Every SEC Form 3/4/5 on record for this filer (CIK 1647655) — 6 issuers, 29 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 |
|---|---|---|---|---|---|
| AXP | AMERICAN EXPRESS CO | Director | 2018-03-22 → 2026-05-07 | 42 | — |
| VERX | Vertex, Inc. | President and CEO · Director | 2025-11-10 → 2026-02-25 | 3 | $730,800 |
| QCOM | QUALCOMM INC/DE | Director | 2025-05-13 → 2026-01-05 | 4 | — |
| MSFT | MICROSOFT CORP | EVP, Business Development | 2020-11-13 → 2024-11-12 | 17 | −$3M |
| SNAP | Snap Inc | Director · lapsed | 2017-03-01 → 2020-07-22 | 4 | — |
| RPD | Rapid7, Inc. | Director · lapsed | 2015-07-16 → 2016-06-15 | 3 | — |
| Ticker | Date | Action | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| VERX | 2026-02-23 | Buy | 60,000 | $12.18 | $730,800 | 60,000 |
| MSFT | 2024-11-12 | Sell | 7,200 | $423.66 | $3M | 103,366 |
6 of 6 issuers are covered and open a security page; the rest are on file here only.
