| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| NEWT, NEWTI | NewtekOne, Inc. | Director | $388K | +$43.8K | +12.7% | Nov 3, 2025 |
| KPLT, KPLTW | Katapult Holdings, Inc. | Director | $153K | Nov 26, 2025 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|