| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Columbia Seligman Premium Technology Growth Fund, Inc. | Senior Vice President | Columbia Seligman Premium Technology Growth Fund, Inc. | 325 | $9,402 | $28.93 | 06 May 2021 | Direct |
| TRI-CONTINENTAL CORP | Senior Vice President | Tri-Continental Corporation Common Stock | 325 | $9,005 | $27.71 | 06 May 2021 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| /report/000114036125015080-beckman-daniel-2025-04-16 | Columbia Credit Income Opportunities Fund | 16 Apr 2025 | 0 | $0 | 3 | President, Trustee | 23 Apr 2025, 10:42 |
| TY | TRI-CONTINENTAL CORP | 06 May 2021 | 1 | +$11,050 | 4 | Senior Vice President | 14 May 2021, 13:07 |
| STK | Columbia Seligman Premium Technology Growth Fund, Inc. | 06 May 2021 | 1 | +$10,767 | 4 | Senior Vice President | 14 May 2021, 12:56 |