| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| EQT Corp | Director | Restricted Stock Units | 48,073 | $1,663,807 | $34.61 | 17 Apr 2024 | Direct |
| WaterBridge Infrastructure LLC | Director | Class A shares | 6,500 | $144,430 | $22.22 | 12 Dec 2025 | Direct |
| TRI-CONTINENTAL CORP | Director | Tri-Continental Corporation Common Stock | 73 | $2,023 | $27.71 | 29 Aug 2023 | Direct |
| Columbia Seligman Premium Technology Growth Fund, Inc. | Director | Columbia Seligman Premium Technology Growth Fund, Inc. (STK) | 100 | 01 Jan 2023 | Direct | ||
| WHITING PETROLEUM CORP | Director | Common Stock, par value $0.001 per share ("Common Stock") | 0 | 01 Jul 2022 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| WBI | WaterBridge Infrastructure LLC | 12 Dec 2025 | 1 | $0 | 4 | Director | 15 Dec 2025, 21:05 |
| WBI | WaterBridge Infrastructure LLC | 12 Dec 2025 | 0 | $0 | 3 | Director | 15 Dec 2025, 21:00 |
| NONE | Columbia Credit Income Opportunities Fund | 16 Apr 2025 | 0 | $0 | 3 | Trustee | 23 Apr 2025, 10:42 |
| EQT | EQT Corp | 17 Apr 2024 | 1 | $0 | 4 | Director | 19 Apr 2024, 16:20 |
| TY | TRI-CONTINENTAL CORP | 29 Aug 2023 | 1 | -$748 | 4 | Director | 18 Jan 2024, 09:49 |
| EQT | EQT Corp | 19 Apr 2023 | 1 | $0 | 4 | Director | 20 Apr 2023, 16:41 |
| STK | Columbia Seligman Premium Technology Growth Fund, Inc. | 01 Jan 2023 | 0 | $0 | 3 | Director | 04 Jan 2023, 09:05 |
| TY | TRI-CONTINENTAL CORP | 01 Jan 2023 | 0 | $0 | 3 | Director | 04 Jan 2023, 09:00 |
| WLLAW | WHITING PETROLEUM CORP | 01 Jul 2022 | 1 | $0 | 4 | Director | 05 Jul 2022, 16:29 |
| WLLAW | WHITING PETROLEUM CORP | 01 Jun 2022 | 2 | $0 | 4 | Director | 03 Jun 2022, 16:20 |
| WLLAW | WHITING PETROLEUM CORP | 15 May 2022 | 1 | $0 | 4 | Director | 17 May 2022, 17:23 |
| EQT | EQT Corp | 20 Apr 2022 | 1 | $0 | 4 | Director | 22 Apr 2022, 16:20 |
| WLLAW | WHITING PETROLEUM CORP | 15 Mar 2022 | 1 | $0 | 4 | Director | 17 Mar 2022, 18:00 |
| WLLAW | WHITING PETROLEUM CORP | 01 Jun 2021 | 1 | $0 | 4 | Director | 03 Jun 2021, 15:00 |