| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Velocity Financial, Inc. | Director | Common Stock | 39K | $643K | $16.48 | May 23, 2025 | Direct |
| American Assets Trust, Inc. | Director | Common Stock, par value $0.01 | 8.56K | $163K | $19.04 | Jun 2, 2025 | By Trust |
| American Assets Trust, Inc. | Director | Common Stock, par value $0.01 | 6.75K | $128K | $19.04 | Jun 2, 2025 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| AAT | American Assets Trust, Inc. | Jun 2, 2025 | 1 | $0 | 4 | Jun 2, 2025 | Director |
| VEL | Velocity Financial, Inc. | May 23, 2025 | 2 | $22.9K | 4 | May 27, 2025 | Director |
| AAT | American Assets Trust, Inc. | Jun 3, 2024 | 1 | $0 | 4 | Jun 3, 2024 | Director |
| VEL | Velocity Financial, Inc. | May 17, 2024 | 2 | $6.24K | 4 | May 21, 2024 | Director |
| AAT | American Assets Trust, Inc. | Jun 5, 2023 | 1 | $0 | 4 | Jun 5, 2023 | Director |
| VEL | Velocity Financial, Inc. | May 19, 2023 | 1 | $95K | 4 | May 22, 2023 | Director |
| AAT | American Assets Trust, Inc. | Jun 7, 2022 | 1 | $0 | 4 | Jun 8, 2022 | Director |
| VEL | Velocity Financial, Inc. | May 19, 2022 | 1 | $95K | 4 | May 19, 2022 | Director |
| AAT | American Assets Trust, Inc. | Jun 8, 2021 | 1 | $0 | 4 | Jun 9, 2021 | Director |
| VEL | Velocity Financial, Inc. | May 19, 2021 | 1 | $95K | 4 | May 20, 2021 | Director |