Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
---|---|---|---|---|---|---|---|
COASTAL FINANCIAL CORP | Director | Common Stock | 5.39K | $439K | $81.34 | May 28, 2025 | Direct |
WisdomTree, Inc. | Director | Common Stock | 31.9K | $304K | $9.53 | Jun 17, 2025 | Direct |
Atlantic Union Bankshares Corp | Director | Common Stock | 7.53K | $265K | $35.13 | Oct 1, 2025 | Direct |