| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| CVS HEALTH Corp | Director | Common Stock | 25.2K | $1.44M | $57.10 | Nov 21, 2024 | By Finucane Family Trust |
| WILLIAMS SONOMA INC | Director | Common Stock | 3.86K | $1.11M | $288.41 | May 28, 2024 | Direct |
| CVS HEALTH Corp | Director | Deferred Stock Units | 12.2K | $695K | $57.10 | Nov 21, 2024 | Direct |
| CVS HEALTH Corp | Director | Share Credits | 9.75K | $561K | $57.52 | May 16, 2024 | Direct |
| CVS HEALTH Corp | Director | Common Stock | 7.23K | $413K | $57.10 | Nov 21, 2024 | Direct |
| WILLIAMS SONOMA INC | Director | Restricted Stock Units | 712 | $205K | $288.41 | May 29, 2024 | Direct |
| WILLIAMS SONOMA INC | Director | Deferred Stock Units | 171 | $23K | $134.76 | Oct 28, 2024 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| CVS | CVS HEALTH Corp | Nov 21, 2024 | 1 | $126K | 4 | Nov 25, 2024 | Director |
| WSM | WILLIAMS SONOMA INC | Oct 28, 2024 | 1 | $0 | 4 | Oct 29, 2024 | Director |
| WSM | WILLIAMS SONOMA INC | Jul 29, 2024 | 1 | $0 | 4 | Jul 31, 2024 | Director |
| WSM | WILLIAMS SONOMA INC | May 28, 2024 | 5 | $0 | 4 | May 30, 2024 | Director |
| CVS | CVS HEALTH Corp | May 16, 2024 | 1 | $126K | 4 | May 17, 2024 | Director |
| WSM | WILLIAMS SONOMA INC | Apr 29, 2024 | 1 | $0 | 4 | May 1, 2024 | Director |
| WSM | WILLIAMS SONOMA INC | Jan 29, 2024 | 1 | $0 | 4 | Jan 30, 2024 | Director |
| CVS | CVS HEALTH Corp | Dec 7, 2023 | 1 | -$256K | 4 | Dec 8, 2023 | Director |
| WSM | WILLIAMS SONOMA INC | Dec 6, 2023 | 1 | $0 | 4 | Dec 8, 2023 | Director |
| CVS | CVS HEALTH Corp | Nov 15, 2023 | 1 | $133K | 4 | Nov 17, 2023 | Director |
| WSM | WILLIAMS SONOMA INC | Oct 30, 2023 | 1 | $0 | 4 | Oct 31, 2023 | Director |
| WSM | WILLIAMS SONOMA INC | Jul 31, 2023 | 1 | $0 | 4 | Aug 2, 2023 | Director |
| WSM | WILLIAMS SONOMA INC | May 30, 2023 | 3 | $0 | 4 | Jun 1, 2023 | Director |
| CVS | CVS HEALTH Corp | May 18, 2023 | 1 | $99.6K | 4 | May 19, 2023 | Director |
| WSM | WILLIAMS SONOMA INC | May 1, 2023 | 1 | $0 | 4 | May 3, 2023 | Director |
| CVS | CVS HEALTH Corp | Nov 17, 2022 | 1 | $136K | 4 | Nov 21, 2022 | Director |
| WSM | WILLIAMS SONOMA INC | May 31, 2022 | 3 | $0 | 4 | Jun 2, 2022 | Director |
| CVS | CVS HEALTH Corp | May 11, 2022 | 1 | $136K | 4 | May 13, 2022 | Director |
| CVS | CVS HEALTH Corp | Nov 17, 2021 | 1 | $122K | 4 | Nov 19, 2021 | Director |
| WSM | WILLIAMS SONOMA INC | Nov 9, 2021 | 1 | $0 | 4 | Nov 9, 2021 | Director |
| WSM | WILLIAMS SONOMA INC | Nov 9, 2021 | 0 | $0 | 3 | Nov 9, 2021 | Director |
| CVS | CVS HEALTH Corp | May 13, 2021 | 1 | $122K | 4 | May 14, 2021 | Director |