| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| NDAQ | NASDAQ, INC. | Director | $8.49M | Jun 21, 2023 | ||
| WFC, WFC-PY | WELLS FARGO & COMPANY/MN | Director | $4.38M | Oct 1, 2025 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|