Every SEC Form 3/4/5 on record for this filer (CIK 1706496) — 5 issuers, 21 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 |
|---|---|---|---|---|---|
| PAG | PENSKE AUTOMOTIVE GROUP, INC. | Director | 2017-05-17 → 2026-06-05 | 44 | −$575,834 |
| PSX | Phillips 66 | Director | 2020-10-09 → 2026-03-16 | 10 | −$662,606 |
| APD | Air Products & Chemicals, Inc. | Director | 2020-03-11 → 2026-01-05 | 32 | — |
| AI | C3.ai, Inc. | Director | 2021-12-23 → 2024-10-04 | 7 | — |
| KOS | Kosmos Energy Ltd. | Director · lapsed | 2019-11-08 → 2021-06-10 | 4 | — |
| Ticker | Date | Action | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| PSX | 2026-03-13 | Sell | 3,800 | $174.37 | $662,606 | 8,701 |
| PAG | 2025-08-18 | Sell | 1,604 | $180.74 | $289,907 | 1,529 |
5 of 5 issuers are covered and open a security page; the rest are on file here only.