| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| LITHIA MOTORS INC | Director | Lithia Motors Inc Common Stock | 5.68K | $1.84M | $324.06 | Aug 22, 2025 | Direct |
| Oportun Financial Corp | Director | Common Stock | 93.9K | $584K | $6.22 | Aug 21, 2025 | Direct |
| RITE AID CORP | Director | Common Stock | 62K | $98K | $1.58 | Jul 27, 2022 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| LAD | LITHIA MOTORS INC | Aug 22, 2025 | 1 | -$81K | 4 | Aug 22, 2025 | Director |
| OPRT | Oportun Financial Corp | Aug 21, 2025 | 1 | $0 | 4 | Aug 21, 2025 | Director |
| OPRT | Oportun Financial Corp | Jul 18, 2025 | 1 | $0 | 4 | Jul 22, 2025 | Director |
| LAD | LITHIA MOTORS INC | Apr 24, 2025 | 1 | $0 | 4 | Apr 24, 2025 | Director |
| LAD | LITHIA MOTORS INC | Nov 13, 2024 | 1 | -$74.7K | 4 | Nov 14, 2024 | Director |
| LAD | LITHIA MOTORS INC | Aug 15, 2024 | 1 | -$85.3K | 4 | Aug 16, 2024 | Director |
| OPRT | Oportun Financial Corp | Jun 26, 2024 | 1 | $0 | 4 | Jun 28, 2024 | Director |
| LAD | LITHIA MOTORS INC | Apr 23, 2024 | 1 | $0 | 4 | Apr 24, 2024 | Director |
| OPRT | Oportun Financial Corp | Jun 6, 2023 | 1 | $0 | 4 | Jun 7, 2023 | Director |
| LAD | LITHIA MOTORS INC | Apr 20, 2023 | 1 | $0 | 4 | Apr 21, 2023 | Director |
| RAD | RITE AID CORP | Jul 27, 2022 | 1 | $0 | 4 | Jul 29, 2022 | Director |
| OPRT | Oportun Financial Corp | Jun 14, 2022 | 1 | $0 | 4 | Jun 15, 2022 | Director |
| LAD | LITHIA MOTORS INC | Apr 27, 2022 | 1 | $0 | 4 | May 2, 2022 | Director |
| LAD | LITHIA MOTORS INC | Mar 15, 2022 | 1 | -$80.3K | 4 | Mar 15, 2022 | Director |
| OPRT | Oportun Financial Corp | Mar 14, 2022 | 1 | -$73.7K | 4 | Mar 15, 2022 | Director |
| RAD | RITE AID CORP | Jul 7, 2021 | 1 | $0 | 4 | Jul 9, 2021 | Director |
| OPRT | Oportun Financial Corp | Jun 8, 2021 | 1 | $0 | 4 | Jun 10, 2021 | Director |