| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| UPST | Upstart Holdings, Inc. | Director | $1.51M | May 27, 2025 | ||
| AKLI | Akili, Inc. | Director | May 2, 2023 | |||
| BYFC | BROADWAY FINANCIAL CORP \DE\ | Director | Mar 5, 2025 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|