| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| CXM | Sprinklr, Inc. | President & CEO, Director | $16M | Nov 5, 2024 | ||
| BAH | Booz Allen Hamilton Holding Corp | Director | $1.23M | Aug 4, 2025 | ||
| VG | VONAGE HOLDINGS CORP | Chief Executive Officer, Director | Jul 21, 2022 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|