| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| CoastalSouth Bancshares, Inc. | Director | Common Stock | 191,251 | $3,849,882 | $20.13 | 02 Jul 2025 | By LLC |
| CoastalSouth Bancshares, Inc. | Director | Common Stock | 10,000 | $215,000 | $21.50 | 02 Jul 2025 | Direct |
| Virtus AllianzGI Convertible & Income Fund II | Director | Common Stock | 20,798 | $107,655 | $5.18 | 01 Oct 2021 | Direct |
| Virtus Dividend, Interest & Premium Strategy Fund | Director | Common Stock | 7,207 | $106,339 | $14.76 | 01 Oct 2021 | Direct |
| Virtus AllianzGI Convertible & Income Fund | Director | Common Stock | 13,892 | $82,581 | $5.94 | 01 Oct 2021 | Direct |
| Virtus AllianzGI Artificial Intelligence & Technology Opportunities Fund | Director | Common Stock | 4,050 | $69,261 | $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 | +$215,000 | 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 | +$55,004 | 4 | Director | 05 Oct 2021, 11:45 |
| NCV | Virtus AllianzGI Convertible & Income Fund | 01 Oct 2021 | 1 | +$76,636 | 4 | Director | 05 Oct 2021, 11:43 |
| NCZ | Virtus AllianzGI Convertible & Income Fund II | 01 Oct 2021 | 1 | +$102,478 | 4 | Director | 05 Oct 2021, 11:40 |
| NFJ | Virtus Dividend, Interest & Premium Strategy Fund | 01 Oct 2021 | 1 | +$91,584 | 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 | +$41,223 | 4/A | Director | 21 May 2021, 15:26 |