| 2025-04-25 | Form ADV | MKB EQUITY PARTNERS INC. | CLASS A5 COMMON | MONTREAL, QUEBEC |
| 2012-01-05 | Form D | Diversified Risk U.S. Large Cap Equity Fund, a series of The PanAgora Group Trust | Director | BOSTON, MA |
| 2011-12-29 | Form D | Bond Index Fund, a series of The PanAgora Group Trust | Director | BOSTON, MA |
| 2012-01-05 | Form D | Diversified Factor Premia Fund, a series of The PanAgora Group Trust | Director | BOSTON, MA |
| 2012-01-05 | Form D | Small Cap Core Fund, a series of The PanAgora Group Trust | Director | BOSTON, MA |
| 2012-01-05 | Form D | Diversified Risk Non-U.S. Equity Fund, a series of The PanAgora Group Trust | Director | BOSTON, MA |
| 2012-01-03 | Form D | Equity Index Fund, a series of The PanAgora Group Trust | Director | BOSTON, MA |
| 2012-01-03 | Form D | Dynamic Large Cap Core Fund, a series of The PanAgora Group Trust | Director | BOSTON, MA |
| 2012-01-03 | Form D | Risk Parity Multi-Asset Plus Fund, a series of The PanAgora Group Trust | Director | BOSTON, MA |
| 2012-01-03 | Form D | Defensive Growth Emerging Markets Fund, a series of The PanAgora Group Trust | Director | BOSTON, MA |
| 2011-12-29 | Form D | Diversified Risk U.S. Small Cap Equity Fund, a series of The PanAgora Group Trust | Director | BOSTON, MA |