Every SEC Form 3/4/5 on record for this filer (CIK 1714894) — 5 issuers, 27 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 |
|---|---|---|---|---|---|
| CMCO | COLUMBUS MCKINNON CORP | Director | 2020-03-11 → 2026-05-13 | 37 | −$16,944 |
| EIX | EDISON INTERNATIONAL | Director | 2019-03-04 → 2026-04-27 | 12 | −$178,670 |
| XYL | Xylem Inc. | Director | 2017-08-18 → 2025-05-13 | 14 | −$612,472 |
| SYKE | SYKES ENTERPRISES INC | Director · lapsed | 2021-05-19 → 2021-08-27 | 3 | — |
| SCE | SOUTHERN CALIFORNIA EDISON CO | Director · lapsed | 2019-03-04 → 2019-03-04 | 1 | — |
| Ticker | Date | Action | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| CMCO | 2025-06-02 | Buy | 1,000 | $13.89 | $13,890 | 3,576 |
| CMCO | 2025-03-14 | Buy | 160 | $18.34 | $2,934 | 2,576 |
| EIX | 2025-03-06 | Sell | 3,288 | $54.34 | $178,670 | — |
| XYL | 2024-02-15 | Sell | 1,835 | $124.51 | $228,476 | 7,298 |
3 of 5 issuers are covered and open a security page; the rest are on file here only.
