| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| CoastalSouth Bancshares, Inc. | Director | Common Stock | 191K | $3.85M | $20.13 | 02 Jul 2025 | By LLC |
| CoastalSouth Bancshares, Inc. | Director | Common Stock | 10K | $215K | $21.50 | 02 Jul 2025 | Direct |
| Virtus AllianzGI Convertible & Income Fund II | Director | Common Stock | 20.8K | $108K | $5.18 | 01 Oct 2021 | Direct |
| Virtus Dividend, Interest & Premium Strategy Fund | Director | Common Stock | 7.21K | $106K | $14.76 | 01 Oct 2021 | Direct |
| Virtus AllianzGI Convertible & Income Fund | Director | Common Stock | 13.9K | $82.6K | $5.94 | 01 Oct 2021 | Direct |
| Virtus AllianzGI Artificial Intelligence & Technology Opportunities Fund | Director | Common Stock | 4.05K | $69.3K | $17.10 | 01 Oct 2021 | Direct |
| SYKES ENTERPRISES INC | Director | Common Stock | 0 | $41.62 | 27 Aug 2021 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| COSO | CoastalSouth Bancshares, Inc. | 02 Jul 2025 | 1 | $215K | 4 | Director | 07 Jul 2025, 17:12 |
| COSO | CoastalSouth Bancshares, Inc. | 01 Jul 2025 | 0 | $0 | 3 | Director | 01 Jul 2025, 19:24 |
| AIO | Virtus AllianzGI Artificial Intelligence & Technology Opportunities Fund | 01 Oct 2021 | 1 | $55K | 4 | Director | 05 Oct 2021, 11:45 |
| NCV | Virtus AllianzGI Convertible & Income Fund | 01 Oct 2021 | 1 | $76.6K | 4 | Director | 05 Oct 2021, 11:43 |
| NCZ | Virtus AllianzGI Convertible & Income Fund II | 01 Oct 2021 | 1 | $102K | 4 | Director | 05 Oct 2021, 11:40 |
| NFJ | Virtus Dividend, Interest & Premium Strategy Fund | 01 Oct 2021 | 1 | $91.6K | 4 | Director | 05 Oct 2021, 11:39 |
| SYKE | SYKES ENTERPRISES INC | 27 Aug 2021 | 1 | $0 | 4 | Director | 27 Aug 2021, 12:41 |
| SYKE | SYKES ENTERPRISES INC | 19 May 2021 | 1 | $41.2K | 4/A | Director | 21 May 2021, 15:26 |