| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Bowhead Specialty Holdings Inc. | Director | Common Stock | 36,773 | $1,049,512 | $28.54 | 01 May 2025 | Direct |
| Guggenheim Active Allocation Fund | Director, TRUSTEE | Common Stock | 3,356 | $53,664 | $15.99 | 03 Sep 2024 | Direct |
| KELLY SERVICES INC | Director | Class A Common Stock, Par Value $1 | 3,732 | $40,268 | $10.79 | 30 Jan 2026 | Direct |
| GUGGENHEIM STRATEGIC OPPORTUNITIES FUND | Director, TRUSTEE | Common Stock | 2,432 | $37,367 | $15.36 | 03 Sep 2024 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| KELYA | KELLY SERVICES INC | 30 Jan 2026 | 1 | +$40,268 | 4 | Director | 03 Feb 2026, 18:43 |
| KELYA | KELLY SERVICES INC | 30 Jan 2026 | 0 | $0 | 3 | Director | 03 Feb 2026, 18:39 |
| BOW | Bowhead Specialty Holdings Inc. | 01 May 2025 | 1 | $0 | 4/A | Director | 06 Jan 2026, 16:34 |
| GOF | GUGGENHEIM STRATEGIC OPPORTUNITIES FUND | 03 Sep 2024 | 3 | +$14,500 | 4 | Director, TRUSTEE | 03 Sep 2024, 17:28 |
| GUG | Guggenheim Active Allocation Fund | 03 Sep 2024 | 3 | +$14,500 | 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 | +$9,994 | 4 | Director, TRUSTEE | 23 Oct 2023, 12:01 |
| GOF | GUGGENHEIM STRATEGIC OPPORTUNITIES FUND | 12 Oct 2023 | 1 | -$1,370 | 4 | Director, TRUSTEE | 12 Oct 2023, 16:50 |
| GOF | GUGGENHEIM STRATEGIC OPPORTUNITIES FUND | 29 Sep 2023 | 1 | +$1,480 | 4 | Director, TRUSTEE | 03 Oct 2023, 16:40 |
| GUG | Guggenheim Active Allocation Fund | 02 Dec 2022 | 3 | +$5,000 | 4/A | Director, TRUSTEE | 05 Dec 2022, 12:27 |
| GUG | Guggenheim Active Allocation Fund | 26 Nov 2021 | 2 | +$20,000 | 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 | +$21,270 | 4 | Director, Trustee | 07 Jun 2021, 09:39 |