Every SEC Form 3/4/5 on record for this filer (CIK 1393014) — 13 issuers, 50 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 |
|---|---|---|---|---|---|
| TNET | TRINET GROUP, INC. | Director | 2017-02-03 → 2026-06-01 | 29 | $28M |
| AXP | AMERICAN EXPRESS CO | Director | 2025-03-06 → 2026-05-07 | 9 | $998,593 |
| LUCK | Lucky Strike Entertainment Corp | Director | 2024-12-12 → 2026-03-24 | 7 | — |
| XOM | EXXON MOBIL CORP | Director | 2021-03-02 → 2026-01-05 | 10 | $2M |
| EXLS | ExlService Holdings, Inc. | Director | 2018-10-09 → 2025-12-15 | 15 | — |
| CLVT | CLARIVATE PLC | Director | 2022-05-09 → 2025-05-08 | 5 | $18M |
| BOWL | Bowlero Corp. | Director | 2021-12-17 → 2024-11-25 | 29 | — |
| CCC | CCC Intelligent Solutions Holdings Inc. | Director · lapsed | 2021-12-03 → 2021-12-03 | 2 | — |
| GRPN | Groupon, Inc. | Filer · lapsed | 2016-04-14 → 2021-05-14 | 7 | — |
| VRTU | VIRTUSA CORP | Director · lapsed | 2017-05-05 → 2021-02-12 | 7 | — |
| HPE | Hewlett Packard Enterprise Co | Director · lapsed | 2015-10-08 → 2020-04-02 | 14 | $501,840 |
| DUK | Duke Energy CORP | Director · lapsed | 2015-10-05 → 2017-07-13 | 12 | $512,411 |
| CMCSA | COMCAST CORP | Filer · lapsed | 2015-07-01 → 2015-07-01 | 1 | — |
| Ticker | Date | Action | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| AXP | 2025-03-07 | Buy | 3,700 | $269.89 | $998,593 | 3,700 |
| CLVT | 2024-11-22 | Buy | 765,000 | $5.19 | $4M | 3,465,000 |
| CLVT | 2024-11-21 | Buy | 1,200,000 | $5.19 | $6M | 2,700,000 |
| CLVT | 2024-11-20 | Buy | 1,500,000 | $5.11 | $8M | 1,500,000 |
11 of 13 issuers are covered and open a security page; the rest are on file here only.
