| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | PATI | Common Stock | Purchase | $5.54K | +695 | +0.43% | $7.97 | 162K | Mar 31, 2023 | Held in Living Trust | F1 |
| transaction | PATI | Common Stock | Purchase | $6.06K | +760 | +0.47% | $7.97 | 163K | Apr 3, 2023 | Held in Living Trust | F1 |
| holding | PATI | Common Stock | 4K | Mar 31, 2023 | Direct | ||||||
| holding | PATI | Common Stock | 3.34K | Mar 31, 2023 | Held in IRA | ||||||
| holding | PATI | Common Stock | 1.26K | Mar 31, 2023 | Held in Wife's Living Trust | F2 | |||||
| holding | PATI | Common Stock | 371K | Mar 31, 2023 | See footnote | F3 |
Buy Plan / Sale Plan: These are also open market purchases/sales of shares, but in this case the transaction is part of a trading plan. Rule 10b5-1 allows insiders to setup a trading plan to buy/sell stocks over a certain period of time. Since the purchases/sales are predetermined, this protects the insiders from violating insider trading law.
Transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c).
| Id | Content |
|---|---|
| F1 | Shares were purchased pursuant to a 10b5-1 plan dated February 24, 2023. |
| F2 | The Reporting Person disclaims beneficial ownership of such shares, except to the extent of his pecuniary interest therein. |
| F3 | Shares are held by the Trust FBO John D. Baker II U/A Cynthia L. Baker Trust dated 4/30/1965, for which the Reporting Person serves as co-trustee, and of which the Reporting Person is the sole income beneficiary. The Reporting Person disclaims beneficial ownership of such shares, except to the extent of his pecuniary interest therein. |