| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| ExcelFin Acquisition Corp. | 10%+ Owner | Class A Common Stock | 5.75M | $57.5M | $10.00 | Oct 25, 2023 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| XFIN | ExcelFin Acquisition Corp. | Oct 25, 2023 | 1 | $57.5M | 4 | Oct 27, 2023 | 10%+ Owner |
| XFIN | ExcelFin Acquisition Corp. | Oct 20, 2021 | 0 | $0 | 3/A | Nov 15, 2021 | 10%+ Owner |