| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Principal Real Estate Income Fund | President of the Advisor | Common Shares of Beneficial Ownership | 35,627 | $368,383 | $10.34 | 10 Nov 2025 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| PGZ | Principal Real Estate Income Fund | 10 Nov 2025 | 2 | $103,490 | 4 | President of the Advisor | 12 Nov 2025, 13:26 |
| PGZ | Principal Real Estate Income Fund | 18 Jul 2023 | 1 | $97,072 | 4 | President of the Adviser | 19 Jul 2023, 09:03 |
| PGZ | Principal Real Estate Income Fund | 06 Jul 2023 | 1 | $148,456 | 4 | President of the Adviser | 07 Jul 2023, 11:34 |
| PGZ | Principal Real Estate Income Fund | 27 Dec 2022 | 1 | $-20,620 | 4 | President of the Adviser | 29 Dec 2022, 10:52 |
| RIV | RIVERNORTH OPPORTUNITIES FUND, INC. | 30 Sep 2022 | 0 | $0 | 5 | President of the Adviser | 04 Oct 2022, 12:18 |