| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| UPST | Upstart Holdings, Inc. | Chief Executive Officer, Director, 10%+ Owner | $12.8M | -$29.2M | -69.6% | Sep 15, 2025 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|