| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| PFSI | PennyMac Financial Services, Inc. | Director | $19.4M | -$3.65M | -15.8% | Oct 24, 2025 |
| PMBC | PACIFIC MERCANTILE BANCORP | Director | Oct 18, 2021 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|