| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| BCAL | California BanCorp \ CA | Chief Executive Officer, Director | $1.87M | Aug 2, 2025 | ||
| CALB | California BanCorp | Chief Executive Officer | $0 | Jul 31, 2024 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|