Every SEC Form 3/4/5 on record for this filer (CIK 1917948) — 2 issuers, 7 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 |
|---|---|---|---|---|---|
| AVTA | AVANTAX, INC. | Director · lapsed | 2023-05-08 → 2023-11-29 | 2 | — |
| BCOR | BLUCORA, INC. | Director · lapsed | 2022-03-18 → 2023-01-20 | 5 | $118,650 |
| Ticker | Date | Action | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| BCOR | 2022-11-17 | Buy | 5,000 | $23.73 | $118,650 | 19,952 |