Every SEC Form 3/4/5 on record for this filer (CIK 1567047) — 7 issuers, 23 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 |
|---|---|---|---|---|---|
| EVLV | Evolv Technologies Holdings, Inc. | Director | 2021-07-20 → 2026-06-22 | 8 | — |
| CVBF | CVB FINANCIAL CORP | Director | 2022-06-16 → 2025-05-22 | 6 | −$50,752 |
| SFTGQ | SHIFT TECHNOLOGIES, INC. | Director · lapsed | 2023-11-20 → 2023-11-20 | 1 | −$1,463 |
| SFT | SHIFT TECHNOLOGIES, INC. | Director · lapsed | 2022-12-09 → 2023-05-08 | 3 | — |
| LOTZ | CarLotz, Inc. | Director · lapsed | 2021-02-01 → 2022-12-12 | 4 | — |
| SWCH | Switch, Inc. | Director · lapsed | 2017-12-12 → 2022-12-08 | 7 | — |
| CONE | CyrusOne Inc. | EXECUTIVE VICE PRESIDENT · lapsed | 2016-01-05 → 2016-01-05 | 1 | — |
| Ticker | Date | Action | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| CVBF | 2024-07-02 | Sell | 2,961 | $17.14 | $50,752 | 13,156 |
| SFTGQ | 2023-11-17 | Sell | 36,578 | $0.04 | $1,463 | 159,349 |
2 of 7 issuers are covered and open a security page; the rest are on file here only.