| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Invesco Ltd. | Senior Managing Director | Common Shares | 260K | $4.15M | $15.92 | Mar 8, 2022 | Direct |
| Invesco Dynamic Credit Opportunity Fund | SVP,CEO and Director | Common Stock | 0 | Jul 21, 2021 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| PMM | PUTNAM MANAGED MUNICIPAL INCOME TRUST | May 17, 2024 | 0 | $0 | 3 | May 28, 2024 | Director |
| PPT | PUTNAM PREMIER INCOME TRUST | May 17, 2024 | 0 | $0 | 3 | May 28, 2024 | Director |
| PIM | PUTNAM MASTER INTERMEDIATE INCOME TRUST | May 17, 2024 | 0 | $0 | 3 | May 28, 2024 | Director |
| PMO | PUTNAM MUNICIPAL OPPORTUNITIES TRUST | May 17, 2024 | 0 | $0 | 3 | May 28, 2024 | Director |
| IVZ | Invesco Ltd. | Mar 8, 2022 | 1 | -$3.92M | 4 | Mar 10, 2022 | Senior Managing Director |
| IVZ | Invesco Ltd. | Feb 28, 2022 | 3 | -$1.18M | 4 | Mar 2, 2022 | Senior Managing Director |
| VTA | Invesco Dynamic Credit Opportunity Fund | Jul 21, 2021 | 0 | $0 | 3 | Jul 30, 2021 | SVP,CEO and Director |