| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| TBBK | Bancorp, Inc. | Director | $6.18M | May 28, 2025 | ||
| VTVT | vTv Therapeutics Inc. | Director | $1.2M | Jun 19, 2023 | ||
| BDCI | BTC Development Corp. | Director | Sep 29, 2025 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|