Every SEC Form 3/4/5 on record for this filer (CIK 1575023) — 8 issuers, 123 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 |
|---|---|---|---|---|---|
| PFSI | PennyMac Financial Services, Inc. | Director | 2015-08-10 → 2026-05-07 | 81 | $289M |
| RXO | RXO, Inc. | 10% owner | 2022-11-10 → 2026-02-17 | 16 | $207M |
| CNX | CNX Resources Corp | 10% owner | 2024-10-25 → 2025-01-08 | 2 | — |
| QXO | QXO, Inc. | 10% owner | 2024-07-29 → 2024-11-08 | 3 | — |
| XPO | XPO, Inc. | 10% owner · lapsed | 2022-08-12 → 2024-05-17 | 2 | — |
| YELL | Yellow Corp | 10% owner · lapsed | 2023-07-28 → 2023-08-01 | 3 | — |
| WPF.U | Foley Trasimene Acquisition Corp. | 10% owner · lapsed | 2020-07-10 → 2021-02-19 | 3 | — |
| WPF | Foley Trasimene Acquisition Corp. | 10% owner · lapsed | 2020-08-10 → 2020-08-12 | 2 | — |
| Ticker | Date | Action | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| RXO | 2024-08-12 | Buy | 10,266,810 | $20.21 | $207M | 27,577,666 |
5 of 8 issuers are covered and open a security page; the rest are on file here only.
