| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Unum Group | Director | Common Stock | 123,806 | $9,810,387 | $79.24 | 22 May 2025 | Direct |
| NISOURCE INC. | Director | Common Stock | 62,515 | $2,395,577 | $38.32 | 12 May 2025 | Direct |
| CROWN CASTLE INC. | Director | Common Stock, $0.01 Par Value | 6,476 | $578,372 | $89.31 | 26 Feb 2025 | Direct |
| AlTi Global, Inc. | Director | Restricted Stock Units | 20,262 | $159,057 | $7.85 | 31 May 2023 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| UNM | Unum Group | 22 May 2025 | 2 | $0 | 4 | Director | 23 May 2025, 20:21 |
| NI | NISOURCE INC. | 12 May 2025 | 1 | +$174,011 | 4 | Director | 14 May 2025, 16:49 |
| CCI | CROWN CASTLE INC. | 26 Feb 2025 | 1 | $0 | 4 | Director | 28 Feb 2025, 17:18 |
| UNM | Unum Group | 23 May 2024 | 2 | $0 | 4 | Director | 28 May 2024, 18:22 |
| NI | NISOURCE INC. | 13 May 2024 | 1 | +$174,010 | 4 | Director | 15 May 2024, 16:42 |
| CCI | CROWN CASTLE INC. | 21 Feb 2024 | 1 | $0 | 4 | Director | 23 Feb 2024, 17:04 |
| CCI | CROWN CASTLE INC. | 01 Aug 2023 | 1 | $0 | 4 | Director | 02 Aug 2023, 17:15 |
| CCI | CROWN CASTLE INC. | 01 Aug 2023 | 0 | $0 | 3 | Director | 02 Aug 2023, 17:09 |
| ALTI | AlTi Global, Inc. | 31 May 2023 | 1 | $0 | 4 | Director | 02 Jun 2023, 17:46 |
| UNM | Unum Group | 25 May 2023 | 2 | $0 | 4 | Director | 30 May 2023, 19:00 |
| NI | NISOURCE INC. | 23 May 2023 | 1 | +$165,008 | 4 | Director | 25 May 2023, 16:40 |
| ALTI | Alvarium Tiedemann Holdings, Inc. | 03 Jan 2023 | 0 | $0 | 3 | Director | 13 Jan 2023, 15:56 |
| UNM | Unum Group | 26 May 2022 | 2 | $0 | 4 | Director | 31 May 2022, 18:16 |
| NI | NISOURCE INC. | 24 May 2022 | 1 | +$165,010 | 4 | Director | 25 May 2022, 16:23 |
| UNM | Unum Group | 27 May 2021 | 2 | $0 | 4 | Director | 01 Jun 2021, 18:59 |
| NI | NISOURCE INC. | 25 May 2021 | 1 | +$150,004 | 4 | Director | 26 May 2021, 21:29 |