| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| DNP SELECT INCOME FUND INC | Director | Common stock | 23,000 | $234,830 | $10.21 | 11 Feb 2026 | Direct |
| Duff & Phelps Utility & Infrastructure Fund Inc. | Director | Common stock | 1,000 | $12,689 | $12.69 | 15 Aug 2025 | Direct |
| DTF TAX-FREE INCOME 2028 TERM FUND INC | Director | Common stock | 1,000 | $11,345 | $11.35 | 15 Aug 2025 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| DNP | DNP SELECT INCOME FUND INC | 11 Feb 2026 | 1 | +$204,200 | 4 | Director | 12 Feb 2026, 16:35 |
| DPG | Duff & Phelps Utility & Infrastructure Fund Inc. | 15 Aug 2025 | 1 | +$12,689 | 4 | Director | 18 Aug 2025, 11:54 |
| DTF | DTF TAX-FREE INCOME 2028 TERM FUND INC | 15 Aug 2025 | 1 | +$11,346 | 4 | Director | 18 Aug 2025, 11:52 |
| DPG | Duff & Phelps Utility & Infrastructure Fund Inc. | 10 Mar 2025 | 0 | $0 | 3 | Director | 17 Mar 2025, 18:19 |
| DNP | DNP SELECT INCOME FUND INC | 10 Mar 2025 | 0 | $0 | 3 | Director | 17 Mar 2025, 18:17 |
| DTF | DTF TAX-FREE INCOME 2028 TERM FUND INC | 10 Mar 2025 | 0 | $0 | 3 | Director | 17 Mar 2025, 18:09 |