| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| ROKU | ROKU, INC | Director | $827K | May 20, 2021 | ||
| MODN | MODEL N, INC. | Director | $0 | Jun 27, 2024 | ||
| WAVC | Waverley Capital Acquisition Corp. 1 | Chief Financial Officer, Director | Aug 19, 2021 | |||
| WKHS | Workhorse Group Inc. | Director | Aug 18, 2025 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|