| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| GOOGL, GOOG | Alphabet Inc. | President and CIO | $442M | -$3.25M | -0.73% | Sep 25, 2025 |
| BX | Blackstone Inc. | Director | $7.08M | +$208K | +3.03% | Nov 10, 2025 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|