| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| MORN | Morningstar, Inc. | Chief Accounting Officer | $1.43M | Nov 17, 2023 | ||
| ZM | Zoom Communications, Inc. | Chief Accounting Officer | Aug 14, 2025 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|