Every SEC Form 3/4/5 on record for this filer (CIK 1897745) — 6 issuers, 11 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 |
|---|---|---|---|---|---|
| USAR | USA Rare Earth, Inc. | Director | 2025-03-17 → 2026-06-08 | 7 | −$266,630 |
| MRLN | Merlin, Inc. | Director | 2026-03-18 → 2026-05-22 | 2 | — |
| IPFX | Inflection Point Acquisition Corp. VI | Director | 2026-03-26 → 2026-03-26 | 1 | — |
| IPEX | Inflection Point Acquisition Corp. V | Director | 2026-01-20 → 2026-01-20 | 1 | — |
| SHIM | Shimmick Corp | Director | 2023-11-13 → 2025-06-05 | 6 | −$21,373 |
| ATEK | Athena Technology Acquisition Corp. II | Director | 2024-11-05 → 2024-11-05 | 1 | — |
| Ticker | Date | Action | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| USAR | 2026-06-08 | Sell | 13,000 | $22.77 | $296,010 | 18,783 |
| USAR | 2026-01-29 | Buy | 1,300 | $22.60 | $29,380 | 1,300 |
| SHIM | 2025-05-21 | Sell | 498 | $1.60 | $797 | 96,046 |
| SHIM | 2025-05-20 | Sell | 2,534 | $1.66 | $4,206 | 96,544 |
| SHIM | 2025-05-19 | Sell | 2,419 | $1.62 | $3,919 | 99,078 |
| SHIM | 2025-05-16 | Sell | 7,281 | $1.71 | $12,451 | 101,497 |
4 of 6 issuers are covered and open a security page; the rest are on file here only.
