| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| IIIV | i3 Verticals, Inc. | Chief Revenue Officer | $1.07M | -$347K | -24.6% | Dec 3, 2025 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|