| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| EVR | Evercore Inc. | CEO/Chairman, Director | $165M | Feb 20, 2025 | ||
| F, F-PB | FORD MOTOR CO | Director | $2.67M | Dec 1, 2025 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|