| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| UPST | Upstart Holdings, Inc. | Chief Financial Officer | $10.5M | -$3.23M | -23.5% | Nov 20, 2025 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|