| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| iDirect Private Credit Fund | 10 Jul 2025 | 0 | $0 | 3 | Co-Portfolio Manager | 25 Jul 2025, 16:52 | |
| iDirect Private Markets Fund | 10 Jul 2025 | 0 | $0 | 3 | Co-Portfolio Manager | 18 Jul 2025, 16:28 | |
| N/A | iCapital KKR Private Markets Fund | 02 Dec 2021 | 0 | $0 | 3 | Co-Portfolio Manager | 07 Jun 2023, 17:37 |