| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| FIRST TRUST ENHANCED EQUITY INCOME FUND | Officer-Investment Sub-Advisor | Common Shares | 0 | $0 | $20.48 | 31 Dec 2024 | Direct |
| TriState Capital Holdings, Inc. | CEO, Chartwell Inv. Partners | Common Stock | 0 | $31.50 | 01 Jun 2022 | Direct | |
| TriState Capital Holdings, Inc. | CEO, Chartwell Inv. Partners | Common Stock | 0 | $31.50 | 01 Jun 2022 | Shares are held by Reporting Person's son. |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| FFA | FIRST TRUST ENHANCED EQUITY INCOME FUND | 31 Dec 2024 | 0 | $0 | 5 | Officer-Investment Sub-Advisor | 23 Sep 2025, 17:01 |
| /report/000120919122033430-riddle-timothy-j-2022-06-01 | TriState Capital Holdings, Inc. | 01 Jun 2022 | 3 | $0 | 4 | CEO, Chartwell Inv. Partners | 02 Jun 2022, 14:27 |
| /report/000141428422000003-riddle-timothy-j-2022-02-15 | TriState Capital Holdings, Inc. | 15 Feb 2022 | 1 | $0 | 4 | CEO, Chartwell Inv. Partners | 24 Feb 2022, 16:46 |
| /report/000141428422000001-riddle-timothy-j-2022-01-20 | TriState Capital Holdings, Inc. | 20 Jan 2022 | 1 | $0 | 4 | CEO, Chartwell Inv. Partners | 26 Jan 2022, 07:57 |