| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| PennyMac Mortgage Investment Trust | Director | Common Shares of Beneficial Interest | 32,701 | $310,448 | $14.11 | 23 Feb 2026 | Direct |
| Offerpad Solutions Inc. | Director | Class A Common Stock | 165,597 | $235,147 | $1.42 | 08 Aug 2025 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| PMT | PennyMac Mortgage Investment Trust | 23 Feb 2026 | 1 | $0 | 4 | Director | 25 Feb 2026, 19:12 |
| OPAD | Offerpad Solutions Inc. | 08 Aug 2025 | 1 | $0 | 4 | Director | 12 Aug 2025, 16:05 |
| OPAD | Offerpad Solutions Inc. | 21 Apr 2025 | 1 | $0 | 4 | Director | 23 Apr 2025, 17:41 |
| OPAD | Offerpad Solutions Inc. | 21 Apr 2025 | 0 | $0 | 3 | Director | 23 Apr 2025, 17:36 |
| PMT | PennyMac Mortgage Investment Trust | 24 Feb 2025 | 1 | $0 | 4 | Director | 26 Feb 2025, 21:32 |
| PMT | PennyMac Mortgage Investment Trust | 12 Mar 2024 | 1 | $0 | 4 | Director | 14 Mar 2024, 17:52 |
| PMT | PennyMac Mortgage Investment Trust | 01 Jun 2023 | 0 | $0 | 3 | Director | 05 Jun 2023, 20:19 |