Every SEC Form 3/4/5 on record for this filer (CIK 1188405) — 6 issuers, 120 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 |
|---|---|---|---|---|---|
| SCHW | SCHWAB CHARLES CORP | Director | 2016-05-23 → 2026-05-27 | 19 | −$5M |
| ACN | Accenture plc | Director | 2015-11-05 → 2026-05-19 | 59 | −$200,538 |
| CRNC | Cerence Inc. | Director | 2019-10-03 → 2025-02-18 | 8 | — |
| TACA.U | Trepont Acquistion Corp I | Chairman of the Board · Director · lapsed | 2020-12-01 → 2020-12-01 | 1 | — |
| CSCO | CISCO SYSTEMS, INC. | Director · lapsed | 2015-11-23 → 2019-12-12 | 8 | −$1M |
| HAWK | HawkEye 360, Inc. | Director · lapsed | 2015-10-29 → 2018-06-15 | 6 | −$2M |
| Ticker | Date | Action | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| SCHW | 2026-05-13 | Sell | 2,500 | $91.16 | $227,900 | 23,983 |
5 of 6 issuers are covered and open a security page; the rest are on file here only.