| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| TFC, TFC-PI | TRUIST FINANCIAL CORP | Vice Chair & COO | $15.5M | Jan 13, 2025 | ||
| DLX | DELUXE CORP | Director | Apr 24, 2025 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|