| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | Chief Executive Officer, Director | $464M | -$75.3M | -14% | Nov 10, 2025 |
| SBUX | STARBUCKS CORP | Director | $2.58M | Mar 13, 2024 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|