| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| FCNCA, FCNCB | FIRST CITIZENS BANCSHARES INC /DE/ | Director | $31M | +$300K | +0.98% | Nov 13, 2025 |
| FIS | Fidelity National Information Services, Inc. | Director | $457K | Jun 5, 2024 | ||
| DNB | Dun & Bradstreet Holdings, Inc. | Director | $0 | Aug 26, 2025 | ||
| CIT | CIT GROUP INC | Chair & CEO, Director | Jan 3, 2022 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|