| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| USQ Core Real Estate Fund | CEO, President, CIO | USQ Core Real Estate Fund, Class I (USQIX) | 3.3K | Jun 30, 2021 | Direct | ||
| PREDEX | President | PREDEX (PRDEX) | 512 | Mar 14, 2023 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| PRDEX | PREDEX | Mar 14, 2023 | 1 | $15K | 4 | Mar 16, 2023 | President |
| PRDEX | PREDEX | Aug 1, 2022 | 0 | $0 | 3 | Aug 8, 2022 | President |
| USQIX | USQ Core Real Estate Fund | Oct 11, 2017 | 1 | $60K | 4 | Jul 1, 2021 | CEO, President, CIO |