| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Angel Oak Financial Strategies Income Term Trust | Director | Common Stock | 7.59K | $99.8K | $13.15 | Aug 12, 2025 | Direct |
| NXG NextGen Infrastructure Income Fund | Director | Common Shares of Beneficial Interest | 855 | $38.4K | $44.92 | Aug 20, 2025 | Direct |
| NXG Cushing Midstream Energy Fund | Director | Common Shares | 600 | $25.1K | $41.80 | Nov 21, 2024 | Direct |
| NXG Cushing Midstream Energy Fund | Director | common shares of beneficial interest | 450 | $19.2K | $42.65 | Sep 9, 2024 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| NXG | NXG NextGen Infrastructure Income Fund | Aug 20, 2025 | 1 | $16.8K | 4 | Aug 22, 2025 | Director |
| FINS | Angel Oak Financial Strategies Income Term Trust | Aug 12, 2025 | 1 | $99.8K | 4 | Aug 14, 2025 | Director |
| SRV | NXG Cushing Midstream Energy Fund | Nov 21, 2024 | 1 | $6.27K | 4 | Nov 26, 2024 | Director |
| nxg | NXG NextGen Infrastructure Income Fund | Sep 9, 2024 | 1 | $19.2K | 4 | Sep 10, 2024 | Director |
| srv | NXG Cushing Midstream Energy Fund | Sep 9, 2024 | 1 | $19.2K | 4 | Sep 10, 2024 | Director |
| NXG | Cushing NextGen Infrastructure Income Fund | Nov 19, 2021 | 0 | $0 | 3 | Nov 29, 2021 | Director |
| SRV | CUSHING MLP & INFRASTRUCTURE TOTAL RETURN FUND | Nov 19, 2021 | 0 | $0 | 3 | Nov 29, 2021 | Director |