| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| TOL | Toll Brothers, Inc. | Chief Financial Officer | $3.34M | -$2.14M | -39% | Aug 27, 2025 |
| UVSP | UNIVEST FINANCIAL Corp | Director | $209K | Jan 31, 2025 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|