Every SEC Form 3/4/5 on record for this filer (CIK 1628434) — 6 issuers, 32 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 |
|---|---|---|---|---|---|
| MORN | Morningstar, Inc. | Director | 2017-05-15 → 2026-05-19 | 20 | −$939,599 |
| SEMR | SEMrush Holdings, Inc. | Director | 2025-05-05 → 2026-04-28 | 4 | — |
| KO | COCA COLA CO | Director | 2018-04-26 → 2026-04-03 | 10 | — |
| NICE | NICE Ltd. | Director | 2026-03-18 → 2026-03-18 | 1 | — |
| RST | ROSETTA STONE INC | Director · lapsed | 2016-05-20 → 2017-05-23 | 2 | — |
| TZOO | TRAVELZOO | Director · lapsed | 2015-08-28 → 2015-08-28 | 1 | — |
| Ticker | Date | Action | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| MORN | 2025-12-29 | Sell | 600 | $218.48 | $131,088 | 3,745 |
| MORN | 2025-05-16 | Sell | 200 | $309.84 | $61,968 | 4,345 |
| MORN | 2024-06-24 | Sell | 290 | $296.98 | $86,124 | 3,925 |
| MORN | 2023-05-15 | Sell | 651 | $191.32 | $124,549 | 3,576 |
4 of 6 issuers are covered and open a security page; the rest are on file here only.
