| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| SEM | SELECT MEDICAL HOLDINGS CORP | Director | $657K | Jul 29, 2025 | ||
| INNV | InnovAge Holding Corp. | Director | $147K | Jul 1, 2025 | ||
| RJAC | Jackson Acquisition Co | Director | Dec 8, 2021 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|