Every SEC Form 3/4/5 on record for this filer (CIK 1594511) — 5 issuers, 52 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 |
|---|---|---|---|---|---|
| DOCS | Doximity, Inc. | Director | 2021-06-23 → 2025-11-18 | 14 | −$13M |
| TBRG | TruBridge, Inc. | Director | 2024-03-19 → 2025-03-14 | 2 | — |
| OSH | Oak Street Health, Inc. | Director · lapsed | 2020-10-15 → 2023-05-02 | 6 | — |
| CPSI | COMPUTER PROGRAMS & SYSTEMS INC | Director · lapsed | 2017-11-14 → 2023-03-09 | 8 | — |
| DPLO | Diplomat Pharmacy, Inc. | Director · lapsed | 2017-04-06 → 2020-02-10 | 8 | −$51,093 |
| Ticker | Date | Action | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| DOCS | 2025-10-10 | Sell | 5,000 | $70.84 | $354,200 | 19,839 |
| DOCS | 2025-09-12 | Sell | 5,000 | $70.50 | $352,500 | 19,839 |
| DOCS | 2025-08-08 | Sell | 5,000 | $63.00 | $315,000 | 16,618 |
| DOCS | 2025-07-11 | Sell | 5,000 | $60.04 | $300,200 | 16,618 |
2 of 5 issuers are covered and open a security page; the rest are on file here only.
