| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| SoFi Technologies, Inc. | Director | Common Stock | 44.9K | $631K | $14.04 | May 28, 2025 | Direct |
| SoFi Technologies, Inc. | Director | Restricted Stock Unit | 2.82K | $71.7K | $7.26 | Jul 25, 2025 | Direct |
| Apollo Realty Income Solutions, Inc. | Director | Class E Common Stock | 3.6K | Apr 1, 2025 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| SOFI | SoFi Technologies, Inc. | Jul 25, 2025 | 1 | $0 | 4 | Aug 1, 2025 | Director |
| SOFI | SoFi Technologies, Inc. | Jun 9, 2025 | 2 | $0 | 4 | Jun 12, 2025 | Director |
| SOFI | SoFi Technologies, Inc. | May 28, 2025 | 4 | $0 | 4 | Jun 3, 2025 | Director |
| N/A | Apollo Realty Income Solutions, Inc. | Apr 1, 2025 | 1 | $0 | 4 | Apr 3, 2025 | Director |
| SOFI | SoFi Technologies, Inc. | Sep 9, 2024 | 0 | $0 | 4 | Sep 11, 2024 | Director |
| SOFI | SoFi Technologies, Inc. | Aug 12, 2024 | 0 | $0 | 4 | Aug 14, 2024 | Director |
| SOFI | SoFi Technologies, Inc. | Jun 27, 2024 | 0 | $0 | 3 | Jul 5, 2024 | Director |
| N/A | Apollo Realty Income Solutions, Inc. | Apr 29, 2024 | 0 | $0 | 3 | Apr 29, 2024 | Director |
| XFIN | ExcelFin Acquisition Corp. | Oct 20, 2021 | 0 | $0 | 3 | Oct 20, 2021 | Director |