Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
---|---|---|---|---|---|---|
DFS | Discover Financial Services | EVP, Pres. - Consumer Banking | $16.3M | Feb 23, 2023 | ||
OPRT | Oportun Financial Corp | Director | $347K | +$58.4K | +20.2% | Jul 18, 2025 |
Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
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