Every SEC Form 3/4/5 on record for this filer (CIK 1297907) — 5 issuers, 63 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 |
|---|---|---|---|---|---|
| JOBY | Joby Aviation, Inc. | Director | 2021-08-12 → 2026-06-03 | 12 | — |
| CMS | CMS ENERGY CORP | Director | 2016-05-10 → 2026-05-11 | 12 | −$174,618 |
| SPR | Spirit AeroSystems Holdings, Inc. | Director | 2018-02-22 → 2025-12-08 | 12 | $101,352 |
| TEL | TE Connectivity plc | Director | 2015-11-12 → 2025-11-14 | 12 | −$154,660 |
| PEB | Pebblebrook Hotel Trust | Director · lapsed | 2016-01-06 → 2019-01-03 | 5 | — |
| Ticker | Date | Action | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| CMS | 2025-02-19 | Sell | 597 | $69.84 | $41,694 | 40,693 |
4 of 5 issuers are covered and open a security page; the rest are on file here only.