| Company Holdings | All | SERA | EVRG |
| Direct | Indirect Ownership | Total | |
| Shares | 18,513 | 0 | 18,513 |
| Value | $76,009.53 | $0.00 | $76,009.53 |
Ticker |
Trans. Date |
Trans. Type |
Shares |
Ownership Type |
Issue Type |
Price |
Trans. Value |
Total Shares Owned |
|---|---|---|---|---|---|---|---|---|
| SERA | 03/06/2026 | DDS | 1,560 | Direct | COM | $1.95 | $3,042.00 | 18,033 |
| SERA | 12/08/2025 | DDS | 1,560 | Direct | COM | $3.05 | $4,758.00 | 19,593 |
| SERA | 09/09/2025 | DDS | 3,899 | Direct | COM | $3.05 | $11,891.95 | 18,814 |
| EVRG | 06/11/2025 | DDS | 800 | Direct | COM | $67.96 | $54,371.04 | 480 |
| EVRG | 06/10/2025 | DDS | 492 | Direct | COM | $67.87 | $33,393.96 | 1,280 |
| EVRG | 06/09/2025 | DDS | 519 | Direct | COM | $67.13 | $34,839.59 | 1,772 |
| EVRG | 06/09/2025 | DDS | 500 | Direct | COM | $67.79 | $33,895.50 | 2,291 |
| EVRG | 08/21/2024 | DDS | 1,000 | Direct | COM | $58.35 | $58,352.60 | 480 |
| EVRG | 08/20/2024 | DDS | 847 | Direct | COM | $58.01 | $49,131.67 | 1,480 |
| EVRG | 08/19/2024 | DDS | 1,000 | Direct | COM | $58.98 | $58,980.10 | 2,327 |
| EVRG | 05/12/2023 | DDS | 2,523 | Direct | COM | $62.32 | $157,242.70 | 480 |
| EVRG | 05/26/2022 | DDS | 400 | Direct | COM | $69.79 | $27,917.20 | 1,280 |
| EVRG | 05/25/2022 | DDS | 500 | Direct | COM | $69.48 | $34,742.05 | 1,680 |
| EVRG | 05/23/2022 | DDS | 500 | Direct | COM | $68.22 | $34,111.60 | 2,180 |
| EVRG | 05/18/2022 | DDS | 657 | Direct | COM | $67.18 | $44,137.26 | 2,680 |
| EVRG | 03/12/2021 | DDS | 250 | Direct | COM | $57.12 | $14,279.50 | 480 |
| EVRG | 03/11/2021 | DDS | 842 | Direct | COM | $57.07 | $48,053.87 | 980 |
| EVRG | 03/11/2021 | DDS | 250 | Direct | COM | $56.93 | $14,232.50 | 730 |
| EVRG | 03/10/2021 | DDS | 1,000 | Direct | COM | $56.87 | $56,872.80 | 1,822 |
| EVRG | 03/04/2020 | DDS | 4,280 | Direct | COM | $70.70 | $302,596.00 | 480 |
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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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