| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| IVZ | Invesco Ltd. | Chief Financial Officer | $6.16M | Aug 27, 2025 | ||
| HVT, HVT-A | HAVERTY FURNITURE COMPANIES INC | Director | $812K | May 12, 2025 | ||
| VTA | Invesco Dynamic Credit Opportunity Fund | Director | Jul 21, 2021 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|