| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Conversus StepStone Private Venture & Growth Fund | Treasurer & Prin. Fin. Officer | Shares of Beneficial Interest | 2,000 | $50,000 | $25 | 01 Nov 2022 | Direct |
| StepStone Private Equity Strategies Fund | Vice President | Class I Shares | 35,000 | 08 Sep 2025 | Direct | ||
| StepStone Private Credit Income Fund | Vice President | Shares of Beneficial Interest | 25,000 | 05 Jun 2024 | Joint with Jennifer M. Smith |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| StepStone Private Equity Strategies Fund | 08 Sep 2025 | 1 | $350,000 | 4 | Vice President | 10 Sep 2025, 18:17 | |
| StepStone Private Equity Strategies Fund | 18 Aug 2025 | 0 | $0 | 3 | Vice President | 18 Aug 2025, 16:00 | |
| NONE | StepStone Private Credit Income Fund | 05 Jun 2024 | 1 | $250,000 | 4 | Vice President | 06 Jun 2024, 15:51 |
| NONE | StepStone Private Credit Income Fund | 31 May 2024 | 0 | $0 | 3 | Vice President | 31 May 2024, 15:18 |
| STRUX | StepStone Private Infrastructure Fund | 09 Nov 2023 | 0 | $0 | 3 | Vice President | 31 May 2024, 15:23 |
| XSPIX | Conversus StepStone Private Venture & Growth Fund | 01 Nov 2022 | 1 | $50,000 | 4 | Treasurer & Prin. Fin. Officer | 03 Nov 2022, 18:36 |
| XSPIX | Conversus StepStone Private Venture & Growth Fund | 07 Jul 2022 | 0 | $0 | 3 | Treasurer & Prin. Fin. Officer | 09 Aug 2022, 17:13 |