Every SEC Form 3/4/5 on record for this filer (CIK 1257287) — 3 issuers, 10 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 |
|---|---|---|---|---|---|
| WAY | Waystar Holding Corp. | Director | 2024-06-07 → 2026-06-03 | 4 | $129,000 |
| WBA | Walgreens Boots Alliance, Inc. | EVP, Pres. U.S. Healthcare · lapsed | 2022-10-27 → 2023-11-03 | 4 | $146,988 |
| PGND | Press Ganey Holdings, Inc. | Director · lapsed | 2016-05-02 → 2016-10-25 | 3 | — |
| Ticker | Date | Action | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| WAY | 2024-06-10 | Buy | 6,000 | $21.50 | $129,000 | 85,623 |
| WBA | 2023-06-30 | Buy | 5,172 | $28.42 | $146,988 | 59,050 |
1 of 3 issuers are covered and open a security page; the rest are on file here only.