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⭐ Subscribe ⭐| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| EVR | Evercore Inc. | Director | $1,194,365 | -$65,877 | -5.2% | 09 Dec 2025 |
| ARI | Apollo Commercial Real Estate Finance, Inc. | Director | $396,473 | 01 Apr 2025 | ||
| STK | Columbia Seligman Premium Technology Growth Fund, Inc. | Director | $3,600 | +$3,600 | 15 Dec 2025 | |
| TY, TY-P | TRI-CONTINENTAL Corp | Director | $3,149 | 07 Mar 2025 | ||
| Columbia Credit Income Opportunities Fund | Trustee | 16 Apr 2025 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
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