| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| DOV | DOVER Corp | Chairman, President & CEO | $49M | Mar 14, 2025 | ||
| KEY, KEY-PK | KEYCORP /NEW/ | Director | $1.41M | +$10.4K | +0.74% | Sep 30, 2025 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|