| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| MDRR | Medalist Diversified REIT, Inc. | Director | $69.4K | Jan 22, 2025 | ||
| CLMT | Calumet, Inc. /DE | Evp Cfo | $32.6K | +$32.6K | Mar 31, 2025 | |
| CLMT | Calumet Specialty Products Partners, L.P. | Evp Cfo | Feb 21, 2024 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|