| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| WKC | WORLD KINECT CORP | Executive VP & CFO | $6.75M | Mar 28, 2025 | ||
| STEM | STEM, INC. | Director | $251K | Jun 4, 2025 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|