| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| APPFOLIO INC | Director | Class A Common Stock | 6,088 | $1,319,269 | $216.70 | 27 Jun 2025 | Direct |
| TRUIST FINANCIAL CORP | Director | Common Stock | 10,194 | $477,181 | $46.81 | 25 Feb 2025 | Direct |
| TRUIST FINANCIAL CORP | Director | Restricted Stock Unit | 14,348 | $461,145 | $32.14 | 27 Feb 2024 | Direct |
| TRUIST FINANCIAL CORP | Director | Restricted Stock Unit | 14,825 | $241,539 | $16.29 | 25 Feb 2025 | Direct |
| TRUIST FINANCIAL CORP | Director | Phantom Stock Units | 3,660 | $169,436 | $46.30 | 25 Feb 2025 | Direct |
| R1 RCM Inc. /DE | Director | Common Stock | 0 | $0 | $14.30 | 19 Nov 2024 | Direct |
| R1 RCM Holdco Inc. | Director | Restricted Stock Unit | 0 | $26.69 | 21 Jun 2022 | Direct |