Every SEC Form 3/4/5 on record for this filer (CIK 1792547) — 9 issuers, 47 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 |
|---|---|---|---|---|---|
| NRDS | NERDWALLET, INC. | Filer | 2024-10-23 → 2026-06-30 | 3 | −$18M |
| OPXS | Optex Systems Holdings Inc | Filer | 2022-12-21 → 2025-06-30 | 4 | — |
| PAYS | Paysign, Inc. | Filer | 2024-01-25 → 2025-01-15 | 10 | $2M |
| GDOT | GREEN DOT CORP | Filer | 2024-10-01 → 2024-12-31 | 4 | $2M |
| CGNT | Cognyte Software Ltd. | Filer | 2024-09-12 → 2024-09-12 | 2 | — |
| ISDR | ISSUER DIRECT CORP | Filer | 2024-03-21 → 2024-08-29 | 6 | $444,409 |
| HGBL | Heritage Global Inc. | Filer · lapsed | 2020-05-13 → 2023-04-18 | 9 | $1M |
| USIO | Usio, Inc. | Filer · lapsed | 2020-12-08 → 2022-11-14 | 10 | −$1M |
| NURO | NeuroMetrix, Inc. | Filer · lapsed | 2021-06-14 → 2021-06-14 | 2 | — |
| 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 |
| GDOT | 2024-11-09 | Buy | 43,179 | $10.72 | $462,879 | 6,335,967 |
| GDOT | 2024-11-08 | Buy | 135,123 | $10.94 | $1M | 6,292,788 |
| ISDR | 2024-08-28 | Buy | 4,114 | $9.76 | $40,153 | 709,264 |
| ISDR | 2024-08-27 | Buy | 19,826 | $9.65 | $191,321 | 705,150 |
| ISDR | 2024-06-27 | Buy | 22,469 | $7.83 | $175,932 | 685,324 |
| ISDR | 2024-06-26 | Buy | 4,744 | $7.80 | $37,003 | 662,855 |
| PAYS | 2024-03-18 | Buy | 7,242 | $3.07 | $22,233 | 6,160,742 |
6 of 9 issuers are covered and open a security page; the rest are on file here only.