Every SEC Form 3/4/5 on record for this filer (CIK 1385769) — 6 issuers, 34 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 |
|---|---|---|---|---|---|
| SBDS | Solo Brands, Inc. | Director | 2025-10-10 → 2026-03-31 | 3 | $8,999 |
| DTC | Solo Brands, Inc. | Director | 2021-10-28 → 2025-05-29 | 10 | — |
| LOKV | Live Oak Acquisition Corp. V | Director | 2025-02-27 → 2025-02-27 | 1 | — |
| LOKB.U | Live Oak Acquisition Corp II | Chief Financial Officer · Director · lapsed | 2020-12-02 → 2020-12-02 | 1 | — |
| LOAK.U | Live Oak Acquisition Corp | Chief Financial Officer · Director · lapsed | 2020-05-05 → 2020-05-05 | 1 | — |
| KS | KAPSTONE PAPER & PACKAGING CORP | Exec. VP and CFO · lapsed | 2016-03-11 → 2018-11-06 | 11 | −$680,647 |
| Ticker | Date | Action | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| SBDS | 2026-03-30 | Buy | 2,211 | $4.07 | $8,999 | 6,584 |
1 of 6 issuers are covered and open a security page; the rest are on file here only.