Every SEC Form 3/4/5 on record for this filer (CIK 1700377) — 7 issuers, 6 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 |
|---|---|---|---|---|---|
| LFTO | Liftoff Mobile, Inc. | 10% owner | 2026-06-04 → 2026-06-04 | 1 | — |
| STR | Sitio Royalties Corp. | Filer | 2022-06-09 → 2025-08-21 | 4 | — |
| KNTK | Kinetik Holdings Inc. | Filer | 2022-03-04 → 2024-10-28 | 10 | — |
| PTEN | PATTERSON UTI ENERGY INC | Filer · lapsed | 2023-08-17 → 2023-09-12 | 2 | — |
| CPE | Callon Petroleum Co | Filer · lapsed | 2021-10-12 → 2022-04-19 | 12 | −$15M |
| ALTM | Altus Midstream Co | 10% owner · lapsed | 2022-01-21 → 2022-02-10 | 2 | — |
| SN | SharkNinja, Inc. | 10% owner · lapsed | 2017-03-13 → 2017-06-09 | 2 | — |
| Ticker | Date | Action | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| CPE | 2022-04-13 | Sell | 147,898 | $61.37 | $9M | 6,332,578 |
| CPE | 2022-04-13 | Sell | 4,477 | $62.19 | $278,425 | 6,328,101 |
| CPE | 2022-04-12 | Sell | 86,024 | $62.46 | $5M | 6,492,077 |
| CPE | 2022-04-12 | Sell | 11,601 | $63.07 | $731,675 | 6,480,476 |
4 of 7 issuers are covered and open a security page; the rest are on file here only.
