| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| APPFOLIO INC | Director | Class A Common Stock | 6,088 | $1,387,029 | $227.83 | 27 Jun 2025 | Direct |
| TRUIST FINANCIAL CORP | Director | Common Stock | 10,194 | $477,181 | $46.81 | 25 Feb 2025 | Direct |
| TRUIST FINANCIAL CORP | Director | Restricted Stock Unit | 14,348 | $461,145 | $32.14 | 27 Feb 2024 | Direct |
| TRUIST FINANCIAL CORP | Director | Restricted Stock Unit | 14,825 | $241,539 | $16.29 | 25 Feb 2025 | Direct |
| TRUIST FINANCIAL CORP | Director | Phantom Stock Units | 3,659 | $169,436 | $46.3 | 25 Feb 2025 | Direct |
| R1 RCM Inc. /DE | Director | Common Stock | 0 | $0 | $14.3 | 19 Nov 2024 | Direct |
| R1 RCM Holdco Inc. | Director | Restricted Stock Unit | 0 | 21 Jun 2022 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| APPF | APPFOLIO INC | 27 Jun 2025 | 1 | $0 | 4 | Director | 01 Jul 2025, 17:20 |
| TFC | TRUIST FINANCIAL CORP | 25 Feb 2025 | 1 | $0 | 4 | Director | 27 Feb 2025, 12:02 |
| APPF | APPFOLIO INC | 02 Dec 2024 | 1 | -$127,710 | 4 | Director | 03 Dec 2024, 18:16 |
| RCM | R1 RCM Inc. /DE | 19 Nov 2024 | 1 | -$472,100 | 4 | Director | 19 Nov 2024, 17:29 |
| APPF | APPFOLIO INC | 27 Jun 2024 | 1 | $0 | 4 | Director | 01 Jul 2024, 18:27 |
| RCM | R1 RCM Inc. /DE | 23 May 2024 | 1 | $0 | 4 | Director | 23 May 2024, 19:43 |
| TFC | TRUIST FINANCIAL CORP | 27 Feb 2024 | 1 | $0 | 4 | Director | 29 Feb 2024, 15:03 |
| APPF | APPFOLIO INC | 27 Jun 2023 | 1 | $0 | 4 | Director | 30 Jun 2023, 21:15 |
| RCM | R1 RCM Inc. /DE | 18 May 2023 | 1 | $0 | 4 | Director | 19 May 2023, 19:02 |
| TFC | TRUIST FINANCIAL CORP | 28 Feb 2023 | 1 | $0 | 4 | Director | 02 Mar 2023, 12:45 |
| APPF | APPFOLIO INC | 27 Jun 2022 | 1 | $0 | 4 | Director | 29 Jun 2022, 21:26 |
| NONE | R1 RCM Holdco Inc. | 21 Jun 2022 | 1 | $0 | 4 | Director | 23 Jun 2022, 21:36 |
| RCM | R1 RCM Inc. /DE | 21 Jun 2022 | 1 | $0 | 4 | Director | 23 Jun 2022, 21:35 |
| RCM | R1 RCM Inc. /DE | 21 Jun 2022 | 0 | $0 | 3 | Director | 23 Jun 2022, 21:26 |
| RCM | R1 RCM INC. | 27 May 2022 | 1 | $0 | 4 | Director | 31 May 2022, 21:10 |
| TFC | TRUIST FINANCIAL CORP | 22 Feb 2022 | 1 | $0 | 4 | Director | 24 Feb 2022, 10:07 |
| RCM | R1 RCM INC. | 11 Aug 2021 | 0 | $0 | 3 | Director | 12 Aug 2021, 16:57 |
| APPF | APPFOLIO INC | 28 Jun 2021 | 1 | $0 | 4 | Director | 30 Jun 2021, 20:43 |