| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| BL | BLACKLINE, INC. | CO-CEO, Director | $11.4M | Aug 20, 2025 | ||
| LNC, LNC-PD | LINCOLN NATIONAL CORP | Director | $1.3M | +$84.3K | +6.93% | Nov 12, 2025 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|