| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| BM Technologies, Inc. | Director | Common Stock | 0 | $0 | $5 | 31 Jan 2025 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| CUBI | Customers Bancorp, Inc. | 29 Oct 2025 | 0 | $0 | 3 | Director | 12 Nov 2025, 16:12 |
| BMTX | BM Technologies, Inc. | 31 Jan 2025 | 1 | -$20,000 | 4 | Director | 03 Feb 2025, 08:20 |
| BMTX | BM Technologies, Inc. | 05 Dec 2024 | 1 | $0 | 4 | Director | 27 Dec 2024, 16:34 |
| BMTX | BM Technologies, Inc. | 08 Jul 2024 | 1 | $0 | 4 | Director | 06 Sep 2024, 19:36 |
| BMTX | BM Technologies, Inc. | 15 Sep 2022 | 1 | $0 | 4 | Director | 27 Sep 2022, 17:39 |