| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| OTIS | Otis Worldwide Corp | Chair, CEO and President | $24.4M | -$6.31M | -20.6% | Feb 6, 2025 |
| CAT | CATERPILLAR INC | Director | $605K | Jun 11, 2025 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|