Every SEC Form 3/4/5 on record for this filer (CIK 1219175) — 2 issuers, 80 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 |
|---|---|---|---|---|---|
| GO | Grocery Outlet Holding Corp. | EVP, Chief Financial Officer | 2025-01-14 → 2026-03-16 | 5 | $87,460 |
| CORE | Core-Mark Holding Company, LLC | EVP, Chief Financial Officer · lapsed | 2016-01-08 → 2021-09-01 | 37 | −$905,487 |
| Ticker | Date | Action | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| GO | 2026-03-09 | Sell | 5,024 | $5.84 | $29,340 | 38,675 |
| GO | 2025-02-27 | Buy | 10,000 | $11.68 | $116,800 | 10,000 |
| CORE | 2021-01-07 | Sell | 2,344 | $32.73 | $76,719 | 42,829 |
1 of 2 issuers are covered and open a security page; the rest are on file here only.