Every SEC Form 3/4/5 on record for this filer (CIK 1556587) — 4 issuers, 97 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 |
|---|---|---|---|---|---|
| CAPL | CrossAmerica Partners LP | Director | 2015-08-25 → 2026-05-26 | 64 | $148M |
| PTAC | Patriot Acquisition Corp./CI | Director | 2026-05-14 → 2026-05-14 | 1 | — |
| COSO | CoastalSouth Bancshares, Inc. | Director | 2025-07-01 → 2026-02-13 | 3 | $2M |
| CST | CST BRANDS, INC. | Director · lapsed | 2016-02-16 → 2016-12-06 | 6 | −$9M |
| Ticker | Date | Action | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| CAPL | 2025-10-10 | Buy | 1,801 | $19.74 | $35,552 | 1,859,450 |
| CAPL | 2025-08-12 | Buy | 2,706 | $20.01 | $54,147 | 1,857,649 |
| COSO | 2025-07-02 | Buy | 100,000 | $21.50 | $2M | 107,900 |
| CAPL | 2023-05-30 | Buy | 3,000 | $18.32 | $54,960 | 233,335 |
2 of 4 issuers are covered and open a security page; the rest are on file here only.
