| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| BOX, BXNCP | BOX INC | Chief Operating Officer | $15.6M | -$1.77M | -10.2% | Nov 10, 2025 |
| APPF | APPFOLIO INC | Director | $599K | Jun 27, 2025 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|