| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| HCI, HCIIP | HCI Group, Inc. | Division President, Director | $3.8M | Feb 26, 2025 | ||
| BAFN | BayFirst Financial Corp. | Director | $859K | Jun 16, 2025 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|