| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| TEAF | TORTOISE SUSTAINABLE & SOCIAL IMPACT TERM FUND | 11 Jul 2025 | 0 | $0 | 3 | Director | 16 Oct 2025, 14:01 |
| TYG | TORTOISE ENERGY INFRASTRUCTURE CORP | 11 Jul 2025 | 0 | $0 | 3 | Director | 16 Oct 2025, 13:31 |
| Private Debt & Income Fund | 10 Apr 2025 | 0 | $0 | 3 | Director | 27 Jun 2025, 16:56 | |
| 83 Investment Group Income Fund | 19 Dec 2024 | 0 | $0 | 3 | Director | 27 Jun 2025, 15:02 | |
| Booster Income Opportunities Fund | 08 Nov 2024 | 0 | $0 | 3 | Director | 27 Jun 2025, 15:17 | |
| Beacon Pointe Multi-Alternative Fund | 03 Jul 2024 | 0 | $0 | 3 | Director | 27 Jun 2025, 17:05 |