Every SEC Form 3/4/5 on record for this filer (CIK 1190861) — 4 issuers, 52 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 |
|---|---|---|---|---|---|
| EVER | EverQuote, Inc. | Director | 2019-05-07 → 2026-06-05 | 21 | $304,570 |
| REZI | RESIDEO TECHNOLOGIES, INC. | Director | 2018-10-31 → 2026-06-05 | 14 | $49,948 |
| IRM | IRON MOUNTAIN INC | Director · lapsed | 2016-06-21 → 2021-03-25 | 8 | −$328,328 |
| EPHY | Epiphany Technology Acquisition Corp. | Vice Chairman · Director · lapsed | 2021-01-07 → 2021-01-07 | 1 | — |
| Ticker | Date | Action | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| EVER | 2023-08-22 | Buy | 400 | $5.90 | $2,360 | 60,588 |
| EVER | 2023-08-21 | Buy | 800 | $6.46 | $5,168 | 59,788 |
| EVER | 2023-08-21 | Buy | 400 | $6.19 | $2,476 | 60,188 |
3 of 4 issuers are covered and open a security page; the rest are on file here only.