| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Bowhead Specialty Holdings Inc. | Director | Common Stock | 13.4K | $503K | $37.38 | 01 May 2025 | Direct |
| Guggenheim Active Allocation Fund | Director, TRUSTEE | Common Stock | 3.36K | $53.7K | $15.99 | 03 Sep 2024 | Direct |
| GUGGENHEIM STRATEGIC OPPORTUNITIES FUND | Director, TRUSTEE | Common Stock | 2.43K | $37.4K | $15.37 | 03 Sep 2024 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| BOW | Bowhead Specialty Holdings Inc. | 01 May 2025 | 1 | $0 | 4 | Director | 02 May 2025, 16:38 |
| GOF | GUGGENHEIM STRATEGIC OPPORTUNITIES FUND | 03 Sep 2024 | 3 | $14.5K | 4 | Director, TRUSTEE | 03 Sep 2024, 17:28 |
| GUG | Guggenheim Active Allocation Fund | 03 Sep 2024 | 3 | $14.5K | 4 | Director, TRUSTEE | 03 Sep 2024, 17:08 |
| BOW | Bowhead Specialty Holdings Inc. | 23 May 2024 | 0 | $0 | 3 | Director | 23 May 2024, 21:41 |
| GUG | Guggenheim Active Allocation Fund | 23 Oct 2023 | 1 | $9.99K | 4 | Director, TRUSTEE | 23 Oct 2023, 12:01 |
| GOF | GUGGENHEIM STRATEGIC OPPORTUNITIES FUND | 12 Oct 2023 | 1 | -$1.37K | 4 | Director, TRUSTEE | 12 Oct 2023, 16:50 |
| GOF | GUGGENHEIM STRATEGIC OPPORTUNITIES FUND | 29 Sep 2023 | 1 | $1.48K | 4 | Director, TRUSTEE | 03 Oct 2023, 16:40 |
| GUG | Guggenheim Active Allocation Fund | 02 Dec 2022 | 3 | $5K | 4/A | Director, TRUSTEE | 05 Dec 2022, 12:27 |
| GUG | Guggenheim Active Allocation Fund | 26 Nov 2021 | 2 | $20K | 4 | Director, Trustee | 26 Nov 2021, 10:11 |
| GUG | Guggenheim Active Allocation Fund | 24 Nov 2021 | 0 | $0 | 3 | Director, Trustee | 24 Nov 2021, 14:11 |
| GOF | GUGGENHEIM STRATEGIC OPPORTUNITIES FUND | 04 Jun 2021 | 1 | $21.3K | 4 | Director, Trustee | 07 Jun 2021, 09:39 |