Every SEC Form 3/4/5 on record for this filer (CIK 2010795) — 2 issuers, 10 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 |
|---|---|---|---|---|---|
| SBC | SBC Medical Group Holdings Inc | 10% owner | 2024-09-19 → 2024-09-19 | 1 | −$45,479 |
| PTWO | Pono Capital Two, Inc. | 10% owner | 2024-02-06 → 2024-08-23 | 30 | $46,441 |
| Ticker | Date | Action | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| SBC | 2024-09-19 | Sell | 6,196 | $7.34 | $45,479 | 2,920,995 |
| PTWO | 2024-08-01 | Buy | 1,599 | $13.00 | $20,787 | 1,495,074 |
| PTWO | 2024-08-01 | Buy | 888 | $12.50 | $11,100 | 1,493,475 |
| PTWO | 2024-07-31 | Buy | 12 | $12.50 | $150 | 1,492,587 |
| PTWO | 2024-05-31 | Buy | 6 | $13.00 | $78 | 1,459,169 |
| PTWO | 2024-05-23 | Buy | 789 | $13.00 | $10,257 | 1,459,163 |
| PTWO | 2024-05-10 | Buy | 1 | $13.00 | $13 | 1,458,035 |
| PTWO | 2024-05-10 | Buy | 311 | $13.00 | $4,043 | 1,458,034 |
| PTWO | 2024-05-08 | Buy | 1 | $13.00 | $13 | 1,457,723 |
1 of 2 issuers are covered and open a security page; the rest are on file here only.
