| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| EBAY | EBAY INC | Director | $1.67M | -$703K | -29.6% | Aug 5, 2025 |
| WBS, WBS-PF | WEBSTER FINANCIAL CORP | Director | $763K | -$298K | -28.1% | Sep 8, 2025 |
| AVTA | AVANTAX, INC. | Director | Nov 27, 2023 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|