| Company Holdings | All | AMRC | CTRI | AEP |
| Direct | Indirect Ownership | Total | |
| Shares | 48,871 | 0 | 48,871 |
| Value | $3,717,121.77 | $0.00 | $3,717,121.77 |
Ticker |
Trans. Date |
Trans. Type |
Shares |
Ownership Type |
Issue Type |
Price |
Trans. Value |
Total Shares Owned |
|---|---|---|---|---|---|---|---|---|
| AMRC | 03/05/2025 | AAP | 5,000 | Direct | COM | $9.96 | $49,800.00 | 8,503 |
| CTRI | 04/22/2024 | AAP | 11,000 | Direct | COM | $21.00 | $231,000.00 | 11,000 |
| AEP | 02/25/2022 | DDS | 5,575 | Direct | COM | $87.19 | $486,084.25 | 29,368 |
| AEP | 05/04/2021 | DDS | 1,507 | Direct | COM | $88.39 | $133,203.73 | 26,605 |
| AEP | 03/23/2021 | DDS | 14,791 | Direct | COM | $85.00 | $1,257,235.00 | 29,367 |
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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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