ValueAct Capital Management, L.P.
CIK 1351069 · last filed 2023-05-02
"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.
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Disclosed Exposure
$51.77B
Companies
20
Total Filings
41
Lifetime Open-Market Net
-$4.63B
Holdings By Company
Latest on-record share count from this person's most recent non-derivative Form 4 transaction in each company. Disclosed exposure = shares × current underlying price.
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| Altus Power, Inc. (AMPS) Delisted | Director | 4,017,628 | $4.99 | $20.05M | $0 | 1 | 2023-05-02 |
| NSIT | Director | 3,543,143 | $106.09 | $375.89M | $62.65M | 1 | 2022-02-28 |
| HE | Director | 1,237,657 | $12.88 | $15.94M | $0 | 1 | 2020-07-02 |
| CBRE | Director | 10,232,609 | $129.95 | $1.33B | $0 | 1 | 2020-05-18 |
| TRN | 10%+ Owner | 25,893,819 | $35.13 | $909.65M | $92.95M | 5 | 2020-02-11 |
| STX | Director | 27,300,306 | $1094.04 | $29.87B | $397.03M | 3 | 2019-10-30 |
| BHC | Director | 16,983,241 | $4.67 | $79.31M | $0 | 1 | 2019-05-03 |
| WILLIS TOWERS WATSON PLC (WLTW) Delisted | Director | 5,506,418 | $231.56 | $1.28B | -$1.19B | 3 | 2017-08-16 |
| MSFT | Director | 14,445,750 | $367.34 | $5.31B | $0 | 2 | 2017-05-31 |
| CBRE GROUP, INC. (CBG) Delisted | Director | 41,423,250 | — | — | $537.27M | 2 | 2016-11-09 |
| MSCI | Director | 3,762,700 | $580.85 | $2.19B | -$876.66M | 2 | 2016-05-04 |
| MSI | Director | 10,964,933 | $392.23 | $4.30B | -$3.26B | 2 | 2016-03-02 |
| ALSN | Director | 19,125,204 | $121.12 | $2.32B | $0 | 2 | 2015-11-30 |
| ADBE | Director | 24,240,116 | $194.90 | $4.72B | -$303.12M | 1 | 2014-07-31 |
| IT | Director | 2,824,702 | $125.73 | $355.15M | -$130.64M | 2 | 2011-11-30 |
| IMMUCOR INC (BLUD) Delisted | 10%+ Owner | 7,340,665 | — | — | $35.90M | 1 | 2010-05-24 |
| VALEANT PHARMACEUTICALS INTERNATIONAL (VRX) Delisted | 10%+ Owner | 17,001,493 | — | — | $7.65M | 2 | 2009-06-26 |
| LiveRamp Holdings, Inc. (ACXM) Delisted | 10%+ Owner | 8,262 | — | — | $0 | 1 | 2008-08-28 |
| SIRVA INC (SIR) Delisted | Director | 8,567,763 | — | — | $0 | 1 | 2007-08-27 |
| Archrock, Inc. (EXH) Delisted | Director | 562,315 | — | — | $0 | 1 | 2007-08-22 |
Recent Filings · Page 4 of 5
41 filingsInsider activity across all companies, newest first. Form 4 rows are post-trade confirmations (buys, sells, grants, exercises). Notice (144) rows are pre-trade notices of intent to sell restricted or control stock under Rule 144 — they may not all execute. Compare adjacent dates to see which notices became actual sales.
| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2012-06-07 | — | Buy (P) | +916,842 | $43.81M | |
| 2012-05-10 | — | Buy (P) | +2,514,000 | $128.21M | |
| 2011-11-30 | IT | Sell (S) | −3,475,800 | -$130.64M | EDGAR |
| 2011-05-17 | — | Sell (S) | −26,989,080 | -$1.35B | |
| 2011-04-05 | IT | Grant (A) | — | $0 | EDGAR |
| 2010-05-24 | IMMUCOR INC (BLUD) Delisted | Buy (P) | +1,800,000 | $35.90M | EDGAR |
| 2009-06-26 | VALEANT PHARMACEUTICALS INTERNATIONAL (VRX) Delisted | Buy (P) | +309,600 | $7.65M | EDGAR |
| 2009-03-02 | VALEANT PHARMACEUTICALS INTERNATIONAL (VRX) Delisted | Other (J) | — | $0 | EDGAR |
| 2008-08-28 | LiveRamp Holdings, Inc. (ACXM) Delisted | Grant (A) | +41,310 | $575.0K | EDGAR |
| 2007-08-27 | SIRVA INC (SIR) Delisted | Other (J) | +7,179,315 | $0 | EDGAR |
Form 4 codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.