| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| BA, BA-PA | BOEING CO | CSO; SVP, Strategy & Corp Dev | $10.1M | Feb 24, 2023 | ||
| PG | PROCTER & GAMBLE Co | Director | $1.68M | Oct 14, 2025 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|