| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| /stock/0001811114-bbr-alo-fund-llc | BBR ALO Fund, LLC | Co-CEO, BBR Partners LLC | $6.38M | -$250K | -3.77% | Oct 10, 2025 |
| BSLK, BSLKW | Bolt Projects Holdings, Inc. | Director | $11.9K | Aug 13, 2024 | ||
| COWN | COWEN INC. | Director | Mar 1, 2023 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|