| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| ROOT | Root, Inc. | Chief Executive Officer, Director, 10%+ Owner | $40.4M | -$3.12M | -7.17% | Sep 2, 2025 |
| GOCO | GoHealth, Inc. | Director | $396K | Jun 12, 2024 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|