| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| HEALTHEQUITY, INC. | Director | Common Stock | 21.8K | $1.97M | $90.14 | Jun 26, 2025 | Direct |
| KEMPER Corp | Director | Common Stock | 48.2K | $1.77M | $36.82 | Nov 10, 2025 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| KMPR | KEMPER Corp | Nov 10, 2025 | 1 | $921K | 4 | Nov 12, 2025 | Director |
| HQY | HEALTHEQUITY, INC. | Jun 26, 2025 | 1 | $0 | 4 | Jun 30, 2025 | Director |
| KMPR | KEMPER Corp | May 7, 2025 | 1 | $150K | 4 | May 8, 2025 | Director |
| HQY | HEALTHEQUITY, INC. | Feb 3, 2025 | 1 | $0 | 4 | Feb 5, 2025 | Director |
| HQY | HEALTHEQUITY, INC. | Dec 12, 2024 | 2 | -$2.42M | 4 | Dec 13, 2024 | Director |
| KMPR | KEMPER Corp | Aug 21, 2024 | 1 | -$1.85M | 4 | Aug 23, 2024 | Director |
| HQY | HEALTHEQUITY, INC. | Jul 5, 2024 | 1 | $0 | 4 | Jul 9, 2024 | Director |
| KMPR | KEMPER Corp | May 1, 2024 | 1 | $0 | 4 | May 2, 2024 | Director |
| HQY | HEALTHEQUITY, INC. | Feb 1, 2024 | 1 | $0 | 4 | Feb 5, 2024 | Director |
| NONE | PGIM Credit Income Fund | Dec 6, 2023 | 0 | $0 | 3 | Dec 6, 2023 | Title: President and Principal Executive Officer. Exhibit List: Exhibit 24 - Power of Attorney. |
| KMPR | KEMPER Corp | Nov 20, 2023 | 1 | $414K | 4 | Nov 21, 2023 | Director |
| HQY | HEALTHEQUITY, INC. | Jun 22, 2023 | 1 | $0 | 4 | Jun 26, 2023 | Director |
| KMPR | KEMPER Corp | May 3, 2023 | 1 | $0 | 4 | May 4, 2023 | Director |
| HQY | HEALTHEQUITY, INC. | Feb 1, 2023 | 1 | $0 | 4 | Feb 3, 2023 | Director |
| KMPR | KEMPER Corp | Aug 4, 2022 | 1 | $213K | 4 | Aug 8, 2022 | Director |
| HQY | HEALTHEQUITY, INC. | Jun 23, 2022 | 1 | $0 | 4 | Jun 27, 2022 | Director |
| KMPR | KEMPER Corp | May 4, 2022 | 1 | $0 | 4 | May 5, 2022 | Director |
| HQY | HEALTHEQUITY, INC. | Feb 1, 2022 | 2 | $0 | 4/A | Apr 29, 2022 | Director |
| HQY | HEALTHEQUITY, INC. | Dec 9, 2021 | 1 | $1.07M | 4 | Dec 9, 2021 | Director |
| KMPR | KEMPER Corp | Aug 4, 2021 | 1 | $1.54M | 4 | Aug 6, 2021 | Director |