| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| FOCS | Focus Financial Partners Inc. | Chief Operating Officer, Director | Aug 31, 2023 | |||
| STUB | StubHub Holdings, Inc. | Director | Sep 16, 2025 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|