| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| COF, COF-PI | CAPITAL ONE FINANCIAL CORP | Pres.- Global Payment Network | $6.32M | Aug 1, 2025 | ||
| DFS | Discover Financial Services | EVP, Pres - Payment Services | $0 | May 18, 2025 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|