| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| BEN | FRANKLIN RESOURCES INC | Co-President, Chief Commercial | $10.1M | Oct 15, 2025 | ||
| NTRS, NTRSO | NORTHERN TRUST CORP | President / Asset Management | $5.71M | Apr 3, 2025 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|