Every SEC Form 3/4/5 on record for this filer (CIK 1063663) — 6 issuers, 53 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 |
|---|---|---|---|---|---|
| RKT | Rocket Companies, Inc. | Director | 2020-11-10 → 2026-06-11 | 9 | −$129,000 |
| FIVN | Five9, Inc. | Director | 2023-05-25 → 2026-05-22 | 4 | — |
| OS | OneStream, Inc. | Director | 2024-07-24 → 2026-04-02 | 14 | −$2M |
| TSN | TYSON FOODS, INC. | Director · lapsed | 2019-05-13 → 2024-02-13 | 6 | — |
| ENJY | ENJOY TECHNOLOGY, INC./DE | Chief Administrative Officer · Director · lapsed | 2021-10-19 → 2022-06-14 | 7 | — |
| ULTI | ULTIMATE SOFTWARE GROUP INC | Director · lapsed | 2017-05-22 → 2019-05-07 | 11 | — |
| Ticker | Date | Action | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| OS | 2026-01-06 | Sell | 5,541 | $23.59 | $130,712 | 7,130 |
| OS | 2026-01-06 | Sell | 2,415 | $22.66 | $54,724 | 12,671 |
| OS | 2025-12-02 | Sell | 18,423 | $20.90 | $385,041 | 15,086 |
| OS | 2025-09-03 | Sell | 141 | $20.07 | $2,830 | 33,509 |
| OS | 2025-08-04 | Sell | 6,630 | $23.53 | $156,004 | 33,650 |
| OS | 2025-07-07 | Sell | 6,630 | $26.59 | $176,292 | 40,280 |
3 of 6 issuers are covered and open a security page; the rest are on file here only.
