Every SEC Form 3/4/5 on record for this filer (CIK 1218470) — 10 issuers, 259 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 |
|---|---|---|---|---|---|
| WLTH | WEALTHFRONT CORP | Director | 2025-12-11 → 2026-06-25 | 4 | −$608,216 |
| KDK | Kodiak AI, Inc. | Director | 2025-09-24 → 2026-06-16 | 4 | — |
| FTNT | Fortinet, Inc. | Director | 2020-10-19 → 2026-06-12 | 31 | −$299,320 |
| RNG | RingCentral, Inc. | Director | 2017-06-14 → 2026-01-05 | 14 | −$647,933 |
| AI | C3.ai, Inc. | Director | 2025-05-30 → 2025-06-30 | 2 | — |
| ZUO | ZUORA INC | Director | 2018-04-11 → 2025-02-14 | 20 | −$898,709 |
| GPRO | GoPro, Inc. | Director · lapsed | 2016-06-08 → 2024-06-06 | 10 | $48,550 |
| NXPI | NXP Semiconductors N.V. | Director · lapsed | 2019-08-01 → 2022-06-02 | 12 | −$930,965 |
| TNET | TRINET GROUP, INC. | Director · lapsed | 2015-10-02 → 2020-05-05 | 18 | −$4M |
| YHOO | YAHOO INC | Chief Financial Officer · lapsed | 2015-07-08 → 2017-06-08 | 63 | −$10M |
| Ticker | Date | Action | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| WLTH | 2025-12-11 | Sell | 5,373 | $14.00 | $75,222 | — |
8 of 10 issuers are covered and open a security page; the rest are on file here only.