Every SEC Form 3/4/5 on record for this filer (CIK 1664591) — 7 issuers, 18 transactions. Section-16 filings only: what they filed, not a biography, and titles are as filed on their latest form at each issuer.
This filer is an entity, not a person. This reporting owner's name carries a corporate/fund legal form, so it is an ENTITY filing under Section 16 — typically a fund with a board-designation right or a 10% holder — not an individual. Its 'director' rows are the entity's designation right, not a person's board seat.
| Ticker | Company | Role as filed | On file | Forms | Open-market net |
|---|---|---|---|---|---|
| CCC | CCC Intelligent Solutions Holdings Inc. | Director | 2025-11-12 → 2025-11-12 | 1 | −$290M |
| CCCS | CCC Intelligent Solutions Holdings Inc. | Director | 2021-08-09 → 2025-08-08 | 11 | −$1.2B |
| FWRG | First Watch Restaurant Group, Inc. | 10% owner | 2021-10-01 → 2024-11-15 | 9 | −$62M |
| SOVO | Sovos Brands, Inc. | Director · lapsed | 2021-09-23 → 2024-03-14 | 5 | — |
| SYNH | Syneos Health, Inc. | 10% owner · lapsed | 2020-09-21 → 2021-06-09 | 7 | −$548M |
| WAAS | AquaVenture Holdings Ltd | 10% owner · lapsed | 2020-02-05 → 2020-04-01 | 2 | — |
| INCR | INC Research Holdings, Inc. | 10% owner · lapsed | 2017-08-11 → 2017-08-11 | 1 | — |
| Ticker | Date | Action | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| CCC | 2025-11-07 | Sell | 866,345 | $7.76 | $7M | — |
| CCC | 2025-11-07 | Sell | 9,084,247 | $7.76 | $70M | — |
| CCC | 2025-11-07 | Sell | 27,391,934 | $7.76 | $213M | — |
| CCCS | 2024-07-01 | Sell | 6,075,328 | $11.30 | $69M | 33,897,589 |
| CCCS | 2024-07-01 | Sell | 579,391 | $11.30 | $7M | 3,232,721 |
| CCCS | 2024-07-01 | Sell | 18,319,076 | $11.30 | $207M | 102,212,216 |
| CCCS | 2024-01-08 | Sell | 5,351,898 | $10.47 | $56M | 64,162,845 |
| CCCS | 2024-01-08 | Sell | 510,399 | $10.47 | $5M | 6,119,048 |
| CCCS | 2024-01-08 | Sell | 16,137,703 | $10.47 | $169M | 193,471,756 |
2 of 7 issuers are covered and open a security page; the rest are on file here only.
