| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| AIZ, AIZN | ASSURANT, INC. | CEO, Director | $29.7M | Nov 5, 2021 | ||
| CRBG, CRBD | Corebridge Financial, Inc. | Director | $1.94M | Jun 3, 2025 | ||
| USB, USB-PA | US BANCORP \DE\ | Director | Apr 17, 2025 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|