| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| ROOT | Root, Inc. | Director | $2.03M | -$395K | -16.3% | Jun 4, 2025 |
| WLY, WLYB | JOHN WILEY & SONS, INC. | Director | $1.06M | Oct 24, 2024 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|