| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| PTC | PTC INC. | Director | $1.02B | Jul 28, 2023 | ||
| ROK | ROCKWELL AUTOMATION, INC | President and CEO, Director | $44M | -$33.6M | -43.3% | Nov 6, 2025 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|