| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| PTC | PTC INC. | EVP, Chief Financial Officer | $11.5M | -$4.02M | -25.9% | Dec 3, 2024 |
| BLKB | BLACKBAUD INC | Director | $513K | Aug 1, 2025 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|