Every SEC Form 3/4/5 on record for this filer (CIK 1524849) — 4 issuers, 42 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 |
|---|---|---|---|---|---|
| OKTA | Okta, Inc. | Director | 2019-06-18 → 2026-06-22 | 15 | −$234,800 |
| ELV | Elevance Health, Inc. | Director | 2023-05-12 → 2026-06-12 | 7 | −$363,009 |
| BBW | BUILD-A-BEAR WORKSHOP INC | Director · lapsed | 2018-02-14 → 2024-06-17 | 11 | −$467,714 |
| ANTM | Anthem, Inc. | Director · lapsed | 2016-05-23 → 2022-06-07 | 11 | −$1M |
| Ticker | Date | Action | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| ELV | 2026-06-11 | Sell | 151 | $401.77 | $60,667 | 10,734 |
| ELV | 2024-07-19 | Sell | 305 | $506.76 | $154,562 | 9,721 |
| BBW | 2023-09-01 | Sell | 8,076 | $26.58 | $214,660 | 44,980 |
3 of 4 issuers are covered and open a security page; the rest are on file here only.