| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| CFG, CFG-PE | CITIZENS FINANCIAL GROUP INC/RI | Director | $26.8M | Aug 14, 2025 | ||
| ISBC | Investors Bancorp, Inc. | Chairman and CEO, Director | Apr 6, 2022 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|