| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| OLO | Olo Inc. | CEO, Director | $2.73M | -$375K | -12.1% | Sep 12, 2025 |
| PTLO | Portillo's Inc. | Director | $484K | Apr 15, 2025 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|