| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| SOFI | SoFi Technologies, Inc. | Chief Technology Officer | $29M | -$5.64M | -16.3% | Sep 15, 2025 |
| PYCR | PAYCOR HCM, INC. | Director | $0 | Apr 14, 2025 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|