Every SEC Form 3/4/5 on record for this filer (CIK 1732811) — 8 issuers, 24 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 |
|---|---|---|---|---|---|
| RXO | RXO, Inc. | 10% owner | 2022-11-10 → 2026-02-17 | 16 | $6M |
| CNX | CNX Resources Corp | 10% owner | 2024-10-25 → 2025-01-08 | 2 | −$33M |
| QXO | QXO, Inc. | 10% owner | 2024-07-29 → 2024-11-08 | 3 | — |
| XPO | XPO, Inc. | 10% owner · lapsed | 2022-08-12 → 2024-05-17 | 2 | — |
| YELL | Yellow Corp | 10% owner · lapsed | 2023-07-28 → 2023-08-01 | 3 | $16M |
| PFSI | PennyMac Financial Services, Inc. | Director · lapsed | 2021-03-09 → 2022-02-15 | 28 | $88M |
| WPF.U | Foley Trasimene Acquisition Corp. | 10% owner · lapsed | 2020-07-10 → 2021-02-19 | 3 | — |
| WPF | Foley Trasimene Acquisition Corp. | 10% owner · lapsed | 2020-08-10 → 2020-08-12 | 2 | — |
| Ticker | Date | Action | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| CNX | 2025-01-06 | Sell | 1,075,000 | $31.09 | $33M | 13,925,000 |
| RXO | 2024-05-03 | Buy | 30,000 | $20.33 | $609,900 | 17,310,434 |
| RXO | 2024-05-02 | Buy | 105,065 | $20.07 | $2M | 17,280,434 |
| RXO | 2023-11-21 | Buy | 23,223 | $19.93 | $462,834 | 13,008,225 |
| RXO | 2023-11-20 | Buy | 43,678 | $19.74 | $862,204 | 12,985,002 |
| RXO | 2023-11-17 | Buy | 26,648 | $19.84 | $528,696 | 12,941,324 |
| RXO | 2023-11-16 | Buy | 69,307 | $19.69 | $1M | 12,914,676 |
| YELL | 2023-07-31 | Buy | 9,295,852 | $1.29 | $12M | 22,067,795 |
| YELL | 2023-07-28 | Buy | 3,022,488 | $0.65 | $2M | 12,771,943 |
| YELL | 2023-07-27 | Buy | 3,793,862 | $0.57 | $2M | 9,749,455 |
5 of 8 issuers are covered and open a security page; the rest are on file here only.
