| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| BILL Holdings, Inc. | Director | Common Stock | 9,482 | $475,143 | $50.11 | 05 Dec 2025 | Direct |
| BILL Holdings, Inc. | Director | Restricted Stock Units | 3,639 | $188,529 | $89.99 | 11 Dec 2025 | Direct |
| Altus Power, Inc. | Director | Class A Common Stock | 0 | $0 | $4.96 | 16 Apr 2025 | Direct |