Every SEC Form 3/4/5 on record for this filer (CIK 1754074) — 9 issuers, 97 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 |
|---|---|---|---|---|---|
| NRDS | NERDWALLET, INC. | 10% owner | 2024-10-23 → 2026-06-30 | 3 | −$13M |
| OPXS | Optex Systems Holdings Inc | 10% owner | 2022-12-21 → 2025-06-30 | 4 | −$1M |
| PAYS | Paysign, Inc. | 10% owner | 2024-01-25 → 2025-01-15 | 10 | −$7,438 |
| GDOT | GREEN DOT CORP | 10% owner | 2024-10-01 → 2024-12-31 | 4 | −$6M |
| CGNT | Cognyte Software Ltd. | 10% owner | 2024-09-12 → 2024-09-12 | 2 | $6M |
| ISDR | ISSUER DIRECT CORP | 10% owner | 2024-03-21 → 2024-08-29 | 6 | $2M |
| HGBL | Heritage Global Inc. | 10% owner · lapsed | 2020-05-13 → 2023-04-18 | 9 | −$444,709 |
| USIO | Usio, Inc. | 10% owner · lapsed | 2020-12-08 → 2022-11-14 | 10 | −$2M |
| NURO | NeuroMetrix, Inc. | 10% owner · lapsed | 2021-06-14 → 2021-06-14 | 2 | $96,574 |
| Ticker | Date | Action | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| NRDS | 2026-06-30 | Sell | 454,872 | $9.27 | $4M | 3,289,285 |
| NRDS | 2026-06-29 | Sell | 587,835 | $9.22 | $5M | 3,744,157 |
| NRDS | 2026-06-26 | Sell | 919,153 | $8.95 | $8M | 4,331,992 |
| OPXS | 2025-06-30 | Sell | 47,700 | $11.68 | $557,136 | 691,256 |
| OPXS | 2025-06-27 | Sell | 10,000 | $11.26 | $112,600 | 738,956 |
| OPXS | 2025-06-26 | Sell | 30,945 | $11.07 | $342,561 | 748,956 |
| PAYS | 2025-01-14 | Sell | 120,000 | $3.24 | $388,800 | 5,336,146 |
| PAYS | 2025-01-13 | Sell | 154,982 | $3.06 | $474,245 | 5,456,146 |
| GDOT | 2024-12-31 | Sell | 331,339 | $10.54 | $3M | 5,376,787 |
| PAYS | 2024-12-31 | Sell | 20,834 | $3.03 | $63,127 | 5,611,128 |
6 of 9 issuers are covered and open a security page; the rest are on file here only.
