Every SEC Form 3/4/5 on record for this filer (CIK 1711665) — 4 issuers, 55 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 |
|---|---|---|---|---|---|
| XEL | XCEL ENERGY INC | Director | 2023-08-24 → 2026-06-30 | 17 | — |
| CCC | CCC Intelligent Solutions Holdings Inc. | See Remarks | 2026-03-10 → 2026-04-03 | 2 | — |
| CCCS | CCC Intelligent Solutions Holdings Inc. | See Remarks | 2025-04-03 → 2025-11-24 | 4 | $2M |
| USB | US BANCORP \DE\ | Vice Chair · lapsed | 2017-07-14 → 2024-03-06 | 29 | −$2M |
| Ticker | Date | Action | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| CCCS | 2025-11-20 | Buy | 136,720 | $7.31 | $999,423 | 305,192 |
3 of 4 issuers are covered and open a security page; the rest are on file here only.