| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Legato Merger Corp. | Chief SPAC Officer | Common Stock | 2.08M | $23.6M | $11.33 | 06 Jul 2021 | Direct |
| Southland Holdings, Inc. | Former Chief SPAC Officer | Common Stock | 1.6M | $8.37M | $5.23 | 14 Feb 2023 | By self-managed IRA |
| Pangaea Logistics Solutions Ltd. | Director | Common Share $0.0001 Par Value | 600K | $5.1M | $8.51 | 16 Feb 2024 | Direct |
| Primo Water Corp /CN/ | Director | Common Shares | 309K | $4.57M | $14.78 | 13 May 2022 | Direct |
| Primo Water Corp /CN/ | Director | Common Shares | 245K | $3.62M | $14.78 | 13 May 2022 | By Crescendo Partners III, L.P. |
| Pangaea Logistics Solutions Ltd. | Director | Common Share $0.0001 Par Value | 623K | $3.24M | $5.20 | 19 Feb 2025 | Direct |
| Primo Water Corp /CN/ | Director | Common Shares | 173K | $2.55M | $14.78 | 13 May 2022 | By Crescendo Partners II, L.P. Series II |
| CPI AEROSTRUCTURES INC | Director | Common Stock | 510K | $1.63M | $3.20 | 21 Feb 2023 | By Crescendo Partners II, L.P. Series L |
| CPI AEROSTRUCTURES INC | Director | Common Stock | 309K | $990K | $3.20 | 21 Feb 2023 | Direct |
| Southland Holdings, Inc. | Former Chief SPAC Officer | Common stock | 87.3K | $456K | $5.23 | 14 Feb 2023 | Direct |
| Legato Merger Corp. III | Chief SPAC Officer | Common stock | 1.15M | 01 Mar 2024 | By self-managed IRA | ||
| Legato Merger Corp. III | Chief SPAC Officer | Common stock | 704K | 01 Mar 2024 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| PANL | Pangaea Logistics Solutions Ltd. | 19 Feb 2025 | 1 | $120K | 4 | Director | 19 Feb 2025, 19:10 |
| LEGT | Legato Merger Corp. III | 01 Mar 2024 | 1 | $5.64K | 4 | Chief SPAC Officer | 01 Mar 2024, 16:36 |
| LEGT | Legato Merger Corp. III | 27 Feb 2024 | 1 | -$5.64K | 4 | Chief SPAC Officer | 27 Feb 2024, 16:42 |
| PANL | Pangaea Logistics Solutions Ltd. | 16 Feb 2024 | 1 | $120K | 4 | Director | 20 Feb 2024, 17:15 |
| LEGT | Legato Merger Corp. III | 05 Feb 2024 | 0 | $0 | 3 | Chief SPAC Officer | 05 Feb 2024, 17:04 |
| PANL | Pangaea Logistics Solutions Ltd. | 12 Dec 2023 | 1 | -$116K | 4 | Director | 14 Dec 2023, 17:17 |
| PANL | Pangaea Logistics Solutions Ltd. | 27 Nov 2023 | 2 | -$71K | 4/A | Director | 14 Dec 2023, 16:42 |
| PANL | Pangaea Logistics Solutions Ltd. | 21 Nov 2023 | 3 | -$302K | 4 | Director | 24 Nov 2023, 17:17 |
| PANL | Pangaea Logistics Solutions Ltd. | 27 Jun 2023 | 3 | -$550K | 4 | Director | 29 Jun 2023, 17:01 |
| CVU | CPI AEROSTRUCTURES INC | 21 Feb 2023 | 1 | $0 | 4 | Director | 24 Feb 2023, 07:36 |
| PANL | Pangaea Logistics Solutions Ltd. | 15 Feb 2023 | 1 | $100K | 4 | Director | 17 Feb 2023, 15:11 |
| SLND | Southland Holdings, Inc. | 14 Feb 2023 | 1 | $0 | 4 | Former Chief SPAC Officer | 16 Feb 2023, 15:05 |
| CVU | CPI AEROSTRUCTURES INC | 12 Jan 2023 | 1 | $0 | 4 | Director | 13 Jan 2023, 05:27 |
| SLND | LEGATO MERGER CORP. II | 07 Nov 2022 | 1 | $5.76K | 4 | Chief SPAC Officer | 08 Nov 2022, 09:56 |
| SLND | LEGATO MERGER CORP. II | 04 Nov 2022 | 1 | -$5.76K | 4 | Chief SPAC Officer | 07 Nov 2022, 15:59 |
| PRMW | Primo Water Corp /CN/ | 13 May 2022 | 1 | $135K | 4 | Director | 17 May 2022, 16:30 |
| PANL | Pangaea Logistics Solutions Ltd. | 16 Feb 2022 | 1 | $100K | 4 | Director | 18 Feb 2022, 15:43 |
| CVU | CPI AEROSTRUCTURES INC | 07 Feb 2022 | 1 | $0 | 4 | Director | 08 Feb 2022, 13:35 |
| SLND | LEGATO MERGER CORP. II | 23 Dec 2021 | 1 | $0 | 4 | Chief SPAC Officer | 27 Dec 2021, 09:26 |
| SLND | LEGATO MERGER CORP. II | 22 Nov 2021 | 0 | $0 | 3 | Chief SPAC Officer | 22 Nov 2021, 17:11 |
| PRMW | Primo Water Corp /CN/ | 18 Nov 2021 | 3 | -$2.48M | 4 | Director | 22 Nov 2021, 17:48 |
| LEGO | Legato Merger Corp. | 06 Jul 2021 | 1 | -$63 | 4 | Chief SPAC Officer | 08 Jul 2021, 16:09 |
| PRMW | Primo Water Corp /CN/ | 07 May 2021 | 1 | $120K | 4 | Director | 11 May 2021, 17:08 |