| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Bancorp, Inc. | Director | Common Stock | 236K | $9.42M | $39.97 | 25 May 2021 | Direct |
| Gen Digital Inc. | Director | GEN Contingent Value Rights | 51.1K | $1.45M | $28.39 | 13 Nov 2025 | Direct |
| Gen Digital Inc. | Director | Common Stock | 28.4K | $771K | $27.14 | 13 Nov 2025 | Direct |
| MONEYLION INC. | Director | Class A Common Stock | 0 | $0 | $86.50 | 17 Apr 2025 | Direct |
| Apollo Asset Backed Credit Co LLC | Director | E Shares | 4.03K | 29 Sep 2025 | Direct | ||
| Bancorp, Inc. | Director | Stock Option (right to buy) | 0 | 25 May 2021 | Direct | ||
| MONEYLION INC. | Director | Stock Options (Right to Buy) | 0 | 17 Apr 2025 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| GEN | Gen Digital Inc. | 13 Nov 2025 | 1 | $136K | 4 | Director | 14 Nov 2025, 17:16 |
| Apollo Asset Backed Credit Co LLC | 29 Sep 2025 | 1 | $0 | 4 | Director | 01 Oct 2025, 17:54 | |
| GEN | Gen Digital Inc. | 09 Sep 2025 | 2 | $50K | 4 | Director | 11 Sep 2025, 16:26 |
| GEN | Gen Digital Inc. | 13 Aug 2025 | 1 | $321K | 4 | Director | 15 Aug 2025, 16:25 |
| GEN | Gen Digital Inc. | 15 May 2025 | 1 | $0 | 4 | Director | 19 May 2025, 19:23 |
| GEN | Gen Digital Inc. | 15 May 2025 | 0 | $0 | 3 | Director | 19 May 2025, 18:59 |
| ML | MONEYLION INC. | 17 Apr 2025 | 3 | $0 | 4 | Director | 21 Apr 2025, 18:57 |
| NONE | Apollo Asset Backed Credit Co LLC | 25 Sep 2024 | 1 | $0 | 4 | Director | 27 Sep 2024, 16:30 |
| ML | MONEYLION INC. | 08 Aug 2024 | 8 | $459K | 4 | Director | 09 Aug 2024, 20:00 |
| ML | MONEYLION INC. | 09 Jul 2024 | 4 | $253K | 4 | Director | 10 Jul 2024, 20:00 |
| ML | MONEYLION INC. | 13 Jun 2024 | 1 | $0 | 4 | Director | 14 Jun 2024, 20:00 |
| NONE | Apollo Asset Backed Credit Co LLC | 15 Apr 2024 | 0 | $0 | 3 | Director | 23 Apr 2024, 16:30 |
| ML | MONEYLION INC. | 11 Aug 2023 | 3 | $48.4K | 4 | Director | 15 Aug 2023, 20:00 |
| ML | MONEYLION INC. | 15 Jun 2023 | 1 | $0 | 4 | Director | 16 Jun 2023, 20:01 |
| ML | MONEYLION INC. | 16 Nov 2022 | 1 | $0 | 4 | Director | 17 Nov 2022, 19:06 |
| ML | MONEYLION INC. | 08 Nov 2021 | 3 | $506K | 4 | Director | 16 Mar 2022, 18:09 |
| ML | Fusion Acquisition Corp. | 22 Sep 2021 | 2 | $0 | 4 | Director | 24 Sep 2021, 20:27 |
| ML | Fusion Acquisition Corp. | 22 Sep 2021 | 0 | $0 | 3 | Director | 24 Sep 2021, 20:00 |
| TBBK | Bancorp, Inc. | 25 May 2021 | 2 | $52.3K | 4 | Director | 26 May 2021, 16:00 |