| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| SGRY | Surgery Partners, Inc. | Chief Executive Officer | $22.5M | -$680K | -2.93% | Mar 4, 2025 |
| TDOC | Teladoc Health, Inc. | Director | $107K | Sep 19, 2025 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|