| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Gloo Holdings, Inc. | Director | Class A Common Stock | 275K | $2.2M | $8.00 | 20 Nov 2025 | Direct |
| CAPITAL SOUTHWEST CORP | Director | Common Stock | 47.9K | $1.1M | $22.86 | 12 Aug 2025 | Direct |
| CAPITAL SOUTHWEST CORP | Director | Common Stock | 39K | $892K | $22.86 | 12 Aug 2025 | FMAB Partners, LP |
| Drilling Tools International Corp | Director | Common Stock | 144K | $397K | $2.75 | 12 Sep 2025 | by JDF Long Term Trust |
| Drilling Tools International Corp | Director | Common Stock | 118K | $325K | $2.75 | 14 May 2024 | by Oak Stream Investors II, Ltd. |
| Drilling Tools International Corp | Director | Common Stock | 32.3K | $88.9K | $2.75 | 14 May 2025 | Direct |
| Drilling Tools International Corp | Director | Restricted Stock Units | 0 | $62.5K | $4.56 | 14 May 2025 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| GLOO | Gloo Holdings, Inc. | 20 Nov 2025 | 2 | $2.2M | 4 | Director | 20 Nov 2025, 18:21 |
| GLOO | Gloo Holdings, Inc. | 19 Nov 2025 | 0 | $0 | 3 | Director | 19 Nov 2025, 16:33 |
| CSWC | CAPITAL SOUTHWEST CORP | 12 Aug 2025 | 1 | $0 | 4 | Director | 14 Aug 2025, 16:05 |
| CSWC | CAPITAL SOUTHWEST CORP | 09 Aug 2024 | 1 | $0 | 4 | Director | 12 Aug 2024, 16:26 |
| DTI | Drilling Tools International Corp | 14 May 2024 | 8 | $0 | 4 | Director | 16 Sep 2025, 16:05 |
| DTI | Drilling Tools International Corp | 14 May 2024 | 2 | $0 | 4 | Director | 16 May 2024, 16:05 |
| CSWC | CAPITAL SOUTHWEST CORP | 10 Aug 2023 | 1 | $0 | 4 | Director | 14 Aug 2023, 17:10 |
| DTI | ROC Energy Acquisition Corp. | 20 Jun 2023 | 2 | $0 | 4 | Director | 22 Jun 2023, 17:58 |
| DTI | ROC Energy Acquisition Corp. | 20 Jun 2023 | 0 | $0 | 3 | Director | 22 Jun 2023, 17:49 |
| CSWC | CAPITAL SOUTHWEST CORP | 10 Aug 2022 | 1 | $0 | 4 | Director | 12 Aug 2022, 16:14 |