| Company Holdings | All | CRWV | RIVN | CLX |
| Direct | Indirect Ownership | Total | |
| Shares | 95,378 | 0 | 95,378 |
| Value | $4,457,421.32 | $0.00 | $4,457,421.32 |
Ticker |
Trans. Date |
Trans. Type |
Shares |
Ownership Type |
Issue Type |
Price |
Trans. Value |
Total Shares Owned |
|---|---|---|---|---|---|---|---|---|
| CRWV | 03/10/2026 | DDS | 4,500 | Direct | COM | $74.44 | $334,980.00 | 36,775 |
| CRWV | 02/20/2026 | DDS | 2,248 | Direct | COM | $90.94 | $204,433.12 | 41,401 |
| CRWV | 02/20/2026 | DDS | 126 | Direct | COM | $88.96 | $11,208.96 | 41,275 |
| CRWV | 01/29/2026 | DDS | 5,143 | Direct | COM | $103.78 | $533,759.57 | 39,304 |
| RIVN | 03/11/2024 | DDS | 31,425 | Direct | COM | $13.18 | $414,219.21 | 52,415 |
| RIVN | 06/06/2023 | DDS | 20,000 | Direct | COM | $14.53 | $290,600.00 | 86,204 |
| RIVN | 06/01/2023 | DDS | 30,798 | Direct | COM | $14.70 | $452,764.48 | 106,204 |
| RIVN | 02/15/2023 | DDS | 2,331 | Direct | COM | $18.98 | $44,253.80 | 87,000 |
| RIVN | 11/15/2022 | DDS | 1,689 | Direct | COM | $34.38 | $58,067.82 | 89,331 |
| RIVN | 08/15/2022 | DDS | 1,753 | Direct | COM | $37.27 | $65,342.02 | 79,666 |
| RIVN | 05/16/2022 | DDS | 6,034 | Direct | COM | $25.56 | $154,234.47 | 80,778 |
| RIVN | 11/15/2021 | AAP | 20,000 | Direct | COM | $78.00 | $1,560,000.00 | 86,812 |
| CLX | 05/08/2020 | DDS | 5,158 | Direct | COM | $203.74 | $1,050,914.65 | 6,188 |
| CLX | 12/07/2018 | DDS | 3,694 | Direct | COM | $162.56 | $600,487.04 | 3,729 |
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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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