Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
---|---|---|---|---|---|---|
ADV, ADVWW | Advantage Solutions Inc. | Chief Executive Officer, Director | $7.11M | +$400K | +5.96% | Apr 4, 2025 |
SF, SF-PB | STIFEL FINANCIAL CORP | Director | $1.84M | -$1.04M | -36.1% | Jun 5, 2024 |
PSPC | Post Holdings Partnering Corp | Director | May 25, 2021 |
Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
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