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: 51,929 shares; 2020Q1: 50,889 shares; 2020Q2: 51,565 shares; 2020Q3: 102,348 shares; 2020Q4: 206,909 shares 206,909 $27.5M 6.82% +104,561 Timeline 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: 85,372 shares; 2020Q1: 83,275 shares; 2020Q2: 83,631 shares; 2020Q3: 82,986 shares; 2020Q4: 84,191 shares 84,191 $18.7M 4.65% +1,205 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: 170,852 shares; 2020Q1: 176,687 shares; 2020Q2: 180,822 shares; 2020Q3: 79,748 shares; 2020Q4: 181,315 shares 181,315 $13.2M 3.29% +101,567 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: 46,476 shares; 2020Q1: 45,005 shares; 2020Q2: 45,196 shares; 2020Q3: 44,371 shares; 2020Q4: 44,269 shares 44,269 $11.8M 2.92% -102 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: 27,487 shares; 2020Q1: 27,387 shares; 2020Q2: 28,440 shares; 2020Q3: 29,501 shares; 2020Q4: 29,434 shares 29,434 $11M 2.74% -67 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: 3,125 shares; 2020Q1: 3,197 shares; 2020Q2: 3,176 shares; 2020Q3: 3,198 shares; 2020Q4: 3,239 shares 3,239 $10.5M 2.62% +41 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: 19,120 shares; 2020Q1: 18,840 shares; 2020Q2: 18,950 shares; 2020Q3: 18,945 shares; 2020Q4: 19,038 shares 19,038 $8.87M 2.2% +93 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: 38,419 shares; 2020Q1: 39,934 shares; 2020Q2: 42,469 shares; 2020Q3: 44,057 shares; 2020Q4: 45,105 shares 45,105 $8.17M 2.03% +1,048 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 39,286 shares; 2020Q1: 38,326 shares; 2020Q2: 38,356 shares; 2020Q3: 38,161 shares; 2020Q4: 40,696 shares 40,696 $7.17M 1.78% +2,535 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: 27,149 shares; 2020Q1: 25,584 shares; 2020Q2: 26,726 shares; 2020Q3: 26,890 shares; 2020Q4: 108,842 shares 108,842 $6.95M 1.73% +81,952 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: 28,253 shares; 2020Q1: 28,191 shares; 2020Q2: 27,992 shares; 2020Q3: 28,377 shares; 2020Q4: 28,977 shares 28,977 $6.79M 1.69% +600 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: 46,677 shares; 2020Q1: 45,136 shares; 2020Q2: 44,961 shares; 2020Q3: 45,021 shares; 2020Q4: 45,058 shares 45,058 $6.27M 1.56% +37 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: 36,042 shares; 2020Q1: 35,297 shares; 2020Q2: 35,262 shares; 2020Q3: 35,186 shares; 2020Q4: 36,950 shares 36,950 $5.82M 1.45% +1,764 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: 45,942 shares; 2020Q1: 45,321 shares; 2020Q2: 45,485 shares; 2020Q3: 45,805 shares; 2020Q4: 45,530 shares 45,530 $5.79M 1.44% -275 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: 24,694 shares; 2020Q1: 24,718 shares; 2020Q2: 24,523 shares; 2020Q3: 24,823 shares; 2020Q4: 25,724 shares 25,724 $5.63M 1.4% +901 Timeline IJT 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: 22,260 shares; 2020Q1: 23,286 shares; 2020Q2: 23,496 shares; 2020Q3: 23,556 shares; 2020Q4: 47,953 shares 47,953 $5.48M 1.36% +24,397 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: 29,177 shares; 2020Q1: 28,982 shares; 2020Q2: 29,412 shares; 2020Q3: 29,793 shares; 2020Q4: 30,239 shares 30,239 $5.29M 1.31% +446 Timeline EEM 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: 96,805 shares; 2020Q1: 99,760 shares; 2020Q2: 100,060 shares; 2020Q3: 100,015 shares; 2020Q4: 101,195 shares 101,195 $5.23M 1.3% +1,180 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: 34,534 shares; 2020Q1: 34,484 shares; 2020Q2: 34,679 shares; 2020Q3: 35,012 shares; 2020Q4: 35,204 shares 35,204 $5.22M 1.3% +192 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: 13,677 shares; 2020Q1: 13,990 shares; 2020Q2: 13,940 shares; 2020Q3: 13,970 shares; 2020Q4: 14,135 shares 14,135 $5.05M 1.25% +165 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: 37,135 shares; 2020Q1: 34,960 shares; 2020Q2: 36,783 shares; 2020Q3: 37,258 shares; 2020Q4: 38,279 shares 38,279 $4.9M 1.22% +1,021 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 18,325 shares; 2020Q1: 18,185 shares; 2020Q2: 18,248 shares; 2020Q3: 18,018 shares; 2020Q4: 17,698 shares 17,698 $4.84M 1.2% -320 Timeline IJS 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: 26,475 shares; 2020Q1: 27,625 shares; 2020Q2: 27,832 shares; 2020Q3: 26,682 shares; 2020Q4: 58,126 shares 58,126 $4.73M 1.17% +31,444 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: 93,040 shares; 2020Q1: 91,771 shares; 2020Q2: 92,212 shares; 2020Q3: 93,218 shares; 2020Q4: 93,295 shares 93,295 $4.65M 1.15% +77 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: 2,327 shares; 2020Q1: 2,354 shares; 2020Q2: 2,378 shares; 2020Q3: 2,489 shares; 2020Q4: 2,621 shares 2,621 $4.59M 1.14% +132 Timeline IJK 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: 14,685 shares; 2020Q1: 15,134 shares; 2020Q2: 15,259 shares; 2020Q3: 15,318 shares; 2020Q4: 63,512 shares 63,512 $4.59M 1.14% +48,194 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: 21,214 shares; 2020Q1: 20,749 shares; 2020Q2: 20,740 shares; 2020Q3: 21,202 shares; 2020Q4: 21,289 shares 21,289 $4.43M 1.1% +87 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: 95,309 shares; 2020Q1: 95,902 shares; 2020Q2: 92,847 shares; 2020Q3: 92,847 shares; 2020Q4: 94,648 shares 94,648 $4.24M 1.05% +1,801 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: 48,467 shares; 2020Q1: 48,554 shares; 2020Q2: 48,304 shares; 2020Q3: 48,304 shares; 2020Q4: 48,624 shares 48,624 $4.16M 1.03% +320 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: 5,508 shares; 2020Q1: 5,518 shares; 2020Q2: 5,528 shares; 2020Q3: 5,658 shares; 2020Q4: 5,708 shares 5,708 $4.12M 1.02% +50 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: 63,367 shares; 2020Q1: 62,945 shares; 2020Q2: 62,075 shares; 2020Q3: 62,525 shares; 2020Q4: 64,678 shares 64,678 $4.01M 1% +2,153 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: 13,930 shares; 2020Q1: 14,098 shares; 2020Q2: 14,208 shares; 2020Q3: 14,416 shares; 2020Q4: 14,668 shares 14,668 $4.01M 1% +252 Timeline IJJ 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: 20,125 shares; 2020Q1: 20,970 shares; 2020Q2: 21,175 shares; 2020Q3: 21,245 shares; 2020Q4: 46,310 shares 46,310 $4M 0.99% +25,065 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: 65,664 shares; 2020Q1: 65,929 shares; 2020Q2: 66,498 shares; 2020Q3: 64,404 shares; 2020Q4: 66,735 shares 66,735 $3.92M 0.97% +2,331 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 27,610 shares; 2020Q1: 27,106 shares; 2020Q2: 27,006 shares; 2020Q3: 26,840 shares; 2020Q4: 26,875 shares 26,875 $3.88M 0.96% +35 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 13,716 shares; 2020Q1: 14,433 shares; 2020Q2: 14,880 shares; 2020Q3: 15,310 shares; 2020Q4: 16,210 shares 16,210 $3.61M 0.9% +900 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 17,770 shares; 2020Q1: 18,045 shares; 2020Q2: 20,785 shares; 2020Q3: 22,250 shares; 2020Q4: 23,645 shares 23,645 $3.6M 0.9% +1,395 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: 50,353 shares; 2020Q1: 50,728 shares; 2020Q2: 51,785 shares; 2020Q3: 52,485 shares; 2020Q4: 52,960 shares 52,960 $3.43M 0.85% +475 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 5,285 shares; 2020Q1: 5,944 shares; 2020Q2: 6,115 shares; 2020Q3: 6,310 shares; 2020Q4: 6,673 shares 6,673 $3.34M 0.83% +363 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: 17,656 shares; 2020Q1: 17,541 shares; 2020Q2: 17,991 shares; 2020Q3: 17,966 shares; 2020Q4: 18,256 shares 18,256 $3.32M 0.83% +290 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: 29,793 shares; 2020Q1: 29,733 shares; 2020Q2: 30,114 shares; 2020Q3: 30,534 shares; 2020Q4: 30,989 shares 30,989 $3.32M 0.83% +455 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: 80,516 shares; 2020Q1: 78,211 shares; 2020Q2: 79,544 shares; 2020Q3: 80,875 shares; 2020Q4: 87,155 shares 87,155 $3.21M 0.8% +6,280 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 27,250 shares; 2020Q1: 30,195 shares; 2020Q2: 31,300 shares; 2020Q3: 34,090 shares; 2020Q4: 36,080 shares 36,080 $3.11M 0.77% +1,990 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: 12,322 shares; 2020Q1: 13,196 shares; 2020Q2: 13,186 shares; 2020Q3: 13,346 shares; 2020Q4: 13,505 shares 13,505 $3.1M 0.77% +159 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 6,303 shares; 2020Q1: 6,303 shares; 2020Q2: 6,303 shares; 2020Q3: 6,303 shares; 2020Q4: 6,953 shares 6,953 $3M 0.75% +650 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: 26,556 shares; 2020Q1: 26,140 shares; 2020Q2: 26,890 shares; 2020Q3: 26,930 shares; 2020Q4: 27,175 shares 27,175 $2.98M 0.74% +245 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: 1,589 shares; 2020Q1: 1,599 shares; 2020Q2: 1,599 shares; 2020Q3: 1,663 shares; 2020Q4: 1,686 shares 1,686 $2.96M 0.73% +23 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: 52,438 shares; 2020Q1: 52,193 shares; 2020Q2: 53,203 shares; 2020Q3: 52,668 shares; 2020Q4: 52,998 shares 52,998 $2.91M 0.72% +330 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: 108,597 shares; 2020Q1: 104,739 shares; 2020Q2: 102,254 shares; 2020Q3: 68,250 shares; 2020Q4: 66,888 shares 66,888 $2.76M 0.69% -1,362 Timeline IWR 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: 37,353 shares; 2020Q1: 37,353 shares; 2020Q2: 37,353 shares; 2020Q3: 37,353 shares; 2020Q4: 37,353 shares 37,353 $2.56M 0.64% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 18,556 shares; 2020Q1: 18,212 shares; 2020Q2: 18,191 shares; 2020Q3: 16,970 shares; 2020Q4: 15,880 shares 15,880 $2.44M 0.61% -1,090 Timeline 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: 33,880 shares; 2020Q1: 32,378 shares; 2020Q2: 32,674 shares; 2020Q3: 30,729 shares; 2020Q4: 28,824 shares 28,824 $2.43M 0.6% -1,905 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: 34,694 shares; 2020Q1: 34,462 shares; 2020Q2: 35,006 shares; 2020Q3: 35,394 shares; 2020Q4: 35,051 shares 35,051 $2.39M 0.59% -343 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: 14,390 shares; 2020Q1: 13,745 shares; 2020Q2: 14,755 shares; 2020Q3: 14,655 shares; 2020Q4: 14,835 shares 14,835 $2.38M 0.59% +180 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 10,129 shares; 2020Q1: 9,494 shares; 2020Q2: 9,554 shares; 2020Q3: 10,049 shares; 2020Q4: 10,089 shares 10,089 $2.32M 0.58% +40 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: 26,760 shares; 2020Q1: 26,596 shares; 2020Q2: 27,576 shares; 2020Q3: 27,841 shares; 2020Q4: 28,284 shares 28,284 $2.31M 0.58% +443 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: 31,096 shares; 2020Q3: 31,506 shares; 2020Q4: 31,874 shares 31,874 $2.28M 0.57% +368 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 14,549 shares; 2020Q1: 14,429 shares; 2020Q2: 14,829 shares; 2020Q3: 14,809 shares; 2020Q4: 14,784 shares 14,784 $2.28M 0.57% -25 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: 17,007 shares; 2020Q1: 16,887 shares; 2020Q2: 17,087 shares; 2020Q3: 17,287 shares; 2020Q4: 17,638 shares 17,638 $2.22M 0.55% +351 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: 7,100 shares; 2020Q1: 7,100 shares; 2020Q2: 7,100 shares; 2020Q3: 6,940 shares; 2020Q4: 6,956 shares 6,956 $2.18M 0.54% +16 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: 96,643 shares; 2020Q1: 94,475 shares; 2020Q2: 95,094 shares; 2020Q3: 84,754 shares; 2020Q4: 73,980 shares 73,980 $2.13M 0.53% -10,774 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 5,229 shares; 2020Q1: 5,140 shares; 2020Q2: 5,190 shares; 2020Q3: 5,380 shares; 2020Q4: 5,500 shares 5,500 $2.07M 0.51% +120 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 11,189 shares; 2020Q1: 11,087 shares; 2020Q2: 11,017 shares; 2020Q3: 11,612 shares; 2020Q4: 12,042 shares 12,042 $2.03M 0.51% +430 Timeline 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: 25,752 shares; 2020Q1: 26,073 shares; 2020Q2: 26,209 shares; 2020Q3: 25,946 shares; 2020Q4: 26,736 shares 26,736 $2.01M 0.5% +790 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: 15,530 shares; 2020Q1: 15,530 shares; 2020Q2: 15,530 shares; 2020Q3: 15,830 shares; 2020Q4: 18,620 shares 18,620 $1.99M 0.5% +2,790 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: 4,676 shares; 2020Q1: 4,666 shares; 2020Q2: 5,242 shares; 2020Q3: 5,239 shares; 2020Q4: 5,261 shares 5,261 $1.97M 0.49% +22 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: 7,236 shares; 2020Q1: 7,513 shares; 2020Q2: 8,138 shares; 2020Q3: 8,390 shares; 2020Q4: 8,319 shares 8,319 $1.78M 0.44% -71 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 28,700 shares; 2020Q1: 28,475 shares; 2020Q2: 29,285 shares; 2020Q3: 29,450 shares; 2020Q4: 29,700 shares 29,700 $1.73M 0.43% +250 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 5,890 shares; 2020Q1: 5,970 shares; 2020Q2: 6,260 shares; 2020Q3: 6,735 shares; 2020Q4: 7,110 shares 7,110 $1.59M 0.4% +375 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: 5,205 shares; 2020Q1: 5,990 shares; 2020Q2: 6,487 shares; 2020Q3: 7,997 shares; 2020Q4: 9,040 shares 9,040 $1.52M 0.38% +1,043 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 9,785 shares; 2020Q1: 9,910 shares; 2020Q2: 10,225 shares; 2020Q3: 10,210 shares; 2020Q4: 10,210 shares 10,210 $1.51M 0.38% 0 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: 31,601 shares; 2020Q1: 32,947 shares; 2020Q2: 32,741 shares; 2020Q3: 31,841 shares; 2020Q4: 31,448 shares 31,448 $1.51M 0.37% -393 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 10,818 shares; 2020Q1: 10,802 shares; 2020Q2: 11,818 shares; 2020Q3: 11,818 shares; 2020Q4: 12,228 shares 12,228 $1.46M 0.36% +410 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: 6,000 shares; 2020Q1: 6,000 shares; 2020Q2: 6,008 shares; 2020Q3: 6,008 shares; 2020Q4: 6,008 shares 6,008 $1.45M 0.36% 0 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 16,175 shares; 2020Q1: 16,043 shares; 2020Q2: 15,995 shares; 2020Q3: 16,050 shares; 2020Q4: 17,520 shares 17,520 $1.41M 0.35% +1,470 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: 4,440 shares; 2020Q1: 4,485 shares; 2020Q2: 4,570 shares; 2020Q3: 5,045 shares; 2020Q4: 5,315 shares 5,315 $1.4M 0.35% +270 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: 717 shares; 2020Q1: 717 shares; 2020Q2: 1,700 shares; 2020Q3: 1,700 shares; 2020Q4: 1,700 shares 1,700 $1.36M 0.34% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 29,900 shares; 2020Q1: 30,269 shares; 2020Q2: 33,765 shares; 2020Q3: 34,555 shares; 2020Q4: 32,790 shares 32,790 $1.31M 0.33% -1,765 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 21,304 shares; 2020Q1: 21,391 shares; 2020Q2: 22,031 shares; 2020Q3: 20,906 shares; 2020Q4: 20,606 shares 20,606 $1.28M 0.32% -300 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 23,361 shares; 2020Q1: 21,676 shares; 2020Q2: 31,446 shares; 2020Q3: 31,296 shares; 2020Q4: 39,171 shares 39,171 $1.27M 0.32% +7,875 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: 4,435 shares; 2020Q1: 4,415 shares; 2020Q2: 4,415 shares; 2020Q3: 4,365 shares; 2020Q4: 5,610 shares 5,610 $1.23M 0.31% +1,245 Timeline VARIAN MED SYS INC VARIAN MED SYS INC More: the full row for VARIAN MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 8,000 shares; 2020Q1: 8,000 shares; 2020Q2: 8,000 shares; 2020Q3: 8,000 shares; 2020Q4: 6,800 shares 6,800 $1.19M 0.3% -1,200 MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 23,006 shares; 2020Q1: 25,869 shares; 2020Q2: 24,314 shares; 2020Q3: 24,954 shares; 2020Q4: 24,929 shares 24,929 $1.17M 0.29% -25 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 6,750 shares; 2020Q1: 6,891 shares; 2020Q2: 7,221 shares; 2020Q3: 8,261 shares; 2020Q4: 8,391 shares 8,391 $1.17M 0.29% +130 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 10,674 shares; 2020Q1: 10,653 shares; 2020Q2: 10,653 shares; 2020Q3: 10,457 shares; 2020Q4: 10,455 shares 10,455 $1.14M 0.28% -2 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: 6,135 shares; 2020Q1: 3,110 shares; 2020Q2: 3,971 shares; 2020Q3: 4,846 shares; 2020Q4: 4,986 shares 4,986 $1.07M 0.27% +140 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: 9,331 shares; 2020Q1: 11,461 shares; 2020Q2: 11,446 shares; 2020Q3: 11,446 shares; 2020Q4: 11,446 shares 11,446 $1.05M 0.26% 0 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 3,780 shares; 2020Q1: 3,815 shares; 2020Q2: 3,940 shares; 2020Q3: 4,210 shares; 2020Q4: 4,405 shares 4,405 $1.02M 0.25% +195 Timeline 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: 2,050 shares; 2020Q1: 2,050 shares; 2020Q2: 1,900 shares; 2020Q3: 1,860 shares; 2020Q4: 1,860 shares 1,860 $971K 0.24% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 23,853 shares; 2020Q1: 25,284 shares; 2020Q2: 26,384 shares; 2020Q3: 24,778 shares; 2020Q4: 22,213 shares 22,213 $911K 0.23% -2,565 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: 3,035 shares; 2020Q1: 3,236 shares; 2020Q2: 3,561 shares; 2020Q3: 3,481 shares; 2020Q4: 3,396 shares 3,396 $882K 0.22% -85 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: 10,419 shares; 2020Q1: 10,522 shares; 2020Q2: 10,522 shares; 2020Q3: 9,394 shares; 2020Q4: 9,529 shares 9,529 $872K 0.22% +135 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: 9,756 shares; 2020Q1: 10,670 shares; 2020Q2: 11,170 shares; 2020Q3: 9,675 shares; 2020Q4: 9,575 shares 9,575 $793K 0.2% -100 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 4,224 shares; 2020Q1: 4,228 shares; 2020Q2: 4,151 shares; 2020Q3: 4,381 shares; 2020Q4: 4,729 shares 4,729 $776K 0.19% +348 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: 3,435 shares; 2020Q1: 3,536 shares; 2020Q2: 3,492 shares; 2020Q3: 3,509 shares; 2020Q4: 3,160 shares 3,160 $751K 0.19% -349 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,800 shares; 2020Q1: 1,800 shares; 2020Q2: 1,800 shares; 2020Q3: 1,800 shares; 2020Q4: 1,800 shares 1,800 $735K 0.18% 0 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 5,597 shares; 2020Q1: 5,597 shares; 2020Q2: 5,597 shares; 2020Q3: 5,597 shares; 2020Q4: 5,597 shares 5,597 $728K 0.18% 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: 2,140 shares; 2020Q1: 2,574 shares; 2020Q2: 2,949 shares; 2020Q3: 4,144 shares; 2020Q4: 4,939 shares 4,939 $712K 0.18% +795 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 14,377 shares; 2020Q1: 14,387 shares; 2020Q2: 16,482 shares; 2020Q3: 15,620 shares; 2020Q4: 16,335 shares 16,335 $690K 0.17% +715 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 3,020 shares; 2020Q1: 3,020 shares; 2020Q2: 3,020 shares; 2020Q3: 2,920 shares; 2020Q4: 2,920 shares 2,920 $621K 0.15% 0 Timeline WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 18,820 shares; 2020Q1: 18,820 shares; 2020Q2: 18,820 shares; 2020Q3: 18,316 shares; 2020Q4: 19,986 shares 19,986 $598K 0.15% +1,670 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 22,352 shares; 2020Q1: 23,471 shares; 2020Q2: 23,321 shares; 2020Q3: 15,151 shares; 2020Q4: 11,797 shares 11,797 $593K 0.15% -3,354 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: 4,098 shares; 2020Q2: 4,050 shares; 2020Q3: 4,050 shares; 2020Q4: 4,050 shares 4,050 $588K 0.15% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 3,134 shares; 2020Q1: 3,284 shares; 2020Q2: 3,090 shares; 2020Q3: 3,580 shares; 2020Q4: 4,120 shares 4,120 $583K 0.14% +540 Timeline WALGREENS BOOTS ALLIANCE INC WALGREENS BOOTS ALLIANCE INC More: the full row for WALGREENS BOOTS ALLIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 14,125 shares; 2020Q1: 14,110 shares; 2020Q2: 14,710 shares; 2020Q3: 14,680 shares; 2020Q4: 14,150 shares 14,150 $564K 0.14% -530 MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,270 shares; 2020Q1: 1,270 shares; 2020Q2: 1,270 shares; 2020Q3: 1,270 shares; 2020Q4: 1,270 shares 1,270 $534K 0.13% 0 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 6,652 shares; 2020Q1: 6,652 shares; 2020Q2: 7,972 shares; 2020Q3: 8,117 shares; 2020Q4: 8,392 shares 8,392 $527K 0.13% +275 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 10,422 shares; 2020Q1: 10,044 shares; 2020Q2: 10,044 shares; 2020Q3: 9,524 shares; 2020Q4: 9,191 shares 9,191 $510K 0.13% -333 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 5,110 shares; 2020Q1: 6,197 shares; 2020Q2: 7,077 shares; 2020Q3: 6,285 shares; 2020Q4: 6,075 shares 6,075 $506K 0.13% -210 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: 5,102 shares; 2020Q1: 6,389 shares; 2020Q2: 6,389 shares; 2020Q3: 6,189 shares; 2020Q4: 5,804 shares 5,804 $493K 0.12% -385 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: 1,964 shares; 2020Q1: 2,121 shares; 2020Q2: 2,121 shares; 2020Q3: 1,931 shares; 2020Q4: 1,911 shares 1,911 $478K 0.12% -20 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 10,366 shares; 2020Q1: 9,270 shares; 2020Q2: 8,151 shares; 2020Q3: 7,942 shares; 2020Q4: 6,700 shares 6,700 $476K 0.12% -1,242 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 5,645 shares; 2020Q1: 5,645 shares; 2020Q2: 5,645 shares; 2020Q3: 5,645 shares; 2020Q4: 5,645 shares 5,645 $448K 0.11% 0 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: 14,200 shares; 2020Q3: 8,458 shares; 2020Q4: 6,334 shares 6,334 $428K 0.11% -2,124 Timeline GDS GDS HLDGS LTD More: the full row for GDS HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 4,000 shares; 2020Q1: 4,500 shares; 2020Q2: 4,500 shares; 2020Q3: 4,500 shares; 2020Q4: 4,500 shares 4,500 $421K 0.1% 0 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: 993 shares; 2020Q1: 1,211 shares; 2020Q2: 1,087 shares; 2020Q3: 1,087 shares; 2020Q4: 1,160 shares 1,160 $407K 0.1% +73 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,115 shares; 2020Q1: 1,990 shares; 2020Q2: 2,615 shares; 2020Q3: 2,615 shares; 2020Q4: 2,650 shares 2,650 $401K 0.1% +35 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 3,200 shares; 2020Q1: 3,200 shares; 2020Q2: 3,200 shares; 2020Q3: 3,200 shares; 2020Q4: 3,250 shares 3,250 $393K 0.1% +50 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: 2,677 shares; 2020Q1: 2,598 shares; 2020Q2: 2,598 shares; 2020Q3: 2,598 shares; 2020Q4: 2,598 shares 2,598 $387K 0.1% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 4,180 shares; 2020Q1: 4,180 shares; 2020Q2: 4,100 shares; 2020Q3: 4,100 shares; 2020Q4: 4,100 shares 4,100 $382K 0.09% 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: 653 shares; 2020Q1: 764 shares; 2020Q2: 660 shares; 2020Q3: 803 shares; 2020Q4: 869 shares 869 $380K 0.09% +66 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,220 shares; 2020Q1: 1,171 shares; 2020Q2: 1,075 shares; 2020Q3: 1,075 shares; 2020Q4: 1,075 shares 1,075 $380K 0.09% 0 Timeline FXI 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: 8,100 shares; 2020Q1: 8,100 shares; 2020Q2: 8,100 shares; 2020Q3: 8,100 shares; 2020Q4: 8,100 shares 8,100 $376K 0.09% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 550 shares; 2020Q1: 654 shares; 2020Q2: 654 shares; 2020Q3: 654 shares; 2020Q4: 667 shares 667 $367K 0.09% +13 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 8,538 shares; 2020Q1: 8,538 shares; 2020Q2: 8,538 shares; 2020Q3: 8,538 shares; 2020Q4: 8,238 shares 8,238 $366K 0.09% -300 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: 6,646 shares; 2020Q1: 6,646 shares; 2020Q2: 5,992 shares; 2020Q3: 5,942 shares; 2020Q4: 5,942 shares 5,942 $349K 0.09% 0 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,497 shares; 2020Q1: 2,497 shares; 2020Q2: 2,497 shares; 2020Q3: 2,497 shares; 2020Q4: 2,147 shares 2,147 $345K 0.09% -350 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 5,820 shares; 2020Q1: 5,820 shares; 2020Q2: 5,820 shares; 2020Q3: 5,920 shares; 2020Q4: 6,020 shares 6,020 $344K 0.09% +100 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 4,890 shares; 2020Q1: 4,890 shares; 2020Q2: 4,990 shares; 2020Q3: 4,990 shares; 2020Q4: 4,990 shares 4,990 $334K 0.08% 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: 1,215 shares; 2020Q1: 1,215 shares; 2020Q2: 1,215 shares; 2020Q3: 1,445 shares; 2020Q4: 1,445 shares 1,445 $307K 0.08% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,165 shares; 2020Q1: 1,165 shares; 2020Q2: 1,165 shares; 2020Q3: 1,150 shares; 2020Q4: 1,125 shares 1,125 $303K 0.08% -25 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: 645 shares; 2020Q1: 675 shares; 2020Q2: 1,145 shares; 2020Q3: 1,145 shares; 2020Q4: 1,145 shares 1,145 $299K 0.07% 0 Timeline IWM 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: 1,197 shares; 2020Q1: 1,197 shares; 2020Q2: 1,197 shares; 2020Q3: 1,500 shares; 2020Q4: 1,500 shares 1,500 $294K 0.07% 0 Timeline ADUS ADDUS HOMECARE CORP More: the full row for ADDUS HOMECARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,500 shares; 2020Q1: 1,500 shares; 2020Q2: 1,500 shares; 2020Q3: 2,500 shares; 2020Q4: 2,500 shares 2,500 $293K 0.07% 0 Timeline AMEDISYS INC AMEDISYS INC More: the full row for AMEDISYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,000 shares; 2020Q1: 1,000 shares; 2020Q2: 1,000 shares; 2020Q3: 1,000 shares; 2020Q4: 1,000 shares 1,000 $293K 0.07% 0 ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,750 shares; 2020Q1: 1,750 shares; 2020Q2: 1,750 shares; 2020Q3: 1,750 shares; 2020Q4: 1,750 shares 1,750 $290K 0.07% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 915 shares; 2020Q1: 848 shares; 2020Q2: 848 shares; 2020Q3: 848 shares; 2020Q4: 848 shares 848 $279K 0.07% 0 Timeline GENERAL ELEC CO GENERAL ELEC CO More: the full row for GENERAL ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 20,510 shares; 2020Q1: 20,510 shares; 2020Q2: 24,010 shares; 2020Q3: 24,010 shares; 2020Q4: 25,010 shares 25,010 $270K 0.07% +1,000 FULT FULTON FINL CORP PA More: the full row for FULTON FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 27,190 shares; 2020Q1: 21,015 shares; 2020Q2: 21,015 shares; 2020Q3: 21,015 shares; 2020Q4: 21,015 shares 21,015 $267K 0.07% 0 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: 1,799 shares; 2020Q1: 1,192 shares; 2020Q2: 1,192 shares; 2020Q3: 1,143 shares; 2020Q4: 1,143 shares 1,143 $266K 0.07% 0 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE 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: 1,744 shares; 2020Q2: 1,670 shares; 2020Q3: 1,670 shares; 2020Q4: 1,670 shares 1,670 $266K 0.07% 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: 2,250 shares; 2020Q1: 2,250 shares; 2020Q2: 2,250 shares; 2020Q3: 2,463 shares; 2020Q4: 2,676 shares 2,676 $257K 0.06% +213 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: 5,867 shares; 2020Q1: 6,040 shares; 2020Q2: 6,419 shares; 2020Q3: 5,969 shares; 2020Q4: 4,845 shares 4,845 $253K 0.06% -1,124 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,081 shares; 2020Q1: 1,081 shares; 2020Q2: 1,081 shares; 2020Q3: 1,081 shares; 2020Q4: 6,681 shares 6,681 $253K 0.06% +5,600 Timeline WIX WIX COM LTD More: the full row for WIX COM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,150 shares; 2020Q1: 1,500 shares; 2020Q2: 1,000 shares; 2020Q3: 1,000 shares; 2020Q4: 1,000 shares 1,000 $250K 0.06% 0 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,140 shares; 2020Q1: 2,162 shares; 2020Q2: 2,162 shares; 2020Q3: 2,140 shares; 2020Q4: 2,140 shares 2,140 $247K 0.06% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 3,675 shares; 2020Q1: 3,675 shares; 2020Q2: 3,675 shares; 2020Q3: 3,525 shares; 2020Q4: 3,525 shares 3,525 $246K 0.06% 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 5,455 shares; 2020Q3: 5,455 shares; 2020Q4: 5,455 shares 5,455 $244K 0.06% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL 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: 22,496 shares; 2020Q3: 10,859 shares; 2020Q4: 6,451 shares 6,451 $244K 0.06% -4,408 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 3,000 shares; 2020Q1: 3,000 shares; 2020Q2: 3,000 shares; 2020Q3: 3,000 shares; 2020Q4: 3,000 shares 3,000 $240K 0.06% 0 Timeline COUPA SOFTWARE INCORPORATED COUPA SOFTWARE INCORPORATED More: the full row for COUPA SOFTWARE INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 406 shares; 2020Q1: 721 shares; 2020Q2: 700 shares; 2020Q3: 700 shares; 2020Q4: 700 shares 700 $237K 0.06% 0 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: 566 shares; 2020Q1: 566 shares; 2020Q2: 566 shares; 2020Q3: 566 shares; 2020Q4: 3,064 shares 3,064 $236K 0.06% +2,498 Timeline IBB 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: 1,500 shares; 2020Q1: 1,500 shares; 2020Q2: 1,500 shares; 2020Q3: 1,500 shares; 2020Q4: 1,500 shares 1,500 $227K 0.06% 0 Timeline IYH 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: 900 shares; 2020Q1: 900 shares; 2020Q2: 900 shares; 2020Q3: 900 shares; 2020Q4: 900 shares 900 $221K 0.05% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,400 shares; 2020Q1: 2,400 shares; 2020Q2: 2,400 shares; 2020Q3: 2,400 shares; 2020Q4: 2,400 shares 2,400 $218K 0.05% 0 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,525 shares; 2020Q1: 1,525 shares; 2020Q2: 1,525 shares; 2020Q3: 1,525 shares; 2020Q4: 1,525 shares 1,525 $217K 0.05% 0 Timeline TFX TELEFLEX INCORPORATED More: the full row for TELEFLEX INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 715 shares; 2020Q1: 715 shares; 2020Q2: 715 shares; 2020Q3: 660 shares; 2020Q4: 525 shares 525 $216K 0.05% -135 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: 1,685 shares; 2020Q1: 1,685 shares; 2020Q2: 1,685 shares; 2020Q3: 1,685 shares; 2020Q4: 1,685 shares 1,685 $215K 0.05% 0 Timeline LHC GROUP LHC GROUP More: the full row for LHC GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,000 shares; 2020Q1: 1,000 shares; 2020Q2: 1,000 shares; 2020Q3: 1,000 shares; 2020Q4: 1,000 shares 1,000 $213K 0.05% 0 IGSB 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: 3,619 shares; 2020Q1: 3,619 shares; 2020Q2: 3,619 shares; 2020Q3: 3,619 shares; 2020Q4: 3,619 shares 3,619 $200K 0.05% 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: 10,599 shares 10,599 $198K 0.05% new Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 6,360 shares; 2020Q1: 6,360 shares; 2020Q2: 6,360 shares; 2020Q3: 6,360 shares; 2020Q4: 6,360 shares 6,360 $198K 0.05% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 59 shares; 2020Q1: 59 shares; 2020Q2: 50 shares; 2020Q3: 265 shares; 2020Q4: 275 shares 275 $194K 0.05% +10 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: 1,390 shares; 2020Q1: 1,320 shares; 2020Q2: 1,260 shares; 2020Q3: 1,220 shares; 2020Q4: 1,420 shares 1,420 $192K 0.05% +200 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: 1,224 shares; 2020Q1: 1,157 shares; 2020Q2: 1,075 shares; 2020Q3: 1,075 shares; 2020Q4: 1,075 shares 1,075 $190K 0.05% 0 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 7,502 shares; 2020Q1: 7,300 shares; 2020Q2: 7,300 shares; 2020Q3: 6,372 shares; 2020Q4: 6,222 shares 6,222 $189K 0.05% -150 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,253 shares; 2020Q1: 2,233 shares; 2020Q2: 2,213 shares; 2020Q3: 2,213 shares; 2020Q4: 2,213 shares 2,213 $189K 0.05% 0 Timeline MUB 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: 803 shares; 2020Q4: 1,605 shares 1,605 $188K 0.05% +802 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,757 shares; 2020Q1: 2,757 shares; 2020Q2: 2,757 shares; 2020Q3: 2,757 shares; 2020Q4: 2,757 shares 2,757 $186K 0.05% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,531 shares; 2020Q1: 2,531 shares; 2020Q2: 2,531 shares; 2020Q3: 2,531 shares; 2020Q4: 2,531 shares 2,531 $185K 0.05% 0 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 2,000 shares; 2020Q3: 2,000 shares; 2020Q4: 2,000 shares 2,000 $183K 0.05% 0 Timeline HORIZON THERAPEUTICS PLC HORIZON THERAPEUTICS PLC More: the full row for HORIZON THERAPEUTICS PLC 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: 2,500 shares; 2020Q4: 2,500 shares 2,500 $183K 0.05% 0 CDK GLOBAL INC CDK GLOBAL INC More: the full row for CDK GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 3,666 shares; 2020Q1: 3,613 shares; 2020Q2: 3,514 shares; 2020Q3: 3,514 shares; 2020Q4: 3,514 shares 3,514 $183K 0.05% 0 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,935 shares; 2020Q1: 1,935 shares; 2020Q2: 1,935 shares; 2020Q3: 1,935 shares; 2020Q4: 1,935 shares 1,935 $171K 0.04% 0 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,400 shares; 2020Q1: 1,400 shares; 2020Q2: 1,604 shares; 2020Q3: 1,604 shares; 2020Q4: 1,554 shares 1,554 $165K 0.04% -50 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: 3,628 shares; 2020Q2: 3,572 shares; 2020Q3: 3,572 shares; 2020Q4: 3,572 shares 3,572 $163K 0.04% 0 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 4,465 shares; 2020Q1: 4,440 shares; 2020Q2: 4,440 shares; 2020Q3: 4,365 shares; 2020Q4: 3,975 shares 3,975 $163K 0.04% -390 Timeline ICF 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: 1,500 shares; 2020Q1: 1,500 shares; 2020Q2: 1,500 shares; 2020Q3: 1,500 shares; 2020Q4: 3,000 shares 3,000 $162K 0.04% +1,500 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: 2,250 shares; 2020Q1: 2,250 shares; 2020Q2: 2,250 shares; 2020Q3: 2,250 shares; 2020Q4: 2,160 shares 2,160 $160K 0.04% -90 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 800 shares; 2020Q1: 800 shares; 2020Q2: 800 shares; 2020Q3: 800 shares; 2020Q4: 800 shares 800 $159K 0.04% 0 Timeline PIMCO DYNAMIC CR INCOME FD PIMCO DYNAMIC CR INCOME FD More: the full row for PIMCO DYNAMIC CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 5,000 shares; 2020Q1: 5,000 shares; 2020Q2: 7,500 shares; 2020Q3: 7,500 shares; 2020Q4: 7,500 shares 7,500 $159K 0.04% 0 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: 600 shares; 2020Q1: 783 shares; 2020Q2: 700 shares; 2020Q3: 700 shares; 2020Q4: 700 shares 700 $155K 0.04% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: 534 shares; 2020Q2: 812 shares; 2020Q3: 812 shares; 2020Q4: 812 shares 812 $154K 0.04% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,004 shares; 2020Q1: 1,141 shares; 2020Q2: 1,004 shares; 2020Q3: 1,004 shares; 2020Q4: 1,004 shares 1,004 $154K 0.04% 0 Timeline IGPT 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,000 shares; 2020Q1: 1,000 shares; 2020Q2: 1,000 shares; 2020Q3: 1,000 shares; 2020Q4: 1,000 shares 1,000 $154K 0.04% 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: 1,850 shares; 2020Q1: 1,850 shares; 2020Q2: 1,850 shares; 2020Q3: 1,850 shares; 2020Q4: 2,375 shares 2,375 $146K 0.04% +525 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,800 shares; 2020Q1: 2,800 shares; 2020Q2: 2,800 shares; 2020Q3: 2,800 shares; 2020Q4: 2,700 shares 2,700 $145K 0.04% -100 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 15,400 shares; 2020Q1: 16,036 shares; 2020Q2: 19,775 shares; 2020Q3: 13,405 shares; 2020Q4: 10,601 shares 10,601 $145K 0.04% -2,804 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 6,340 shares; 2020Q1: 5,265 shares; 2020Q2: 4,454 shares; 2020Q3: 3,817 shares; 2020Q4: 3,683 shares 3,683 $142K 0.04% -134 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: 16,056 shares; 2020Q1: 16,056 shares; 2020Q2: 16,056 shares; 2020Q3: 11,056 shares; 2020Q4: 11,056 shares 11,056 $140K 0.03% 0 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 17,452 shares; 2020Q1: 13,357 shares; 2020Q2: 13,557 shares; 2020Q3: 8,052 shares; 2020Q4: 4,567 shares 4,567 $138K 0.03% -3,485 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 450 shares; 2020Q1: 450 shares; 2020Q2: 450 shares; 2020Q3: 450 shares; 2020Q4: 450 shares 450 $138K 0.03% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 700 shares; 2020Q1: 700 shares; 2020Q2: 700 shares; 2020Q3: 700 shares; 2020Q4: 900 shares 900 $137K 0.03% +200 Timeline 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: 1,552 shares; 2020Q1: 1,599 shares; 2020Q2: 1,497 shares; 2020Q3: 1,447 shares; 2020Q4: 1,447 shares 1,447 $137K 0.03% 0 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,597 shares; 2020Q1: 1,597 shares; 2020Q2: 1,597 shares; 2020Q3: 1,597 shares; 2020Q4: 1,597 shares 1,597 $137K 0.03% 0 Timeline K KELLANOVA More: the full row for KELLANOVA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,991 shares; 2020Q1: 1,991 shares; 2020Q2: 1,991 shares; 2020Q3: 1,991 shares; 2020Q4: 2,191 shares 2,191 $136K 0.03% +200 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 747 shares; 2020Q1: 747 shares; 2020Q2: 747 shares; 2020Q3: 697 shares; 2020Q4: 672 shares 672 $135K 0.03% -25 Timeline RNG RINGCENTRAL INC More: the full row for RINGCENTRAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 150 shares; 2020Q1: 150 shares; 2020Q2: 350 shares; 2020Q3: 350 shares; 2020Q4: 350 shares 350 $133K 0.03% 0 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,200 shares; 2020Q1: 1,200 shares; 2020Q2: 1,200 shares; 2020Q3: 1,200 shares; 2020Q4: 1,200 shares 1,200 $132K 0.03% 0 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 4,440 shares; 2020Q1: 4,440 shares; 2020Q2: 4,440 shares; 2020Q3: 4,440 shares; 2020Q4: 4,440 shares 4,440 $131K 0.03% 0 Timeline CHT CHUNGHWA TELECOM CO LTD More: the full row for CHUNGHWA TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 3,160 shares; 2020Q1: 3,160 shares; 2020Q2: 3,160 shares; 2020Q3: 3,160 shares; 2020Q4: 3,400 shares 3,400 $131K 0.03% +240 Timeline STATE AUTO FINANCIAL CORP STATE AUTO FINANCIAL CORP More: the full row for STATE AUTO FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 7,400 shares; 2020Q1: 7,400 shares; 2020Q2: 7,400 shares; 2020Q3: 7,400 shares; 2020Q4: 7,400 shares 7,400 $131K 0.03% 0 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: 964 shares; 2020Q1: 964 shares; 2020Q2: 964 shares; 2020Q3: 964 shares; 2020Q4: 964 shares 964 $127K 0.03% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 732 shares; 2020Q1: 724 shares; 2020Q2: 724 shares; 2020Q3: 586 shares; 2020Q4: 586 shares 586 $122K 0.03% 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,555 shares; 2020Q1: 2,588 shares; 2020Q2: 2,555 shares; 2020Q3: 1,825 shares; 2020Q4: 1,743 shares 1,743 $122K 0.03% -82 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,000 shares; 2020Q1: 1,052 shares; 2020Q2: 1,052 shares; 2020Q3: 1,052 shares; 2020Q4: 1,052 shares 1,052 $122K 0.03% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 70 shares; 2020Q1: 222 shares; 2020Q2: 1,430 shares; 2020Q3: 1,000 shares; 2020Q4: 1,000 shares 1,000 $120K 0.03% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 400 shares; 2020Q1: 400 shares; 2020Q2: 400 shares; 2020Q3: 375 shares; 2020Q4: 375 shares 375 $120K 0.03% 0 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,056 shares; 2020Q1: 1,056 shares; 2020Q2: 1,056 shares; 2020Q3: 1,056 shares; 2020Q4: 1,056 shares 1,056 $120K 0.03% 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 804 shares; 2020Q1: 804 shares; 2020Q2: 600 shares; 2020Q3: 600 shares; 2020Q4: 750 shares 750 $119K 0.03% +150 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: 2,600 shares; 2020Q2: 2,600 shares; 2020Q3: 2,400 shares; 2020Q4: 2,400 shares 2,400 $118K 0.03% 0 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 4,500 shares; 2020Q1: 4,500 shares; 2020Q2: 4,200 shares; 2020Q3: 4,000 shares; 2020Q4: 4,000 shares 4,000 $116K 0.03% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,900 shares; 2020Q1: 1,900 shares; 2020Q2: 1,900 shares; 2020Q3: 1,900 shares; 2020Q4: 1,900 shares 1,900 $111K 0.03% 0 Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 7,300 shares; 2020Q1: 7,300 shares; 2020Q2: 4,000 shares; 2020Q3: 4,000 shares; 2020Q4: 4,000 shares 4,000 $110K 0.03% 0 Timeline DISCOVER FINL SVCS DISCOVER FINL SVCS More: the full row for DISCOVER FINL SVCS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,020 shares; 2020Q1: 1,053 shares; 2020Q2: 975 shares; 2020Q3: 975 shares; 2020Q4: 1,199 shares 1,199 $108K 0.03% +224 TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,056 shares; 2020Q1: 2,056 shares; 2020Q2: 1,566 shares; 2020Q3: 1,566 shares; 2020Q4: 1,566 shares 1,566 $107K 0.03% 0 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 500 shares; 2020Q1: 528 shares; 2020Q2: 500 shares; 2020Q3: 500 shares; 2020Q4: 500 shares 500 $105K 0.03% 0 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 304 shares; 2020Q1: 304 shares; 2020Q2: 304 shares; 2020Q3: 304 shares; 2020Q4: 304 shares 304 $104K 0.03% 0 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: 4,000 shares; 2020Q1: 3,695 shares; 2020Q2: 3,695 shares; 2020Q3: 2,395 shares; 2020Q4: 2,795 shares 2,795 $102K 0.03% +400 GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,000 shares; 2020Q1: 1,000 shares; 2020Q2: 1,000 shares; 2020Q3: 1,000 shares; 2020Q4: 1,000 shares 1,000 $100K 0.02% 0 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,405 shares; 2020Q1: 1,405 shares; 2020Q2: 1,405 shares; 2020Q3: 1,225 shares; 2020Q4: 1,225 shares 1,225 $98K 0.02% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 880 shares; 2020Q1: 845 shares; 2020Q2: 845 shares; 2020Q3: 820 shares; 2020Q4: 820 shares 820 $96K 0.02% 0 Timeline STATE STREET STATE STREET More: the full row for STATE STREET 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: 1,185 shares; 2020Q3: 1,185 shares; 2020Q4: 1,185 shares 1,185 $94K 0.02% 0 BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 5,335 shares; 2020Q1: 5,335 shares; 2020Q2: 4,935 shares; 2020Q3: 3,885 shares; 2020Q4: 4,385 shares 4,385 $90K 0.02% +500 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,480 shares; 2020Q1: 1,480 shares; 2020Q2: 1,480 shares; 2020Q3: 1,400 shares; 2020Q4: 1,350 shares 1,350 $89K 0.02% -50 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 801 shares; 2020Q1: 851 shares; 2020Q2: 820 shares; 2020Q3: 801 shares; 2020Q4: 801 shares 801 $88K 0.02% 0 Timeline FLN FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,766 shares; 2020Q1: 2,766 shares; 2020Q2: 2,766 shares; 2020Q3: 2,766 shares; 2020Q4: 2,927 shares 2,927 $88K 0.02% +161 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: 440 shares; 2020Q1: 490 shares; 2020Q2: 737 shares; 2020Q3: 737 shares; 2020Q4: 737 shares 737 $87K 0.02% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 8,270 shares; 2020Q1: 6,285 shares; 2020Q2: 5,006 shares; 2020Q3: 3,376 shares; 2020Q4: 1,735 shares 1,735 $87K 0.02% -1,641 Timeline IWP 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: 423 shares; 2020Q1: 423 shares; 2020Q2: 423 shares; 2020Q3: 423 shares; 2020Q4: 846 shares 846 $87K 0.02% +423 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,200 shares; 2020Q1: 1,200 shares; 2020Q2: 1,200 shares; 2020Q3: 1,200 shares; 2020Q4: 1,200 shares 1,200 $87K 0.02% 0 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 945 shares; 2020Q1: 945 shares; 2020Q2: 915 shares; 2020Q3: 915 shares; 2020Q4: 915 shares 915 $85K 0.02% 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 710 shares; 2020Q3: 710 shares; 2020Q4: 710 shares 710 $84K 0.02% 0 Timeline AMBA AMBARELLA INC More: the full row for AMBARELLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 900 shares; 2020Q1: 900 shares; 2020Q2: 900 shares; 2020Q3: 900 shares; 2020Q4: 900 shares 900 $83K 0.02% 0 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: 1,622 shares; 2020Q1: 2,985 shares; 2020Q2: 2,985 shares; 2020Q3: 1,122 shares; 2020Q4: 1,355 shares 1,355 $80K 0.02% +233 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,093 shares; 2020Q1: 1,093 shares; 2020Q2: 1,093 shares; 2020Q3: 1,093 shares; 2020Q4: 1,093 shares 1,093 $79K 0.02% 0 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,276 shares; 2020Q1: 2,276 shares; 2020Q2: 2,276 shares; 2020Q3: 2,276 shares; 2020Q4: 2,276 shares 2,276 $78K 0.02% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 462 shares; 2020Q1: 462 shares; 2020Q2: 442 shares; 2020Q3: 442 shares; 2020Q4: 442 shares 442 $77K 0.02% 0 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,000 shares; 2020Q1: 1,000 shares; 2020Q2: 1,000 shares; 2020Q3: 1,000 shares; 2020Q4: 1,500 shares 1,500 $76K 0.02% +500 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: 350 shares; 2020Q1: 350 shares; 2020Q2: 350 shares; 2020Q3: 631 shares; 2020Q4: 350 shares 350 $72K 0.02% -281 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 490 shares; 2020Q1: 553 shares; 2020Q2: 600 shares; 2020Q3: 590 shares; 2020Q4: 1,090 shares 1,090 $72K 0.02% +500 Timeline SPLV 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 1,240 shares; 2020Q3: 1,240 shares; 2020Q4: 1,240 shares 1,240 $70K 0.02% 0 Timeline QUAL 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: 161 shares; 2020Q1: 161 shares; 2020Q2: 381 shares; 2020Q3: 478 shares; 2020Q4: 575 shares 575 $67K 0.02% +97 Timeline IEF 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: 561 shares; 2020Q3: 639 shares; 2020Q4: 561 shares 561 $67K 0.02% -78 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 8,110 shares; 2020Q1: 8,318 shares; 2020Q2: 3,110 shares; 2020Q3: 3,010 shares; 2020Q4: 3,010 shares 3,010 $65K 0.02% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 5,500 shares; 2020Q1: 5,300 shares; 2020Q2: 5,300 shares; 2020Q3: 3,300 shares; 2020Q4: 3,300 shares 3,300 $65K 0.02% 0 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,741 shares; 2020Q1: 1,741 shares; 2020Q2: 1,741 shares; 2020Q3: 1,741 shares; 2020Q4: 1,241 shares 1,241 $62K 0.02% -500 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: 389 shares; 2020Q2: 375 shares; 2020Q3: 350 shares; 2020Q4: 200 shares 200 $61K 0.02% -150 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: 414 shares; 2020Q2: not reported; 2020Q3: 600 shares; 2020Q4: 600 shares 600 $59K 0.01% 0 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS 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: 200 shares; 2020Q3: 200 shares; 2020Q4: 200 shares 200 $56K 0.01% 0 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 550 shares; 2020Q1: 550 shares; 2020Q2: 550 shares; 2020Q3: 550 shares; 2020Q4: 550 shares 550 $55K 0.01% 0 Timeline 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 430 shares; 2020Q1: 430 shares; 2020Q2: 261 shares; 2020Q3: 261 shares; 2020Q4: 261 shares 261 $54K 0.01% 0 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 4,914 shares; 2020Q1: 1,890 shares; 2020Q2: 1,890 shares; 2020Q3: 1,890 shares; 2020Q4: 1,890 shares 1,890 $53K 0.01% 0 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: 112 shares; 2020Q1: 112 shares; 2020Q2: 112 shares; 2020Q3: 112 shares; 2020Q4: 112 shares 112 $53K 0.01% 0 VREX VAREX IMAGING CORP More: the full row for VAREX IMAGING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 3,200 shares; 2020Q1: 3,200 shares; 2020Q2: 3,200 shares; 2020Q3: 3,200 shares; 2020Q4: 3,200 shares 3,200 $53K 0.01% 0 Timeline ISHARES ISHARES More: the full row for ISHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,000 shares; 2020Q1: 2,000 shares; 2020Q2: 2,000 shares; 2020Q3: 2,000 shares; 2020Q4: 2,000 shares 2,000 $53K 0.01% 0 ISHARES ISHARES More: the full row for ISHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,000 shares; 2020Q1: 2,000 shares; 2020Q2: 2,000 shares; 2020Q3: 2,000 shares; 2020Q4: 2,000 shares 2,000 $53K 0.01% 0 DLN WISDOMTREE TR More: the full row for WISDOMTREE 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: 41 shares; 2020Q4: 482 shares 482 $52K 0.01% +441 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: 1,595 shares; 2020Q1: 1,095 shares; 2020Q2: 1,095 shares; 2020Q3: 1,095 shares; 2020Q4: 1,095 shares 1,095 $51K 0.01% 0 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,014 shares; 2020Q1: 1,014 shares; 2020Q2: 1,014 shares; 2020Q3: 1,014 shares; 2020Q4: 1,014 shares 1,014 $51K 0.01% 0 Timeline ISHARES ISHARES More: the full row for ISHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,000 shares; 2020Q1: 2,000 shares; 2020Q2: 2,000 shares; 2020Q3: 2,000 shares; 2020Q4: 2,000 shares 2,000 $51K 0.01% 0 ISHARES GOLD TRUST ISHARES GOLD TRUST More: the full row for ISHARES GOLD TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,781 shares; 2020Q1: 2,781 shares; 2020Q2: 2,781 shares; 2020Q3: 2,781 shares; 2020Q4: 2,781 shares 2,781 $50K 0.01% 0 Ishares Ibonds Dec Ishares Ibonds Dec More: the full row for Ishares Ibonds Dec Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,000 shares; 2020Q1: 2,000 shares; 2020Q2: 2,000 shares; 2020Q3: 2,000 shares; 2020Q4: 2,000 shares 2,000 $50K 0.01% 0 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: 1,000 shares; 2020Q1: 1,000 shares; 2020Q2: 1,000 shares; 2020Q3: 1,000 shares; 2020Q4: 1,000 shares 1,000 $47K 0.01% 0 Timeline SIGI SELECTIVE INS GROUP INC More: the full row for SELECTIVE INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 700 shares; 2020Q1: 700 shares; 2020Q2: 700 shares; 2020Q3: 700 shares; 2020Q4: 700 shares 700 $47K 0.01% 0 Timeline ARKG ARK ETF TR More: the full row for ARK ETF 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: 500 shares 500 $47K 0.01% new Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 900 shares; 2020Q1: 900 shares; 2020Q2: 900 shares; 2020Q3: 900 shares; 2020Q4: 900 shares 900 $45K 0.01% 0 Timeline DIAX NUVEEN DOW 30SM DYNAMIC OVERWR More: the full row for NUVEEN DOW 30SM DYNAMIC OVERWR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,976 shares; 2020Q1: 2,976 shares; 2020Q2: 2,976 shares; 2020Q3: 2,976 shares; 2020Q4: 2,976 shares 2,976 $45K 0.01% 0 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: 38 shares; 2020Q2: 200 shares; 2020Q3: 235 shares; 2020Q4: 369 shares 369 $43K 0.01% +134 Timeline SPHQ 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: 1,025 shares; 2020Q2: 1,025 shares; 2020Q3: 1,025 shares; 2020Q4: 1,025 shares 1,025 $43K 0.01% 0 Timeline SOCIAL CAP HEDSPIA HLDG CO I SOCIAL CAP HEDSPIA HLDG CO I More: the full row for SOCIAL CAP HEDSPIA HLDG CO I 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: 2,000 shares; 2020Q4: 2,500 shares 2,500 $42K 0.01% +500 ROYAL DUTCH SHELL PLC SPN A… ROYAL DUTCH SHELL PLC SPN ADR More: the full row for ROYAL DUTCH SHELL PLC SPN ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,230 shares; 2020Q1: 1,230 shares; 2020Q2: 1,350 shares; 2020Q3: 1,350 shares; 2020Q4: 1,150 shares 1,150 $39K 0.01% -200 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 563 shares; 2020Q1: 563 shares; 2020Q2: 563 shares; 2020Q3: 563 shares; 2020Q4: 563 shares 563 $38K 0.01% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 150 shares; 2020Q1: 150 shares; 2020Q2: 150 shares; 2020Q3: 150 shares; 2020Q4: 150 shares 150 $38K 0.01% 0 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: 539 shares; 2020Q1: 539 shares; 2020Q2: 539 shares; 2020Q3: 539 shares; 2020Q4: 539 shares 539 $37K 0.01% 0 Timeline MGNI MAGNITE INC More: the full row for MAGNITE 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: 1,200 shares 1,200 $37K 0.01% new 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: 422 shares; 2020Q1: 422 shares; 2020Q2: 422 shares; 2020Q3: 422 shares; 2020Q4: 422 shares 422 $36K 0.01% 0 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: 2,102 shares; 2020Q1: 2,204 shares; 2020Q2: 2,102 shares; 2020Q3: 1,118 shares; 2020Q4: 1,118 shares 1,118 $36K 0.01% 0 Timeline IWD 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: 13 shares; 2020Q3: 13 shares; 2020Q4: 263 shares 263 $36K 0.01% +250 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: 190 shares; 2020Q1: 190 shares; 2020Q2: 190 shares; 2020Q3: 190 shares; 2020Q4: 380 shares 380 $36K 0.01% +190 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: 100 shares; 2020Q1: 109 shares; 2020Q2: 100 shares; 2020Q3: 100 shares; 2020Q4: 100 shares 100 $35K 0.01% 0 Timeline 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: 385 shares; 2020Q1: 429 shares; 2020Q2: 385 shares; 2020Q3: 385 shares; 2020Q4: 385 shares 385 $35K 0.01% 0 Timeline EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,000 shares; 2020Q1: 1,000 shares; 2020Q2: 1,000 shares; 2020Q3: 1,000 shares; 2020Q4: 1,600 shares 1,600 $35K 0.01% +600 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,066 shares; 2020Q1: 1,066 shares; 2020Q2: 1,066 shares; 2020Q3: 1,066 shares; 2020Q4: 1,066 shares 1,066 $35K 0.01% 0 Timeline TWITTER INC TWITTER INC More: the full row for TWITTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 650 shares; 2020Q1: 650 shares; 2020Q2: 650 shares; 2020Q3: 650 shares; 2020Q4: 650 shares 650 $35K 0.01% 0 USMV 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: 500 shares; 2020Q3: 500 shares; 2020Q4: 500 shares 500 $34K 0.01% 0 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: 380 shares; 2020Q1: 430 shares; 2020Q2: 380 shares; 2020Q3: 380 shares; 2020Q4: 380 shares 380 $33K 0.01% 0 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 234 shares; 2020Q1: 234 shares; 2020Q2: 234 shares; 2020Q3: 234 shares; 2020Q4: 234 shares 234 $32K 0.01% 0 Timeline Proshares Short S&P Proshares Short S&P More: the full row for Proshares Short S&P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: 6,000 shares; 2020Q2: 6,000 shares; 2020Q3: 5,750 shares; 2020Q4: 1,800 shares 1,800 $32K 0.01% -3,950 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: 150 shares; 2020Q1: 150 shares; 2020Q2: 150 shares; 2020Q3: 150 shares; 2020Q4: 262 shares 262 $31K 0.01% +112 Timeline IWS 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: 317 shares; 2020Q1: 317 shares; 2020Q2: 317 shares; 2020Q3: 317 shares; 2020Q4: 317 shares 317 $31K 0.01% 0 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD 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: 1,949 shares 1,949 $31K 0.01% new Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 550 shares; 2020Q1: 550 shares; 2020Q2: 550 shares; 2020Q3: 550 shares; 2020Q4: 550 shares 550 $30K 0.01% 0 Timeline VB 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: 150 shares; 2020Q1: 150 shares; 2020Q2: 150 shares; 2020Q3: 150 shares; 2020Q4: 150 shares 150 $29K 0.01% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 950 shares; 2020Q1: 1,053 shares; 2020Q2: 978 shares; 2020Q3: 978 shares; 2020Q4: 639 shares 639 $29K 0.01% -339 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 200 shares; 2020Q1: 200 shares; 2020Q2: 200 shares; 2020Q3: 200 shares; 2020Q4: 200 shares 200 $29K 0.01% 0 Timeline CVY 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,425 shares; 2020Q1: 1,425 shares; 2020Q2: 1,425 shares; 2020Q3: 1,425 shares; 2020Q4: 1,425 shares 1,425 $29K 0.01% 0 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 232 shares; 2020Q1: 232 shares; 2020Q2: 232 shares; 2020Q3: 232 shares; 2020Q4: 232 shares 232 $28K 0.01% 0 Timeline PERSHING SQUARE TONTINE HLD… PERSHING SQUARE TONTINE HLDG COM More: the full row for PERSHING SQUARE TONTINE HLDG COM 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: 1,000 shares; 2020Q4: 1,000 shares 1,000 $28K 0.01% 0 MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 401 shares; 2020Q1: 401 shares; 2020Q2: 401 shares; 2020Q3: 401 shares; 2020Q4: 401 shares 401 $27K 0.01% 0 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 413 shares; 2020Q1: 413 shares; 2020Q2: 413 shares; 2020Q3: 413 shares; 2020Q4: 413 shares 413 $26K 0.01% 0 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: 200 shares; 2020Q2: 200 shares; 2020Q3: 200 shares; 2020Q4: 200 shares 200 $26K 0.01% 0 Timeline XSSPX NUVEEN S&P 500 DYNAMIC OVERW More: the full row for NUVEEN S&P 500 DYNAMIC OVERW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,675 shares; 2020Q1: 1,675 shares; 2020Q2: 1,675 shares; 2020Q3: 1,675 shares; 2020Q4: 1,675 shares 1,675 $26K 0.01% 0 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: 100 shares; 2020Q1: 223 shares; 2020Q2: 273 shares; 2020Q3: 172 shares; 2020Q4: 172 shares 172 $26K 0.01% 0 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 100 shares; 2020Q1: 100 shares; 2020Q2: 100 shares; 2020Q3: 100 shares; 2020Q4: 200 shares 200 $26K 0.01% +100 Timeline 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: 488 shares; 2020Q1: 488 shares; 2020Q2: 100 shares; 2020Q3: 100 shares; 2020Q4: 100 shares 100 $26K 0.01% 0 HTD HANCOCK JOHN TAX-ADVANTAGED More: the full row for HANCOCK JOHN TAX-ADVANTAGED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,200 shares; 2020Q1: 1,200 shares; 2020Q2: 1,200 shares; 2020Q3: 1,200 shares; 2020Q4: 1,200 shares 1,200 $25K 0.01% 0 Timeline HOG HARLEY DAVIDSON INC More: the full row for HARLEY DAVIDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 653 shares; 2020Q1: 653 shares; 2020Q2: 653 shares; 2020Q3: 653 shares; 2020Q4: 653 shares 653 $24K 0.01% 0 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,191 shares; 2020Q1: 1,645 shares; 2020Q2: 1,645 shares; 2020Q3: 891 shares; 2020Q4: 691 shares 691 $24K 0.01% -200 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 113 shares; 2020Q1: 113 shares; 2020Q2: 113 shares; 2020Q3: 100 shares; 2020Q4: 100 shares 100 $24K 0.01% 0 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 324 shares; 2020Q1: 324 shares; 2020Q2: 324 shares; 2020Q3: 270 shares; 2020Q4: 270 shares 270 $24K 0.01% 0 Timeline VIRGIN GALACTIC HLDGS INC VIRGIN GALACTIC HLDGS INC More: the full row for VIRGIN GALACTIC 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: not reported; 2020Q3: 1,000 shares; 2020Q4: 1,000 shares 1,000 $24K 0.01% 0 KANSAS CITY SOUTHERN KANSAS CITY SOUTHERN More: the full row for KANSAS CITY SOUTHERN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 86 shares; 2020Q1: 202 shares; 2020Q2: 116 shares; 2020Q3: 116 shares; 2020Q4: 116 shares 116 $24K 0.01% 0 CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 127 shares; 2020Q1: 127 shares; 2020Q2: 237 shares; 2020Q3: 127 shares; 2020Q4: 127 shares 127 $23K 0.01% 0 Timeline XYZ BLOCK INC More: the full row for BLOCK 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: 100 shares 100 $22K 0.01% new 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 150 shares; 2020Q1: 150 shares; 2020Q2: 150 shares; 2020Q3: 150 shares; 2020Q4: 150 shares 150 $21K 0.01% 0 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: 255 shares; 2020Q1: 255 shares; 2020Q2: 255 shares; 2020Q3: 255 shares; 2020Q4: 255 shares 255 $21K 0.01% 0 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE 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: 381 shares; 2020Q3: 381 shares; 2020Q4: 381 shares 381 $21K 0.01% 0 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN 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: 1,369 shares 1,369 $21K 0.01% new Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 225 shares; 2020Q1: 225 shares; 2020Q2: 225 shares; 2020Q3: 225 shares; 2020Q4: 225 shares 225 $20K <0.01% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER 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: 400 shares; 2020Q4: 777 shares 777 $19K <0.01% +377 Timeline VEU 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 334 shares; 2020Q1: 334 shares; 2020Q2: 334 shares; 2020Q3: 334 shares; 2020Q4: 334 shares 334 $19K <0.01% 0 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 400 shares; 2020Q1: 400 shares; 2020Q2: 400 shares; 2020Q3: 400 shares; 2020Q4: 400 shares 400 $19K <0.01% 0 Timeline PGJ 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 300 shares; 2020Q1: 300 shares; 2020Q2: 300 shares; 2020Q3: 300 shares; 2020Q4: 300 shares 300 $19K <0.01% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 200 shares; 2020Q1: 200 shares; 2020Q2: 200 shares; 2020Q3: 200 shares; 2020Q4: 200 shares 200 $18K <0.01% 0 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 129 shares; 2020Q1: 129 shares; 2020Q2: 129 shares; 2020Q3: 129 shares; 2020Q4: 129 shares 129 $18K <0.01% 0 Timeline AAXJ 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: 201 shares; 2020Q1: 201 shares; 2020Q2: 201 shares; 2020Q3: 201 shares; 2020Q4: 201 shares 201 $18K <0.01% 0 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: 50 shares; 2020Q1: 76 shares; 2020Q2: 50 shares; 2020Q3: 50 shares; 2020Q4: 50 shares 50 $18K <0.01% 0 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: 50 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 50 shares; 2020Q4: 95 shares 95 $17K <0.01% +45 Timeline SPLUNK INC SPLUNK INC More: the full row for SPLUNK 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: 50 shares; 2020Q4: 100 shares 100 $17K <0.01% +50 ACNB ACNB CORP More: the full row for ACNB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 661 shares; 2020Q1: 661 shares; 2020Q2: 661 shares; 2020Q3: 661 shares; 2020Q4: 661 shares 661 $17K <0.01% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE 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: not reported; 2020Q3: 75 shares; 2020Q4: 75 shares 75 $16K <0.01% 0 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 284 shares; 2020Q1: 284 shares; 2020Q2: 284 shares; 2020Q3: 284 shares; 2020Q4: 284 shares 284 $16K <0.01% 0 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: 549 shares; 2020Q1: 549 shares; 2020Q2: 549 shares; 2020Q3: 386 shares; 2020Q4: 386 shares 386 $16K <0.01% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 250 shares; 2020Q1: 250 shares; 2020Q2: 250 shares; 2020Q3: 250 shares; 2020Q4: 250 shares 250 $16K <0.01% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS 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: 775 shares; 2020Q3: 775 shares; 2020Q4: 775 shares 775 $16K <0.01% 0 Timeline PWV 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 389 shares; 2020Q3: 389 shares; 2020Q4: 389 shares 389 $15K <0.01% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 350 shares; 2020Q1: 350 shares; 2020Q2: 350 shares; 2020Q3: 350 shares; 2020Q4: 350 shares 350 $14K <0.01% 0 Timeline PCY 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 500 shares; 2020Q1: 500 shares; 2020Q2: 500 shares; 2020Q3: 500 shares; 2020Q4: 500 shares 500 $14K <0.01% 0 Timeline ITA 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: 35 shares; 2020Q4: 140 shares 140 $13K <0.01% +105 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 400 shares; 2020Q1: 400 shares; 2020Q2: 400 shares; 2020Q3: 400 shares; 2020Q4: 400 shares 400 $13K <0.01% 0 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 778 shares; 2020Q1: 778 shares; 2020Q2: 778 shares; 2020Q3: 778 shares; 2020Q4: 778 shares 778 $13K <0.01% 0 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,350 shares; 2020Q1: 1,350 shares; 2020Q2: 1,350 shares; 2020Q3: 1,350 shares; 2020Q4: 1,350 shares 1,350 $13K <0.01% 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 135 shares; 2020Q1: 135 shares; 2020Q2: 135 shares; 2020Q3: 135 shares; 2020Q4: 135 shares 135 $12K <0.01% 0 Timeline VAC MARRIOTT VACATIONS WORLDWIDE More: the full row for MARRIOTT VACATIONS WORLDWIDE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 84 shares; 2020Q1: 84 shares; 2020Q2: 84 shares; 2020Q3: 84 shares; 2020Q4: 84 shares 84 $12K <0.01% 0 Timeline ENR ENERGIZER HLDGS INC More: the full row for ENERGIZER HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 720 shares; 2020Q1: 505 shares; 2020Q2: 505 shares; 2020Q3: 285 shares; 2020Q4: 285 shares 285 $12K <0.01% 0 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,241 shares; 2020Q1: 1,241 shares; 2020Q2: 1,241 shares; 2020Q3: 1,241 shares; 2020Q4: 1,241 shares 1,241 $12K <0.01% 0 Timeline KTF DWS MUN INCOME TR More: the full row for DWS MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,000 shares; 2020Q1: 1,000 shares; 2020Q2: 1,000 shares; 2020Q3: 1,000 shares; 2020Q4: 1,000 shares 1,000 $12K <0.01% 0 Timeline DIME CMNTY BANCSHARES INC C… DIME CMNTY BANCSHARES INC COM More: the full row for DIME CMNTY BANCSHARES INC COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 750 shares; 2020Q1: 750 shares; 2020Q2: 750 shares; 2020Q3: 750 shares; 2020Q4: 750 shares 750 $12K <0.01% 0 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: 322 shares; 2020Q1: 322 shares; 2020Q2: 165 shares; 2020Q3: 165 shares; 2020Q4: 165 shares 165 $11K <0.01% 0 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 300 shares; 2020Q1: 300 shares; 2020Q2: 300 shares; 2020Q3: 300 shares; 2020Q4: 300 shares 300 $11K <0.01% 0 Timeline PGX 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 700 shares; 2020Q1: 700 shares; 2020Q2: 700 shares; 2020Q3: 700 shares; 2020Q4: 700 shares 700 $11K <0.01% 0 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 250 shares; 2020Q1: 250 shares; 2020Q2: 250 shares; 2020Q3: 250 shares; 2020Q4: 250 shares 250 $11K <0.01% 0 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 225 shares; 2020Q1: 225 shares; 2020Q2: 225 shares; 2020Q3: 225 shares; 2020Q4: 225 shares 225 $10K <0.01% 0 Timeline BXMX NUVEEN S&P 500 BUY-WRITE INCOM More: the full row for NUVEEN S&P 500 BUY-WRITE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 758 shares; 2020Q1: 758 shares; 2020Q2: 758 shares; 2020Q3: 758 shares; 2020Q4: 758 shares 758 $10K <0.01% 0 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 675 shares; 2020Q1: 675 shares; 2020Q2: 675 shares; 2020Q3: 675 shares; 2020Q4: 675 shares 675 $10K <0.01% 0 Timeline TDOC TELADOC HEALTH INC More: the full row for TELADOC HEALTH 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: 50 shares; 2020Q4: 50 shares 50 $10K <0.01% 0 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,000 shares; 2020Q1: 1,000 shares; 2020Q2: 1,000 shares; 2020Q3: 1,000 shares; 2020Q4: 1,000 shares 1,000 $10K <0.01% 0 Timeline UBCP UNITED BANCORP INC OHIO More: the full row for UNITED BANCORP INC OHIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 789 shares; 2020Q1: 789 shares; 2020Q2: 789 shares; 2020Q3: 789 shares; 2020Q4: 789 shares 789 $10K <0.01% 0 Timeline TBBK BANCORP INC DEL More: the full row for BANCORP INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 690 shares; 2020Q1: 690 shares; 2020Q2: 690 shares; 2020Q3: 690 shares; 2020Q4: 690 shares 690 $9K <0.01% 0 Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X 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: not reported; 2020Q4: 150 shares 150 $9K <0.01% new Timeline SPARTANNASH CO SPARTANNASH CO More: the full row for SPARTANNASH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 500 shares; 2020Q1: 500 shares; 2020Q2: 500 shares; 2020Q3: 500 shares; 2020Q4: 500 shares 500 $9K <0.01% 0 C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 187 shares; 2020Q1: 137 shares; 2020Q2: 137 shares; 2020Q3: 137 shares; 2020Q4: 137 shares 137 $8K <0.01% 0 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 99 shares; 2020Q1: 99 shares; 2020Q2: 99 shares; 2020Q3: 99 shares; 2020Q4: 99 shares 99 $8K <0.01% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 200 shares; 2020Q1: 200 shares; 2020Q2: 200 shares; 2020Q3: 200 shares; 2020Q4: 200 shares 200 $8K <0.01% 0 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 105 shares; 2020Q1: 55 shares; 2020Q2: 55 shares; 2020Q3: 55 shares; 2020Q4: 55 shares 55 $8K <0.01% 0 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: 58 shares; 2020Q2: 58 shares; 2020Q3: 58 shares; 2020Q4: 58 shares 58 $8K <0.01% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 200 shares; 2020Q1: 200 shares; 2020Q2: 200 shares; 2020Q3: 200 shares; 2020Q4: 200 shares 200 $7K <0.01% 0 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 210 shares; 2020Q1: 210 shares; 2020Q2: 210 shares; 2020Q3: 210 shares; 2020Q4: 210 shares 210 $7K <0.01% 0 Timeline NUVEEN FLOATING RATE INCOME… NUVEEN FLOATING RATE INCOME OP More: the full row for NUVEEN FLOATING RATE INCOME OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 758 shares; 2020Q1: 758 shares; 2020Q2: 758 shares; 2020Q3: 758 shares; 2020Q4: 758 shares 758 $7K <0.01% 0 TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: 52 shares; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 48 shares 48 $6K <0.01% new Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: 408 shares; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 84 shares 84 $6K <0.01% new Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: 31 shares; 2020Q2: 31 shares; 2020Q3: 31 shares; 2020Q4: 31 shares 31 $6K <0.01% 0 Timeline RFG 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 30 shares; 2020Q1: 30 shares; 2020Q2: 30 shares; 2020Q3: 30 shares; 2020Q4: 30 shares 30 $6K <0.01% 0 Timeline BLUEPRINT MEDICINES CORP BLUEPRINT MEDICINES CORP More: the full row for BLUEPRINT MEDICINES 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: not reported; 2020Q4: 52 shares 52 $6K <0.01% new JPMorgan BetaBuilders Dev A… JPMorgan BetaBuilders Dev Asia More: the full row for JPMorgan BetaBuilders Dev Asia 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: 227 shares; 2020Q4: 227 shares 227 $6K <0.01% 0 ANTARES PHARMA INC ANTARES PHARMA INC More: the full row for ANTARES PHARMA 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: 1,454 shares 1,454 $6K <0.01% new 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: 72 shares 72 $5K <0.01% 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 12 shares; 2020Q1: 12 shares; 2020Q2: not reported; 2020Q3: 10 shares; 2020Q4: 10 shares 10 $5K <0.01% 0 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS 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: 32 shares 32 $5K <0.01% new Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: 59 shares; 2020Q2: 59 shares; 2020Q3: 59 shares; 2020Q4: 59 shares 59 $5K <0.01% 0 Timeline MARATHON OIL CORP MARATHON OIL CORP More: the full row for MARATHON OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 700 shares; 2020Q1: 700 shares; 2020Q2: 700 shares; 2020Q3: 700 shares; 2020Q4: 700 shares 700 $5K <0.01% 0 ICUI ICU MED INC More: the full row for ICU MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: 109 shares; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 22 shares 22 $5K <0.01% new Timeline NGM BIOPHARMACEUTICALS INC NGM BIOPHARMACEUTICALS INC More: the full row for NGM BIOPHARMACEUTICALS 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: 160 shares 160 $5K <0.01% new 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: 45 shares; 2020Q2: 45 shares; 2020Q3: 45 shares; 2020Q4: 45 shares 45 $4K <0.01% 0 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 177 shares; 2020Q1: 177 shares; 2020Q2: 177 shares; 2020Q3: 177 shares; 2020Q4: 177 shares 177 $4K <0.01% 0 Timeline NWL NEWELL BRANDS INC More: the full row for NEWELL BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 200 shares; 2020Q1: 200 shares; 2020Q2: 200 shares; 2020Q3: 200 shares; 2020Q4: 200 shares 200 $4K <0.01% 0 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 853 shares; 2020Q1: 853 shares; 2020Q2: 853 shares; 2020Q3: 853 shares; 2020Q4: 853 shares 853 $4K <0.01% 0 Timeline PARAMOUNT GLOBAL PARAMOUNT GLOBAL More: the full row for PARAMOUNT GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 96 shares; 2020Q1: 96 shares; 2020Q2: 96 shares; 2020Q3: 96 shares; 2020Q4: 96 shares 96 $4K <0.01% 0 KTB KONTOOR BRANDS INC More: the full row for KONTOOR BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 109 shares; 2020Q1: 91 shares; 2020Q2: 91 shares; 2020Q3: 91 shares; 2020Q4: 91 shares 91 $4K <0.01% 0 Timeline FLIR SYS INC FLIR SYS INC More: the full row for FLIR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: 534 shares; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 97 shares 97 $4K <0.01% new FRBKQ REPUBLIC FIRST BANCORP INC More: the full row for REPUBLIC FIRST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,490 shares; 2020Q1: 1,490 shares; 2020Q2: 1,490 shares; 2020Q3: 1,490 shares; 2020Q4: 1,490 shares 1,490 $4K <0.01% 0 Timeline XNQPX NUVEEN PA INVT QUALITY MUN F More: the full row for NUVEEN PA INVT QUALITY MUN F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 300 shares; 2020Q1: 300 shares; 2020Q2: 300 shares; 2020Q3: 300 shares; 2020Q4: 300 shares 300 $4K <0.01% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 75 shares; 2020Q1: 50 shares; 2020Q2: 50 shares; 2020Q3: 50 shares; 2020Q4: 50 shares 50 $3K <0.01% 0 Timeline CATALYST BIOSCIENCES INC CATALYST BIOSCIENCES INC More: the full row for CATALYST BIOSCIENCES 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: 463 shares 463 $3K <0.01% new MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: 355 shares; 2020Q2: 355 shares; 2020Q3: 355 shares; 2020Q4: 355 shares 355 $2K <0.01% 0 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 110 shares; 2020Q1: 110 shares; 2020Q2: 110 shares; 2020Q3: 110 shares; 2020Q4: 110 shares 110 $2K <0.01% 0 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 248 shares; 2020Q1: 248 shares; 2020Q2: 248 shares; 2020Q3: 248 shares; 2020Q4: 100 shares 100 $2K <0.01% -148 Timeline CAL CALERES INC More: the full row for CALERES 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: 108 shares; 2020Q4: 108 shares 108 $2K <0.01% 0 Timeline APACHE CORP APACHE CORP More: the full row for APACHE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 350 shares; 2020Q1: 250 shares; 2020Q2: 150 shares; 2020Q3: 150 shares; 2020Q4: 150 shares 150 $2K <0.01% 0 BRISTOL-MYERS SQUIBB CO 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: 2,699 shares; 2020Q1: 2,699 shares; 2020Q2: 2,699 shares; 2020Q3: 2,699 shares; 2020Q4: 2,699 shares 2,699 $2K <0.01% 0 M MACYS INC More: the full row for MACYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 102 shares; 2020Q1: 102 shares; 2020Q2: 102 shares; 2020Q3: 102 shares; 2020Q4: 102 shares 102 $1K <0.01% 0 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 25 shares; 2020Q1: 24 shares; 2020Q2: 18 shares; 2020Q3: 18 shares; 2020Q4: 17 shares 17 $1K <0.01% -1 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 8 shares; 2020Q1: 8 shares; 2020Q2: 8 shares; 2020Q3: 8 shares; 2020Q4: 8 shares 8 $1K <0.01% 0 Timeline PORTMAN RIDGE FIN CORP PORTMAN RIDGE FIN CORP More: the full row for PORTMAN RIDGE FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 500 shares; 2020Q1: 500 shares; 2020Q2: 500 shares; 2020Q3: 500 shares; 2020Q4: 500 shares 500 $1K <0.01% 0 Pershing Square T 25 WTS Wa… Pershing Square T 25 WTS Warrants… More: the full row for Pershing Square T 25 WTS Warrants Exp 07/24/25 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: 55 shares; 2020Q4: 55 shares 55 $1K <0.01% 0 FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 9 shares; 2020Q1: 1,893 shares; 2020Q2: 9 shares; 2020Q3: 9 shares; 2020Q4: 9 shares 9 $0 0% 0 Value filed as zero, left out of ratios. Timeline SHV 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: 4 shares; 2020Q3: 4 shares; 2020Q4: 4 shares 4 $0 0% 0 Value filed as zero, left out of ratios. Timeline IEI 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: 2 shares; 2020Q3: 84 shares; 2020Q4: 2 shares 2 $0 0% -82 Value filed as zero, left out of ratios. Timeline BHF BRIGHTHOUSE FINL INC More: the full row for BRIGHTHOUSE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: 11 shares; 2020Q2: 11 shares; 2020Q3: 11 shares; 2020Q4: 11 shares 11 $0 0% 0 Value filed as zero, left out of ratios. Timeline UNITI GROUP INC UNITI GROUP INC More: the full row for UNITI GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 20 shares; 2020Q1: 20 shares; 2020Q2: 20 shares; 2020Q3: 20 shares; 2020Q4: 20 shares 20 $0 0% 0 Value filed as zero, left out of ratios. JPMorgan BetaBuilders Canad… JPMorgan BetaBuilders Canada E More: the full row for JPMorgan BetaBuilders Canada E 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 shares; 2020Q3: 1,262 shares; 2020Q4: 15 shares 15 $0 0% -1,247 Value filed as zero, left out of ratios. PROSHARES TR PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 27 shares; 2020Q1: 27 shares; 2020Q2: 27 shares; 2020Q3: 27 shares; 2020Q4: 27 shares 27 $0 0% 0 Value filed as zero, left out of ratios.