| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| PCTY | Paylocity Holding Corp | Director, 10%+ Owner | $1.5B | -$73.1M | -4.65% | Sep 17, 2025 |
| PORT, PORTU | Southport Acquisition Corp | Director | $32.4M | Oct 23, 2025 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|