| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| US BANCORP \DE\ | Vice Chair | Common Stock, $0.01 par value | 175,754 | $7,087,807 | $40.33 | 05 Mar 2023 | Direct |
| NCR Atleos Corp | Director | Common Stock | 19,624 | $509,831 | $25.98 | 21 May 2025 | Direct |
| US BANCORP \DE\ | Vice Chair | Common Stock, $0.01 par value | 1,188 | $47,910 | $40.33 | 05 Mar 2023 | By 401(k) plan |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| XCBE | X3 Acquisition Corp. Ltd. | 20 Jan 2026 | 0 | $0 | 3 | Director | 21 Jan 2026, 06:29 |
| NATL | NCR Atleos Corp | 21 May 2025 | 1 | +$185,004 | 4 | Director | 23 May 2025, 16:13 |
| NATL | NCR Atleos Corp | 23 May 2024 | 1 | +$160,004 | 4 | Director | 23 May 2024, 18:42 |
| NATL | NCR Atleos Corp | 21 May 2024 | 1 | +$160,004 | 4/A | Director | 02 Jul 2024, 18:06 |
| NATL | NCR Atleos Corp | 23 Oct 2023 | 1 | $0 | 4 | Director | 25 Oct 2023, 18:01 |
| NATL | NCR Atleos Corp | 16 Oct 2023 | 0 | $0 | 3 | Director | 25 Oct 2023, 17:58 |
| USB | US BANCORP \DE\ | 05 Mar 2023 | 1 | -$153,814 | 4 | Vice Chair | 07 Mar 2023, 16:01 |
| USB | US BANCORP \DE\ | 02 Mar 2023 | 2 | -$152,591 | 4 | Vice Chair | 06 Mar 2023, 16:08 |
| USB | US BANCORP \DE\ | 09 Feb 2023 | 2 | -$800,072 | 4 | Vice Chair | 13 Feb 2023, 16:11 |
| USB | US BANCORP \DE\ | 08 Nov 2022 | 3 | -$271,830 | 4 | Vice Chair | 09 Nov 2022, 16:04 |
| USB | US BANCORP \DE\ | 05 Mar 2022 | 1 | -$180,391 | 4 | Vice Chair | 08 Mar 2022, 15:21 |
| USB | US BANCORP \DE\ | 03 Mar 2022 | 1 | $0 | 4 | Vice Chair | 07 Mar 2022, 15:32 |
| USB | US BANCORP \DE\ | 14 Feb 2022 | 1 | -$984,635 | 4 | Vice Chair | 16 Feb 2022, 15:23 |
| USB | US BANCORP \DE\ | 10 Feb 2022 | 2 | -$112,151 | 4 | Vice Chair | 14 Feb 2022, 15:21 |