Every SEC Form 3/4/5 on record for this filer (CIK 1587815) — 6 issuers, 43 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 |
|---|---|---|---|---|---|
| WT | WisdomTree, Inc. | Director | 2023-06-27 → 2026-06-18 | 4 | — |
| PRG | PROG Holdings, Inc. | Director | 2024-11-14 → 2026-05-08 | 4 | — |
| TBBK | Bancorp, Inc. | Director · lapsed | 2019-08-27 → 2024-05-31 | 17 | $709,598 |
| WETF | WisdomTree Investments, Inc. | Director · lapsed | 2022-09-23 → 2022-09-23 | 1 | — |
| FTAA | FTAC Athena Acquisition Corp. | Director · lapsed | 2021-02-22 → 2021-03-01 | 2 | — |
| VNTV | Vantiv, Inc. | Ch. Strategy & Product Officer · lapsed | 2015-07-24 → 2016-03-17 | 11 | −$467,978 |
| Ticker | Date | Action | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| TBBK | 2024-01-31 | Buy | 3,315 | $45.13 | $149,606 | 26,715 |
| TBBK | 2023-11-20 | Buy | 620 | $39.30 | $24,366 | 23,400 |
| TBBK | 2023-11-10 | Buy | 675 | $37.48 | $25,299 | 22,780 |
3 of 6 issuers are covered and open a security page; the rest are on file here only.
