| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Griffin Realty Trust, Inc. | Director | Common Stock | 45,608 | $908,970 | $19.93 | 30 Nov 2022 | Direct |
| LiveVox Holdings, Inc. | Former Director | Class A common stock | 6,250 | $23,375 | $3.74 | 18 Jun 2021 | Direct |
| LiveVox Holdings, Inc. | Former Director | Lock-up Shares | 18,750 | 18 Jun 2021 | Direct | ||
| LiveVox Holdings, Inc. | Former Director | Class F common stock | 0 | $3.08 | 18 Jun 2021 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| N/A | CCS IX Portfolio Holdings, LLC | 01 Mar 2025 | 0 | $0 | 3 | Director | 01 Apr 2025, 12:21 |
| N/A | Crescent Private Credit Income Corp | 29 Sep 2023 | 0 | $0 | 3 | Director | 29 Sep 2023, 16:41 |
| PKST | Griffin Realty Trust, Inc. | 30 Nov 2022 | 1 | $0 | 4 | Director | 30 Nov 2022, 13:19 |
| LVOX | LiveVox Holdings, Inc. | 18 Jun 2021 | 4 | $0 | 4 | Former Director | 22 Jun 2021, 16:00 |
| PKST | Griffin Capital Essential Asset REIT, Inc. | 15 Jun 2021 | 1 | $0 | 4 | Director | 16 Jun 2021, 21:09 |