Every SEC Form 3/4/5 on record for this filer (CIK 1234234) — 6 issuers, 26 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 |
|---|---|---|---|---|---|
| COR | Cencora, Inc. | Director | 2024-01-17 → 2026-03-09 | 7 | −$837,150 |
| ABC | AMERISOURCEBERGEN CORP | Director · lapsed | 2016-03-07 → 2023-03-13 | 13 | $354,360 |
| AMP | AMERIPRISE FINANCIAL INC | Director · lapsed | 2016-04-29 → 2022-04-29 | 9 | $343,902 |
| WTR | AQUA AMERICA INC | Director · lapsed | 2016-04-04 → 2017-10-05 | 7 | — |
| UGI | UGI CORP /PA/ | Director · lapsed | 2015-12-22 → 2016-01-22 | 2 | — |
| APU | AMERIGAS PARTNERS LP | Director · lapsed | 2015-12-23 → 2015-12-23 | 1 | $161,650 |
| Ticker | Date | Action | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| COR | 2025-05-14 | Sell | 3,000 | $279.05 | $837,150 | 17,851 |
3 of 6 issuers are covered and open a security page; the rest are on file here only.
