| |
| |
|
| Insider
Information: |
Roberts George R |
| Relationship: |
|
| City: |
Menlo Park |
| State: |
CA |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
41 |
|
| Direct
Shares |
0 |
|
|
Indirect Shares
|
463,490,983 |
|
|
| Direct
Value |
$0 |
|
|
|
Indirect Value
|
$36,477,315,578 |
|
|
| Total
Shares |
463,490,983 |
|
|
| Total
Value |
$36,477,315,578 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
1
|
20
|
|
Stock
price went up :
|
1
|
15
|
| Stock
price went down : |
0
|
5
|
| |
|
|
|
Gain/Loss Ratio : |
1.0
|
3.0
|
| Percentage
Gain/Loss : |
 77.0%
|
1,347.3%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
Amphenol Corp |
APH |
10% Owner |
2003-08-15 |
0 |
2004-02-23 |
4,350,628 |
Premium* |
|
|
Layne Christensen Co |
LAYN |
10% Owner |
2003-06-30 |
0 |
2003-07-01 |
121,741 |
Premium* |
|
|
Willis Towers Watson Public Limi... |
WLTW |
Director |
2003-05-06 |
0 |
2004-03-22 |
8,717,790 |
Premium* |
|
|
O-I Glass Inc |
OI |
Director, 10% Owner |
2004-04-01 |
0 |
2004-04-01 |
36,000,000 |
Premium* |
|
|
Accuride Corp |
ACW |
10% Owner |
2005-04-25 |
0 |
2005-04-25 |
12,818,600 |
Premium* |
|
|
Medcath Corp |
MDTH |
10% Owner |
|
0 |
2009-10-01 |
1,968,522 |
Premium* |
|
|
Dollar General Corp |
DG |
10% Owner |
|
0 |
2013-04-03 |
210,339 |
Premium* |
|
|
KKR Financial Holdings LLC |
KKR |
|
|
0 |
2025-06-02 |
84,672,761 |
Premium* |
|
|
Jazz Pharmaceuticals Inc |
JAZZ |
See Footnotes (1) - (6... |
2011-07-29 |
0 |
2013-03-08 |
7,888 |
Premium* |
|
|
Sealy Corp |
ZZ |
10% Owner |
2013-03-18 |
0 |
2013-03-18 |
0 |
Premium* |
|
|
Rignet, Inc. |
RNET |
|
|
0 |
2018-08-31 |
5,000,254 |
Premium* |
|
|
Amedisys Inc |
AMED |
10% Owner |
2013-10-17 |
0 |
2018-06-04 |
22,933 |
Premium* |
|
|
Pra Health Sciences, Inc. |
PRAH |
|
|
0 |
2018-08-09 |
6,695,984 |
Premium* |
|
|
Coherus Biosciences, Inc. |
CHRS |
10% Owner |
2014-11-12 |
0 |
2014-11-12 |
2,499,499 |
Premium* |
|
|
Engility Holdings, Inc. |
EGL |
|
|
0 |
2019-01-14 |
0 |
Premium* |
|
|
Godaddy Inc. |
GDDY |
10% Owner |
|
0 |
2018-08-17 |
8,050 |
Premium* |
|
|
JM Smucker Company |
SJM |
10% Owner |
|
0 |
2015-09-25 |
0 |
Premium* |
|
|
Zimmer Holdings Inc |
ZBH |
10% Owner |
|
0 |
2015-06-24 |
7,529,640 |
Premium* |
|
|
Us Foods Holding Corp. |
USFD |
|
|
0 |
2017-12-04 |
0 |
Premium* |
|
|
National Vision Holdings, Inc. |
EYE |
|
2018-03-19 |
0 |
2018-11-19 |
9,149,908 |
Premium* |
|
|
Laureate Education Inc |
LAUR |
|
2017-02-06 |
0 |
2022-11-22 |
0 |
Premium* |
|
|
Warrior Met Coal Inc |
HCC |
|
|
0 |
2017-04-19 |
4,071,745 |
Premium* |
|
|
Ingersoll Rand Inc |
IR |
|
|
0 |
2020-06-19 |
44,788,635 |
Premium* |
|
|
Sonos Inc |
SONO |
|
2018-08-06 |
0 |
2020-06-17 |
0 |
Premium* |
|
|
Kimbell Royalty Partners, Lp |
KRP |
|
2018-09-23 |
0 |
2021-07-12 |
202,170 |
Premium* |
|
|
Fiserv Inc |
FISV |
|
|
0 |
2021-05-03 |
62,300,667 |
Premium* |
|
|
Transphorm Ord Shs |
TGAN |
|
2020-02-12 |
0 |
2024-06-20 |
0 |
Premium* |
|
|
Bridgebio Pharma, Inc. |
BBIO |
|
2020-05-28 |
0 |
2025-05-12 |
13,260,971 |
Premium* |
|
|
Brightview Holdings Inc |
BV |
|
2020-06-15 |
0 |
2025-06-06 |
21,533,123 |
Premium* |
|
|
Academy Sports & Outdoors, Inc. |
ASO |
|
|
0 |
2021-09-17 |
0 |
Premium* |
|
|
Focus Financial Partners Inc. |
FOCS |
|
2021-03-02 |
0 |
2021-06-23 |
0 |
Premium* |
|
|
Applovin Corp |
APP |
|
2021-04-19 |
0 |
2024-11-21 |
0 |
Premium* |
|
|
Knowbe4, Inc. |
KNBE |
|
|
0 |
2023-02-01 |
0 |
Premium* |
|
|
Impel Neuropharma Inc |
IMPL |
|
2021-04-27 |
0 |
2021-04-27 |
3,802,638 |
Premium* |
|
|
Kkr Real Estate Finance Trust Inc. |
KREF |
|
2021-05-13 |
0 |
2021-11-01 |
14,250,001 |
Premium* |
|
|
Coty Inc. |
COTY |
|
2021-09-10 |
0 |
2021-09-10 |
0 |
Premium* |
|
|
Forgerock, Inc. |
FORG |
|
2021-09-20 |
0 |
2021-09-20 |
0 |
Premium* |
|
|
Crescent Energy Co |
CRGY |
|
|
0 |
2025-04-04 |
26,758,127 |
Premium* |
|
|
Brightspring Health Services, Inc. |
BTSG |
|
|
0 |
2025-06-24 |
77,096,337 |
Premium* |
|
|
Onestream, Inc. |
OS |
|
2024-07-25 |
0 |
2024-11-27 |
0 |
Premium* |
|
|
Henry Schein Inc |
HSIC |
|
|
0 |
2025-05-14 |
15,652,032 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
25 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 1 of 1
|
| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| BTSG |
Brightspring Health Servi... |
|
• • • |
2025-06-24 |
4 |
S |
$21.15 |
$44,418,990 |
I/I |
(2,100,000) |
77,096,337 |
0 |
% |
|
| BTSG |
Brightspring Health Servi... |
|
• • • |
2025-06-12 |
4 |
GD |
$0.00 |
$0 |
I/I |
111,366 |
0 |
0 |
- |
|
| BTSG |
Brightspring Health Servi... |
|
• • • |
2025-06-12 |
4 |
D |
$0.00 |
$0 |
I/I |
(475,546) |
79,196,337 |
0 |
- |
|
| BTSG |
Brightspring Health Servi... |
|
• • • |
2025-06-12 |
4 |
S |
$21.15 |
$281,068,584 |
I/I |
(13,288,101) |
79,671,883 |
0 |
% |
|
| BV |
Brightview Holdings Inc |
|
• • • |
2025-06-06 |
4 |
S |
$14.40 |
$167,040,000 |
I/I |
(11,600,000) |
21,533,123 |
0 |
% |
|
| KKR |
KKR Financial Holdings LL... |
Co-Executive Chairman |
• • – |
2025-06-02 |
4 |
S |
$119.80 |
$142,573,261 |
I/I |
(1,190,094) |
82,171,884 |
0 |
% |
|
| KKR |
KKR Financial Holdings LL... |
Co-Executive Chairman |
• • • |
2025-05-16 |
4 |
GD |
$0.00 |
$0 |
I/I |
200,000 |
1,200,000 |
0 |
- |
|
| HSIC |
Henry Schein Inc |
|
– – • |
2025-05-14 |
3 |
IO |
$0.00 |
$0 |
I/I |
0 |
15,652,032 |
|
% |
|
| BBIO |
Bridgebio Pharma, Inc. |
|
• • • |
2025-05-12 |
4 |
S |
$34.20 |
$205,200,000 |
I/I |
(6,000,000) |
13,260,971 |
0 |
% |
|
| CRGY |
Crescent Energy Co |
|
• • • |
2025-04-04 |
4 |
A |
$0.00 |
$0 |
I/I |
26,185,773 |
26,185,773 |
0 |
- |
|
| CRGY |
Crescent Energy Co |
|
• • • |
2025-04-04 |
4 |
D |
$0.00 |
$0 |
I/I |
(26,185,773) |
0 |
0 |
- |
|
| CRGY |
Crescent Energy Co |
|
• • • |
2025-03-10 |
4 |
D |
$0.00 |
$0 |
I/I |
(2,948,723) |
26,185,773 |
0 |
- |
|
| CRGY |
Crescent Energy Co |
|
• • • |
2025-03-10 |
4 |
A |
$0.00 |
$0 |
I/I |
2,948,723 |
2,948,723 |
0 |
- |
|
| CRGY |
Crescent Energy Co |
|
• • • |
2025-03-10 |
4 |
S |
$9.91 |
$29,221,845 |
I/I |
(2,948,723) |
0 |
0 |
- |
|
| BBIO |
Bridgebio Pharma, Inc. |
|
• • • |
2025-03-05 |
4 |
S |
$32.96 |
$197,760,000 |
I/I |
(6,000,000) |
19,260,971 |
0 |
% |
|
| OS |
Onestream, Inc. |
|
• • • |
2024-11-27 |
4 |
S |
$29.99 |
$28,686,687 |
I/I |
(956,462) |
0 |
0 |
% |
|
| OS |
Onestream, Inc. |
|
• • • |
2024-11-26 |
4 |
A |
$0.00 |
$0 |
I/I |
956,462 |
22,308 |
0 |
- |
|
| APP |
Applovin Corp |
|
• • • |
2024-11-21 |
4 |
GD |
$0.00 |
$0 |
I/I |
17,062 |
0 |
0 |
- |
|
| APP |
Applovin Corp |
|
• • • |
2024-11-21 |
4 |
D |
$0.00 |
$0 |
I/I |
(68,037) |
0 |
0 |
- |
|
| APP |
Applovin Corp |
|
• • • |
2024-11-21 |
4 |
S |
$305.57 |
$1,634,860,909 |
I/I |
(5,274,246) |
68,037 |
0 |
% |
|
| APP |
Applovin Corp |
|
• • • |
2024-11-21 |
4 |
A |
$0.00 |
$0 |
I/I |
5,205,489 |
5,342,283 |
0 |
- |
|
| BBIO |
Bridgebio Pharma, Inc. |
|
• • • |
2024-09-13 |
4 |
S |
$25.75 |
$149,350,000 |
I/I |
(5,800,000) |
25,260,971 |
0 |
% |
|
| BTSG |
Brightspring Health Servi... |
|
• • • |
2024-09-11 |
4 |
B |
$11.13 |
$129,330,578 |
I/I |
11,619,998 |
92,959,984 |
0.01 |
% |
|
| OS |
Onestream, Inc. |
|
• • • |
2024-07-25 |
4 |
S |
$18.85 |
$48,155,039 |
I/I |
(2,554,644) |
0 |
0 |
% |
|
| OS |
Onestream, Inc. |
|
• • • |
2024-07-25 |
4 |
A |
$0.00 |
$0 |
I/I |
2,554,644 |
59,582 |
0 |
- |
|
25 Records found
|
1
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Page 1 of 1 |
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Free Registration Required For Full Results. Limit: 25
|
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Transaction Code Key: |
Ownership Code Key |
| |
B |
- Buy |
AB |
- Automatic Buy |
D |
- Direct Ownership |
| |
S |
- Sell |
AS |
- Automatic Sell |
I |
- Indirect Ownership |
|
OE |
- Options Exercised |
A |
- Aquired |
| |
IO |
- Initital Ownership |
D |
- Disposed |
| |
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