| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| FDS | FACTSET RESEARCH SYSTEMS INC | Chief Technology Officer (CTO) | $216K | -$734K | -77.3% | Nov 3, 2025 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|