Every SEC Form 3/4/5 on record for this filer (CIK 1564521) — 2 issuers, 92 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 |
|---|---|---|---|---|---|
| PHR | Phreesia, Inc. | General Counsel & Secretary | 2020-08-26 → 2026-04-21 | 63 | −$4M |
| MSO | MARTHA STEWART LIVING OMNIMEDIA INC | EVP, General Counsel and Secy · lapsed | 2015-07-02 → 2015-12-04 | 2 | — |
| Ticker | Date | Action | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| PHR | 2026-04-20 | Sell | 6,176 | $9.06 | $55,955 | 157,309 |
| PHR | 2026-04-10 | Sell | 14,483 | $8.07 | $116,878 | 163,485 |
| PHR | 2026-03-23 | Sell | 6,176 | $11.97 | $73,927 | 163,485 |
| PHR | 2026-01-16 | Sell | 3,995 | $16.36 | $65,358 | 169,661 |
| PHR | 2026-01-15 | Sell | 1,106 | $16.38 | $18,116 | 173,656 |
| PHR | 2026-01-08 | Sell | 6,585 | $17.01 | $112,011 | 174,762 |
1 of 2 issuers are covered and open a security page; the rest are on file here only.