| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| REAVES UTILITY INCOME FUND | Director | Common Shares of Beneficial Interest | 3.2K | $105K | $32.93 | Dec 16, 2024 | Direct |
| REAVES UTILITY INCOME FUND | Director | Reaves Utility Income Fund | 2.89K | $96.1K | $33.32 | Nov 15, 2024 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| UTG | REAVES UTILITY INCOME FUND | Dec 16, 2024 | 1 | $9.81K | 4 | Dec 17, 2024 | Director |
| UTG | REAVES UTILITY INCOME FUND | Nov 15, 2024 | 1 | $9.8K | 4 | Nov 18, 2024 | Director |
| UTG | REAVES UTILITY INCOME FUND | Oct 15, 2024 | 1 | $9.79K | 4 | Oct 16, 2024 | Director |
| UTG | REAVES UTILITY INCOME FUND | Sep 17, 2024 | 1 | $9.82K | 4 | Sep 19, 2024 | Director |
| UTG | REAVES UTILITY INCOME FUND | Mar 25, 2024 | 1 | $50K | 4 | Mar 27, 2024 | Director |
| PGZ | Principal Real Estate Income Fund | Mar 11, 2024 | 0 | $0 | 3 | Mar 15, 2024 | Trustee |
| UTG | REAVES UTILITY INCOME FUND | May 1, 2022 | 0 | $0 | 3/A | May 3, 2022 | Trustee |