Every SEC Form 3/4/5 on record for this filer (CIK 1351073) — 30 issuers, 78 transactions. Section-16 filings only: what they filed, not a biography, and titles are as filed on their latest form at each issuer.
This filer is an entity, not a person. This reporting owner's name carries a corporate/fund legal form, so it is an ENTITY filing under Section 16 — typically a fund with a board-designation right or a 10% holder — not an individual. Its 'director' rows are the entity's designation right, not a person's board seat.
| Ticker | Company | Role as filed | On file | Forms | Open-market net |
|---|---|---|---|---|---|
| CRM | Salesforce, Inc. | Director | 2023-03-03 → 2025-12-08 | 8 | −$350M |
| NSIT | INSIGHT ENTERPRISES INC | 10% owner | 2022-02-17 → 2025-05-27 | 22 | −$56M |
| CBRE | CBRE GROUP, INC. | Director · lapsed | 2018-05-22 → 2023-08-31 | 12 | — |
| FI | FISERV INC | Director · lapsed | 2023-08-09 → 2023-08-09 | 1 | — |
| FISV | FISERV INC | Director · lapsed | 2022-02-25 → 2023-05-19 | 7 | — |
| AMPS | Altus Power, Inc. | Director · lapsed | 2021-12-13 → 2023-05-02 | 6 | — |
| LKQ | LKQ CORP | Director · lapsed | 2020-08-14 → 2023-03-09 | 13 | — |
| STX | Seagate Technology Holdings plc | Filer · lapsed | 2018-01-25 → 2022-10-24 | 27 | −$746M |
| TRN | TRINITY INDUSTRIES INC | Filer · lapsed | 2016-11-04 → 2022-02-24 | 45 | −$104M |
| BHC | Bausch Health Companies Inc. | Filer · lapsed | 2019-05-03 → 2021-05-03 | 5 | — |
| NKLA | Nikola Corp | Filer · lapsed | 2020-06-05 → 2020-07-14 | 2 | — |
| HE | HAWAIIAN ELECTRIC INDUSTRIES INC | Filer · lapsed | 2020-02-14 → 2020-07-02 | 3 | — |
| EVA | Enviva Partners, LP | Director · lapsed | 2020-06-26 → 2020-06-26 | 1 | — |
| AES | AES CORP | Filer · lapsed | 2018-01-19 → 2020-06-15 | 10 | $6M |
| UFI | UNIFI INC | Filer · lapsed | 2018-08-03 → 2019-11-01 | 11 | $69,205 |
| ADS | ALLIANCE DATA SYSTEMS CORP | 10% owner · lapsed | 2017-01-25 → 2019-10-30 | 13 | — |
| AFI | Armstrong Flooring, Inc. | Filer · lapsed | 2016-04-11 → 2019-06-21 | 6 | — |
| ACA | Arcosa, Inc. | Filer · lapsed | 2018-11-14 → 2019-06-14 | 3 | −$54M |
| AWI | ARMSTRONG WORLD INDUSTRIES INC | Filer · lapsed | 2015-07-15 → 2019-05-03 | 13 | — |
| VRX | Valeant Pharmaceuticals International, Inc. | Filer · lapsed | 2015-08-28 → 2018-05-08 | 12 | — |
| FOX | Fox Corp | Filer · lapsed | 2015-11-16 → 2018-04-30 | 19 | — |
| CBG | CBRE GROUP, INC. | Filer · lapsed | 2016-02-10 → 2018-03-02 | 16 | −$207M |
| KKR | KKR & Co. Inc. | 10% owner · lapsed | 2018-02-08 → 2018-02-13 | 3 | — |
| MSFT | MICROSOFT CORP | Filer · lapsed | 2015-09-04 → 2017-11-30 | 16 | −$297M |
| WLTW | WILLIS TOWERS WATSON PLC | Filer · lapsed | 2016-04-04 → 2017-11-13 | 21 | −$295M |
| ALSN | Allison Transmission Holdings Inc | Filer · lapsed | 2015-09-01 → 2017-05-15 | 12 | — |
| MSCI | MSCI Inc. | Filer · lapsed | 2015-11-09 → 2016-09-26 | 17 | −$96M |
| ADBE | ADOBE INC. | Filer · lapsed | 2015-07-16 → 2016-04-13 | 7 | — |
| MSI | Motorola Solutions, Inc. | Filer · lapsed | 2016-03-02 → 2016-03-22 | 4 | — |
| WSH | WILLIS GROUP HOLDINGS PLC | Director · lapsed | 2015-08-12 → 2015-08-12 | 1 | — |
| Ticker | Date | Action | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| CRM | 2024-12-20 | Sell | 15,353 | $340.55 | $5M | 2,898,509 |
| CRM | 2024-12-19 | Sell | 278,147 | $340.72 | $95M | 2,913,862 |
| CRM | 2024-12-18 | Sell | 722,300 | $346.11 | $250M | 3,192,009 |
| NSIT | 2024-05-29 | Sell | 450,000 | $192.49 | $87M | 4,061,739 |
| NSIT | 2023-02-21 | Buy | 400 | $129.95 | $51,980 | 4,511,116 |
| NSIT | 2023-02-17 | Buy | 3,300 | $129.99 | $428,967 | 4,510,716 |
| NSIT | 2022-08-24 | Buy | 23,042 | $93.13 | $2M | 4,243,173 |
| NSIT | 2022-08-23 | Buy | 29,020 | $94.18 | $3M | 4,220,131 |
| NSIT | 2022-08-22 | Buy | 40,284 | $94.48 | $4M | 4,191,111 |
20 of 30 issuers are covered and open a security page; the rest are on file here only.
