| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| XYL | Xylem Inc. | Director | $1.08M | May 13, 2025 | ||
| CMCO | COLUMBUS MCKINNON CORP | Director | $56.3K | +$16.8K | +42.6% | Nov 17, 2025 |
| EIX | EDISON INTERNATIONAL | Director | $0 | -$179K | -100% | Apr 24, 2025 |
| SYKE | SYKES ENTERPRISES INC | Director | Aug 27, 2021 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|