| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| LAD | LITHIA MOTORS INC | Director | $997K | -$80.7K | -7.49% | Apr 24, 2025 |
| FARM | FARMER BROTHERS CO | Director | $283K | Feb 12, 2024 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|