Every SEC Form 3/4/5 on record for this filer (CIK 1162870) — 31 issuers, 77 transactions. Section-16 filings only: what they filed, not a biography, and titles are as filed on their latest form at each issuer.
This filer is an entity, not a person. This reporting owner's name carries a corporate/fund legal form, so it is an ENTITY filing under Section 16 — typically a fund with a board-designation right or a 10% holder — not an individual. Its 'director' rows are the entity's designation right, not a person's board seat.
| Ticker | Company | Role as filed | On file | Forms | Open-market net |
|---|---|---|---|---|---|
| OCFC | OCEANFIRST FINANCIAL CORP | Director | 2026-06-09 → 2026-06-09 | 3 | — |
| SHC | Sotera Health Co | Director | 2020-11-20 → 2026-05-15 | 11 | −$159M |
| BANC | BANC OF CALIFORNIA, INC. | Director | 2023-12-08 → 2026-02-17 | 8 | −$85M |
| CWAN | Clearwater Analytics Holdings, Inc. | Filer | 2021-09-23 → 2024-11-14 | 12 | −$520M |
| VSAT | VIASAT INC | Filer | 2023-06-09 → 2024-08-14 | 2 | — |
| ESTE | EARTHSTONE ENERGY INC | 10% owner · lapsed | 2021-01-12 → 2023-08-08 | 6 | −$98M |
| ALHC | Alignment Healthcare, Inc. | Director · lapsed | 2021-03-26 → 2022-09-20 | 10 | −$21M |
| TLMD | SOC Telemed, Inc. | Director · lapsed | 2020-11-09 → 2022-04-07 | 2 | — |
| WTRE | Watford Holdings Ltd. | Filer · lapsed | 2021-02-26 → 2021-07-06 | 2 | — |
| OM | Outset Medical, Inc. | 10% owner · lapsed | 2020-09-14 → 2021-04-15 | 5 | −$411M |
| EIGI | Endurance International Group Holdings, Inc. | 10% owner · lapsed | 2016-08-08 → 2021-02-12 | 17 | $18M |
| LPI | Laredo Petroleum, Inc. | 10% owner · lapsed | 2017-02-24 → 2020-11-30 | 8 | −$6M |
| MNRL | Brigham Minerals, Inc. | Director · lapsed | 2019-04-18 → 2020-09-17 | 5 | −$60M |
| CRWD | CrowdStrike Holdings, Inc. | Director · lapsed | 2019-06-11 → 2020-06-29 | 9 | — |
| SILK | Silk Road Medical Inc | 10% owner · lapsed | 2019-11-29 → 2020-05-07 | 2 | −$191M |
| AM | Antero Midstream Corp | Director · lapsed | 2019-03-14 → 2019-11-13 | 3 | — |
| CYRN | CYREN Ltd. | 10% owner · lapsed | 2019-01-02 → 2019-11-08 | 2 | — |
| AR | ANTERO RESOURCES Corp | Director · lapsed | 2016-03-02 → 2019-06-12 | 10 | — |
| AVLR | AVALARA, INC. | 10% owner · lapsed | 2018-06-14 → 2019-05-22 | 4 | — |
| TRTN | Triton International Ltd | Director · lapsed | 2016-07-12 → 2019-03-21 | 6 | −$12M |
| KOS | Kosmos Energy Ltd. | Director · lapsed | 2017-01-19 → 2019-03-01 | 5 | −$365M |
| BPI | Bridgepoint Education Inc | 10% owner · lapsed | 2017-03-14 → 2017-11-21 | 3 | −$19M |
| WEX | WEX Inc. | Director · lapsed | 2016-07-15 → 2017-11-16 | 4 | — |
| FNGN | Financial Engines, Inc. | Filer · lapsed | 2016-02-03 → 2017-08-22 | 4 | −$316M |
| AMGP | Antero Midstream GP LP | Director · lapsed | 2017-05-22 → 2017-05-22 | 1 | — |
| CBPO | China Biologic Products, Inc. | 10% owner · lapsed | 2016-03-09 → 2016-06-08 | 2 | — |
| BLDR | Builders FirstSource, Inc. | 10% owner · lapsed | 2015-08-03 → 2016-05-25 | 3 | −$229M |
| WMGI | Wright Medical Group N.V. | 10% owner · lapsed | 2015-11-25 → 2015-11-25 | 1 | — |
| YDLE | YODLEE INC | 10% owner · lapsed | 2015-11-23 → 2015-11-23 | 1 | — |
| ARMK | Aramark | 10% owner · lapsed | 2015-08-24 → 2015-08-24 | 1 | — |
| MBI | MBIA INC | 10% owner · lapsed | 2015-08-14 → 2015-08-14 | 1 | — |
| Ticker | Date | Action | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| BANC | 2026-02-13 | Sell | 4,250,000 | $20.10 | $85M | 2,640,244 |
| SHC | 2025-12-03 | Sell | 9,720,000 | $16.33 | $159M | 34,102,952 |
| CWAN | 2024-11-13 | Sell | 3,103,450 | $29.11 | $90M | — |
| CWAN | 2024-11-13 | Sell | 3,103,450 | $29.11 | $90M | — |
| CWAN | 2024-08-08 | Sell | 9,000,000 | $22.41 | $202M | — |
14 of 31 issuers are covered and open a security page; the rest are on file here only.
