| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| TCW STRATEGIC INCOME FUND INC | Director | common stock | 0 | $0 | $5.08 | Nov 11, 2024 | 2005 ESC Trust |
| TCW STRATEGIC INCOME FUND INC | Director | common stock | 0 | $0 | $5.08 | Nov 11, 2024 | Zachary Tarica Trust |
| TCW Direct Lending VIII LLC | Director | Common limited liability company units | 2.5K | Jan 21, 2022 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| TCW Steel City Perpetual Levered Fund LP | Oct 3, 2025 | 0 | $0 | 3 | Oct 3, 2025 | Director | |
| NONE | TCW Private Asset Income Fund | Mar 7, 2025 | 0 | $0 | 3 | Mar 7, 2025 | Director |
| TSI | TCW STRATEGIC INCOME FUND INC | Nov 7, 2024 | 3 | -$62.5K | 4 | Nov 12, 2024 | Director |
| TSI | TCW STRATEGIC INCOME FUND INC | Nov 5, 2024 | 2 | -$62K | 4 | Nov 6, 2024 | Director |
| N/A | TCW Spirit Direct Lending LLC | May 30, 2024 | 0 | $0 | 3 | Jun 7, 2024 | Director |
| none | TCW Star Direct Lending LLC | Aug 26, 2022 | 0 | $0 | 3 | Aug 31, 2022 | Director |
| N/A | TCW Direct Lending VIII LLC | Jan 21, 2022 | 1 | $250K | 4 | Aug 10, 2022 | Director |
| none | TCW Direct Lending VIII LLC | Jul 26, 2021 | 0 | $0 | 3 | Aug 5, 2021 | Director |