Every SEC Form 3/4/5 on record for this filer (CIK 1253663) — 2 issuers, 20 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 |
|---|---|---|---|---|---|
| JMSB | John Marshall Bancorp, Inc. | Director | 2022-04-26 → 2025-12-18 | 7 | $252,927 |
| CFNL | CARDINAL FINANCIAL CORP | Director · lapsed | 2015-11-24 → 2017-04-26 | 8 | −$750,712 |
| Ticker | Date | Action | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| JMSB | 2025-07-30 | Buy | 6,162 | $19.20 | $118,310 | 34,372 |
| JMSB | 2025-07-29 | Buy | 4,276 | $19.20 | $82,099 | 28,210 |
| JMSB | 2025-07-28 | Buy | 1,876 | $19.08 | $35,794 | 23,934 |
| JMSB | 2025-07-28 | Buy | 871 | $19.20 | $16,723 | 22,058 |
1 of 2 issuers are covered and open a security page; the rest are on file here only.