 2022Q1: 7,763 shares 7,763 $1.92M 0.2% -199 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 5,329 shares; 2021Q1: 5,423 shares; 2021Q2: 5,452 shares; 2021Q3: 5,419 shares; 2021Q4: 5,372 shares; 2022Q1: 5,587 shares 5,587 $1.89M 0.2% +215 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,921 shares; 2021Q1: 5,306 shares; 2021Q2: 5,241 shares; 2021Q3: 4,941 shares; 2021Q4: 4,861 shares; 2022Q1: 4,797 shares 4,797 $1.87M 0.2% -64 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,150 shares; 2021Q1: 3,374 shares; 2021Q2: 3,424 shares; 2021Q3: 3,482 shares; 2021Q4: 3,418 shares; 2022Q1: 4,019 shares 4,019 $1.83M 0.19% +601 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 18,994 shares; 2021Q1: 41,904 shares; 2021Q2: 42,669 shares; 2021Q3: 36,066 shares; 2021Q4: 36,594 shares; 2022Q1: 36,256 shares 36,256 $1.82M 0.19% -338 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,854 shares; 2021Q1: 4,826 shares; 2021Q2: 4,613 shares; 2021Q3: 4,170 shares; 2021Q4: 3,542 shares; 2022Q1: 3,754 shares 3,754 $1.8M 0.19% +212 Timeline BLACKROCK INC BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,500 shares; 2021Q1: 2,282 shares; 2021Q2: 2,279 shares; 2021Q3: 2,286 shares; 2021Q4: 2,263 shares; 2022Q1: 2,327 shares 2,327 $1.78M 0.19% +64 ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 7,500 shares; 2021Q1: 7,755 shares; 2021Q2: 7,797 shares; 2021Q3: 8,211 shares; 2021Q4: 8,266 shares; 2022Q1: 8,378 shares 8,378 $1.75M 0.19% +112 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 21,435 shares; 2021Q1: 21,115 shares; 2021Q2: 20,813 shares; 2021Q3: 20,713 shares; 2021Q4: 20,340 shares; 2022Q1: 20,340 shares 20,340 $1.72M 0.18% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 14,490 shares; 2021Q1: 13,600 shares; 2021Q2: 13,578 shares; 2021Q3: 13,404 shares; 2021Q4: 12,553 shares; 2022Q1: 12,397 shares 12,397 $1.7M 0.18% -156 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 5,429 shares; 2022Q1: 5,594 shares 5,594 $1.67M 0.18% +165 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 41,856 shares; 2021Q2: 42,187 shares; 2021Q3: 44,443 shares; 2021Q4: 43,382 shares; 2022Q1: 44,076 shares 44,076 $1.67M 0.18% +694 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 10,569 shares; 2021Q1: 10,615 shares; 2021Q2: 8,849 shares; 2021Q3: 9,062 shares; 2021Q4: 9,053 shares; 2022Q1: 9,247 shares 9,247 $1.65M 0.18% +194 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 20,611 shares; 2021Q1: 20,876 shares; 2021Q2: 21,505 shares; 2021Q3: 22,326 shares; 2021Q4: 25,505 shares; 2022Q1: 26,235 shares 26,235 $1.65M 0.18% +730 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 5,513 shares; 2021Q1: 6,167 shares; 2021Q2: 6,269 shares; 2021Q3: 6,244 shares; 2021Q4: 5,930 shares; 2022Q1: 5,930 shares 5,930 $1.65M 0.17% 0 Timeline LPX LOUISIANA PAC CORP More: the full row for LOUISIANA PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 26,162 shares 26,162 $1.62M 0.17% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 9,743 shares; 2021Q1: 8,912 shares; 2021Q2: 10,188 shares; 2021Q3: 10,590 shares; 2021Q4: 10,095 shares; 2022Q1: 10,301 shares 10,301 $1.57M 0.17% +206 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 57,171 shares; 2021Q1: 57,998 shares; 2021Q2: 27,172 shares; 2021Q3: 25,925 shares; 2021Q4: 24,578 shares; 2022Q1: 24,425 shares 24,425 $1.51M 0.16% -153 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 10,507 shares; 2021Q1: 10,488 shares; 2021Q2: 9,521 shares; 2021Q3: 9,199 shares; 2021Q4: 9,200 shares; 2022Q1: 10,013 shares 10,013 $1.51M 0.16% +813 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 622 shares; 2021Q1: 648 shares; 2021Q2: 646 shares; 2021Q3: 650 shares; 2021Q4: 459 shares; 2022Q1: 539 shares 539 $1.5M 0.16% +80 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 13,161 shares; 2021Q1: 15,841 shares; 2021Q2: 17,103 shares; 2021Q3: 15,386 shares; 2021Q4: 21,307 shares; 2022Q1: 18,904 shares 18,904 $1.45M 0.15% -2,403 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 14,517 shares; 2021Q1: 12,145 shares; 2021Q2: 12,813 shares; 2021Q3: 13,420 shares; 2021Q4: 13,053 shares; 2022Q1: 13,083 shares 13,083 $1.41M 0.15% +30 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 5,525 shares; 2021Q1: 6,203 shares; 2021Q2: 5,854 shares; 2021Q3: 5,779 shares; 2021Q4: 5,364 shares; 2022Q1: 8,276 shares 8,276 $1.39M 0.15% +2,912 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,275 shares; 2021Q1: 2,737 shares; 2021Q2: 2,851 shares; 2021Q3: 2,830 shares; 2021Q4: 3,383 shares; 2022Q1: 3,274 shares 3,274 $1.36M 0.14% -109 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 967 shares; 2021Q1: 967 shares; 2021Q2: 967 shares; 2021Q3: 967 shares; 2021Q4: 951 shares; 2022Q1: 951 shares 951 $1.31M 0.14% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 848 shares; 2021Q1: 976 shares; 2021Q2: 654 shares; 2021Q3: 689 shares; 2021Q4: 536 shares; 2022Q1: 438 shares 438 $1.22M 0.13% -98 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 968 shares; 2021Q1: 1,618 shares; 2021Q2: 1,724 shares; 2021Q3: 6,977 shares; 2021Q4: 6,065 shares; 2022Q1: 4,340 shares 4,340 $1.18M 0.13% -1,725 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 12,629 shares; 2021Q3: 13,176 shares; 2021Q4: 13,053 shares; 2022Q1: 14,469 shares 14,469 $1.17M 0.12% +1,416 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 8,575 shares; 2021Q1: 11,246 shares; 2021Q2: 10,709 shares; 2021Q3: 10,709 shares; 2021Q4: 10,207 shares; 2022Q1: 13,696 shares 13,696 $1.13M 0.12% +3,489 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 7,324 shares; 2021Q1: 7,236 shares; 2021Q2: 8,841 shares; 2021Q3: 8,858 shares; 2021Q4: 8,924 shares; 2022Q1: 8,929 shares 8,929 $1.11M 0.12% +5 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,623 shares; 2021Q1: 7,046 shares; 2021Q2: 7,356 shares; 2021Q3: 3,217 shares; 2021Q4: 9,004 shares; 2022Q1: 12,586 shares 12,586 $1.11M 0.12% +3,582 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 19,192 shares; 2021Q1: 18,208 shares; 2021Q2: 18,555 shares; 2021Q3: 18,112 shares; 2021Q4: 17,071 shares; 2022Q1: 22,411 shares 22,411 $1.09M 0.12% +5,340 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 9,346 shares; 2021Q3: 14,794 shares; 2021Q4: 8,258 shares; 2022Q1: 14,571 shares 14,571 $1.08M 0.12% +6,313 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 15,361 shares; 2021Q1: 15,304 shares; 2021Q2: 12,354 shares; 2021Q3: 10,715 shares; 2021Q4: 10,353 shares; 2022Q1: 10,353 shares 10,353 $1.04M 0.11% 0 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 9,427 shares; 2021Q1: 9,427 shares; 2021Q2: 9,427 shares; 2021Q3: 9,427 shares; 2021Q4: 9,427 shares; 2022Q1: 9,598 shares 9,598 $1.03M 0.11% +171 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 92,992 shares; 2021Q1: 77,266 shares; 2021Q2: 76,966 shares; 2021Q3: 75,467 shares; 2021Q4: 69,677 shares; 2022Q1: 70,054 shares 70,054 $1.02M 0.11% +377 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,975 shares; 2021Q1: 5,649 shares; 2021Q2: 5,637 shares; 2021Q3: 5,862 shares; 2021Q4: 5,991 shares; 2022Q1: 5,991 shares 5,991 $1.02M 0.11% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 7,724 shares; 2021Q1: 8,177 shares; 2021Q2: 8,206 shares; 2021Q3: 8,063 shares; 2021Q4: 7,480 shares; 2022Q1: 7,627 shares 7,627 $992K 0.11% +147 Timeline OVBC OHIO VY BANC CORP More: the full row for OHIO VY BANC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 30,895 shares; 2021Q1: 30,895 shares; 2021Q2: 30,895 shares; 2021Q3: 30,895 shares; 2021Q4: 30,895 shares; 2022Q1: 30,901 shares 30,901 $933K 0.1% +6 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,371 shares; 2021Q1: 1,310 shares; 2021Q2: 1,295 shares; 2021Q3: 1,271 shares; 2021Q4: 1,261 shares; 2022Q1: 6,213 shares 6,213 $925K 0.1% +4,952 Timeline PREMIER FINANCIAL CORP PREMIER FINANCIAL CORP More: the full row for PREMIER FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 30,254 shares 30,254 $918K 0.1% new MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,931 shares; 2021Q1: 1,914 shares; 2021Q2: 1,920 shares; 2021Q3: 1,867 shares; 2021Q4: 1,767 shares; 2022Q1: 1,814 shares 1,814 $912K 0.1% +47 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,788 shares; 2021Q1: 5,542 shares; 2021Q2: 5,320 shares; 2021Q3: 5,429 shares; 2021Q4: 5,155 shares; 2022Q1: 5,166 shares 5,166 $909K 0.1% +11 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 6,017 shares; 2021Q1: 5,795 shares; 2021Q2: 4,942 shares; 2021Q3: 5,005 shares; 2021Q4: 4,973 shares; 2022Q1: 5,105 shares 5,105 $888K 0.09% +132 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 7,093 shares; 2021Q1: 7,293 shares; 2021Q2: 7,293 shares; 2021Q3: 6,442 shares; 2021Q4: 6,512 shares; 2022Q1: 6,512 shares 6,512 $885K 0.09% 0 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 13,435 shares; 2021Q1: 14,165 shares; 2021Q2: 14,855 shares; 2021Q3: 21,497 shares; 2021Q4: 16,977 shares; 2022Q1: 17,823 shares 17,823 $861K 0.09% +846 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 7,843 shares; 2021Q1: 5,822 shares; 2021Q2: 6,155 shares; 2021Q3: 5,052 shares; 2021Q4: 5,352 shares; 2022Q1: 4,599 shares 4,599 $845K 0.09% -753 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 6,476 shares; 2021Q1: 3,973 shares; 2021Q2: 3,884 shares; 2021Q3: 3,582 shares; 2021Q4: 3,623 shares; 2022Q1: 3,736 shares 3,736 $829K 0.09% +113 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 8,409 shares; 2021Q2: 8,259 shares; 2021Q3: 8,259 shares; 2021Q4: 8,242 shares; 2022Q1: 8,262 shares 8,262 $819K 0.09% +20 Timeline WOR WORTHINGTON ENTERPRISES INC More: the full row for WORTHINGTON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 11,283 shares; 2021Q1: 14,826 shares; 2021Q2: 14,826 shares; 2021Q3: 14,826 shares; 2021Q4: 14,726 shares; 2022Q1: 15,870 shares 15,870 $816K 0.09% +1,144 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 11,856 shares; 2021Q1: 13,168 shares; 2021Q2: 12,141 shares; 2021Q3: 13,402 shares; 2021Q4: 15,647 shares; 2022Q1: 14,018 shares 14,018 $779K 0.08% -1,629 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 71,126 shares; 2021Q1: 14,218 shares; 2021Q2: 13,461 shares; 2021Q3: 10,866 shares; 2021Q4: 10,208 shares; 2022Q1: 10,310 shares 10,310 $759K 0.08% +102 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,705 shares; 2021Q1: 1,779 shares; 2021Q2: 1,815 shares; 2021Q3: 1,843 shares; 2021Q4: 1,814 shares; 2022Q1: 1,863 shares 1,863 $758K 0.08% +49 Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 39,303 shares 39,303 $750K 0.08% new Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,905 shares; 2021Q1: 4,592 shares; 2021Q2: 4,320 shares; 2021Q3: 4,361 shares; 2021Q4: 4,175 shares; 2022Q1: 4,133 shares 4,133 $747K 0.08% -42 Timeline SRPT SAREPTA THERAPEUTICS INC More: the full row for SAREPTA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 13,886 shares; 2021Q1: 4,599 shares; 2021Q2: 4,493 shares; 2021Q3: 10,021 shares; 2021Q4: 3,780 shares; 2022Q1: 9,511 shares 9,511 $743K 0.08% +5,731 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 11,574 shares; 2021Q2: 11,574 shares; 2021Q3: 11,574 shares; 2021Q4: 11,574 shares; 2022Q1: 11,574 shares 11,574 $664K 0.07% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,375 shares; 2021Q1: 1,873 shares; 2021Q2: 1,851 shares; 2021Q3: 1,827 shares; 2021Q4: 1,607 shares; 2022Q1: 2,614 shares 2,614 $581K 0.06% +1,007 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 13,727 shares 13,727 $573K 0.06% new Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 4,575 shares; 2021Q2: 5,498 shares; 2021Q3: 6,213 shares; 2021Q4: 7,832 shares; 2022Q1: 9,776 shares 9,776 $572K 0.06% +1,944 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 5,500 shares; 2021Q2: 5,500 shares; 2021Q3: 5,500 shares; 2021Q4: 5,500 shares; 2022Q1: 5,584 shares 5,584 $566K 0.06% +84 Timeline GEF-B GREIF INC More: the full row for GREIF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 8,592 shares; 2021Q3: 8,592 shares; 2021Q4: 8,592 shares; 2022Q1: 8,592 shares 8,592 $548K 0.06% 0 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 2,015 shares; 2021Q2: 8,981 shares; 2021Q3: 5,660 shares; 2021Q4: 6,703 shares; 2022Q1: 11,256 shares 11,256 $533K 0.06% +4,553 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,985 shares; 2021Q1: 1,985 shares; 2021Q2: 11,910 shares; 2021Q3: 11,910 shares; 2021Q4: 11,910 shares; 2022Q1: 11,910 shares 11,910 $526K 0.06% 0 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,605 shares; 2021Q1: 2,559 shares; 2021Q2: 2,559 shares; 2021Q3: 2,559 shares; 2021Q4: 2,559 shares; 2022Q1: 2,559 shares 2,559 $520K 0.06% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,944 shares; 2021Q1: 4,550 shares; 2021Q2: 3,896 shares; 2021Q3: 3,895 shares; 2021Q4: 3,510 shares; 2022Q1: 3,510 shares 3,510 $519K 0.06% 0 Timeline WEN WENDYS CO More: the full row for WENDYS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 28,023 shares; 2021Q1: 28,028 shares; 2021Q2: 23,028 shares; 2021Q3: 23,023 shares; 2021Q4: 23,023 shares; 2022Q1: 23,023 shares 23,023 $506K 0.05% 0 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 15,949 shares; 2021Q1: 15,366 shares; 2021Q2: 15,369 shares; 2021Q3: 14,833 shares; 2021Q4: 14,109 shares; 2022Q1: 13,837 shares 13,837 $502K 0.05% -272 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,970 shares; 2021Q1: 4,970 shares; 2021Q2: 5,035 shares; 2021Q3: 5,035 shares; 2021Q4: 2,035 shares; 2022Q1: 2,035 shares 2,035 $492K 0.05% 0 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 8,983 shares; 2021Q1: 9,100 shares; 2021Q2: 9,196 shares; 2021Q3: 9,202 shares; 2021Q4: 9,208 shares; 2022Q1: 9,214 shares 9,214 $492K 0.05% +6 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,176 shares; 2021Q1: 3,730 shares; 2021Q2: 3,707 shares; 2021Q3: 3,935 shares; 2021Q4: 3,926 shares; 2022Q1: 3,926 shares 3,926 $465K 0.05% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,135 shares; 2021Q1: 3,135 shares; 2021Q2: 3,135 shares; 2021Q3: 3,135 shares; 2021Q4: 2,565 shares; 2022Q1: 3,871 shares 3,871 $459K 0.05% +1,306 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 22,366 shares; 2021Q1: 10,603 shares; 2021Q2: 10,608 shares; 2021Q3: 10,615 shares; 2021Q4: 10,978 shares; 2022Q1: 10,902 shares 10,902 $449K 0.05% -76 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 1,250 shares; 2021Q2: 1,157 shares; 2021Q3: 1,207 shares; 2021Q4: 1,578 shares; 2022Q1: 1,578 shares 1,578 $431K 0.05% 0 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,591 shares; 2021Q1: 3,235 shares; 2021Q2: 3,214 shares; 2021Q3: 3,214 shares; 2021Q4: 5,769 shares; 2022Q1: 5,011 shares 5,011 $431K 0.05% -758 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 3,559 shares; 2022Q1: 5,762 shares 5,762 $425K 0.05% +2,203 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 1,661 shares; 2022Q1: 1,966 shares 1,966 $422K 0.04% +305 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 3,601 shares; 2022Q1: 3,601 shares 3,601 $419K 0.04% 0 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,838 shares; 2021Q1: 8,956 shares; 2021Q2: 10,341 shares; 2021Q3: 9,895 shares; 2021Q4: 8,776 shares; 2022Q1: 8,670 shares 8,670 $416K 0.04% -106 Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,000 shares; 2021Q1: 2,250 shares; 2021Q2: 2,250 shares; 2021Q3: 2,000 shares; 2021Q4: 2,000 shares; 2022Q1: 2,200 shares 2,200 $414K 0.04% +200 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,738 shares; 2021Q1: 5,225 shares; 2021Q2: 10,587 shares; 2021Q3: 8,716 shares; 2021Q4: 8,914 shares; 2022Q1: 8,914 shares 8,914 $411K 0.04% 0 Timeline DUSA DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 14,253 shares; 2021Q1: 14,253 shares; 2021Q2: 12,708 shares; 2021Q3: 12,708 shares; 2021Q4: 12,419 shares; 2022Q1: 12,419 shares 12,419 $410K 0.04% 0 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 2,514 shares; 2021Q2: 2,294 shares; 2021Q3: 2,955 shares; 2021Q4: not reported; 2022Q1: 1,780 shares 1,780 $405K 0.04% new Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 4,964 shares; 2021Q2: 6,651 shares; 2021Q3: 6,651 shares; 2021Q4: 6,651 shares; 2022Q1: 6,651 shares 6,651 $387K 0.04% 0 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,338 shares; 2021Q1: 3,038 shares; 2021Q2: 3,037 shares; 2021Q3: 3,037 shares; 2021Q4: 3,137 shares; 2022Q1: 3,137 shares 3,137 $386K 0.04% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,076 shares; 2021Q1: 3,927 shares; 2021Q2: 3,698 shares; 2021Q3: 3,907 shares; 2021Q4: 3,826 shares; 2022Q1: 3,838 shares 3,838 $383K 0.04% +12 Timeline EQL ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,500 shares; 2021Q1: 3,500 shares; 2021Q2: 3,500 shares; 2021Q3: 3,500 shares; 2021Q4: 3,500 shares; 2022Q1: 3,500 shares 3,500 $381K 0.04% 0 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 710,212 shares; 2021Q1: 683,243 shares; 2021Q2: 674,324 shares; 2021Q3: 18,038 shares; 2021Q4: 4,417 shares; 2022Q1: 3,532 shares 3,532 $378K 0.04% -885 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,560 shares; 2021Q1: 2,060 shares; 2021Q2: 2,060 shares; 2021Q3: 1,060 shares; 2021Q4: 1,060 shares; 2022Q1: 1,060 shares 1,060 $362K 0.04% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 7,477 shares; 2021Q1: 7,826 shares; 2021Q2: 7,652 shares; 2021Q3: 8,129 shares; 2021Q4: 6,667 shares; 2022Q1: 7,095 shares 7,095 $361K 0.04% +428 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 6,560 shares; 2021Q3: 7,245 shares; 2021Q4: 11,253 shares; 2022Q1: 12,835 shares 12,835 $356K 0.04% +1,582 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 6,046 shares; 2021Q1: 5,972 shares; 2021Q2: 5,095 shares; 2021Q3: 5,116 shares; 2021Q4: 4,899 shares; 2022Q1: 4,972 shares 4,972 $355K 0.04% +73 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 905 shares; 2021Q1: 930 shares; 2021Q2: 930 shares; 2021Q3: 926 shares; 2021Q4: 968 shares; 2022Q1: 976 shares 976 $354K 0.04% +8 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 1,237 shares; 2021Q2: 1,222 shares; 2021Q3: 1,222 shares; 2021Q4: 1,242 shares; 2022Q1: 1,202 shares 1,202 $353K 0.04% -40 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 13,610 shares; 2021Q3: 10,202 shares; 2021Q4: 10,202 shares; 2022Q1: 10,202 shares 10,202 $350K 0.04% 0 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,650 shares; 2021Q1: 2,650 shares; 2021Q2: 2,650 shares; 2021Q3: 2,650 shares; 2021Q4: 2,650 shares; 2022Q1: 5,300 shares 5,300 $348K 0.04% +2,650 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,301 shares; 2021Q1: 1,301 shares; 2021Q2: 1,301 shares; 2021Q3: 1,301 shares; 2021Q4: 1,301 shares; 2022Q1: 1,301 shares 1,301 $341K 0.04% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,460 shares; 2021Q1: 1,460 shares; 2021Q2: 1,322 shares; 2021Q3: 1,322 shares; 2021Q4: 1,312 shares; 2022Q1: 1,312 shares 1,312 $336K 0.04% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 4,158 shares 4,158 $331K 0.04% new Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 8,129 shares; 2021Q1: 11,027 shares; 2021Q2: 10,043 shares; 2021Q3: 10,568 shares; 2021Q4: 7,435 shares; 2022Q1: 7,303 shares 7,303 $330K 0.04% -132 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 1,892 shares; 2022Q1: 1,892 shares 1,892 $330K 0.04% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 4,295 shares 4,295 $328K 0.03% new Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 1,277 shares; 2021Q2: 1,077 shares; 2021Q3: 1,137 shares; 2021Q4: 1,510 shares; 2022Q1: 1,540 shares 1,540 $327K 0.03% +30 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,927 shares; 2021Q1: 1,927 shares; 2021Q2: 1,842 shares; 2021Q3: 1,842 shares; 2021Q4: 1,842 shares; 2022Q1: 1,842 shares 1,842 $306K 0.03% 0 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 4,859 shares; 2021Q2: 4,859 shares; 2021Q3: 4,859 shares; 2021Q4: 4,859 shares; 2022Q1: 4,859 shares 4,859 $305K 0.03% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 863 shares; 2021Q1: 1,328 shares; 2021Q2: 1,116 shares; 2021Q3: 1,116 shares; 2021Q4: 1,116 shares; 2022Q1: 1,116 shares 1,116 $298K 0.03% 0 Timeline FFBC 1ST FINL BANCORP More: the full row for 1ST FINL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 13,479 shares; 2021Q1: 12,879 shares; 2021Q2: 12,879 shares; 2021Q3: 12,879 shares; 2021Q4: 12,879 shares; 2022Q1: 12,879 shares 12,879 $297K 0.03% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 809 shares; 2021Q2: 781 shares; 2021Q3: 781 shares; 2021Q4: 917 shares; 2022Q1: 876 shares 876 $295K 0.03% -41 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 2,380 shares; 2021Q3: 2,380 shares; 2021Q4: 2,368 shares; 2022Q1: 2,368 shares 2,368 $293K 0.03% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 771 shares; 2021Q2: 771 shares; 2021Q3: not reported; 2021Q4: 771 shares; 2022Q1: 1,021 shares 1,021 $291K 0.03% +250 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 1,591 shares 1,591 $291K 0.03% new Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 920 shares; 2021Q1: 716 shares; 2021Q2: 716 shares; 2021Q3: 714 shares; 2021Q4: 706 shares; 2022Q1: 734 shares 734 $275K 0.03% +28 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,010 shares; 2021Q1: 1,010 shares; 2021Q2: 1,010 shares; 2021Q3: 1,010 shares; 2021Q4: 1,010 shares; 2022Q1: 1,010 shares 1,010 $275K 0.03% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 28,065 shares; 2021Q3: 3,377 shares; 2021Q4: 2,870 shares; 2022Q1: 2,986 shares 2,986 $273K 0.03% +116 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 418 shares; 2021Q1: 406 shares; 2021Q2: 696 shares; 2021Q3: 396 shares; 2021Q4: 395 shares; 2022Q1: 395 shares 395 $267K 0.03% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 6,090 shares; 2021Q1: 5,673 shares; 2021Q2: 5,534 shares; 2021Q3: 5,484 shares; 2021Q4: 5,077 shares; 2022Q1: 4,961 shares 4,961 $265K 0.03% -116 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,332 shares; 2021Q1: 2,036 shares; 2021Q2: 2,036 shares; 2021Q3: 2,036 shares; 2021Q4: 2,036 shares; 2022Q1: 2,036 shares 2,036 $261K 0.03% 0 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 17,449 shares; 2021Q1: 16,911 shares; 2021Q2: 16,914 shares; 2021Q3: 16,379 shares; 2021Q4: 16,002 shares; 2022Q1: 15,536 shares 15,536 $260K 0.03% -466 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 635 shares; 2021Q1: 827 shares; 2021Q2: 426 shares; 2021Q3: 426 shares; 2021Q4: 378 shares; 2022Q1: 239 shares 239 $258K 0.03% -139 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 9,771 shares; 2021Q1: 2,256 shares; 2021Q2: 2,137 shares; 2021Q3: 2,137 shares; 2021Q4: 2,087 shares; 2022Q1: 2,087 shares 2,087 $257K 0.03% 0 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 5,281 shares; 2022Q1: 6,929 shares 6,929 $255K 0.03% +1,648 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,050 shares; 2021Q1: 1,050 shares; 2021Q2: 1,050 shares; 2021Q3: 1,050 shares; 2021Q4: 1,050 shares; 2022Q1: 1,050 shares 1,050 $251K 0.03% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 5,899 shares; 2021Q1: 4,426 shares; 2021Q2: 4,426 shares; 2021Q3: 4,426 shares; 2021Q4: 4,426 shares; 2022Q1: 4,399 shares 4,399 $249K 0.03% -27 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 598 shares; 2021Q2: 598 shares; 2021Q3: 598 shares; 2021Q4: 598 shares; 2022Q1: 598 shares 598 $248K 0.03% 0 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 1,307 shares 1,307 $248K 0.03% new Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 1,254 shares; 2021Q2: 1,254 shares; 2021Q3: 1,254 shares; 2021Q4: 1,081 shares; 2022Q1: 1,081 shares 1,081 $246K 0.03% 0 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,992 shares; 2021Q1: 4,867 shares; 2021Q2: 4,707 shares; 2021Q3: 4,707 shares; 2021Q4: 4,577 shares; 2022Q1: 5,235 shares 5,235 $239K 0.03% +658 CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,948 shares; 2021Q1: 7,823 shares; 2021Q2: 5,238 shares; 2021Q3: 5,375 shares; 2021Q4: 5,160 shares; 2022Q1: 5,087 shares 5,087 $238K 0.03% -73 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 671 shares; 2021Q1: 676 shares; 2021Q2: 676 shares; 2021Q3: 671 shares; 2021Q4: 666 shares; 2022Q1: 666 shares 666 $231K 0.02% 0 Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 11,780 shares 11,780 $231K 0.02% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 396 shares; 2021Q1: 2,911 shares; 2021Q2: 2,911 shares; 2021Q3: 2,785 shares; 2021Q4: 1,327 shares; 2022Q1: 763 shares 763 $230K 0.02% -564 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 701 shares; 2021Q3: 701 shares; 2021Q4: 788 shares; 2022Q1: 788 shares 788 $227K 0.02% 0 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 1,280 shares; 2022Q1: 1,280 shares 1,280 $223K 0.02% 0 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 7,692 shares; 2021Q3: 2,078 shares; 2021Q4: 2,078 shares; 2022Q1: 4,156 shares 4,156 $222K 0.02% +2,078 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,559 shares; 2021Q1: 1,503 shares; 2021Q2: 7,180 shares; 2021Q3: 1,076 shares; 2021Q4: 1,030 shares; 2022Q1: 1,155 shares 1,155 $221K 0.02% +125 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 1,630 shares; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 1,245 shares; 2022Q1: 1,395 shares 1,395 $221K 0.02% +150 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,618 shares; 2021Q1: 1,618 shares; 2021Q2: 1,618 shares; 2021Q3: 1,618 shares; 2021Q4: 1,618 shares; 2022Q1: 1,618 shares 1,618 $221K 0.02% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 3,687 shares 3,687 $220K 0.02% new Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 3,264 shares 3,264 $217K 0.02% new Timeline HOMB HOME BANCSHARES INC More: the full row for HOME BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 9,566 shares; 2021Q2: 9,566 shares; 2021Q3: 9,566 shares; 2021Q4: 9,566 shares; 2022Q1: 9,566 shares 9,566 $216K 0.02% 0 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 7,262 shares; 2021Q1: 7,262 shares; 2021Q2: 7,262 shares; 2021Q3: 7,282 shares; 2021Q4: 4,942 shares; 2022Q1: 4,942 shares 4,942 $213K 0.02% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 2,077 shares 2,077 $211K 0.02% new Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 1,849 shares; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 1,588 shares 1,588 $210K 0.02% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 543 shares; 2021Q2: 543 shares; 2021Q3: 543 shares; 2021Q4: 345 shares; 2022Q1: 377 shares 377 $210K 0.02% +32 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 3,947 shares; 2021Q2: 3,947 shares; 2021Q3: 4,404 shares; 2021Q4: 3,947 shares; 2022Q1: 3,947 shares 3,947 $210K 0.02% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 4,746 shares; 2021Q2: 3,360 shares; 2021Q3: 3,464 shares; 2021Q4: not reported; 2022Q1: 2,402 shares 2,402 $203K 0.02% new Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 18,637 shares; 2021Q1: 17,637 shares; 2021Q2: 17,637 shares; 2021Q3: 17,637 shares; 2021Q4: 17,637 shares; 2022Q1: 17,637 shares 17,637 $197K 0.02% 0 Timeline GSM FERROGLOBE PLC More: the full row for FERROGLOBE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 20,636 shares; 2021Q1: 20,636 shares; 2021Q2: 20,636 shares; 2021Q3: 20,636 shares; 2021Q4: 20,636 shares; 2022Q1: 20,636 shares 20,636 $159K 0.02% 0 Timeline UPHEALTH INC UPHEALTH INC More: the full row for UPHEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 132,980 shares 132,980 $157K 0.02% new WHEELS UP EXPERIENCE I F WHEELS UP EXPERIENCE I F More: the full row for WHEELS UP EXPERIENCE I F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 29,952 shares 29,952 $93K 0.01% new RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 10,000 shares; 2022Q1: 10,000 shares 10,000 $46K <0.01% 0 Timeline DRIVE SHACK INC DRIVE SHACK INC More: the full row for DRIVE SHACK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 17,500 shares; 2021Q1: 23,700 shares; 2021Q2: 23,700 shares; 2021Q3: 23,700 shares; 2021Q4: 23,700 shares; 2022Q1: 23,700 shares 23,700 $36K <0.01% 0