| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| SoFi Technologies, Inc. | Director | Common Stock | 44.9K | $631K | $14.04 | 28 May 2025 | Direct |
| SoFi Technologies, Inc. | Director | Restricted Stock Unit | 2.82K | $71.7K | $7.26 | 25 Jul 2025 | Direct |
| Apollo Realty Income Solutions, Inc. | Director | Class E Common Stock | 3.6K | 01 Apr 2025 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| SOFI | SoFi Technologies, Inc. | 25 Jul 2025 | 1 | $0 | 4 | Director | 01 Aug 2025, 19:04 |
| SOFI | SoFi Technologies, Inc. | 09 Jun 2025 | 2 | $0 | 4 | Director | 12 Jun 2025, 17:56 |
| SOFI | SoFi Technologies, Inc. | 28 May 2025 | 4 | $0 | 4 | Director | 03 Jun 2025, 18:49 |
| N/A | Apollo Realty Income Solutions, Inc. | 01 Apr 2025 | 1 | $0 | 4 | Director | 03 Apr 2025, 16:56 |
| SOFI | SoFi Technologies, Inc. | 09 Sep 2024 | 0 | $0 | 4 | Director | 11 Sep 2024, 18:35 |
| SOFI | SoFi Technologies, Inc. | 12 Aug 2024 | 0 | $0 | 4 | Director | 14 Aug 2024, 19:53 |
| SOFI | SoFi Technologies, Inc. | 27 Jun 2024 | 0 | $0 | 3 | Director | 05 Jul 2024, 18:57 |
| N/A | Apollo Realty Income Solutions, Inc. | 29 Apr 2024 | 0 | $0 | 3 | Director | 29 Apr 2024, 20:32 |
| XFIN | ExcelFin Acquisition Corp. | 20 Oct 2021 | 0 | $0 | 3 | Director | 20 Oct 2021, 19:04 |