| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| ASB, ASB-PE | ASSOCIATED BANC-CORP | Director | $2M | -$173K | -7.98% | Sep 15, 2025 |
| ACVA | ACV Auctions Inc. | Director | $1.33M | -$154K | -10.4% | Jun 10, 2025 |
| CPRDX | Clarion Partners Real Estate Income Fund Inc. | Director | $40K | Dec 19, 2023 | ||
| SCD | LMP CAPITAL & INCOME FUND INC. | Director | $39.1K | Dec 20, 2022 | ||
| IGI | Western Asset Investment Grade Opportunity Trust Inc. | Director | $20K | Dec 20, 2022 | ||
| N/A | Franklin BSP Lending Fund | Director | Aug 7, 2025 | |||
| N/A | Franklin Lexington Private Markets Fund | Director | Aug 13, 2024 | |||
| WDI | Western Asset Diversified Income Fund (WDI) | Director | Jun 24, 2021 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|