| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| NEWT, NEWTI | NewtekOne, Inc. | Chairman & CEO, Director | $12.4M | +$499K | +4.19% | Nov 3, 2025 |
| IPM | INTELLIGENT PROTECTION MANAGEMENT CORP. | Director | Jan 7, 2025 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|