| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| AX | Axos Financial, Inc. | Director | $10.5M | -$2.04M | -16.3% | Nov 14, 2025 |
| MLAC, MLACR | Mountain Lake Acquisition Corp. | Chief Executive Officer, Director | Dec 12, 2024 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|