| 2026-06-12 | Evercore Inc. (EVR) | Director | Buy | 364 | $0 |
| 2026-04-03 | Apollo Commercial Real Estate Finance, Inc. (ARI) | Director | Buy | 9,587 | $0 |
| 2025-12-16 | Columbia Seligman Premium Technology Growth Fund, Inc. (STK) | Director | Buy | 100 | $3,600 |
| 2025-12-11 | Evercore Inc. (EVR) | Director | Sell | 192 | $65,877 |
| 2025-06-12 | Evercore Inc. (EVR) | Director | Buy | 527 | $0 |
| 2025-04-03 | Apollo Commercial Real Estate Finance, Inc. (ARI) | Director | Buy | 10,162 | $0 |
| 2025-03-11 | TRI-CONTINENTAL Corp (TY) | Director | Sell | 332 | $10,375 |
| 2025-03-11 | TRI-CONTINENTAL Corp (TY) | Director | Sell | 1,483 | $46,299 |
| 2025-03-11 | Columbia Seligman Premium Technology Growth Fund, Inc. (STK) | Director | Sell | 6 | $174 |
| 2025-03-11 | Columbia Seligman Premium Technology Growth Fund, Inc. (STK) | Director | Sell | 28 | $813 |
| 2025-03-11 | Columbia Seligman Premium Technology Growth Fund, Inc. (STK) | Director | Sell | 1,028 | $29,853 |
| 2025-03-11 | Columbia Seligman Premium Technology Growth Fund, Inc. (STK) | Director | Sell | 1 | $29 |
| 2025-03-11 | Columbia Seligman Premium Technology Growth Fund, Inc. (STK) | Director | Sell | 10 | $290 |
| 2025-03-11 | Columbia Seligman Premium Technology Growth Fund, Inc. (STK) | Director | Sell | 1 | $29 |
| 2025-03-11 | Columbia Seligman Premium Technology Growth Fund, Inc. (STK) | Director | Sell | 1,182 | $34,195 |