Company Holdings | All | PSA | OXY | CRC |
Direct | Indirect Ownership | Total | |
Shares | 141,668 | 1,000 | 142,668 |
Value | $14,363,003.76 | $286,290.00 | $14,649,293.76 |
Ticker |
Trans. Date |
Trans. Type |
Shares |
Ownership Type |
Issue Type |
Price |
Trans. Value |
Total Shares Owned |
---|---|---|---|---|---|---|---|---|
PSA | 11/20/2023 | DDS | 5,000 | Direct | COM | $259.35 | $1,296,727.00 | 30,163 |
OXY | 03/11/2022 | DDS | 20,000 | Direct | COM | $57.23 | $1,144,600.00 | 63,066 |
CRC | 08/15/2019 | AAP | 10,000 | Direct | COM | $9.03 | $90,260.00 | 48,439 |
OXY | 06/12/2019 | AAP | 5,000 | Direct | COM | $48.77 | $243,850.00 | 60,319 |
PSA | 03/16/2015 | AAP | 1,000 | Indirect | COM | $189.14 | $189,140.00 | 1,000 |
PSA | 03/16/2015 | AAP | 1,000 | Indirect | COM | $189.14 | $189,140.00 | 1,000 |
OXY | 12/04/2012 | AAP | 5,000 | Direct | COM | $73.43 | $367,150.00 | 30,000 |
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Transaction Type Key First letter: A = Acquired, D = Disposed Second letter: A = Grant, award or other acquisition pursuant to Rule 16b-3(d) C = Conversion of derivative security | D = Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e) | E = Expiration of short derivative position | F = Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3. | G = Gift | H = Expiration (or cancellation) of long derivative position with value received | I = Discretionary transaction in accordance with Rule 16b-3(f) | J = Other | L = Small acquisition under Rule 16a-6 | M = Exercise or conversion of derivative security exempted pursuant to Rule 16b-3 | O = Exercise of out-of-the-money derivative security | P = Open market or private purchase | S = Open market or private sale | U = Disposition pursuant to a tender of shares in a change of control transaction | W = Acquisition or disposition by will or the laws of descent and distribution | X = Exercise of in-the-money or at-the-money derivative security | Z = Deposit into or withdrawal from voting trust |
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