| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| EverCommerce Inc. | Director | Common Stock | 35.9K | $342K | $9.52 | Jun 20, 2024 | Direct |
| Kraft Heinz Co | Director | Common Stock | 6.49K | $185K | $28.49 | May 8, 2025 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| KHC | Kraft Heinz Co | May 8, 2025 | 1 | $185K | 4 | May 12, 2025 | Director |
| KHC | Kraft Heinz Co | Oct 24, 2024 | 0 | $0 | 3 | Nov 1, 2024 | Director |
| EVCM | EverCommerce Inc. | Jun 20, 2024 | 1 | $0 | 4 | Jun 24, 2024 | Director |
| EVCM | EverCommerce Inc. | Nov 21, 2023 | 2 | -$182K | 4 | Dec 8, 2023 | Director |
| EVCM | EverCommerce Inc. | Jun 21, 2023 | 1 | $0 | 4 | Jun 23, 2023 | Director |
| EVCM | EverCommerce Inc. | Jun 22, 2022 | 1 | $0 | 4 | Jun 24, 2022 | Director |
| EVCM | EverCommerce Inc. | Jul 1, 2021 | 0 | $0 | 3 | Jul 1, 2021 | Director |