| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Unum Group | Director | Common Stock | 120K | $6.32M | $52.61 | May 23, 2024 | Direct |
| NISOURCE INC. | Director | Common Stock | 57.8K | $1.66M | $28.80 | May 13, 2024 | Direct |
| CROWN CASTLE INC. | Director | Common Stock, $0.01 Par Value | 6.48K | $578K | $89.31 | Feb 26, 2025 | Direct |
| AlTi Global, Inc. | Director | Restricted Stock Units | 20.3K | $159K | $7.85 | May 31, 2023 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| CCI | CROWN CASTLE INC. | Feb 26, 2025 | 1 | $0 | 4 | Feb 28, 2025 | Director |
| UNM | Unum Group | May 23, 2024 | 2 | $0 | 4 | May 28, 2024 | Director |
| NI | NISOURCE INC. | May 13, 2024 | 1 | $174K | 4 | May 15, 2024 | Director |
| CCI | CROWN CASTLE INC. | Feb 21, 2024 | 1 | $0 | 4 | Feb 23, 2024 | Director |
| CCI | CROWN CASTLE INC. | Aug 1, 2023 | 1 | $0 | 4 | Aug 2, 2023 | Director |
| CCI | CROWN CASTLE INC. | Aug 1, 2023 | 0 | $0 | 3 | Aug 2, 2023 | Director |
| ALTI | AlTi Global, Inc. | May 31, 2023 | 1 | $0 | 4 | Jun 2, 2023 | Director |
| UNM | Unum Group | May 25, 2023 | 2 | $0 | 4 | May 30, 2023 | Director |
| NI | NISOURCE INC. | May 23, 2023 | 1 | $165K | 4 | May 25, 2023 | Director |
| ALTI | Alvarium Tiedemann Holdings, Inc. | Jan 3, 2023 | 0 | $0 | 3 | Jan 13, 2023 | Director |
| UNM | Unum Group | May 26, 2022 | 2 | $0 | 4 | May 31, 2022 | Director |
| NI | NISOURCE INC. | May 24, 2022 | 1 | $165K | 4 | May 25, 2022 | Director |
| UNM | Unum Group | May 27, 2021 | 2 | $0 | 4 | Jun 1, 2021 | Director |
| NI | NISOURCE INC. | May 25, 2021 | 1 | $150K | 4 | May 26, 2021 | Director |