Every SEC Form 3/4/5 on record for this filer (CIK 1233549) — 5 issuers, 111 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 |
|---|---|---|---|---|---|
| D | DOMINION ENERGY, INC | Director | 2017-01-26 → 2026-05-07 | 17 | $210,282 |
| CARR | CARRIER GLOBAL Corp | Director | 2023-01-17 → 2026-04-17 | 6 | — |
| NEM | NEWMONT Corp /DE/ | Director · lapsed | 2020-09-14 → 2024-04-30 | 7 | — |
| RJF | RAYMOND JAMES FINANCIAL INC | Director · lapsed | 2016-02-23 → 2023-02-27 | 15 | — |
| AWK | American Water Works Company, Inc. | President and CEO · Director · lapsed | 2016-01-05 → 2020-02-12 | 20 | −$3M |
| Ticker | Date | Action | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| D | 2023-06-20 | Buy | 54 | $53.70 | $2,900 | 22,162 |
5 of 5 issuers are covered and open a security page; the rest are on file here only.