| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| FITB, FITBI | FIFTH THIRD BANCORP | Director | $1.82M | Apr 15, 2025 | ||
| WKC | WORLD KINECT CORP | Director | $1.7M | Jun 5, 2025 | ||
| IPG | INTERPUBLIC GROUP OF COMPANIES, INC. | Director | $0 | Nov 26, 2025 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|