| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| CoastalSouth Bancshares, Inc. | Director | Common Stock | 191,251 | $4,064,083 | $21.25 | 02 Jul 2025 | By LLC |
| CoastalSouth Bancshares, Inc. | Director | Common Stock | 10,000 | $212,500 | $21.25 | 02 Jul 2025 | Direct |
| Virtus AllianzGI Convertible & Income Fund II | Director | Common Stock | 20,798 | $89,015 | $4.28 | 01 Oct 2021 | Direct |
| Virtus Dividend, Interest & Premium Strategy Fund | Director | Common Stock | 7,207 | $86,911 | $12.06 | 01 Oct 2021 | Direct |
| Virtus AllianzGI Convertible & Income Fund | Director | Common Stock | 13,892 | $69,877 | $5.03 | 01 Oct 2021 | Direct |
| Virtus AllianzGI Artificial Intelligence & Technology Opportunities Fund | Director | Common Stock | 4,050 | $69,261 | $17.10 | 01 Oct 2021 | Direct |
| SYKES ENTERPRISES INC | Director | Common Stock | 0 | $41.62 | 27 Aug 2021 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| COSO | CoastalSouth Bancshares, Inc. | 02 Jul 2025 | 1 | +$215,000 | 4 | Director | 07 Jul 2025, 17:12 |
| COSO | CoastalSouth Bancshares, Inc. | 01 Jul 2025 | 0 | $0 | 3 | Director | 01 Jul 2025, 19:24 |
| AIO | Virtus AllianzGI Artificial Intelligence & Technology Opportunities Fund | 01 Oct 2021 | 1 | +$55,004 | 4 | Director | 05 Oct 2021, 11:45 |
| NCV | Virtus AllianzGI Convertible & Income Fund | 01 Oct 2021 | 1 | +$76,636 | 4 | Director | 05 Oct 2021, 11:43 |
| NCZ | Virtus AllianzGI Convertible & Income Fund II | 01 Oct 2021 | 1 | +$102,478 | 4 | Director | 05 Oct 2021, 11:40 |
| NFJ | Virtus Dividend, Interest & Premium Strategy Fund | 01 Oct 2021 | 1 | +$91,584 | 4 | Director | 05 Oct 2021, 11:39 |
| /report/000112760221024394-macleod-james-s-2021-08-27 | SYKES ENTERPRISES INC | 27 Aug 2021 | 1 | $0 | 4 | Director | 27 Aug 2021, 12:41 |
| /report/000112760221017771-macleod-james-s-2021-05-19-restatement | SYKES ENTERPRISES INC | 19 May 2021 | 1 | +$41,223 | 4/A | Director | 21 May 2021, 15:26 |