Every SEC Form 3/4/5 on record for this filer (CIK 1418814) — 30 issuers, 85 transactions. Section-16 filings only: what they filed, not a biography, and titles are as filed on their latest form at each issuer.
This filer is an entity, not a person. This reporting owner's name carries a corporate/fund legal form, so it is an ENTITY filing under Section 16 — typically a fund with a board-designation right or a 10% holder — not an individual. Its 'director' rows are the entity's designation right, not a person's board seat.
| Ticker | Company | Role as filed | On file | Forms | Open-market net |
|---|---|---|---|---|---|
| CRM | Salesforce, Inc. | Director | 2023-03-03 → 2025-12-08 | 8 | $100M |
| NSIT | INSIGHT ENTERPRISES INC | 10% owner | 2022-02-17 → 2025-05-27 | 22 | $15M |
| CBRE | CBRE GROUP, INC. | Director · lapsed | 2018-05-22 → 2023-08-31 | 12 | −$96M |
| FI | FISERV INC | Director · lapsed | 2023-08-09 → 2023-08-09 | 1 | — |
| FISV | FISERV INC | Director · lapsed | 2022-02-25 → 2023-05-19 | 7 | — |
| AMPS | Altus Power, Inc. | Director · lapsed | 2021-12-13 → 2023-05-02 | 6 | — |
| LKQ | LKQ CORP | Director · lapsed | 2020-08-14 → 2023-03-09 | 13 | — |
| STX | Seagate Technology Holdings plc | Filer · lapsed | 2018-01-25 → 2022-10-24 | 27 | −$87M |
| TRN | TRINITY INDUSTRIES INC | Filer · lapsed | 2016-11-04 → 2022-02-24 | 45 | $37M |
| BHC | Bausch Health Companies Inc. | Filer · lapsed | 2019-05-03 → 2021-05-03 | 5 | — |
| NKLA | Nikola Corp | Filer · lapsed | 2020-06-05 → 2020-07-14 | 2 | — |
| HE | HAWAIIAN ELECTRIC INDUSTRIES INC | Filer · lapsed | 2020-02-14 → 2020-07-02 | 3 | — |
| EVA | Enviva Partners, LP | Director · lapsed | 2020-06-26 → 2020-06-26 | 1 | — |
| AES | AES CORP | Filer · lapsed | 2018-01-19 → 2020-06-15 | 10 | $4M |
| UFI | UNIFI INC | Filer · lapsed | 2018-08-03 → 2019-11-01 | 11 | $3M |
| ADS | ALLIANCE DATA SYSTEMS CORP | 10% owner · lapsed | 2017-01-25 → 2019-10-30 | 13 | — |
| AFI | Armstrong Flooring, Inc. | Filer · lapsed | 2016-04-11 → 2019-06-21 | 6 | −$38M |
| ACA | Arcosa, Inc. | Filer · lapsed | 2018-11-14 → 2019-06-14 | 3 | — |
| AWI | ARMSTRONG WORLD INDUSTRIES INC | Filer · lapsed | 2015-07-15 → 2019-05-03 | 13 | −$140M |
| VRX | Valeant Pharmaceuticals International, Inc. | Filer · lapsed | 2015-08-28 → 2018-05-08 | 12 | $32M |
| FOX | Fox Corp | Filer · lapsed | 2015-11-16 → 2018-04-30 | 19 | — |
| CBG | CBRE GROUP, INC. | Filer · lapsed | 2016-02-10 → 2018-03-02 | 16 | −$62M |
| KKR | KKR & Co. Inc. | 10% owner · lapsed | 2018-02-08 → 2018-02-13 | 3 | — |
| MSFT | MICROSOFT CORP | Filer · lapsed | 2015-09-04 → 2017-11-30 | 16 | −$1.5B |
| WLTW | WILLIS TOWERS WATSON PLC | Filer · lapsed | 2016-04-04 → 2017-11-13 | 21 | −$59M |
| ALSN | Allison Transmission Holdings Inc | Filer · lapsed | 2015-09-01 → 2017-05-15 | 12 | — |
| MSCI | MSCI Inc. | Filer · lapsed | 2015-11-09 → 2016-09-26 | 17 | −$70M |
| ADBE | ADOBE INC. | Filer · lapsed | 2015-07-16 → 2016-04-13 | 7 | −$139M |
| MSI | Motorola Solutions, Inc. | Filer · lapsed | 2016-03-02 → 2016-03-22 | 4 | −$158M |
| WSH | WILLIS GROUP HOLDINGS PLC | Director · lapsed | 2015-08-12 → 2015-08-12 | 1 | — |
| Ticker | Date | Action | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| CRM | 2024-06-03 | Buy | 428,000 | $233.17 | $100M | 3,914,309 |
| NSIT | 2022-05-25 | Buy | 40,000 | $94.89 | $4M | 4,019,226 |
| NSIT | 2022-05-24 | Buy | 80,000 | $94.50 | $8M | 3,979,226 |
| NSIT | 2022-05-23 | Buy | 40,000 | $97.32 | $4M | 3,899,226 |
| CBRE | 2021-08-12 | Sell | 341,000 | $95.47 | $33M | 9,232,609 |
| CBRE | 2021-08-11 | Sell | 357,000 | $96.34 | $34M | 9,573,609 |
20 of 30 issuers are covered and open a security page; the rest are on file here only.
