Every SEC Form 3/4/5 on record for this filer (CIK 1361939) — 4 issuers, 19 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 |
|---|---|---|---|---|---|
| CCS | Century Communities, Inc. | Director | 2023-10-17 → 2026-05-08 | 6 | $157,766 |
| PFIS | PEOPLES FINANCIAL SERVICES CORP. | Director | 2022-03-14 → 2026-02-03 | 12 | $149,587 |
| JRAFX | Jackson Real Assets Fund | Director | 2026-01-27 → 2026-01-27 | 1 | — |
| JCOFX | Jackson Credit Opportunities Fund | Director | 2026-01-27 → 2026-01-27 | 1 | — |
| Ticker | Date | Action | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| CCS | 2025-05-12 | Buy | 400 | $55.74 | $22,296 | 400 |
| CCS | 2025-05-09 | Buy | 500 | $54.68 | $27,340 | 8,981 |
| CCS | 2025-05-09 | Buy | 500 | $54.68 | $27,340 | 500 |
| CCS | 2025-04-28 | Buy | 1,500 | $53.86 | $80,790 | 8,481 |
2 of 4 issuers are covered and open a security page; the rest are on file here only.
