| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| VTR | Ventas, Inc. | EVP OM&R-Ventas/Pres&CEO-LHS | $8.53M | -$1.13M | -11.7% | Nov 18, 2025 |
| ARDT | Ardent Health Partners, Inc. | Director | Jul 17, 2024 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|