Every SEC Form 3/4/5 on record for this filer (CIK 1794595) — 2 issuers, 14 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 |
|---|---|---|---|---|---|
| CBU | COMMUNITY FINANCIAL SYSTEM, INC. | Director | 2019-11-27 → 2026-03-18 | 17 | $259,100 |
| SPTN | SpartanNash Co | Director | 2023-08-29 → 2025-09-22 | 7 | $19,450 |
| Ticker | Date | Action | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| CBU | 2024-11-05 | Buy | 320 | $62.20 | $19,904 | 3,302 |
| CBU | 2024-11-05 | Buy | 320 | $62.20 | $19,904 | 2,982 |
| SPTN | 2024-06-07 | Buy | 1,000 | $19.45 | $19,450 | 4,739 |
| CBU | 2023-03-20 | Buy | 1,000 | $55.42 | $55,420 | 3,662 |
| CBU | 2023-03-20 | Buy | 1,000 | $55.42 | $55,420 | 2,662 |
1 of 2 issuers are covered and open a security page; the rest are on file here only.