| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| LANC | LANCASTER COLONY CORP | President and CEO, Director | $10.6M | -$3.25M | -23.4% | Aug 21, 2025 |
| WTRG | Essential Utilities, Inc. | Director | $491K | Jun 23, 2025 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|