| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| KITE REALTY GROUP TRUST | Director | Common Shares | 207K | $4.91M | $23.70 | May 10, 2023 | Direct |
| Guardian Pharmacy Services, Inc. | Director | Class B Common Stock | 24.4M | Sep 27, 2024 | By Bindley Capital Partners I, LLC |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| GRDN | Guardian Pharmacy Services, Inc. | Sep 27, 2024 | 1 | $0 | 4 | Oct 1, 2024 | Director |
| GRDN | Guardian Pharmacy Services, Inc. | Sep 25, 2024 | 0 | $0 | 3 | Sep 25, 2024 | Director |
| KRG | KITE REALTY GROUP TRUST | May 10, 2023 | 1 | $0 | 4 | May 12, 2023 | Director |
| KRG | KITE REALTY GROUP TRUST | May 11, 2022 | 1 | $0 | 4 | May 13, 2022 | Director |
| KRG | KITE REALTY GROUP TRUST | May 12, 2021 | 1 | $0 | 4 | May 14, 2021 | Director |