| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| STK | Columbia Seligman Premium Technology Growth Fund, Inc. | Jan 15, 2024 | 0 | $0 | 3 | Jan 16, 2024 | Vice President and Head of North America Institutional of Issuer's Investment Adviser |
| TY | TRI-CONTINENTAL CORP | Jan 15, 2024 | 0 | $0 | 3 | Jan 16, 2024 | Vice President and Head of North America Institutional of Issuer's Investment Adviser |