| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| UCB, UCB-PI | UNITED COMMUNITY BANKS INC | Director | $398K | May 14, 2025 | ||
| AVDX | AvidXchange Holdings, Inc. | Director | $0 | Oct 15, 2025 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|