Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
---|---|---|---|---|---|---|---|
COASTAL FINANCIAL CORP | Director | Common Stock | 4.42K | $192K | $43.41 | May 30, 2024 | Direct |
WisdomTree, Inc. | Director | Common Stock | 22K | $158K | $7.20 | Jun 12, 2024 | Direct |
Atlantic Union Bankshares Corp | Director | Common Stock | 4.93K | $153K | $31.13 | Oct 1, 2024 | Direct |
WisdomTree, Inc. | Director | No securities are beneficially owned | 0 | Aug 18, 2023 | Direct |