| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| TRI-CONTINENTAL Corp | Director | Tri-Continental Corporation Common Stock | 100 | $3,382 | $33.82 | 01 Jan 2026 | Direct |
| Columbia Seligman Premium Technology Growth Fund, Inc. | Director | Columbia Seligman Premium Technology Growth Fund, Inc. | 100 | 01 Jan 2026 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| STK | Columbia Seligman Premium Technology Growth Fund, Inc. | 01 Jan 2026 | 0 | $0 | 3 | Director | 05 Jan 2026, 13:16 |
| TY | TRI-CONTINENTAL Corp | 01 Jan 2026 | 0 | $0 | 3 | Director | 02 Jan 2026, 08:02 |
| /report/000114036125016835-lukitsh-nancy-therese-2025-04-16 | Columbia Credit Income Opportunities Fund | 16 Apr 2025 | 0 | $0 | 3 | Trustee | 01 May 2025, 12:46 |