| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| GABELLI DIVIDEND & INCOME TRUST | Director | Common Shares, Par Value $0.001 | 1,700 | $45,662 | $26.86 | 23 Oct 2025 | Direct |
| ELLSWORTH GROWTH & INCOME FUND LTD | Director | Common Shares | 3,000 | $23,918 | $7.97 | 28 Mar 2023 | Trust account for daughter |
| Gabelli Healthcare & WellnessRx Trust | Director | Common Shares, Par Value $0.001 | 2,185 | $19,931 | $9.12 | 14 Oct 2025 | Direct |
| BANCROFT FUND LTD | Director | Common Shares | 1,250 | $19,256 | $15.40 | 12 Jun 2023 | Trust account for daughter |
| ELLSWORTH GROWTH & INCOME FUND LTD | Director | Common Shares | 2,309 | $18,409 | $7.97 | 28 Mar 2023 | Trust account for son |
| BANCROFT FUND LTD | Director | Common Shares | 900 | $13,865 | $15.40 | 12 Jun 2023 | Trust account for son |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| GDV | GABELLI DIVIDEND & INCOME TRUST | 17 Oct 2025 | 2 | -$24,678 | 4 | Director | 02 Dec 2025, 12:53 |
| GRX | Gabelli Healthcare & WellnessRx Trust | 06 Aug 2025 | 8 | -$82,946 | 4 | Director | 02 Dec 2025, 15:38 |
| GRX | Gabelli Healthcare & WellnessRx Trust | 08 Jan 2025 | 1 | -$10,760 | 4 | Director | 10 Jan 2025, 14:39 |
| BCV | BANCROFT FUND LTD | 12 Jun 2023 | 1 | -$5,941 | 4 | Director | 07 Nov 2023, 14:22 |
| ECF | ELLSWORTH GROWTH & INCOME FUND LTD | 28 Mar 2023 | 1 | -$5,494 | 4 | Director | 07 Nov 2023, 13:47 |
| GDV | GABELLI DIVIDEND & INCOME TRUST | 10 Feb 2022 | 1 | -$50,721 | 4 | Director | 19 Aug 2022, 14:58 |