| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| MSCI | MSCI Inc. | Chairman and CEO, Director | $1.24B | +$9.78M | +0.8% | Jul 24, 2025 |
| RPRX | Royalty Pharma plc | Director | $4.19M | Jun 30, 2025 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|