| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| /report/000158064225007808-schoffman-carrie-2025-12-01 | Sardis Credit Opportunities Fund | 01 Dec 2025 | 0 | $0 | 3 | Director | 12 Dec 2025, 13:27 |
| TEAF | TORTOISE SUSTAINABLE & SOCIAL IMPACT TERM FUND | 11 Jul 2025 | 0 | $0 | 3 | Director | 16 Oct 2025, 14:01 |
| TYG | TORTOISE ENERGY INFRASTRUCTURE CORP | 11 Jul 2025 | 0 | $0 | 3 | Director | 16 Oct 2025, 13:31 |
| /report/000158064225003909-schoffman-carrie-2025-04-10 | Private Debt & Income Fund | 10 Apr 2025 | 0 | $0 | 3 | Director | 27 Jun 2025, 16:56 |
| /report/000158064225003888-schoffman-carrie-2024-12-19 | 83 Investment Group Income Fund | 19 Dec 2024 | 0 | $0 | 3 | Director | 27 Jun 2025, 15:02 |
| /report/000158064225003891-schoffman-carrie-2024-11-08 | Booster Income Opportunities Fund | 08 Nov 2024 | 0 | $0 | 3 | Director | 27 Jun 2025, 15:17 |
| /report/000158064225003915-schoffman-carrie-2024-07-03 | Beacon Pointe Multi-Alternative Fund | 03 Jul 2024 | 0 | $0 | 3 | Director | 27 Jun 2025, 17:05 |