| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| IEX | IDEX CORP /DE/ | Director | $1.08M | +$102K | +10.4% | Nov 5, 2025 |
| AIMC | Altra Industrial Motion Corp. | Chairman and CEO, Director | Mar 27, 2023 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|