Every SEC Form 3/4/5 on record for this filer (CIK 1683021) — 7 issuers, 25 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 |
|---|---|---|---|---|---|
| TOI | Oncology Institute, Inc. | Director | 2021-11-16 → 2026-04-16 | 11 | −$392,882 |
| OSH | Oak Street Health, Inc. | Director · lapsed | 2020-08-05 → 2023-05-02 | 7 | — |
| SHACU | SCP & CO Healthcare Acquisition Co | Director · lapsed | 2021-08-23 → 2021-08-23 | 1 | — |
| DFPH | DFP HEALTHCARE ACQUISITIONS CORP. | Director · lapsed | 2020-03-10 → 2020-03-10 | 1 | — |
| AHCO | AdaptHealth Corp. | Director · lapsed | 2019-11-13 → 2019-11-13 | 1 | — |
| DFBH | DFB Healthcare Acquisitions Corp. | Director · lapsed | 2018-02-15 → 2018-04-03 | 2 | — |
| UAM | UNIVERSAL AMERICAN CORP. | Director · lapsed | 2016-08-25 → 2017-05-02 | 3 | — |
| Ticker | Date | Action | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| TOI | 2026-04-16 | Sell | 38,433 | $3.50 | $134,516 | 172,583 |
| TOI | 2026-04-14 | Sell | 57,286 | $3.50 | $200,501 | 211,016 |
2 of 7 issuers are covered and open a security page; the rest are on file here only.
