| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| SoFi Technologies, Inc. | Director | Common Stock | 433K | $6.08M | $14.04 | May 28, 2025 | Direct |
| Regional Management Corp. | Director | Common Stock | 138K | $4.3M | $31.08 | May 22, 2025 | Direct |
| Mastercard Inc | Director | Class A Common Stock | 8.38K | $3.68M | $439.52 | Jun 22, 2021 | By Trust |
| Mastercard Inc | Director | Class A Common Stock | 6.71K | $2.95M | $439.52 | Jun 22, 2021 | Direct |
| Regional Management Corp. | Director | Common Stock | 30K | $932K | $31.08 | May 22, 2025 | Indirect |
| SoFi Technologies, Inc. | Director | Restricted Stock Unit | 2.82K | $62.9K | $6.41 | Jul 25, 2025 | Direct |