| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| OUST, OUSTW | Ouster, Inc. | Chief Financial Officer | $15.9M | Dec 16, 2022 | ||
| CDAQF, CDAUF | Compass Digital Acquisition Corp. | Director | Aug 31, 2023 | |||
| HVII, HVIIR | Hennessy Capital Investment Corp. VII | Director | Jan 16, 2025 | |||
| HCVI, HCVIU | Hennessy Capital Investment Corp. VI | Director | Jun 5, 2025 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|