| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| C, C-PN | CITIGROUP INC | Chief Financial Officer | $20.9M | -$4.86M | -18.9% | Feb 21, 2025 |
| MSFT | MICROSOFT CORP | Director | $559K | Sep 10, 2025 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|