Every SEC Form 3/4/5 on record for this filer (CIK 1613438) — 4 issuers, 192 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 |
|---|---|---|---|---|---|
| SOFI | SoFi Technologies, Inc. | Chief Executive Officer · Director | 2021-06-02 → 2026-06-17 | 91 | $17M |
| WBD | Warner Bros. Discovery, Inc. | Director | 2025-01-14 → 2026-06-11 | 9 | — |
| BEN | FRANKLIN RESOURCES INC | Director | 2020-02-11 → 2026-02-04 | 9 | — |
| TWTR | TWITTER, INC. | COO · lapsed | 2015-07-02 → 2018-02-14 | 29 | $600,710 |
| Ticker | Date | Action | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| SOFI | 2026-06-16 | Buy | 13,888 | $18.06 | $250,817 | 11,960,507 |
| SOFI | 2026-05-11 | Buy | 15,545 | $16.00 | $248,720 | 11,946,619 |
| SOFI | 2026-05-08 | Buy | 15,878 | $15.73 | $249,761 | 11,931,074 |
| SOFI | 2026-03-17 | Buy | 28,900 | $17.32 | $500,548 | 11,704,352 |
3 of 4 issuers are covered and open a security page; the rest are on file here only.