| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| WU | Western Union CO | Chief Accounting Officer | $288K | Jul 8, 2025 | ||
| ENV | ENVESTNET, INC. | SVP, Head of Accounting Mgmt. | $0 | Nov 25, 2024 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|