Every SEC Form 3/4/5 on record for this filer (CIK 1368470) — 2 issuers, 18 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. | Chief Financial Officer | 2024-06-07 → 2026-06-09 | 9 | −$3M |
| MRGE | MERGE HEALTHCARE INC | CFO & Treasurer · lapsed | 2015-07-02 → 2015-10-15 | 3 | — |
| Ticker | Date | Action | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| WAY | 2025-09-10 | Sell | 16,666 | $40.49 | $674,806 | 354,512 |
| WAY | 2025-06-11 | Sell | 16,396 | $40.71 | $667,481 | 368,550 |
| WAY | 2025-03-12 | Sell | 700 | $38.07 | $26,649 | 173,642 |
| WAY | 2025-03-12 | Sell | 15,966 | $37.00 | $590,742 | 174,342 |
1 of 2 issuers are covered and open a security page; the rest are on file here only.