Every SEC Form 3/4/5 on record for this filer (CIK 1814117) — 8 issuers, 18 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 |
|---|---|---|---|---|---|
| RXO | RXO, Inc. | 10% owner | 2022-11-10 → 2026-02-17 | 16 | $2M |
| CNX | CNX Resources Corp | 10% owner | 2024-10-25 → 2025-01-08 | 2 | — |
| QXO | QXO, Inc. | 10% owner | 2024-07-29 → 2024-11-08 | 3 | — |
| XPO | XPO, Inc. | 10% owner · lapsed | 2022-08-12 → 2024-05-17 | 2 | −$141M |
| YELL | Yellow Corp | 10% owner · lapsed | 2023-07-28 → 2023-08-01 | 3 | — |
| PFSI | PennyMac Financial Services, Inc. | Director · lapsed | 2021-03-09 → 2022-02-15 | 28 | $46M |
| WPF.U | Foley Trasimene Acquisition Corp. | 10% owner · lapsed | 2020-07-10 → 2021-02-19 | 3 | — |
| WPF | Foley Trasimene Acquisition Corp. | 10% owner · lapsed | 2020-08-10 → 2020-08-12 | 2 | — |
| Ticker | Date | Action | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| XPO | 2024-05-15 | Sell | 1,171,238 | $112.85 | $132M | 11,504,131 |
| XPO | 2024-05-15 | Sell | 50,000 | $115.04 | $6M | 11,425,369 |
| XPO | 2024-05-15 | Sell | 28,762 | $114.60 | $3M | 11,475,369 |
| RXO | 2024-04-23 | Buy | 88,551 | $19.86 | $2M | 16,975,369 |
| RXO | 2024-04-22 | Buy | 11,449 | $19.48 | $223,027 | 16,886,818 |
| PFSI | 2022-02-10 | Buy | 75,000 | $60.62 | $5M | 4,431,792 |
| PFSI | 2022-02-10 | Buy | 4,018 | $59.84 | $240,437 | 4,435,810 |
| PFSI | 2022-02-09 | Buy | 125,000 | $61.44 | $8M | 4,356,792 |
| PFSI | 2021-05-25 | Buy | 49,677 | $62.22 | $3M | 2,771,936 |
| PFSI | 2021-05-25 | Buy | 38,193 | $61.22 | $2M | 2,722,259 |
5 of 8 issuers are covered and open a security page; the rest are on file here only.
