| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Bancorp, Inc. | Director | Common Stock | 33.5K | $1.09M | $32.45 | May 30, 2024 | Direct |
| Bancorp, Inc. | Director | Common Stock | 26.7K | $867K | $32.45 | May 30, 2024 | By Partner |
| WisdomTree, Inc. | Director | Common Stock | 51.3K | $489K | $9.53 | Jun 17, 2025 | Direct |
| PROG Holdings, Inc. | Director | Common Stock | 8.7K | $233K | $26.82 | May 7, 2025 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| WT | WisdomTree, Inc. | Jun 17, 2025 | 1 | $0 | 4 | Jun 18, 2025 | Director |
| PRG | PROG Holdings, Inc. | May 7, 2025 | 1 | $150K | 4 | May 9, 2025 | Director |
| PRG | PROG Holdings, Inc. | Nov 12, 2024 | 1 | $150K | 4 | Nov 14, 2024 | Director |
| PRG | PROG Holdings, Inc. | Nov 12, 2024 | 0 | $0 | 3 | Nov 14, 2024 | Director |
| WT | WisdomTree, Inc. | Jun 12, 2024 | 1 | $0 | 4 | Jun 14, 2024 | Director |
| TBBK | Bancorp, Inc. | May 30, 2024 | 1 | $0 | 4 | May 31, 2024 | Director |
| TBBK | Bancorp, Inc. | Jan 31, 2024 | 1 | $150K | 4 | Jan 31, 2024 | Director |
| TBBK | Bancorp, Inc. | Nov 20, 2023 | 1 | $24.4K | 4 | Nov 21, 2023 | Director |
| TBBK | Bancorp, Inc. | Nov 10, 2023 | 1 | $25.3K | 4 | Nov 13, 2023 | Director |
| TBBK | Bancorp, Inc. | Nov 6, 2023 | 1 | $49.8K | 4 | Nov 7, 2023 | Director |
| WT | WisdomTree, Inc. | Jun 26, 2023 | 1 | $0 | 4 | Jun 27, 2023 | Director |
| TBBK | Bancorp, Inc. | May 25, 2023 | 1 | $0 | 4 | May 26, 2023 | Director |
| TBBK | Bancorp, Inc. | Mar 10, 2023 | 2 | $73K | 4 | Mar 13, 2023 | Director |
| TBBK | Bancorp, Inc. | Feb 23, 2023 | 2 | $48.5K | 4 | Feb 27, 2023 | Director |
| WT | WisdomTree Investments, Inc. | Sep 21, 2022 | 0 | $0 | 3 | Sep 23, 2022 | Director |
| TBBK | Bancorp, Inc. | May 25, 2022 | 1 | $0 | 4 | May 26, 2022 | Director |