| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| AHCO | AdaptHealth Corp. | Chief Executive Officer, Director | $5.56M | Feb 1, 2025 | ||
| UTL | UNITIL CORP | Director | $573K | Oct 1, 2025 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|