Every SEC Form 3/4/5 on record for this filer (CIK 1371044) — 2 issuers, 9 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 |
|---|---|---|---|---|---|
| VERX | Vertex, Inc. | Director | 2022-06-15 → 2026-06-12 | 6 | — |
| CSOD | Cornerstone OnDemand Inc | Chief Executive Officer · lapsed | 2020-06-15 → 2021-10-18 | 5 | −$1M |
| Ticker | Date | Action | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| CSOD | 2021-05-17 | Sell | 31,090 | $42.87 | $1M | 168,743 |
1 of 2 issuers are covered and open a security page; the rest are on file here only.