MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 403,643 shares; 2020Q1: 431,438 shares; 2020Q2: 430,383 shares; 2020Q3: 344,638 shares; 2020Q4: 341,359 shares 341,359 $75.9M 5.8% -3,279 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 451,761 shares; 2020Q1: 453,048 shares; 2020Q2: 448,976 shares; 2020Q3: 376,120 shares; 2020Q4: 377,022 shares 377,022 $59.3M 4.53% +902 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 35,257 shares; 2020Q1: 35,120 shares; 2020Q2: 37,221 shares; 2020Q3: 30,385 shares; 2020Q4: 30,287 shares 30,287 $53.1M 4.05% -98 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 379,840 shares; 2020Q1: 380,802 shares; 2020Q2: 377,058 shares; 2020Q3: 305,628 shares; 2020Q4: 306,121 shares 306,121 $49.1M 3.75% +493 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 214,877 shares; 2020Q1: 224,959 shares; 2020Q2: 227,468 shares; 2020Q3: 182,645 shares; 2020Q4: 180,723 shares 180,723 $46.9M 3.58% -1,922 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 38,846 shares; 2020Q1: 111,440 shares; 2020Q2: 111,598 shares; 2020Q3: 348,449 shares; 2020Q4: 351,269 shares 351,269 $46.6M 3.56% +2,820 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 219,896 shares; 2020Q1: 218,252 shares; 2020Q2: 215,401 shares; 2020Q3: 175,834 shares; 2020Q4: 175,717 shares 175,717 $45.9M 3.5% -117 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 403,737 shares; 2020Q1: 404,057 shares; 2020Q2: 397,765 shares; 2020Q3: 322,876 shares; 2020Q4: 323,232 shares 323,232 $45M 3.43% +356 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 310,328 shares; 2020Q1: 535,813 shares; 2020Q2: 531,024 shares; 2020Q3: 421,361 shares; 2020Q4: 417,184 shares 417,184 $44.6M 3.41% -4,177 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 102,822 shares; 2020Q1: 108,228 shares; 2020Q2: 106,593 shares; 2020Q3: 171,858 shares; 2020Q4: 171,616 shares 171,616 $42.9M 3.28% -242 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: 398,821 shares; 2020Q2: 899,852 shares; 2020Q3: 721,091 shares; 2020Q4: 718,091 shares 718,091 $42M 3.21% -3,000 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 633,884 shares; 2020Q1: 636,028 shares; 2020Q2: 625,394 shares; 2020Q3: 516,407 shares; 2020Q4: 581,738 shares 581,738 $39.7M 3.03% +65,331 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 312,237 shares; 2020Q1: 309,565 shares; 2020Q2: 264,629 shares; 2020Q3: 210,229 shares; 2020Q4: 207,367 shares 207,367 $37.6M 2.87% -2,862 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 173,921 shares; 2020Q1: 173,833 shares; 2020Q2: 171,686 shares; 2020Q3: 138,428 shares; 2020Q4: 136,730 shares 136,730 $37.3M 2.85% -1,698 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 427,569 shares; 2020Q1: 423,663 shares; 2020Q2: 417,980 shares; 2020Q3: 337,898 shares; 2020Q4: 337,381 shares 337,381 $36.9M 2.82% -517 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 291,327 shares; 2020Q1: 301,507 shares; 2020Q2: 299,574 shares; 2020Q3: 246,806 shares; 2020Q4: 246,722 shares 246,722 $36.6M 2.79% -84 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 230,949 shares; 2020Q1: 234,676 shares; 2020Q2: 234,013 shares; 2020Q3: 188,164 shares; 2020Q4: 189,705 shares 189,705 $33.2M 2.53% +1,541 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 169,507 shares; 2020Q1: 169,649 shares; 2020Q2: 167,103 shares; 2020Q3: 133,439 shares; 2020Q4: 133,073 shares 133,073 $32.6M 2.49% -366 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 752,001 shares; 2020Q1: 750,450 shares; 2020Q2: 736,010 shares; 2020Q3: 574,117 shares; 2020Q4: 573,542 shares 573,542 $32M 2.45% -575 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 152,886 shares; 2020Q1: 153,030 shares; 2020Q2: 150,838 shares; 2020Q3: 119,414 shares; 2020Q4: 119,302 shares 119,302 $31.5M 2.4% -112 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 249,347 shares; 2020Q1: 247,284 shares; 2020Q2: 246,568 shares; 2020Q3: 195,200 shares; 2020Q4: 195,576 shares 195,576 $29.1M 2.23% +376 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 793,579 shares; 2020Q1: 795,220 shares; 2020Q2: 731,168 shares; 2020Q3: 590,065 shares; 2020Q4: 588,126 shares 588,126 $28.2M 2.15% -1,939 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 293,081 shares; 2020Q1: 292,056 shares; 2020Q2: 287,221 shares; 2020Q3: 230,303 shares; 2020Q4: 229,703 shares 229,703 $26.9M 2.05% -600 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 254,227 shares; 2020Q1: 153,486 shares; 2020Q2: 150,763 shares; 2020Q3: 121,324 shares; 2020Q4: 119,563 shares 119,563 $26.6M 2.03% -1,761 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 382,587 shares; 2020Q1: 388,802 shares; 2020Q2: 383,854 shares; 2020Q3: 306,436 shares; 2020Q4: 306,135 shares 306,135 $25.1M 1.92% -301 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 383,656 shares; 2020Q3: 325,250 shares; 2020Q4: 332,727 shares 332,727 $23.8M 1.82% +7,477 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 305,444 shares; 2020Q1: 275,246 shares; 2020Q2: 275,246 shares; 2020Q3: 270,804 shares; 2020Q4: 264,734 shares 264,734 $22.6M 1.73% -6,070 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 40,300 shares; 2020Q1: 44,152 shares; 2020Q2: 57,309 shares; 2020Q3: 55,500 shares; 2020Q4: 54,809 shares 54,809 $20.5M 1.56% -691 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 445,311 shares; 2020Q1: 442,008 shares; 2020Q2: 208,967 shares; 2020Q3: 163,520 shares; 2020Q4: 161,412 shares 161,412 $19.8M 1.51% -2,108 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 8,664 shares; 2020Q1: 8,300 shares; 2020Q2: 9,977 shares; 2020Q3: 7,466 shares; 2020Q4: 7,142 shares 7,142 $12.5M 0.96% -324 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 190,891 shares; 2020Q3: 158,685 shares; 2020Q4: 160,302 shares 160,302 $10.8M 0.83% +1,617 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 135,494 shares; 2020Q1: 138,441 shares; 2020Q2: 143,205 shares; 2020Q3: 142,927 shares; 2020Q4: 145,334 shares 145,334 $8.54M 0.65% +2,407 Timeline 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 33,426 shares; 2020Q1: 33,098 shares; 2020Q2: 33,098 shares; 2020Q3: 33,098 shares; 2020Q4: 33,248 shares 33,248 $7.71M 0.59% +150 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 52,597 shares; 2020Q1: 51,802 shares; 2020Q2: 53,970 shares; 2020Q3: 58,295 shares; 2020Q4: 58,558 shares 58,558 $6.92M 0.53% +263 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 96,944 shares; 2020Q1: 97,820 shares; 2020Q2: 91,025 shares; 2020Q3: 90,551 shares; 2020Q4: 93,636 shares 93,636 $6.47M 0.49% +3,085 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 45,071 shares; 2020Q1: 48,776 shares; 2020Q2: 43,894 shares; 2020Q3: 44,613 shares; 2020Q4: 45,797 shares 45,797 $5.86M 0.45% +1,184 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 22,833 shares; 2020Q1: 22,642 shares; 2020Q2: 21,092 shares; 2020Q3: 21,112 shares; 2020Q4: 83,343 shares 83,343 $5.32M 0.41% +62,231 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 18,586 shares; 2020Q1: 19,207 shares; 2020Q2: 19,036 shares; 2020Q3: 19,496 shares; 2020Q4: 20,177 shares 20,177 $4.79M 0.37% +681 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 21,000 shares; 2020Q1: 35,665 shares; 2020Q2: 35,668 shares; 2020Q3: 36,148 shares; 2020Q4: 37,074 shares 37,074 $4.67M 0.36% +926 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 21,500 shares; 2020Q3: 20,500 shares; 2020Q4: 19,360 shares 19,360 $4.49M 0.34% -1,140 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 71,895 shares; 2020Q1: 72,535 shares; 2020Q2: 68,957 shares; 2020Q3: 69,750 shares; 2020Q4: 69,587 shares 69,587 $4.32M 0.33% -163 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 85,509 shares; 2020Q1: 88,966 shares; 2020Q2: 94,808 shares; 2020Q3: 108,506 shares; 2020Q4: 110,867 shares 110,867 $4.08M 0.31% +2,361 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 68,220 shares; 2020Q1: 71,730 shares; 2020Q2: 69,033 shares; 2020Q3: 70,513 shares; 2020Q4: 73,692 shares 73,692 $3.67M 0.28% +3,179 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 8,300 shares; 2020Q3: 11,225 shares; 2020Q4: 11,674 shares 11,674 $3.35M 0.26% +449 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 17,978 shares; 2020Q1: 18,680 shares; 2020Q2: 18,543 shares; 2020Q3: 18,458 shares; 2020Q4: 18,484 shares 18,484 $3.23M 0.25% +26 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,947 shares; 2020Q1: 1,734 shares; 2020Q2: 1,788 shares; 2020Q3: 982 shares; 2020Q4: 990 shares 990 $3.22M 0.25% +8 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 579,268 shares; 2020Q1: 47,420 shares; 2020Q2: 50,885 shares; 2020Q3: 50,390 shares; 2020Q4: 51,592 shares 51,592 $3.2M 0.24% +1,202 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 39,597 shares; 2020Q1: 41,026 shares; 2020Q2: 40,549 shares; 2020Q3: 40,954 shares; 2020Q4: 42,642 shares 42,642 $3.17M 0.24% +1,688 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 9,146 shares; 2020Q1: 9,271 shares; 2020Q2: 9,521 shares; 2020Q3: 36,366 shares; 2020Q4: 38,431 shares 38,431 $3.14M 0.24% +2,065 Timeline PHYSICIANS REALTY TRUST PHYSICIANS REALTY TRUST More: the full row for PHYSICIANS REALTY TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 169,855 shares 169,855 $3.02M 0.23% new D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 4,940 shares; 2020Q1: 7,801 shares; 2020Q2: 7,133 shares; 2020Q3: 7,133 shares; 2020Q4: 39,673 shares 39,673 $2.98M 0.23% +32,540 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 15,576 shares; 2020Q1: 16,532 shares; 2020Q2: 16,203 shares; 2020Q3: 16,533 shares; 2020Q4: 16,950 shares 16,950 $2.85M 0.22% +417 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 6,652 shares; 2020Q1: 6,792 shares; 2020Q2: 6,667 shares; 2020Q3: 7,005 shares; 2020Q4: 7,320 shares 7,320 $2.62M 0.2% +315 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 15,755 shares; 2020Q4: 16,676 shares 16,676 $2.48M 0.19% +921 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 50,129 shares; 2020Q1: 49,003 shares; 2020Q2: 49,165 shares; 2020Q3: 50,365 shares; 2020Q4: 52,851 shares 52,851 $2.46M 0.19% +2,486 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 9,191 shares; 2020Q1: 9,421 shares; 2020Q2: 9,003 shares; 2020Q3: 9,525 shares; 2020Q4: 10,151 shares 10,151 $2.33M 0.18% +626 Timeline 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 338,206 shares; 2020Q1: 36,378 shares; 2020Q2: 18,000 shares; 2020Q3: 17,730 shares; 2020Q4: 17,496 shares 17,496 $2.22M 0.17% -234 Timeline ANSYS INC ANSYS INC More: the full row for ANSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 5,368 shares; 2020Q1: 5,388 shares; 2020Q2: 5,253 shares; 2020Q3: 5,531 shares; 2020Q4: 5,781 shares 5,781 $2.1M 0.16% +250 CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 256,184 shares; 2020Q1: 214,759 shares; 2020Q2: 24,989 shares; 2020Q3: 24,129 shares; 2020Q4: 24,563 shares 24,563 $2.07M 0.16% +434 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 57,493 shares; 2020Q1: 61,800 shares; 2020Q2: 61,209 shares; 2020Q3: 60,270 shares; 2020Q4: 61,191 shares 61,191 $2.05M 0.16% +921 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 13,739 shares; 2020Q4: 13,739 shares 13,739 $1.9M 0.14% 0 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 4,632 shares; 2020Q1: 4,671 shares; 2020Q2: 4,601 shares; 2020Q3: 4,791 shares; 2020Q4: 5,009 shares 5,009 $1.85M 0.14% +218 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 23,051 shares; 2020Q1: 23,766 shares; 2020Q2: 8,391 shares; 2020Q3: 8,391 shares; 2020Q4: 8,391 shares 8,391 $1.8M 0.14% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 12,838 shares; 2020Q1: 12,882 shares; 2020Q2: 12,482 shares; 2020Q3: 12,482 shares; 2020Q4: 12,482 shares 12,482 $1.8M 0.14% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 19,806 shares; 2020Q1: 19,709 shares; 2020Q2: 21,717 shares; 2020Q3: 19,373 shares; 2020Q4: 19,518 shares 19,518 $1.69M 0.13% +145 Timeline EVH EVOLENT HEALTH INC More: the full row for EVOLENT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 100,000 shares; 2020Q1: 100,000 shares; 2020Q2: 100,000 shares; 2020Q3: 100,000 shares; 2020Q4: 100,000 shares 100,000 $1.6M 0.12% 0 Timeline BIO BIO RAD LABS INC More: the full row for BIO RAD LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,497 shares; 2020Q1: 2,564 shares; 2020Q2: 2,499 shares; 2020Q3: 2,622 shares; 2020Q4: 2,727 shares 2,727 $1.59M 0.12% +105 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 39,000 shares; 2020Q3: 39,000 shares; 2020Q4: 39,000 shares 39,000 $1.57M 0.12% 0 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 21,377 shares; 2020Q1: 21,477 shares; 2020Q2: 21,077 shares; 2020Q3: 22,175 shares; 2020Q4: 23,180 shares 23,180 $1.55M 0.12% +1,005 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 2,121 shares; 2020Q3: 2,121 shares; 2020Q4: 2,131 shares 2,131 $1.54M 0.12% +10 HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 30,803 shares; 2020Q3: 30,803 shares; 2020Q4: 30,803 shares 30,803 $1.51M 0.12% 0 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 32,566 shares; 2020Q1: 32,366 shares; 2020Q2: 29,166 shares; 2020Q3: 29,166 shares; 2020Q4: 26,909 shares 26,909 $1.48M 0.11% -2,257 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 21,395 shares; 2020Q1: 21,525 shares; 2020Q2: 21,150 shares; 2020Q3: 22,195 shares; 2020Q4: 22,605 shares 22,605 $1.47M 0.11% +410 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 4,032 shares; 2020Q1: 3,972 shares; 2020Q2: 3,922 shares; 2020Q3: 3,189 shares; 2020Q4: 3,187 shares 3,187 $1.44M 0.11% -2 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 232,710 shares; 2020Q1: 232,308 shares; 2020Q2: 53,461 shares; 2020Q3: 35,039 shares; 2020Q4: 34,833 shares 34,833 $1.44M 0.11% -206 Timeline BURKE & HERBERT BANK & TRUST BURKE & HERBERT BANK & TRUST More: the full row for BURKE & HERBERT BANK & TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 824 shares; 2020Q1: 824 shares; 2020Q2: 824 shares; 2020Q3: 824 shares; 2020Q4: 824 shares 824 $1.41M 0.11% 0 DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 14,378 shares; 2020Q1: 14,402 shares; 2020Q2: 11,552 shares; 2020Q3: 12,135 shares; 2020Q4: 19,379 shares 19,379 $1.38M 0.1% +7,244 Timeline JACOBS ENGINEERING GROUP INC JACOBS ENGINEERING GROUP INC More: the full row for JACOBS ENGINEERING GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 11,559 shares; 2020Q1: 11,945 shares; 2020Q2: 11,435 shares; 2020Q3: 11,999 shares; 2020Q4: 12,509 shares 12,509 $1.36M 0.1% +510 BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 20,532 shares; 2020Q3: 20,532 shares; 2020Q4: 20,632 shares 20,632 $1.34M 0.1% +100 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 29,200 shares; 2020Q3: 29,200 shares; 2020Q4: 29,200 shares 29,200 $1.33M 0.1% 0 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 10,854 shares; 2020Q1: 10,894 shares; 2020Q2: 10,694 shares; 2020Q3: 8,619 shares; 2020Q4: 9,055 shares 9,055 $1.27M 0.1% +436 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 6,181 shares; 2020Q1: 6,076 shares; 2020Q2: 5,961 shares; 2020Q3: 6,269 shares; 2020Q4: 6,559 shares 6,559 $1.26M 0.1% +290 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 15,644 shares; 2020Q1: 16,753 shares; 2020Q2: 41,753 shares; 2020Q3: 42,083 shares; 2020Q4: 28,218 shares 28,218 $1.26M 0.1% -13,865 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 3,234 shares; 2020Q1: 3,400 shares; 2020Q2: 3,340 shares; 2020Q3: 3,506 shares; 2020Q4: 3,676 shares 3,676 $1.22M 0.09% +170 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 7,023 shares; 2020Q1: 7,013 shares; 2020Q2: 6,873 shares; 2020Q3: 7,258 shares; 2020Q4: 7,598 shares 7,598 $1.22M 0.09% +340 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 31,862 shares; 2020Q1: 32,872 shares; 2020Q2: 32,237 shares; 2020Q3: 33,982 shares; 2020Q4: 35,577 shares 35,577 $1.21M 0.09% +1,595 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 4,731 shares; 2020Q1: 4,600 shares; 2020Q2: 4,515 shares; 2020Q3: 4,748 shares; 2020Q4: 4,858 shares 4,858 $1.2M 0.09% +110 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 18,065 shares; 2020Q1: 17,812 shares; 2020Q2: 15,796 shares; 2020Q3: 15,796 shares; 2020Q4: 15,796 shares 15,796 $1.15M 0.09% 0 Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 4,703 shares; 2020Q1: 4,570 shares; 2020Q2: 4,480 shares; 2020Q3: 4,726 shares; 2020Q4: 4,956 shares 4,956 $1.15M 0.09% +230 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 12,358 shares; 2020Q1: 11,007 shares; 2020Q2: 10,658 shares; 2020Q3: 11,386 shares; 2020Q4: 12,209 shares 12,209 $1.12M 0.09% +823 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 9,265 shares; 2020Q1: 9,315 shares; 2020Q2: 9,327 shares; 2020Q3: 9,349 shares; 2020Q4: 9,749 shares 9,749 $1.04M 0.08% +400 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 13,416 shares; 2020Q1: 13,500 shares; 2020Q2: 13,275 shares; 2020Q3: 13,899 shares; 2020Q4: 11,469 shares 11,469 $1M 0.08% -2,430 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 7,225 shares; 2020Q1: 7,265 shares; 2020Q2: 7,130 shares; 2020Q3: 7,494 shares; 2020Q4: 10,313 shares 10,313 $986K 0.08% +2,819 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 4,280 shares; 2020Q1: 4,295 shares; 2020Q2: 4,210 shares; 2020Q3: 4,438 shares; 2020Q4: 4,648 shares 4,648 $979K 0.07% +210 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 5,276 shares 5,276 $942K 0.07% new 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 31,903 shares; 2020Q1: 33,907 shares; 2020Q2: 46,798 shares; 2020Q3: 46,224 shares; 2020Q4: 32,650 shares 32,650 $939K 0.07% -13,574 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 783 shares; 2020Q1: 782 shares; 2020Q2: 767 shares; 2020Q3: 810 shares; 2020Q4: 840 shares 840 $868K 0.07% +30 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 49,797 shares; 2020Q1: 49,737 shares; 2020Q2: 48,777 shares; 2020Q3: 51,109 shares; 2020Q4: 52,489 shares 52,489 $861K 0.07% +1,380 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 58,369 shares; 2020Q1: 58,294 shares; 2020Q2: 57,179 shares; 2020Q3: 59,897 shares; 2020Q4: 61,532 shares 61,532 $777K 0.06% +1,635 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 3,181 shares; 2020Q1: 2,696 shares; 2020Q2: 2,696 shares; 2020Q3: 2,696 shares; 2020Q4: 2,696 shares 2,696 $773K 0.06% 0 Timeline ACNT ASCENT INDUSTRIES CO More: the full row for ASCENT INDUSTRIES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 90,859 shares; 2020Q1: 102,002 shares; 2020Q2: 99,523 shares; 2020Q3: 99,523 shares; 2020Q4: 98,712 shares 98,712 $770K 0.06% -811 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 3,355 shares; 2020Q1: 3,360 shares; 2020Q2: 3,300 shares; 2020Q3: 3,469 shares; 2020Q4: 3,639 shares 3,639 $725K 0.06% +170 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2 shares; 2020Q1: 2 shares; 2020Q2: 2 shares; 2020Q3: 2 shares; 2020Q4: 2 shares 2 $696K 0.05% 0 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 850 shares; 2020Q3: 850 shares; 2020Q4: 850 shares 850 $681K 0.05% 0 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 5,857 shares; 2020Q1: 5,700 shares; 2020Q2: 5,026 shares; 2020Q3: 5,026 shares; 2020Q4: 5,026 shares 5,026 $678K 0.05% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 6,891 shares; 2020Q1: 7,707 shares; 2020Q2: 6,891 shares; 2020Q3: 6,951 shares; 2020Q4: 7,291 shares 7,291 $668K 0.05% +340 Timeline AL AIR LEASE CORP More: the full row for AIR LEASE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 15,000 shares; 2020Q3: 15,000 shares; 2020Q4: 15,000 shares 15,000 $666K 0.05% 0 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 10,000 shares; 2020Q3: 10,000 shares; 2020Q4: 10,000 shares 10,000 $659K 0.05% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,835 shares; 2020Q1: 2,980 shares; 2020Q2: 3,111 shares; 2020Q3: 3,161 shares; 2020Q4: 2,954 shares 2,954 $628K 0.05% -207 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,319 shares; 2020Q1: 2,027 shares; 2020Q2: 2,027 shares; 2020Q3: 2,027 shares; 2020Q4: 2,917 shares 2,917 $603K 0.05% +890 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,742 shares; 2020Q1: 1,742 shares; 2020Q2: 2,707 shares; 2020Q3: 2,994 shares; 2020Q4: 3,077 shares 3,077 $599K 0.05% +83 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: 2,497 shares; 2020Q2: 7,493 shares; 2020Q3: 4,758 shares; 2020Q4: 3,272 shares 3,272 $584K 0.04% -1,486 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,555 shares; 2020Q1: 1,774 shares; 2020Q2: 1,894 shares; 2020Q3: 1,894 shares; 2020Q4: 2,144 shares 2,144 $569K 0.04% +250 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 500 shares; 2020Q3: 500 shares; 2020Q4: 500 shares 500 $566K 0.04% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 1,250 shares; 2020Q4: 1,275 shares 1,275 $558K 0.04% +25 Timeline ABM ABM INDS INC More: the full row for ABM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 14,557 shares; 2020Q4: 14,557 shares 14,557 $551K 0.04% 0 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,158 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 1,058 shares; 2020Q4: 2,608 shares 2,608 $543K 0.04% +1,550 Timeline LAM RESEARCH CORP LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 1,139 shares; 2020Q3: 1,139 shares; 2020Q4: 1,139 shares 1,139 $538K 0.04% 0 NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 1,022 shares; 2020Q3: 1,022 shares; 2020Q4: 1,022 shares 1,022 $534K 0.04% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 6,270 shares; 2020Q1: 6,260 shares; 2020Q2: 6,333 shares; 2020Q3: 6,260 shares; 2020Q4: 6,260 shares 6,260 $532K 0.04% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 3,393 shares; 2020Q1: 3,393 shares; 2020Q2: 4,175 shares; 2020Q3: 4,175 shares; 2020Q4: 3,767 shares 3,767 $497K 0.04% -408 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 1,337 shares; 2020Q4: 1,537 shares 1,537 $482K 0.04% +200 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,040 shares; 2020Q1: 1,204 shares; 2020Q2: 1,204 shares; 2020Q3: 1,204 shares; 2020Q4: 1,354 shares 1,354 $475K 0.04% +150 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,409 shares; 2020Q1: 2,409 shares; 2020Q2: 2,409 shares; 2020Q3: 2,409 shares; 2020Q4: 2,522 shares 2,522 $459K 0.04% +113 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,721 shares; 2020Q1: 1,763 shares; 2020Q2: 1,628 shares; 2020Q3: 1,628 shares; 2020Q4: 5,832 shares 5,832 $450K 0.03% +4,204 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 7,153 shares; 2020Q1: 7,481 shares; 2020Q2: 7,341 shares; 2020Q3: 7,682 shares; 2020Q4: 7,877 shares 7,877 $440K 0.03% +195 Timeline 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 7,352 shares; 2020Q1: 7,723 shares; 2020Q2: 7,723 shares; 2020Q3: 7,723 shares; 2020Q4: 8,113 shares 8,113 $425K 0.03% +390 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,064 shares; 2020Q1: 1,824 shares; 2020Q2: 1,425 shares; 2020Q3: 1,891 shares; 2020Q4: 1,921 shares 1,921 $411K 0.03% +30 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 5,560 shares; 2020Q1: 5,560 shares; 2020Q2: 5,500 shares; 2020Q3: 5,500 shares; 2020Q4: 5,500 shares 5,500 $397K 0.03% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 335 shares; 2020Q1: 335 shares; 2020Q2: 335 shares; 2020Q3: 335 shares; 2020Q4: 335 shares 335 $397K 0.03% 0 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,126 shares; 2020Q1: 1,146 shares; 2020Q2: 1,066 shares; 2020Q3: 1,066 shares; 2020Q4: 1,066 shares 1,066 $378K 0.03% 0 Timeline SANDY SPRING BANCORP INC SANDY SPRING BANCORP INC More: the full row for SANDY SPRING BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 11,497 shares; 2020Q3: 11,497 shares; 2020Q4: 11,497 shares 11,497 $370K 0.03% 0 WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 4,256 shares; 2020Q1: 4,256 shares; 2020Q2: 3,996 shares; 2020Q3: 3,996 shares; 2020Q4: 3,996 shares 3,996 $368K 0.03% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 1,000 shares; 2020Q3: 1,000 shares; 2020Q4: 1,000 shares 1,000 $355K 0.03% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: 8,013 shares; 2020Q2: 5,713 shares; 2020Q3: 5,713 shares; 2020Q4: 5,713 shares 5,713 $351K 0.03% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 3,478 shares; 2020Q1: 3,478 shares; 2020Q2: 3,478 shares; 2020Q3: 3,478 shares; 2020Q4: 2,700 shares 2,700 $345K 0.03% -778 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,657 shares; 2020Q1: 1,593 shares; 2020Q2: 1,848 shares; 2020Q3: 1,825 shares; 2020Q4: 1,575 shares 1,575 $344K 0.03% -250 Timeline SPR SPIRIT AEROSYSTEMS HLDGS INC More: the full row for SPIRIT AEROSYSTEMS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 10,118 shares; 2020Q1: 16,778 shares; 2020Q2: 16,413 shares; 2020Q3: 16,983 shares; 2020Q4: 8,579 shares 8,579 $335K 0.03% -8,404 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 5,008 shares; 2020Q1: 5,509 shares; 2020Q2: 5,415 shares; 2020Q3: 4,996 shares; 2020Q4: 4,996 shares 4,996 $323K 0.02% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 974 shares; 2020Q1: 1,224 shares; 2020Q2: 882 shares; 2020Q3: 902 shares; 2020Q4: 902 shares 902 $322K 0.02% 0 Timeline BIV 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 3,668 shares; 2020Q1: 3,668 shares; 2020Q2: 3,668 shares; 2020Q3: 3,668 shares; 2020Q4: 3,468 shares 3,468 $322K 0.02% -200 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,370 shares; 2020Q1: 1,080 shares; 2020Q2: 814 shares; 2020Q3: 814 shares; 2020Q4: 852 shares 852 $320K 0.02% +38 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 7,500 shares; 2020Q3: not reported; 2020Q4: 7,500 shares 7,500 $320K 0.02% 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,612 shares; 2020Q1: not reported; 2020Q2: 1,689 shares; 2020Q3: 1,689 shares; 2020Q4: 1,807 shares 1,807 $319K 0.02% +118 Timeline BSV 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 2,795 shares; 2020Q4: 3,659 shares 3,659 $303K 0.02% +864 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 1,346 shares; 2020Q3: 1,246 shares; 2020Q4: 1,246 shares 1,246 $292K 0.02% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 2,900 shares; 2020Q4: 2,900 shares 2,900 $287K 0.02% 0 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 2,567 shares; 2020Q4: 3,431 shares 3,431 $286K 0.02% +864 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,226 shares; 2020Q1: not reported; 2020Q2: 1,173 shares; 2020Q3: 1,173 shares; 2020Q4: 1,173 shares 1,173 $283K 0.02% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 10,771 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 3,223 shares; 2020Q4: 3,198 shares 3,198 $276K 0.02% -25 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 8,248 shares; 2020Q1: 8,248 shares; 2020Q2: 8,748 shares; 2020Q3: 8,248 shares; 2020Q4: 8,248 shares 8,248 $264K 0.02% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 749 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 500 shares; 2020Q4: 560 shares 560 $261K 0.02% +60 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 1,072 shares; 2020Q3: 1,044 shares; 2020Q4: 1,032 shares 1,032 $261K 0.02% -12 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 5,502 shares; 2020Q4: 5,502 shares 5,502 $260K 0.02% 0 Timeline FVCB FVCBANKCORP INC More: the full row for FVCBANKCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 17,577 shares; 2020Q1: 17,577 shares; 2020Q2: 17,577 shares; 2020Q3: 17,577 shares; 2020Q4: 17,577 shares 17,577 $258K 0.02% 0 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 13,524 shares 13,524 $253K 0.02% new Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 986 shares; 2020Q1: not reported; 2020Q2: 1,087 shares; 2020Q3: 1,087 shares; 2020Q4: 1,044 shares 1,044 $243K 0.02% -43 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,000 shares; 2020Q1: not reported; 2020Q2: 2,000 shares; 2020Q3: 2,000 shares; 2020Q4: 2,000 shares 2,000 $243K 0.02% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 6,505 shares; 2020Q1: 3,946 shares; 2020Q2: 3,946 shares; 2020Q3: 3,946 shares; 2020Q4: 3,946 shares 3,946 $232K 0.02% 0 Timeline CITRIX SYSTEMS INC CITRIX SYSTEMS INC More: the full row for CITRIX SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: 1,775 shares; 2020Q2: 1,775 shares; 2020Q3: 1,775 shares; 2020Q4: 1,775 shares 1,775 $231K 0.02% 0 NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,439 shares; 2020Q1: 2,439 shares; 2020Q2: 2,439 shares; 2020Q3: 2,439 shares; 2020Q4: 2,439 shares 2,439 $230K 0.02% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 2,375 shares 2,375 $228K 0.02% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 3,000 shares 3,000 $226K 0.02% new Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 2,722 shares; 2020Q4: 2,722 shares 2,722 $225K 0.02% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 1,280 shares; 2020Q4: 1,280 shares 1,280 $225K 0.02% 0 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 14,000 shares; 2020Q3: 14,000 shares; 2020Q4: 14,000 shares 14,000 $221K 0.02% 0 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,005 shares 1,005 $220K 0.02% new Timeline BASF SE BASF SE More: the full row for BASF SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,800 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 2,800 shares 2,800 $220K 0.02% new SMAWF SIEMENS AG-REG More: the full row for SIEMENS AG-REG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,500 shares 1,500 $216K 0.02% new Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 426 shares 426 $213K 0.02% new Timeline GLAXOSMITHKLINE PLC-ADR GLAXOSMITHKLINE PLC-ADR More: the full row for GLAXOSMITHKLINE PLC-ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 5,798 shares; 2020Q4: 5,798 shares 5,798 $213K 0.02% 0 LINDE PLC/OLD LINDE PLC/OLD More: the full row for LINDE PLC/OLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 781 shares 781 $206K 0.02% new KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 5,000 shares 5,000 $202K 0.02% new Timeline MNDO MIND C T I LTD More: the full row for MIND C T I LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 77,287 shares; 2020Q1: 77,287 shares; 2020Q2: 77,287 shares; 2020Q3: 77,287 shares; 2020Q4: 77,287 shares 77,287 $200K 0.02% 0 Timeline SIRIUS XM HOLDINGS INC SIRIUS XM HOLDINGS INC More: the full row for SIRIUS XM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 20,000 shares; 2020Q3: 20,000 shares; 2020Q4: 20,000 shares 20,000 $127K 0.01% 0 KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 16,445 shares; 2020Q4: 16,445 shares 16,445 $121K 0.01% 0 Timeline