Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
---|---|---|---|---|---|---|
SCHW, SCHW-PD | SCHWAB CHARLES CORP | Co-Chairman, Director | $7.71B | -$62.3M | -0.8% | May 14, 2024 |
LOCL, LOCLW | Local Bounti Corporation/DE | More than 10% owner | $7.89M | Dec 31, 2022 |
Sym | Company | Class | Transaction | % | Value $ | Price $ | Shares | Shares After | Date | Ownership |
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