| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| AVDX | AvidXchange Holdings, Inc. | Director | $119M | Feb 29, 2024 | ||
| FLYW | Flywire Corp | Director | $305K | Jun 3, 2025 | ||
| BTRS | BTRS Holdings Inc. | Director, 10%+ Owner | Dec 16, 2022 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|