| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Finite Solar Finance Fund | Director | Closed-End Fund | 100K | Apr 27, 2022 | Direct | ||
| Finite Solar Finance Fund | Director | The Finite Solar Finance Fund (SOLRX) | $0 | Nov 23, 2021 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| ASA | ASA Gold & Precious Metals Ltd | Aug 19, 2025 | 0 | $0 | 3 | Sep 4, 2025 | Director |
| GIM | TEMPLETON GLOBAL INCOME FUND | Feb 15, 2023 | 0 | $0 | 3 | Feb 24, 2023 | Director |
| SOLRX | Finite Solar Finance Fund | Apr 27, 2022 | 1 | $100K | 4 | May 2, 2022 | Director |
| SOLRX | Finite Solar Finance Fund | Nov 23, 2021 | 0 | $0 | 3 | Jan 21, 2022 | Director |