| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Keystone Private Income Fund | President | Class Z Shares | 35.8K | Jul 1, 2024 | By Spouse | ||
| Keystone Private Income Fund | President | Class Z Shares | 18.7K | Nov 1, 2023 | By Earls Gate Investments II, LLC | ||
| Keystone Private Income Fund | President | Class Z Shares | 3.95K | Sep 1, 2020 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| N/A | Keystone Private Income Fund | Sep 1, 2020 | 6 | $4.3M | 4 | Sep 18, 2025 | President |