| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| CMP | COMPASS MINERALS INTERNATIONAL INC | Director | $673K | Sep 30, 2025 | ||
| PTRAQ | Proterra Inc | CEO and President, Director | $0 | Mar 13, 2024 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|