| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| YEXT | Yext, Inc. | Director | $1.17M | Jun 11, 2025 | ||
| BEN | FRANKLIN RESOURCES INC | Director | $755K | Feb 4, 2025 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|