| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| PVBC | Provident Bancorp, Inc. /MD/ | Director | $0 | Nov 15, 2025 | ||
| PBIP | PRUDENTIAL BANCORP, INC. | President and CEO, Director | Jul 1, 2022 | |||
| WHLR, WHLRD | Wheeler Real Estate Investment Trust, Inc. | Director | Sep 5, 2023 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|