| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| AVBH | Avidbank Holdings, Inc. | Evp, Cfo | $942K | +$46K | +5.14% | Oct 24, 2025 |
| ACBI | Atlantic Capital Bancshares, Inc. | Evp, Cfo, Sec. & Treasurer | Mar 1, 2022 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|