| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Duff & Phelps Utility & Infrastructure Fund Inc. | President and CEO | Common Stock | 11.6K | $148K | $12.77 | Aug 25, 2025 | Direct |
| DNP SELECT INCOME FUND INC | President and CEO | Common stock | 8.36K | $80.3K | $9.60 | Nov 26, 2024 | Direct |
| DTF TAX-FREE INCOME 2028 TERM FUND INC | President and CEO | Common stock | 6.65K | $75.4K | $11.34 | Aug 25, 2025 | Direct |
| Duff & Phelps Select MLP & Midstream Energy Fund Inc. | Portfolio Manager | Common Stock | 0 | $9.37 | Jun 18, 2021 | Direct |