Every SEC Form 3/4/5 on record for this filer (CIK 1605432) — 7 issuers, 37 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 |
|---|---|---|---|---|---|
| LCID | Lucid Group, Inc. | Director | 2021-07-27 → 2026-06-08 | 7 | — |
| TWFG | TWFG, Inc. | Director | 2024-07-18 → 2026-04-02 | 4 | $42,500 |
| VVV | VALVOLINE INC | Director | 2026-01-29 → 2026-01-29 | 2 | — |
| EVVAQ | Enviva, LLC | Director | 2024-12-10 → 2024-12-10 | 1 | — |
| EVA | Enviva Inc. | Director · lapsed | 2015-08-05 → 2024-02-02 | 16 | — |
| LITE | Lumentum Holdings Inc. | Director · lapsed | 2020-09-16 → 2023-11-21 | 6 | — |
| ABTX | Allegiance Bancshares, Inc. | Director · lapsed | 2020-04-23 → 2022-10-03 | 5 | — |
| Ticker | Date | Action | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| TWFG | 2024-07-19 | Buy | 2,500 | $17.00 | $42,500 | 6,029 |
4 of 7 issuers are covered and open a security page; the rest are on file here only.