| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period | 
|---|---|---|---|---|---|---|
| UVSP | UNIVEST FINANCIAL Corp | Director | $31.8K | Jan 31, 2025 | ||
| ISBC | Investors Bancorp, Inc. | President and COO, Director | Apr 6, 2022 | 
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership | 
|---|