| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| BJ's Wholesale Club Holdings, Inc. | Director | Common Stock | 19.9K | $2.29M | $114.63 | Jun 19, 2025 | Direct |
| Holley Inc. | Director | Common Stock | 290K | $658K | $2.27 | May 13, 2025 | Direct |
| Duckhorn Portfolio, Inc. | Director | Common Stock | 0 | $0 | $11.10 | Dec 24, 2024 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| BJ | BJ's Wholesale Club Holdings, Inc. | Jun 19, 2025 | 1 | $0 | 4 | Jun 20, 2025 | Director |
| HLLY | Holley Inc. | May 13, 2025 | 1 | $0 | 4 | May 15, 2025 | Director |
| NAPA | Duckhorn Portfolio, Inc. | Dec 24, 2024 | 1 | -$326K | 4 | Dec 26, 2024 | Director |
| BJ | BJ's Wholesale Club Holdings, Inc. | Jun 20, 2024 | 1 | $0 | 4 | Jun 21, 2024 | Director |
| BJ | BJ's Wholesale Club Holdings, Inc. | Jun 15, 2024 | 2 | $0 | 4 | Jun 18, 2024 | Director |
| HLLY | Holley Inc. | Jun 10, 2024 | 1 | $0 | 4 | Jun 11, 2024 | Director |
| NAPA | Duckhorn Portfolio, Inc. | Jan 19, 2024 | 1 | $0 | 4 | Jan 19, 2024 | Director |
| HLLY | Holley Inc. | Jul 4, 2023 | 1 | $0 | 4 | Jul 6, 2023 | Director |
| BJ | BJ's Wholesale Club Holdings, Inc. | Jun 14, 2023 | 3 | $0 | 4 | Jun 16, 2023 | Director |
| HLLY | Holley Inc. | May 6, 2023 | 1 | $0 | 4 | May 9, 2023 | Interim President and CEO, Director |
| HLLY | Holley Inc. | Feb 6, 2023 | 1 | $0 | 4 | Feb 8, 2023 | Interim President and CEO, Director |
| NAPA | Duckhorn Portfolio, Inc. | Jan 20, 2023 | 1 | $0 | 4 | Jan 24, 2023 | Director |
| BJ | BJ's Wholesale Club Holdings, Inc. | Jun 15, 2022 | 3 | $0 | 4 | Jun 17, 2022 | Director |
| HLLY | Holley Inc. | May 11, 2022 | 1 | $0 | 4 | May 13, 2022 | Director |
| NAPA | Duckhorn Portfolio, Inc. | Jan 19, 2022 | 1 | $0 | 4 | Jan 21, 2022 | Director |
| HLLY | Holley Inc. | Sep 23, 2021 | 1 | $0 | 4 | Sep 24, 2021 | Director |
| HLLY | Holley Inc. | Jul 16, 2021 | 0 | $0 | 3 | Jul 19, 2021 | Director |
| BJ | BJ's Wholesale Club Holdings, Inc. | Jun 16, 2021 | 3 | $0 | 4 | Jun 21, 2021 | Director |
| NAPA | Duckhorn Portfolio, Inc. | May 13, 2021 | 1 | $0 | 4 | May 14, 2021 | Director |
| NAPA | Duckhorn Portfolio, Inc. | May 13, 2021 | 0 | $0 | 3 | May 14, 2021 | Director |