| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| PNC | PNC FINANCIAL SERVICES GROUP, INC. | President | $67.4M | Jul 31, 2024 | ||
| FI | FISERV INC | President and CEO-Elect | $9.83M | Feb 7, 2025 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|