| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| SAIC | Science Applications International Corp | Director | $587K | +$25.3K | +4.5% | Jun 4, 2025 |
| APLE | Apple Hospitality REIT, Inc. | Director | $353K | +$99.3K | +39.1% | Aug 29, 2025 |
| IVR, IVR-PC | Invesco Mortgage Capital Inc. | Director | $315K | May 15, 2025 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|