| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| N/A | Bloom HoldCo LLC | Chief Financial Officer; member of the limited liability company's board of managers., Chief Financial Officer; member of the limited liability company's board of managers. | Aug 4, 2023 | |||
| SOAR, SOAR-WT | Volato Group, Inc. | Chief Financial Officer | Nov 30, 2021 |