| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| NTRS, NTRSO | NORTHERN TRUST CORP | Executive Vice President | $4.3M | Mar 1, 2022 | ||
| BFH | BREAD FINANCIAL HOLDINGS, INC. | Director | $533K | Jun 16, 2025 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|