| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| RNLXY, RENXF | Renalytix plc | Chief Financial Officer | $451K | Jul 6, 2023 | ||
| BLUE | bluebird bio, Inc. | Chief Financial Officer | $0 | Jun 2, 2025 | ||
| NONE | Star Mountain Lower Middle-Market Capital Corp | Director | May 13, 2021 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|