| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| CITIZENS, INC. | Director | Citizens, Inc. Class A Common Stock | 4.59K | $12.8K | $2.78 | Jun 1, 2021 | Direct |
| CITIZENS, INC. | Director | Restricted Stock Units | 0 | Jun 1, 2021 | Direct | ||
| dMY Squared Technology Group, Inc. | Director | No securities are beneficially owned | 0 | Sep 29, 2022 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| TACO | Berto Acquisition Corp. | Apr 29, 2025 | 0 | $0 | 3 | Apr 29, 2025 | Director |
| DMYY | dMY Squared Technology Group, Inc. | Sep 29, 2022 | 0 | $0 | 3 | Sep 29, 2022 | Director |
| CIA | CITIZENS, INC. | Jun 1, 2021 | 2 | $0 | 4 | Jun 2, 2021 | Director |