Every SEC Form 3/4/5 on record for this filer (CIK 1019438) — 5 issuers, 70 transactions. Section-16 filings only: what they filed, not a biography, and titles are as filed on their latest form at each issuer.
| Ticker | Company | Role as filed | On file | Forms | Open-market net |
|---|---|---|---|---|---|
| CAVA | CAVA GROUP, INC. | CLO & Secretary | 2026-05-29 → 2026-06-05 | 3 | $149,000 |
| BWIN | Baldwin Insurance Group, Inc. | Director | 2024-07-02 → 2026-04-03 | 8 | — |
| BRP | BRP Group, Inc. | Director · lapsed | 2020-02-13 → 2024-04-03 | 18 | — |
| HABT | Habit Restaurants, Inc. | Director · lapsed | 2015-09-30 → 2020-03-18 | 10 | $62,865 |
| BLMN | Bloomin' Brands, Inc. | EVP, Chief Legal Officer · lapsed | 2016-02-16 → 2019-02-26 | 9 | −$8M |
| Ticker | Date | Action | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| CAVA | 2026-06-03 | Buy | 1,000 | $70.00 | $70,000 | 6,974 |
| CAVA | 2026-05-29 | Buy | 1,000 | $79.00 | $79,000 | 5,974 |
3 of 5 issuers are covered and open a security page; the rest are on file here only.
