| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| PayPal Holdings, Inc. | Director | Common Stock | 71K | $4.99M | $70.26 | Jun 5, 2025 | Direct |
| CSX CORP | Director | Common Stock | 65.1K | $2.13M | $32.69 | Feb 14, 2025 | CSX Corporation Directors Deferred Compensation |
| TRI-CONTINENTAL CORP | Director | Tri-Continental Corporation Common Stock | 100 | $2.77K | $27.71 | Jan 1, 2024 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| PYPL | PayPal Holdings, Inc. | Jun 5, 2025 | 1 | $0 | 4 | Jun 6, 2025 | Director |
| NONE | Columbia Credit Income Opportunities Fund | Apr 16, 2025 | 0 | $0 | 3 | Apr 23, 2025 | Trustee |
| CSX | CSX CORP | Feb 14, 2025 | 1 | $0 | 4 | Feb 19, 2025 | Director |
| PYPL | PayPal Holdings, Inc. | May 22, 2024 | 1 | $0 | 4 | May 23, 2024 | Director |
| CSX | CSX CORP | Feb 16, 2024 | 1 | $0 | 4 | Feb 20, 2024 | Director |
| STK | Columbia Seligman Premium Technology Growth Fund, Inc. | Jan 1, 2024 | 0 | $0 | 3 | Jan 2, 2024 | Director |
| TY | TRI-CONTINENTAL CORP | Jan 1, 2024 | 0 | $0 | 3 | Jan 2, 2024 | Director |
| PYPL | PayPal Holdings, Inc. | Sep 8, 2023 | 1 | $0 | 4 | Sep 12, 2023 | Director |
| PYPL | PayPal Holdings, Inc. | May 24, 2023 | 1 | $0 | 4 | May 26, 2023 | Director |
| PYPL | PayPal Holdings, Inc. | May 24, 2023 | 1 | $0 | 4 | May 26, 2023 | Director |
| CSX | CSX CORP | Feb 14, 2023 | 1 | $180K | 4 | Feb 16, 2023 | Director |
| PYPL | PayPal Holdings, Inc. | Jun 2, 2022 | 1 | $0 | 4 | Jun 3, 2022 | Director |
| CSX | CSX CORP | Feb 16, 2022 | 1 | $169K | 4 | Feb 18, 2022 | Director |
| PYPL | PayPal Holdings, Inc. | Jan 3, 2022 | 1 | $0 | 4 | Jan 5, 2022 | Director |
| PYPL | PayPal Holdings, Inc. | May 26, 2021 | 1 | $0 | 4 | May 27, 2021 | Director |