Every SEC Form 3/4/5 on record for this filer (CIK 1707662) — 5 issuers, 45 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 |
|---|---|---|---|---|---|
| FTRE | Fortrea Holdings Inc. | Chief Accounting Officer | 2024-08-21 → 2026-05-20 | 8 | −$123,427 |
| NTAP | NetApp, Inc. | Chief Accounting Officer · lapsed | 2021-02-08 → 2023-08-30 | 15 | −$691,677 |
| SYNH | Syneos Health, Inc. | EVP, Chief Accounting Officer · lapsed | 2019-02-08 → 2021-01-20 | 8 | −$178,144 |
| IQV | IQVIA HOLDINGS INC. | Sr Vice President, Controller · lapsed | 2018-02-12 → 2018-08-06 | 4 | −$203,037 |
| Q | Qnity Electronics, Inc. | Sr Vice President, Controller · lapsed | 2017-05-25 → 2017-05-25 | 3 | — |
| Ticker | Date | Action | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| FTRE | 2026-05-18 | Sell | 2,000 | $13.44 | $26,880 | 20,389 |
| FTRE | 2026-03-10 | Sell | 964 | $9.21 | $8,878 | 22,389 |
| FTRE | 2026-03-10 | Sell | 963 | $8.93 | $8,600 | 23,353 |
| FTRE | 2025-09-16 | Sell | 7,338 | $9.95 | $73,013 | 19,046 |
| FTRE | 2025-09-09 | Sell | 592 | $10.23 | $6,056 | 1,450 |
| NTAP | 2023-08-28 | Sell | 9,113 | $75.90 | $691,677 | — |
4 of 5 issuers are covered and open a security page; the rest are on file here only.
