Every SEC Form 3/4/5 on record for this filer (CIK 1223626) — 7 issuers, 49 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 |
|---|---|---|---|---|---|
| CECO | CECO ENVIRONMENTAL CORP | Director | 2023-09-11 → 2026-06-03 | 6 | $49,675 |
| FDS | FACTSET RESEARCH SYSTEMS INC | Director | 2015-09-22 → 2026-01-20 | 19 | −$5M |
| LUMN | Lumen Technologies, Inc. | Director · lapsed | 2021-05-24 → 2024-05-20 | 6 | $48,000 |
| CRCQQ | California Resources Corp | Director · lapsed | 2020-10-27 → 2020-10-27 | 1 | — |
| CTL | CENTURYLINK, INC | Director · lapsed | 2015-12-11 → 2020-05-21 | 7 | −$177,294 |
| CRC | California Resources Corp | Director · lapsed | 2018-08-29 → 2019-05-28 | 4 | $50,340 |
| VISI | VOLT INFORMATION SCIENCES, INC. | Director · lapsed | 2015-07-01 → 2017-06-15 | 4 | $19,950 |
| Ticker | Date | Action | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| FDS | 2026-01-08 | Sell | 588 | $296.67 | $174,442 | 1,037 |
| FDS | 2026-01-08 | Sell | 1,984 | $296.12 | $587,502 | 1,625 |
| FDS | 2024-09-26 | Sell | 200 | $460.35 | $92,070 | 759 |
| FDS | 2024-09-26 | Sell | 1,138 | $459.76 | $523,207 | 959 |
4 of 7 issuers are covered and open a security page; the rest are on file here only.
