| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| EOSE, EOSEW | Eos Energy Enterprises, Inc. | General Counsel | $1.87M | -$1.08M | -36.6% | Jul 25, 2025 |
| TREC | TRECORA RESOURCES | General Counsel and Secretary | Jun 24, 2022 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|