| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| CTLP, CTLPP | CANTALOUPE, INC. | Director | $755K | May 12, 2025 | ||
| GDOT | GREEN DOT CORP | Director | $601K | May 22, 2025 | ||
| GVCI | Green Visor Financial Technology Acquisition Corp I | Executive Vice President, Director | Nov 9, 2021 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|