| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| PennyMac Mortgage Investment Trust | Director | Common Shares of Beneficial Interest | 22K | $310K | $14.11 | Feb 24, 2025 | Direct |
| Offerpad Solutions Inc. | Director | Class A Common Stock | 94.2K | $156K | $1.66 | Apr 21, 2025 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| OPAD | Offerpad Solutions Inc. | Apr 21, 2025 | 1 | $0 | 4 | Apr 23, 2025 | Director |
| OPAD | Offerpad Solutions Inc. | Apr 21, 2025 | 0 | $0 | 3 | Apr 23, 2025 | Director |
| PMT | PennyMac Mortgage Investment Trust | Feb 24, 2025 | 1 | $0 | 4 | Feb 26, 2025 | Director |
| PMT | PennyMac Mortgage Investment Trust | Mar 12, 2024 | 1 | $0 | 4 | Mar 14, 2024 | Director |
| PMT | PennyMac Mortgage Investment Trust | Jun 1, 2023 | 0 | $0 | 3 | Jun 5, 2023 | Director |