Every SEC Form 3/4/5 on record for this filer (CIK 1960480) — 2 issuers, 16 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 |
|---|---|---|---|---|---|
| MKTW | MARKETWISE, INC. | Chief Financial Officer | 2023-08-22 → 2026-03-24 | 13 | −$321,218 |
| TRL.H | Trilogy International Partners Inc. | Senior VP, CFO · lapsed | 2023-01-03 → 2023-01-03 | 1 | — |
| Ticker | Date | Action | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| MKTW | 2026-03-23 | Sell | 6,000 | $14.70 | $88,200 | 79,064 |
| MKTW | 2026-03-19 | Sell | 3,334 | $13.83 | $46,109 | 85,064 |
| MKTW | 2026-03-18 | Sell | 6,666 | $14.10 | $93,991 | 88,398 |
| MKTW | 2026-03-11 | Sell | 6,666 | $14.73 | $98,190 | 56,437 |
| MKTW | 2026-03-10 | Sell | 3,334 | $15.20 | $50,677 | 63,103 |
| MKTW | 2025-06-17 | Buy | 940 | $17.94 | $16,864 | 69,998 |
1 of 2 issuers are covered and open a security page; the rest are on file here only.