| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| WM | WASTE MANAGEMENT INC | Pres, Chief Executive Officer | $76.4M | -$10.1M | -11.7% | Mar 7, 2025 |
| CAT | CATERPILLAR INC | Director | $1.75M | Jun 11, 2025 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|