| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Alphatec Holdings, Inc. | Director | Common Stock | 626K | $10.3M | $16.41 | Dec 31, 2023 | By Tullis Dickerson Capital Focus III, LP |
| Alphatec Holdings, Inc. | Director | Common Stock | 564K | $9.25M | $16.41 | Dec 31, 2023 | By Tullis Growth Fund, L.P. |
| Alphatec Holdings, Inc. | Director | Common Stock | 380K | $6.24M | $16.41 | Dec 31, 2023 | By Tullis-Dickerson Partners III, LLC |
| Crane Co | Director | Deferred Stock Units | 31.2K | $4.03M | $129.48 | Apr 22, 2024 | Direct |
| Crane NXT, Co. | Director | Deferred Stock Units | 33.5K | $3.32M | $98.99 | May 23, 2024 | Direct |
| EXAGEN INC. | 10%+ Owner | Common Stock | 1.52M | $2.65M | $1.75 | Jun 15, 2023 | Indirect |
| Crane Co | Director | Common Stock | 4.98K | $518K | $104.09 | May 31, 2023 | Direct |
| Crane NXT, Co. | Director | COMMON STOCK | 4.78K | $249K | $52.09 | Nov 30, 2023 | Direct |
| Crane Co | Director | Common Stock | 585 | $60.9K | $104.09 | May 31, 2023 | By family trust |
| Crane Co | Director | Common Stock | 414 | $43.1K | $104.09 | May 31, 2023 | 401(K) |
| EXAGEN INC. | 10%+ Owner | Common Stock | 21.3K | $37.3K | $1.75 | Jun 15, 2023 | Direct |
| Crane NXT, Co. | Director | COMMON STOCK | 585 | $30.5K | $52.09 | Nov 30, 2023 | By family trust |
| Crane NXT, Co. | Director | COMMON STOCK | 416 | $21.7K | $52.09 | Nov 30, 2023 | 401(K) |
| EXAGEN INC. | 10%+ Owner | Common Stock | 4.54K | $7.92K | $1.75 | Jun 15, 2023 | By Trust |
| EXAGEN INC. | 10%+ Owner | Common Stock | 1.43K | $2.5K | $1.75 | Jun 15, 2023 | By Spouse |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| LFHAX | Lord Abbett Floating Rate High Income Fund | Jul 9, 2024 | 0 | $0 | 4 | Jul 9, 2024 | Director |
| LASAX | Lord Abbett Special Situations Income Fund | Jul 9, 2024 | 0 | $0 | 4 | Jul 9, 2024 | Director |
| LCRDX | Lord Abbett Credit Opportunities Fund | Jul 9, 2024 | 0 | $0 | 4 | Jul 9, 2024 | Director |
| CXT | Crane NXT, Co. | May 23, 2024 | 2 | $0 | 4 | May 28, 2024 | Director |
| CR | Crane Co | Apr 22, 2024 | 2 | $0 | 4 | Apr 24, 2024 | Director |
| ATEC | Alphatec Holdings, Inc. | Dec 31, 2023 | 1 | $0 | 5 | Feb 13, 2024 | Director |
| CXT | Crane NXT, Co. | Nov 30, 2023 | 1 | $0 | 4 | Dec 1, 2023 | Director |
| CXT | Crane NXT, Co. | Nov 17, 2023 | 1 | $0 | 4/A | Nov 27, 2023 | Director |
| ATEC | Alphatec Holdings, Inc. | Sep 11, 2023 | 2 | -$1.55M | 4 | Sep 13, 2023 | Director |
| CXT | Crane NXT, Co. | Sep 5, 2023 | 1 | $0 | 4 | Sep 7, 2023 | Director |
| ATEC | Alphatec Holdings, Inc. | Jun 20, 2023 | 1 | $0 | 4 | Jun 21, 2023 | Director |
| XGN | EXAGEN INC. | Jun 15, 2023 | 1 | $519 | 4 | Jun 20, 2023 | 10%+ Owner |
| CR | Crane Co | May 31, 2023 | 1 | $0 | 4 | Jun 2, 2023 | Director |
| ATEC | Alphatec Holdings, Inc. | May 17, 2023 | 9 | $23.00 | 4 | May 18, 2023 | Director |
| ATEC | Alphatec Holdings, Inc. | May 15, 2023 | 9 | $9.74 | 4 | May 16, 2023 | Director |
| CR | Crane Co | Apr 24, 2023 | 2 | $0 | 4 | Apr 26, 2023 | Director |
| CXT | Crane NXT, Co. | Apr 20, 2023 | 2 | $0 | 4 | Apr 24, 2023 | Director |
| CR | Crane Co | Mar 28, 2023 | 0 | $0 | 3 | Mar 31, 2023 | Director |
| ATEC | Alphatec Holdings, Inc. | Mar 8, 2023 | 1 | -$484K | 4 | Mar 9, 2023 | Director |
| ATEC | Alphatec Holdings, Inc. | Dec 16, 2022 | 1 | -$530K | 4 | Dec 20, 2022 | Director |
| XGN | EXAGEN INC. | Jun 16, 2022 | 1 | $0 | 4 | Jun 21, 2022 | Director, 10%+ Owner |
| ATEC | Alphatec Holdings, Inc. | Jun 13, 2022 | 4 | $50.7K | 4 | Jun 15, 2022 | Director |
| CXT | CRANE CO /DE/ | May 16, 2022 | 2 | $0 | 4 | May 18, 2022 | Director |
| ATEC | Alphatec Holdings, Inc. | Apr 7, 2022 | 9 | $20.20 | 4 | Apr 11, 2022 | Director |
| ATEC | Alphatec Holdings, Inc. | Dec 9, 2021 | 2 | -$876K | 4 | Dec 13, 2021 | Director |
| CXT | CRANE CO /DE/ | Nov 24, 2021 | 3 | -$115K | 4 | Nov 29, 2021 | Director |
| CXT | CRANE CO /DE/ | Nov 22, 2021 | 1 | $0 | 4 | Nov 23, 2021 | Director |
| XGN | EXAGEN INC. | Aug 5, 2021 | 1 | -$72.9K | 4 | Aug 6, 2021 | Director |
| XGN | EXAGEN INC. | Aug 2, 2021 | 3 | -$96K | 4 | Aug 4, 2021 | Director |
| LASAX | Lord Abbett Special Situations Income Fund | Jul 16, 2021 | 0 | $0 | 3 | Jul 23, 2021 | Director |
| XGN | EXAGEN INC. | Jun 25, 2021 | 3 | -$382K | 4 | Jun 29, 2021 | Director |
| XGN | EXAGEN INC. | Jun 17, 2021 | 1 | $0 | 4 | Jun 21, 2021 | Director, 10%+ Owner |
| ATEC | Alphatec Holdings, Inc. | Jun 16, 2021 | 1 | $0 | 4 | Jun 21, 2021 | Director |