Every SEC Form 3/4/5 on record for this filer (CIK 1607364) — 4 issuers, 36 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 |
|---|---|---|---|---|---|
| EXR | Extra Space Storage Inc. | Director | 2023-07-21 → 2026-05-18 | 8 | −$7M |
| BNL | Broadstone Net Lease, Inc. | Director | 2025-02-24 → 2026-05-01 | 4 | $160,800 |
| LSI | LIFE STORAGE, INC. | CEO · Director · lapsed | 2017-11-02 → 2023-07-20 | 18 | −$5M |
| FNFG | FIRST NIAGARA FINANCIAL GROUP INC | Managing Director, Head of Com · lapsed | 2016-03-30 → 2016-08-02 | 3 | — |
| Ticker | Date | Action | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| BNL | 2025-05-05 | Buy | 10,000 | $16.08 | $160,800 | 16,263 |
| EXR | 2023-12-14 | Sell | 25,000 | $154.10 | $4M | 42,344 |
| EXR | 2023-12-13 | Sell | 15,000 | $142.98 | $2M | 67,344 |
| EXR | 2023-12-12 | Sell | 10,000 | $139.32 | $1M | 82,344 |
2 of 4 issuers are covered and open a security page; the rest are on file here only.
