| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| ED | CONSOLIDATED EDISON INC | Director | $4.43M | May 21, 2024 | ||
| EVR | Evercore Inc. | Director | $2.53M | Jun 11, 2025 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|