| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Evergy, Inc. | Director | Director Deferred Share Units | 72.5K | $5.05M | $69.64 | Jun 9, 2025 | Direct |
| Brixmor Property Group Inc. | Director | Common Stock | 20.7K | $550K | $26.55 | Apr 23, 2025 | Direct |
| AMERICAN SHARED HOSPITAL SERVICES | Director | Common Stock, No Par Value | 38.4K | $104K | $2.70 | Jun 25, 2021 | Direct |
| SERA PROGNOSTICS, INC. | Director | Class A Common Stock | 18.8K | $57.4K | $3.05 | Sep 9, 2025 | Direct |
| Evergy, Inc. | Director | Common Stock | 480 | $32.6K | $67.96 | Jun 11, 2025 | Direct |
| SERA PROGNOSTICS, INC. | Director | Stock Option (right to buy) | 25K | Jun 5, 2025 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| SERA | SERA PROGNOSTICS, INC. | Sep 9, 2025 | 1 | -$4.76K | 4/A | Sep 11, 2025 | Director |
| EVRG | Evergy, Inc. | Jun 9, 2025 | 4 | -$157K | 4 | Jun 11, 2025 | Director |
| SERA | SERA PROGNOSTICS, INC. | Jun 5, 2025 | 2 | $0 | 4 | Jun 6, 2025 | Director |
| EVRG | Evergy, Inc. | May 7, 2025 | 1 | $0 | 4 | May 9, 2025 | Director |
| BRX | Brixmor Property Group Inc. | Apr 23, 2025 | 1 | $0 | 4 | Apr 25, 2025 | Director |
| EVRG | Evergy, Inc. | Aug 19, 2024 | 3 | -$166K | 4 | Aug 21, 2024 | Director |
| SERA | SERA PROGNOSTICS, INC. | Jun 6, 2024 | 2 | $0 | 4 | Jun 7, 2024 | Director |
| EVRG | Evergy, Inc. | May 8, 2024 | 1 | $0 | 4 | May 10, 2024 | Director |
| BRX | Brixmor Property Group Inc. | Apr 25, 2024 | 1 | $0 | 4 | Apr 26, 2024 | Director |
| SERA | SERA PROGNOSTICS, INC. | Jun 8, 2023 | 1 | $0 | 4 | Jul 7, 2023 | Director |
| EVRG | Evergy, Inc. | May 12, 2023 | 1 | -$157K | 4 | May 16, 2023 | Director |
| EVRG | Evergy, Inc. | May 3, 2023 | 1 | $0 | 4 | May 5, 2023 | Director |
| BRX | Brixmor Property Group Inc. | Apr 26, 2023 | 1 | $0 | 4 | Apr 28, 2023 | Director |
| SERA | SERA PROGNOSTICS, INC. | Jun 3, 2022 | 1 | $0 | 4 | Jun 6, 2022 | Director |
| EVRG | Evergy, Inc. | Jun 2, 2022 | 2 | -$56K | 4 | Jun 3, 2022 | Director |
| EVRG | Evergy, Inc. | May 26, 2022 | 1 | -$27.9K | 4 | May 27, 2022 | Director |
| EVRG | Evergy, Inc. | May 23, 2022 | 2 | -$68.9K | 4 | May 25, 2022 | Director |
| EVRG | Evergy, Inc. | May 18, 2022 | 1 | -$44.1K | 4 | May 20, 2022 | Director |
| EVRG | Evergy, Inc. | May 4, 2022 | 1 | $0 | 4 | May 6, 2022 | Director |
| BRX | Brixmor Property Group Inc. | Apr 27, 2022 | 1 | $0 | 4 | Apr 29, 2022 | Director |
| EVRG | Evergy, Inc. | Jan 3, 2022 | 1 | $0 | 4 | Jan 5, 2022 | Director |
| BRX | Brixmor Property Group Inc. | Dec 24, 2021 | 0 | $0 | 3 | Dec 27, 2021 | Director |
| SERA | SERA PROGNOSTICS, INC. | Nov 29, 2021 | 1 | $0 | 4 | Nov 30, 2021 | Director |
| SERA | SERA PROGNOSTICS, INC. | Nov 29, 2021 | 0 | $0 | 3 | Nov 30, 2021 | Director |
| AMS | AMERICAN SHARED HOSPITAL SERVICES | Jun 25, 2021 | 1 | $0 | 4 | Jun 29, 2021 | Director |
| IVH | Ivy High Income Opportunities Fund | Apr 30, 2021 | 0 | $0 | 3 | Jul 2, 2021 | Director |