Every SEC Form 3/4/5 on record for this filer (CIK 1195905) — 5 issuers, 57 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 |
|---|---|---|---|---|---|
| TFC | TRUIST FINANCIAL CORP | Director | 2019-12-10 → 2026-01-05 | 13 | $2M |
| WRK | WestRock Co | CEO - President · Director · lapsed | 2015-07-02 → 2021-11-03 | 34 | −$7M |
| STI | Solidion Technology Inc. | Director · lapsed | 2018-01-02 → 2019-12-09 | 13 | $395,760 |
| NGVT | Ingevity Corp | Director · lapsed | 2016-04-25 → 2016-05-16 | 2 | — |
| RKT | Rocket Companies, Inc. | CEO · Director · lapsed | 2015-07-02 → 2015-07-06 | 2 | — |
| Ticker | Date | Action | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| TFC | 2022-05-04 | Buy | 20,000 | $49.82 | $996,400 | 60,873 |
| TFC | 2022-03-04 | Buy | 10,000 | $59.21 | $592,100 | 40,873 |
| TFC | 2022-03-03 | Buy | 5,000 | $59.80 | $299,000 | 30,873 |
| TFC | 2022-03-02 | Buy | 5,000 | $59.80 | $299,000 | 25,873 |
| WRK | 2021-03-09 | Sell | 26,033 | $52.95 | $1M | 1,196,553 |
| WRK | 2021-03-09 | Sell | 50,000 | $52.95 | $3M | 1,196,553 |
| WRK | 2021-03-09 | Sell | 2,015 | $52.95 | $106,694 | 1,196,553 |
4 of 5 issuers are covered and open a security page; the rest are on file here only.
