| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| JAMF | Jamf Holding Corp. | Cfo | $5.31M | -$371K | -6.52% | Nov 18, 2025 |
| NCNO | nCino, Inc. | CFO & Treasurer | $5.18M | Nov 2, 2022 | ||
| NCNO | nCino OpCo, Inc. | CFO & Treasurer | Jan 7, 2022 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|