| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| NDAQ | NASDAQ, INC. | Director | $4.26M | Jun 11, 2025 | ||
| IBM | INTERNATIONAL BUSINESS MACHINES CORP | Director | $2.67M | Sep 30, 2025 | ||
| BK, BK-PK | Bank of New York Mellon Corp | Director | $1.46M | Apr 21, 2025 | ||
| PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | Director | $489K | May 1, 2023 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|