| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| SO, SOJC | SOUTHERN CO | Director | $7.84M | Oct 1, 2025 | ||
| DELL | Dell Technologies Inc. | Director | $3.12M | Sep 30, 2025 | ||
| CPAR | Catalyst Partners Acquisition Corp. | Director | Feb 7, 2023 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|