| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| BWXT | BWX Technologies, Inc. | SVP & Chief Financial Officer | $4.32M | Feb 28, 2025 | ||
| LINE | Lineage, Inc. | Chief Financial Officer | $3.2M | +$1.01M | +46.2% | Nov 13, 2025 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|