Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
---|---|---|---|---|---|---|
PCTY | Paylocity Holding Corp | Director | $1.82M | Aug 15, 2025 | ||
1314152 | JLL Income Property Trust, Inc. | Director | $306K | Mar 24, 2023 | ||
/stock/0002041175-nb-asset-based-credit-fund | NB Asset-Based Credit Fund | Director | Aug 19, 2025 | |||
NONE | NB Crossroads Private Markets Fund VII Holdings LP | Director | Feb 14, 2022 | |||
NONE | NB Crossroads Private Markets Fund VII LP | Director | Feb 14, 2022 |
Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
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