| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| EVCM | EverCommerce Inc. | Chief Executive Officer, Director | $104M | -$10.7M | -9.39% | Oct 28, 2025 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|