| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Axos Financial, Inc. | Director | Common Stock | 12.4K | $981K | $79.12 | 14 Nov 2025 | Direct |
| Axos Financial, Inc. | Director | Restricted Stock Units | 3.62K | $366K | $85.25 | 14 Nov 2025 | Direct |
| C1 Fund Inc. | Director | Common Stock | 30K | 08 Aug 2025 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| AX | Axos Financial, Inc. | 14 Nov 2025 | 4 | $170K | 4 | Director | 18 Nov 2025, 19:27 |
| CFND | C1 Fund Inc. | 08 Aug 2025 | 1 | $300K | 4 | Director | 11 Aug 2025, 14:38 |
| CFND | C1 Fund Inc. | 06 Aug 2025 | 0 | $0 | 3 | Director | 06 Aug 2025, 21:30 |
| AX | Axos Financial, Inc. | 04 Mar 2025 | 1 | $194K | 4 | Director | 05 Mar 2025, 18:27 |
| AX | Axos Financial, Inc. | 15 Dec 2024 | 3 | $179K | 4 | Director | 18 Dec 2024, 16:26 |
| AX | Axos Financial, Inc. | 14 Nov 2024 | 1 | $0 | 4 | Director | 15 Nov 2024, 19:29 |
| AX | Axos Financial, Inc. | 15 Mar 2024 | 1 | $249K | 4 | Director | 19 Mar 2024, 17:21 |
| AX | Axos Financial, Inc. | 15 Dec 2023 | 1 | $0 | 4 | Director | 18 Dec 2023, 17:05 |
| AX | Axos Financial, Inc. | 27 Nov 2023 | 0 | $0 | 3 | Director | 06 Dec 2023, 13:53 |