| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| AXP | AMERICAN EXPRESS CO | Chairman and CEO, Director | $54.3M | -$53.3M | -49.5% | Oct 31, 2025 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|