| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Lucid Group, Inc. | Director | Class A Common Stock | 266,876 | $707,221 | $2.65 | 05 Jun 2025 | Direct |
| Lumentum Holdings Inc. | Director | Common Stock | 15,040 | $664,317 | $44.17 | 17 Nov 2023 | Direct |
| TWFG, Inc. | Director | Class A Common Stock | 8,617 | $264,542 | $30.70 | 31 Mar 2025 | Direct |
| Enviva Inc. | Director | Common Stock | 0 | $22,321 | $0.5800 | 06 Dec 2024 | Direct |
| Enviva Inc. | Director | Restricted Stock Units | 0 | $0 | $0.5800 | 31 Jan 2024 | Direct |
| VALVOLINE INC | Director | FY 2026 Restricted Stock Units | 4,300 | 28 Jan 2026 | Direct | ||
| Allegiance Bancshares, Inc. | Director | Common Stock | 0 | $42.07 | 01 Oct 2022 | Direct |