Every SEC Form 3/4/5 on record for this filer (CIK 2031329) — 4 issuers, 2 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 |
|---|---|---|---|---|---|
| AIIR | AIR Global PLC | Director | 2026-05-15 → 2026-05-15 | 1 | — |
| BACQ | Merlin, Inc. | 10% owner | 2024-10-31 → 2026-03-18 | 3 | — |
| WELL | WELLTOWER INC. | Director | 2024-07-30 → 2026-02-27 | 8 | $3M |
| BBCQ | Bleichroeder Acquisition Corp. II | Chief Executive Officer · Director | 2026-01-07 → 2026-01-07 | 1 | — |
| Ticker | Date | Action | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| WELL | 2025-06-30 | Buy | 10,000 | $151.46 | $2M | 10,000 |
| WELL | 2025-06-30 | Buy | 10,000 | $151.46 | $2M | 20,000 |
1 of 4 issuers are covered and open a security page; the rest are on file here only.