| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| TOL | Toll Brothers, Inc. | Director | $1.4M | -$167K | -10.6% | Jul 14, 2025 |
| DOC | HEALTHPEAK PROPERTIES, INC. | Director | $643K | Apr 28, 2023 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|