| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| INTU | INTUIT INC. | CEO, President and Director, Director | $62.3M | -$111M | -64.1% | Oct 1, 2025 |
| TEAM | Atlassian Corp | Director | $4.58M | Dec 11, 2024 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|