| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| AMERICAN STATES WATER CO | Director | Common Shares | 516 | $40K | $77.47 | May 21, 2024 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| AWR | AMERICAN STATES WATER CO | May 21, 2024 | 1 | $40K | 4 | May 22, 2024 | Director |
| AWR | AMERICAN STATES WATER CO | May 21, 2024 | 0 | $0 | 3 | May 22, 2024 | Director |
| KMF | Kayne Anderson NextGen Energy & Infrastructure, Inc. | Apr 27, 2022 | 0 | $0 | 3 | May 4, 2022 | Director |
| KYN | Kayne Anderson Energy Infrastructure Fund, Inc. | Apr 27, 2022 | 0 | $0 | 3 | May 4, 2022 | Director |