| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| TOL | Toll Brothers, Inc. | Director | $1.47M | -$288K | -16.4% | Jul 16, 2025 |
| SEZL | Sezzle Inc. | Director | $559K | May 21, 2025 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|