| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| CTO, CTO-PA | CTO Realty Growth, Inc. | Svp & Chief Accounting Officer | $776K | +$12.4K | +1.63% | Sep 12, 2025 |
| PINE | Alpine Income Property Trust, Inc. | VP & Chief Accounting Officer | Jul 30, 2020 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|