| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Regional Management Corp. | Director | Common Stock | 35.9K | $1.11M | $31.08 | May 22, 2025 | Direct |
| TRINET GROUP, INC. | Director | Common Stock | 13.1K | $1.04M | $79.48 | May 23, 2025 | Direct |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | Director | Common Stock | 13.8K | $644K | $46.61 | May 2, 2025 | Direct |
| SEMPRA ENERGY | Director | Phantom Shares | 4.29K | $325K | $75.82 | Apr 3, 2023 | Direct |
| SEMPRA ENERGY | Director | Restricted Phantom Shares | 714 | May 13, 2022 | Direct |