| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| HPE, HPE-PC | Hewlett Packard Enterprise Co | Director | $2.24M | May 2, 2025 | ||
| BR | BROADRIDGE FINANCIAL SOLUTIONS, INC. | Director | $2M | -$1.17M | -36.9% | Oct 2, 2025 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|