Issuer positions
3
Form 3/4/5 issuer positions and transaction evidence for this reporting owner.
Issuer positions
3
Largest position
Sunoco LP
Disclosed value
$1.29M
Transaction activity
Available
Estimated position value
$1.29M
Estimated from Forms 3/4/5 when filings include enough holding data.
Issuer positions
3
Distinct issuers connected to this reporting owner in parsed SEC filings.
Largest issuer position
$1.29M estimated from parsed reporting-owner filings.
Latest owner filing
21 Jan 2026
Most recent owner-level filing date in the parsed SEC record.
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| Sym | Company | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares after | Date | Ownership |
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