| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| NEWT, NEWTI | NewtekOne, Inc. | EVP, Chief Financial Officer | $376K | +$5.61K | +1.51% | May 16, 2025 |
| AMAL | Amalgamated Financial Corp. | Svp & Cao | Jul 19, 2021 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|