Every SEC Form 3/4/5 on record for this filer (CIK 1615728) — 3 issuers, 13 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 |
|---|---|---|---|---|---|
| CBZ | CBIZ, Inc. | Senior Vice President & CFO | 2025-03-19 → 2026-03-19 | 7 | $531,706 |
| KAR | OPENLANE, Inc. | EVP & CFO | 2023-04-24 → 2024-11-15 | 4 | $99,999 |
| TSO | TESORO CORP /NEW/ | VP and Treasurer · lapsed | 2015-11-02 → 2016-02-18 | 3 | −$101,500 |
| Ticker | Date | Action | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| CBZ | 2026-03-13 | Buy | 12,775 | $25.97 | $331,767 | 148,480 |
| CBZ | 2025-11-26 | Buy | 2,060 | $48.51 | $99,931 | 40,584 |
| CBZ | 2025-08-04 | Buy | 1,593 | $62.78 | $100,009 | 38,524 |
| KAR | 2024-11-13 | Buy | 4,985 | $20.06 | $99,999 | 14,303 |
1 of 3 issuers are covered and open a security page; the rest are on file here only.