Every SEC Form 3/4/5 on record for this filer (CIK 1501979) — 4 issuers, 150 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 |
|---|---|---|---|---|---|
| LII | LENNOX INTERNATIONAL INC | Director | 2015-07-15 → 2026-05-26 | 45 | −$2M |
| CMI | CUMMINS INC | Director | 2017-07-27 → 2026-05-13 | 15 | −$800,000 |
| DELL | Dell Technologies Inc. | Chief Customer Officer · lapsed | 2019-03-19 → 2020-07-02 | 12 | −$37M |
| DVMT | Dell Technologies Inc | Chief Customer Officer · lapsed | 2016-09-07 → 2017-04-26 | 3 | — |
| Ticker | Date | Action | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| LII | 2025-08-20 | Sell | 105 | $609.10 | $63,956 | 7,275 |
| LII | 2025-08-20 | Sell | 20 | $608.87 | $12,177 | 7,380 |
| LII | 2025-08-20 | Sell | 10 | $608.84 | $6,088 | 7,400 |
| LII | 2025-08-20 | Sell | 20 | $608.78 | $12,176 | 7,410 |
| LII | 2025-08-20 | Sell | 10 | $608.52 | $6,085 | 7,430 |
| LII | 2025-08-20 | Sell | 20 | $608.48 | $12,170 | 7,440 |
| LII | 2025-08-20 | Sell | 20 | $608.42 | $12,168 | 7,460 |
| LII | 2025-08-20 | Sell | 30 | $608.39 | $18,252 | 7,480 |
3 of 4 issuers are covered and open a security page; the rest are on file here only.
