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Instruments

	Name		Stock exchange	Average volume	Price	Type
	LITMAN GREGORY FUNDS TRUST - IM DOLAN MCENIRY CORPORATE BOND FUND	IDMA.X	Nasdaq	-	- USD	Stock

News (54)

Dividend Growth Split : Proxy Voting Record (July 1, 2022 to June 30, 2023)	21/23/21	PU
Walmart Announces 2023 Annual Shareholders’ Meeting Voting Results	01/23/01	BU
Life & Banc Split : Proxy Voting Record (July 1, 2021 to June 30, 2022)	29/22/29	PU
Canadian High Income Equity Fund : Proxy Voting Record (July 1, 2021 to June 30, 2022)	29/22/29	PU
WALMART INC. : Submission of Matters to a Vote of Security Holders (form 8-K)	04/22/04	AQ
Walmart Announces 2022 Annual Shareholders’ Meeting Voting Results	02/22/02	BU
Landstar System : Star of Quality Awards - November and December 2021	05/22/05	PU
WALMART INC. : Submission of Matters to a Vote of Security Holders (form 8-K)	05/21/05	AQ
Walmart : Announces 2021 Annual Shareholders' Meeting Voting Results	03/21/03	AQ
Walmart : Announces 2021 Annual Shareholders’ Meeting Voting Results	03/21/03	BU
Investors Give Exxon Payback for Frustrations on Strategy and Climate -- Update	29/21/29	DJ
Investors Give Exxon Payback for Frustrations on Strategy and Climate	28/21/28	DJ
Transcript : Exxon Mobil Corporation - Shareholder/Analyst Call	26/21/26
Engine No. 1 : Responds to ExxonMobil Board Announcement	24/21/24	BU
Engine No. 1 : Issues Message to ExxonMobil Shareholders	19/21/19	BU
Leading Proxy Advisory Firm ISS Recommends ExxonMobil Shareholders Vote Engine No. 1’s WHITE Proxy Card “FOR” Engine No. 1 Nominees	14/21/14	BU
Leading Pension Funds CalPERS, CalSTRS, and New York State Common Support Engine No. 1’s Campaign to Reenergize ExxonMobil by Voting the WHITE Proxy Card “FOR ALL” of Engine No. 1’s Director Candidates	27/21/27	BU
Engine No. 1 : Releases Investor Presentation Highlighting Need for Change at ExxonMobil	26/21/26	BU
Engine No. 1 : Releases Full Slate of Nominees It Recommends for Election at ExxonMobil’s 2021 Annual Meeting of Shareholders	15/21/15	BU
Equity Bancshares : 2021 Proxy	11/21/11	PU
Engine No. 1 : Releases White Paper Detailing Changing Energy Landscape in Response to ExxonMobil Investor Day Presentation	03/21/03	BU
Engine No. 1 : Sends Letter to ExxonMobil Board Countering Company’s Claims of Progress on Emissions and Long-Term Strategy	22/21/22	BU
Engine No. 1 : Responds to ExxonMobil’s Board Announcement and Financial Results	02/21/02	BU
Engine No. 1 : Formally Nominates Four Director Candidates to ExxonMobil Board	27/21/27	BU
Engine No. 1 : Comments on ExxonMobil’s New Emissions Targets	15/20/15	BU
Apple : Exxon faces proxy fight launched by new activist firm Engine No. 1	07/20/07	RE
Engine No. 1 : to Nominate Four Highly Qualified, Independent Director Candidates to ExxonMobil Board	07/20/07	BU
Exxon Mobil : Under Pressure From New Activist Fund	07/20/07	DJ
Eguana Technologies : Provides California Update and Announces $1 Million Brokered Private Placement to Fund Expanding Cobalt Free Evolve Product Line	16/20/16	PU
Eguana Technologies : Provides California Update and Announces $1 Million Brokered Private Placement to Fund Expanding Cobalt Free Evolve Product Line	16/20/16	AQ
Blue Ribbon Income Fund : Proxy Voting Record (July 1, 2019 to June 30, 2020)	27/20/27	PU
Wright Medical Group N.V. Announces Update to Medicare Transitional Device Pass-Through Payment for AUGMENT® Regenerative Solutions	20/20/20	GL
WALMART INC. : Submission of Matters to a Vote of Security Holders (form 8-K)	06/20/06	AQ
Walmart : Announces 2020 Formal Business and Annual Shareholders' Meeting Voting Results	04/20/04	AQ
Walmart : Announces 2020 Formal Business and Annual Shareholders’ Meeting Voting Results	03/20/03	BU
Eguana Technologies Inc. announced that it has received CAD 4.227 million in funding from DHCT II Luxembourg S.a.r.l.	08/19/08	CI
Wal Mart Stores : Current report filing	11/19/11	PU
Wal Mart Stores : Walmart Announces 2019 Formal Business and Annual Shareholders’ Meeting Voting Results	06/19/06	BU
Wal Mart Stores : Walmart Announces 2018 Formal Business and Annual Shareholders’ Meeting Voting Results	30/18/30	BU
Schulte Roth & Zabel Holds 8th Annual Shareholder Activism Conference	27/17/27	BU
Wal Mart Stores : Walmart Announces 2017 Annual Shareholders’ Meeting Voting Results	03/17/03	BU
Eguana Technologies : Announces Change to Board of Directors	10/16/10	MW
Wal Mart Stores : Walmart Announces 2016 Annual Shareholders’ Meeting Voting Results	04/16/04	BU
Wal Mart Stores : Walmart Announces 2015 Annual Shareholders’ Meeting Voting Results	06/15/06	BU
BlackRock : Wal-Mart resists investor pressure on independent chairman	05/15/05	RE

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Companies (4)

HEAVY MINERALS LIMITED 3 M $

Heavy Minerals Limited is an Australia-based industrial mineral exploration company. The Companyâs projects are prospective for industrial minerals including Garnet, Zircon, Rutile and Ilmenite. Its projects consist of Port Gregory Garnet project, Red H ...

GOLDEN SPIKE RESOURCES CORP. 6 M $

Golden Spike Resources Corp. is a Canadian mineral exploration company. The Company is focused on identifying, acquiring and unlocking value in mineral opportunities in Canada and other low-risk jurisdictions. The Company holds the rights to acquire 100% ...

INVENTIS LIMITED 2 M $

Inventis Limited is an Australia-based diversified company. The Company is involved in the designing, manufacturing, selling and marketing of products and services. The Company has three divisions: Technology, Furniture and Rugged solutions. Technology di ...

QX RESOURCES LIMITED 8 M $

QX Resources Limited is focused on exploration and development of battery minerals, with hard rock lithium assets in Western Australia (WA), and gold assets in Queensland. Its lithium portfolio is centered around WA's prolific Pilbara province, where it h ...

Insiders

Gregory Penner

Mr. Gregory Penner is on the Board of Directors at BIOTECanada.

Gregory Penner

Greg Penner

Gregory B. Penner founded Madrone Capital Partners LLC. Currently, he is Non-Executive Chairman of Walmart, Inc. and Director & General Partner at Madrone Capital Partners LLC. He is also on the board of Teach For America, Inc. and Charter School Growth Fund. In his past career he occupied the position of General Partner for Peninsula Capital Advisors LLC, Senior Vice President-Finance & Strategy at Wal-Mart.com USA LLC and Chief Financial Officer & Executive Vice President of Wal-Mart Japan Holdings KK. Gregory B. Penner received an undergraduate degree from Georgetown University and an MBA from Stanford Graduate School of Business.

Ray A. Penner

Carrie Walton Penner

Carrie Walton Penner is currently the Chairman of The Walton Family Foundation, Inc. and a Trustee of The Aspen Institute, Inc. She previously served as a Trustee of The California Academy of Sciences.
She received her undergraduate degree from Georgetown University and her graduate degree from Stanford Graduate School of Education.

Darrel Penner

Bill Penner

Charles Penner

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