| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| CI | Cigna Group | Chairman & CEO, Director | $172M | -$7.17M | -4.01% | Nov 3, 2025 |
| GIS | GENERAL MILLS INC | Director | $554K | Aug 27, 2023 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|