| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| UNM, UNMA | Unum Group | President and CEO, Director | $76.3M | -$4.1M | -5.1% | Nov 12, 2025 |
| USB, USB-PA | US BANCORP \DE\ | Director | $1.16M | Apr 17, 2025 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|