| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| AXP | AMERICAN EXPRESS CO | Group Pres., Enterprise Serv. | $41.3M | Jan 28, 2025 | ||
| ITW | ILLINOIS TOOL WORKS INC | Director | $1.61M | Nov 1, 2022 | ||
| NFNT | Infinite Acquisition Corp. | Director | Nov 18, 2021 | |||
| NAVN | Navan, Inc. | Director | Oct 29, 2025 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|