Every SEC Form 3/4/5 on record for this filer (CIK 1787574) — 2 issuers, 34 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 |
|---|---|---|---|---|---|
| BWIN | Baldwin Insurance Group, Inc. | Chief Financial Officer | 2024-08-19 → 2026-04-03 | 9 | −$127,700 |
| BRP | BRP Group, Inc. | Chief Financial Officer · lapsed | 2019-10-23 → 2024-04-03 | 11 | $297,700 |
| Ticker | Date | Action | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| BWIN | 2025-08-07 | Buy | 10,000 | $28.72 | $287,200 | 144,659 |
1 of 2 issuers are covered and open a security page; the rest are on file here only.