| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| BR | BROADRIDGE FINANCIAL SOLUTIONS, INC. | CVP and Chief Legal Officer | $4.8M | Nov 9, 2023 | ||
| NONE | JONES FINANCIAL COMPANIES LLLP | General Counsel | Jan 8, 2024 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|