| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Columbia Seligman Premium Technology Growth Fund, Inc. | SVP & Asst Secretary | Columbia Seligman Premium Technology Growth Fund, Inc. | 0 | $0 | $31.91 | Sep 4, 2025 | Direct |
| TRI-CONTINENTAL Corp | SVP & Asst Secretary | Tri-Continental Corporation Common Stock | 0 | $0 | $33.56 | Sep 4, 2025 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| STK | Columbia Seligman Premium Technology Growth Fund, Inc. | Sep 4, 2025 | 1 | -$4.44K | 4 | Sep 8, 2025 | SVP & Asst Secretary |
| TY | TRI-CONTINENTAL Corp | Sep 4, 2025 | 1 | -$5.08K | 4 | Sep 8, 2025 | SVP & Asst Secretary |
| NONE | Columbia Credit Income Opportunities Fund | Apr 16, 2025 | 0 | $0 | 3 | Apr 23, 2025 | Senior VP and Assistant Secretary |