| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| FLNC | Fluence Energy, Inc. | President and CEO, Director | $3.48M | +$199K | +6.07% | Sep 1, 2025 |
| AES | AES CORP | EVP, Pres. US&Glob. Bus. Lines | $2.21M | Mar 3, 2022 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|