| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| LNC, LNC-PD | LINCOLN NATIONAL CORP | EVP, Chief Dist. & Brand Off | $7.26M | -$196K | -2.64% | Nov 24, 2025 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|