| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership | 
|---|---|---|---|---|---|---|---|
| Focus Impact Acquisition Corp. | Director | Convertible notes | $982K | Nov 13, 2024 | Indirect | 
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role | 
|---|---|---|---|---|---|---|---|
| DEVS | DevvStream Corp. | Nov 13, 2024 | 1 | $982K | 4 | Nov 15, 2024 | Director | 
| BHAC | Focus Impact BH3 Acquisition Co | Nov 2, 2023 | 0 | $0 | 3 | Nov 13, 2023 | Chief Executive Officer, Director | 
| FIAC | Focus Impact Acquisition Corp. | Oct 27, 2021 | 0 | $0 | 3 | Oct 27, 2021 | Chief Executive Officer |