| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| NCNO | nCino, Inc. | Director | $1.51M | Jun 7, 2022 | ||
| LOB | Live Oak Bancshares, Inc. | Director | $367K | Sep 4, 2025 | ||
| NCNO | nCino OpCo, Inc. | Director | Jan 7, 2022 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|