| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| SF, SF-PB | STIFEL FINANCIAL CORP | Director | $1.53M | Jun 13, 2023 | ||
| FPH | Five Point Holdings, LLC | Director | $784K | Mar 12, 2025 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|