Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Gates Industrial Corp Ltd.GTES · Entity 3767 | Chief Legal Officer | June 06, 2026 | June 11, 2026 |
| Waystar Holding Corp.WAY · Entity 1420 | See Remarks | May 01, 2024 | June 12, 2024 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Gates Industrial Corp Ltd.
Report date June 06, 2026 · Filed June 11, 2026
This filing explicitly reported no securities owned.
Waystar Holding Corp.
Report date May 01, 2024 · Filed June 12, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 86,956 |
Reported balance
After 2024-06-10 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-06-10 · Grant · Acquired 86,956 · Balance 86,956 F1: Reflects a grant of restricted stock units ("RSUs") which vest in five substantially equal annual installments commencing on June 6, 2025. Each RSU represents a contingent right to receive one share of common stock, $0.01 par value per share (the "Common Stock") upon settlement. F2: Includes unvested RSUs. |
| Stock Options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $37.20 · Expires 2034-05-01 | Direct | 30,250 |
Reported balance
After 2024-05-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-05-01 · Grant · Acquired 30,250 · Balance 30,250 F3: On May 1, 2024 reporting person was granted options to purchase shares of Common Stock which vest in three substantially equal annual installments commencing on May 1, 2025. Such securities were originally included on the Form 3 filed by the reporting person on June 7, 2024. Reflects the 0.605-for-1 reverse stock split which became effective on May 15, 2024. |
| Stock Options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $21.50 · Expires 2034-06-06 | Direct | 217,391 |
Reported balance
After 2024-06-06 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2024-06-06 · Grant · Acquired 217,391 · Balance 217,391 F4: On June 6, 2024 reporting person was granted options to purchase shares of Common Stock which vest in five substantially equal annual installments commencing on June 6, 2025. Such securities were originally included on the Form 3 filed by the reporting person on June 7, 2024. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects a grant of restricted stock units ("RSUs") which vest in five substantially equal annual installments commencing on June 6, 2025. Each RSU represents a contingent right to receive one share of common stock, $0.01 par value per share (the "Common Stock") upon settlement.
F2: Includes unvested RSUs.
F3: On May 1, 2024 reporting person was granted options to purchase shares of Common Stock which vest in three substantially equal annual installments commencing on May 1, 2025. Such securities were originally included on the Form 3 filed by the reporting person on June 7, 2024. Reflects the 0.605-for-1 reverse stock split which became effective on May 15, 2024.
F4: On June 6, 2024 reporting person was granted options to purchase shares of Common Stock which vest in five substantially equal annual installments commencing on June 6, 2025. Such securities were originally included on the Form 3 filed by the reporting person on June 7, 2024.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| June 10, 2024 Filed Jun 12, 2024 20:32 UTC | Waystar Holding Corp. WAY · Entity 1420 | GrantCommon Stock | 86,956 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-24-070874 · tm2416795-6_4seq1.xml · nonDerivative · entry 1 Heiman Matthew R. A. · CIK 0001998259 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,956 F1 · kind: Reflects a grant of restricted stock units ("RSUs") which vest in five substantially equal annual installments commencing on June 6, 2025. Each RSU represents a contingent right to receive one share of common stock, $0.01 par value per share (the "Common Stock") upon settlement. F2 · balance_after: Includes unvested RSUs. Read SEC document |
| June 06, 2024 Filed Jun 12, 2024 20:32 UTC | Waystar Holding Corp. WAY · Entity 1420 | GrantStock Options (right to buy) · Derivative | 217,391 | $0.00 Strike: $21.50 | $0.00 |
DisclosureSEC source: 0001104659-24-070874 · tm2416795-6_4seq1.xml · derivative · entry 3 Heiman Matthew R. A. · CIK 0001998259 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 217,391 Underlying: Common Stock · 217,391 shares Expires 2034-06-06 F4 · kind: On June 6, 2024 reporting person was granted options to purchase shares of Common Stock which vest in five substantially equal annual installments commencing on June 6, 2025. Such securities were originally included on the Form 3 filed by the reporting person on June 7, 2024. F4 · derivative.exercise_date: On June 6, 2024 reporting person was granted options to purchase shares of Common Stock which vest in five substantially equal annual installments commencing on June 6, 2025. Such securities were originally included on the Form 3 filed by the reporting person on June 7, 2024. Read SEC document |
| May 01, 2024 Filed Jun 12, 2024 20:32 UTC | Waystar Holding Corp. WAY · Entity 1420 | GrantStock Options (right to buy) · Derivative | 30,250 | $0.00 Strike: $37.20 | $0.00 |
DisclosureSEC source: 0001104659-24-070874 · tm2416795-6_4seq1.xml · derivative · entry 2 Heiman Matthew R. A. · CIK 0001998259 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,250 Underlying: Common Stock · 30,250 shares Expires 2034-05-01 F3 · kind: On May 1, 2024 reporting person was granted options to purchase shares of Common Stock which vest in three substantially equal annual installments commencing on May 1, 2025. Such securities were originally included on the Form 3 filed by the reporting person on June 7, 2024. Reflects the 0.605-for-1 reverse stock split which became effective on May 15, 2024. F3 · derivative.exercise_date: On May 1, 2024 reporting person was granted options to purchase shares of Common Stock which vest in three substantially equal annual installments commencing on May 1, 2025. Such securities were originally included on the Form 3 filed by the reporting person on June 7, 2024. Reflects the 0.605-for-1 reverse stock split which became effective on May 15, 2024. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.