| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period | 
|---|---|---|---|---|---|---|
| /stock/0001711799-nuveen-global-cities-reit-inc | Nuveen Global Cities REIT, Inc. | Director | $418K | Jul 1, 2025 | ||
| HWEL | Healthwell Acquisition Corp. I | Director, 10%+ Owner | Sep 16, 2021 | 
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership | 
|---|