| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| UPST | Upstart Holdings, Inc. | Director | $1.52M | -$129K | -7.87% | Sep 2, 2025 |
| PCG, PCG-PA | PG&E Corp | Director | $1.31M | May 22, 2025 | ||
| TPBAU | TPB Acquisition Corp I | Director | Aug 10, 2021 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|