Every SEC Form 3/4/5 on record for this filer (CIK 1770366) — 5 issuers, 19 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 |
|---|---|---|---|---|---|
| OKE | ONEOK INC /NEW/ | Director | 2026-01-27 → 2026-05-22 | 3 | — |
| BRDS | Bird Global, Inc. | Director · lapsed | 2021-11-03 → 2021-11-04 | 2 | — |
| SWBK | Switchback II Corp | Director · lapsed | 2021-11-03 → 2021-11-03 | 1 | — |
| CADE | Cadence Bancorporation | Director · lapsed | 2019-03-13 → 2021-10-29 | 13 | $110,981 |
| SWBK.U | Switchback II Corp | Director · lapsed | 2021-01-07 → 2021-01-12 | 2 | $50,000 |
| Ticker | Date | Action | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| SWBK.U | 2021-01-12 | Buy | 5,000 | $10.00 | $50,000 | 5,000 |
| CADE | 2020-12-15 | Buy | 1,030 | $15.16 | $15,620 | 9,362 |
1 of 5 issuers are covered and open a security page; the rest are on file here only.