| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| PWP | Perella Weinberg Partners | Director | $11.4M | Jun 24, 2021 | ||
| BDCI | BTC Development Corp. | Director, 10%+ Owner | Sep 29, 2025 | |||
| CCIR, CCIRU | Cohen Circle Acquisition Corp. I | Director, 10%+ Owner | Oct 10, 2024 | |||
| CCII, CCIIU | Cohen Circle Acquisition Corp. II | CEO and President, Director, 10%+ Owner | Jun 30, 2025 | |||
| FTCV | Fintech Acquisition Corp V | Director | Apr 4, 2021 | |||
| FTVI | FINTECH ACQUISITION CORP VI | Director | Jun 28, 2021 | |||
| FLD, FLDDW | Fold Holdings, Inc. | 10%+ Owner | Feb 14, 2025 | |||
| FTOC | FTAC Olympus Acquisition Corp. | Director, 10%+ Owner | Jun 25, 2021 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|