Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
---|---|---|---|---|---|---|
MS, MS-PA | MORGAN STANLEY | Executive Chairman, Director | $58.1M | -$21M | -26.6% | Jul 24, 2024 |
DIS | Walt Disney Co | Director | $4.59M | +$2.12M | +85.8% | Mar 31, 2025 |
Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
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