| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| /stock/0002031283-stone-point-credit-income-fund | Stone Point Credit Income Fund | President, Director | $718K | +$102K | +16.6% | Jun 30, 2025 |
| ECC, ECCX | Eagle Point Credit Co Inc. | Other* | Jun 24, 2025 | |||
| /stock/0001992148-eagle-point-enhanced-income-trust | Eagle Point Enhanced Income Trust | Other* | Jun 24, 2025 | |||
| EIC, EICA | Eagle Point Income Co Inc. | Other* | Jun 24, 2025 | |||
| EIIA | Eagle Point Institutional Income Fund | Other* | Jun 24, 2025 | |||
| NONE | Stone Point Credit Corp | President, Director | Sep 29, 2023 | |||
| /stock/0002077250-stone-point-credit-income-fund-select | Stone Point Credit Income Fund - Select | President, Director | Sep 29, 2025 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|