| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| SUN | Sunoco LP | President & CEO, Director | $29.6M | Feb 18, 2025 | ||
| SUNC | SunocoCorp LLC | President & CEO, Director | Nov 10, 2025 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|