| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| STZ | CONSTELLATION BRANDS, INC. | EVP & Pres. Wine and Spirits | $751K | -$594K | -44.2% | May 13, 2025 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|