| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period | 
|---|---|---|---|---|---|---|
| ALKT | ALKAMI TECHNOLOGY, INC. | Director | $1.1M | May 14, 2025 | ||
| ESMT | EngageSmart, Inc. | Director | Sep 23, 2021 | 
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership | 
|---|