| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| PennyMac Financial Services, Inc. | Director | Common Stock | 9.6K | $805K | $83.87 | Feb 29, 2024 | Direct |
| FTAC Emerald Acquisition Corp. | Director | Class B Common Stock, par value $0.0001 | 20K | Dec 20, 2021 | By Emerald ESG Advisors, LLC |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| MOALX | Lord Abbett Municipal Opportunities Fund | Oct 22, 2024 | 0 | $0 | 3 | Oct 22, 2024 | Director |
| N/A | Lord Abbett Private Credit Fund | Oct 4, 2024 | 0 | $0 | 3 | Oct 11, 2024 | Director |
| LASAX | Lord Abbett Special Situations Income Fund | Jul 5, 2024 | 0 | $0 | 3 | Jul 15, 2024 | Director |
| LFHAX | Lord Abbett Floating Rate High Income Fund | Jul 5, 2024 | 0 | $0 | 3 | Jul 15, 2024 | Director |
| LCRDX | Lord Abbett Credit Opportunities Fund | Jul 5, 2024 | 0 | $0 | 3 | Jul 15, 2024 | Director |
| PFSI | PennyMac Financial Services, Inc. | Feb 29, 2024 | 1 | $0 | 4 | Mar 4, 2024 | Director |
| PFSI | PennyMac Financial Services, Inc. | Feb 24, 2023 | 1 | $0 | 4 | Feb 28, 2023 | Director |
| PFSI | PennyMac Financial Services, Inc. | Feb 23, 2022 | 1 | $0 | 4 | Feb 25, 2022 | Director |
| EMLD | FTAC Emerald Acquisition Corp. | Dec 20, 2021 | 1 | $0 | 4 | Dec 22, 2021 | Director |
| EMLD | FTAC Emerald Acquisition Corp. | Dec 15, 2021 | 0 | $0 | 3 | Dec 15, 2021 | Director |