| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| RoboStrategy, Inc. | Director | Common Shares | 10K | $100K | $10.00 | 01 Nov 2025 | Direct |
| Constitution Capital Access Fund, LLC | Director | Common Shares | 4.67K | 01 Aug 2023 | Direct | ||
| Constitution Capital Access Fund, LLC | Director | Constitution Capital Access Fund | 0 | 03 Oct 2022 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| RoboStrategy, Inc. | 01 Nov 2025 | 1 | $100K | 4 | Director | 04 Nov 2025, 16:03 | |
| N/A | RoboStrategy, Inc. | 09 Sep 2025 | 0 | $0 | 3 | Director | 19 Sep 2025, 20:24 |
| NONE | Aether Infrastructure & Natural Resources Fund | 04 Apr 2025 | 0 | $0 | 3 | Independent Trustee | 09 Apr 2025, 13:14 |
| N/A | Constitution Capital Access Fund, LLC | 01 Aug 2023 | 1 | $50K | 4 | Director | 11 Aug 2023, 16:57 |
| CREMX | Redwood Real Estate Income Fund | 26 Jun 2023 | 0 | $0 | 3 | Director | 27 Jun 2023, 17:13 |
| NA | Constitution Capital Access Fund, LLC | 03 Oct 2022 | 0 | $0 | 3 | Director | 02 Nov 2022, 15:16 |