| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Axos Financial, Inc. | SVP, Head of RIA Custody | Common Stock | 2.94K | $190K | $64.52 | Apr 18, 2025 | Direct |
| Axos Financial, Inc. | SVP, Head of RIA Custody | Common Stock | 487 | $31.4K | $64.52 | Apr 18, 2025 | 401(k) Plan |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| AX | Axos Financial, Inc. | Apr 18, 2025 | 0 | $0 | 3 | Apr 25, 2025 | SVP, Head of RIA Custody |