| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| AFRM | Affirm Holdings, Inc. | Chief Executive Officer, Director, 10%+ Owner | $58.8M | -$113M | -65.7% | Sep 22, 2025 |
| KO | COCA COLA CO | Director | $1.07M | +$999K | +1381% | Oct 23, 2025 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|