Every SEC Form 3/4/5 on record for this filer (CIK 1814126) — 8 issuers, 29 transactions. Section-16 filings only: what they filed, not a biography, and titles are as filed on their latest form at each issuer.
This filer is an entity, not a person. This reporting owner's name carries a corporate/fund legal form, so it is an ENTITY filing under Section 16 — typically a fund with a board-designation right or a 10% holder — not an individual. Its 'director' rows are the entity's designation right, not a person's board seat.
| Ticker | Company | Role as filed | On file | Forms | Open-market net |
|---|---|---|---|---|---|
| RXO | RXO, Inc. | 10% owner | 2022-11-10 → 2026-02-17 | 16 | $48M |
| 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 | — |
| 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 | $83M |
| 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 | $19M |
| Ticker | Date | Action | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| RXO | 2026-02-12 | Buy | 532,276 | $12.00 | $6M | 28,109,942 |
| RXO | 2024-04-25 | Buy | 100,000 | $19.79 | $2M | 17,175,369 |
| RXO | 2024-04-24 | Buy | 100,000 | $19.44 | $2M | 17,075,369 |
| RXO | 2024-02-09 | Buy | 913,186 | $20.29 | $19M | 15,588,555 |
| RXO | 2024-02-08 | Buy | 919,720 | $21.04 | $19M | 14,675,369 |
| PFSI | 2022-02-08 | Buy | 106,274 | $60.19 | $6M | 4,231,792 |
| PFSI | 2022-02-07 | Buy | 150,000 | $58.87 | $9M | 4,125,518 |
| PFSI | 2021-06-21 | Buy | 6,963 | $62.66 | $436,302 | 3,505,264 |
| PFSI | 2021-06-18 | Buy | 52,619 | $62.32 | $3M | 3,498,301 |
| PFSI | 2021-06-17 | Buy | 50,200 | $61.72 | $3M | 3,445,682 |
5 of 8 issuers are covered and open a security page; the rest are on file here only.
