Every SEC Form 3/4/5 on record for this filer (CIK 1200925) — 3 issuers, 297 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 |
|---|---|---|---|---|---|
| GTM | ZoomInfo Technologies Inc. | Director | 2025-05-16 → 2026-05-18 | 2 | — |
| SMAR | SMARTSHEET INC | President & CEO · Director | 2018-04-26 → 2025-01-24 | 94 | −$67M |
| ZI | ZoomInfo Technologies Inc. | Director · lapsed | 2020-06-04 → 2024-06-17 | 13 | −$753,363 |
| Ticker | Date | Action | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| SMAR | 2025-01-06 | Sell | 5,000 | $56.07 | $280,350 | 619,515 |
| SMAR | 2024-12-17 | Sell | 47,916 | $55.96 | $3M | 624,356 |
| SMAR | 2024-12-16 | Sell | 5,000 | $56.00 | $280,000 | 624,356 |
1 of 3 issuers are covered and open a security page; the rest are on file here only.