| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Seven Hills Realty Trust | President and CIO | Common Shares of Beneficial Interest | 24.8K | $258K | $10.41 | Oct 1, 2025 | Direct |
| Tremont Mortgage Trust | President | Common Shares of Beneficial Interest | 0 | $5.56 | Sep 30, 2021 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| SEVN | Seven Hills Realty Trust | Oct 1, 2025 | 1 | -$2.53K | 4 | Oct 3, 2025 | President and CIO |
| SEVN | Seven Hills Realty Trust | Sep 16, 2025 | 1 | -$14.6K | 4 | Sep 18, 2025 | President and CIO |
| SEVN | Seven Hills Realty Trust | Sep 9, 2025 | 1 | $0 | 4 | Sep 11, 2025 | President and CIO |
| SEVN | Seven Hills Realty Trust | Sep 11, 2024 | 1 | $0 | 4 | Sep 13, 2024 | President and CIO |
| SEVN | Seven Hills Realty Trust | Sep 13, 2023 | 1 | $0 | 4 | Sep 15, 2023 | President and CIO |
| SEVN | Seven Hills Realty Trust | Nov 29, 2022 | 1 | $9.57K | 4 | Nov 30, 2022 | President |
| SEVN | Seven Hills Realty Trust | Oct 3, 2022 | 1 | -$2.21K | 4 | Oct 5, 2022 | President |
| SEVN | Seven Hills Realty Trust | Sep 19, 2022 | 1 | -$2.64K | 4 | Sep 21, 2022 | President |
| SEVN | Seven Hills Realty Trust | Sep 14, 2022 | 1 | $0 | 4 | Sep 16, 2022 | President |
| SEVN | Seven Hills Realty Trust | Nov 12, 2021 | 1 | $10.5K | 4 | Nov 16, 2021 | President |
| SEVN | Seven Hills Realty Trust | Oct 5, 2021 | 1 | -$2.53K | 4 | Oct 7, 2021 | President |
| SEVN | Seven Hills Realty Trust | Sep 30, 2021 | 2 | $0 | 4 | Oct 4, 2021 | President |
| NASDAQTRMT | Tremont Mortgage Trust | Sep 30, 2021 | 1 | $0 | 4 | Oct 4, 2021 | President |
| TRMT | Tremont Mortgage Trust | Sep 20, 2021 | 1 | -$72 | 4 | Sep 22, 2021 | President |