Elizabeth R. & William J. Patterson Foundation
CIK 1391548 · last filed 2008-10-30
Elizabeth R. & William J. Patterson Foundation is a corporate insider who has filed 10 SEC Form 4 insider transactions across 5 companies since 2007. The most recent filing shows the insider bought $34.2M of CPN on Oct 30, 2008. Across all open-market trades the lifetime net is +$466.3M, making them a net buyer over the disclosed history. Current disclosed insider exposure totals $5.23B across reported positions. The firm reports its address in Mill Valley, CA. 108 SEC filings were submitted jointly with SPO ADVISORY CORP.
"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.
Charts
Trading activity, where the exposure sits, and each trade against the stock price.
CPN price and trades
Daily close with each Form 4 filing on this company marked: green = open-market buy, red = open-market sale, purple = grants, exercises, gifts and other non-market transactions. Marker size scales with the dollar value.
Shares held
Shares owned after each reported transaction on this company (direct holdings as reported).
Open-market buying and selling
by monthDollar value of open-market purchases (code P, up) and sales (code S, down) across all companies, by filing month. Grants, exercises and gifts are excluded.
Exposure by company
latestMost recently reported shares × current price. Faded bars (*) have had no filing in 3 years, so the person may no longer hold them. Click a bar to chart that company.
Filer Profile
SUITE 3215
MILL VALLEY, CA 94941
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| CALPINE CORP (CPN) Delisted | 10%+ Owner | 92,716,166 | — | — | $188.14M | 3 | 2008-10-30 |
| LAMR | 10%+ Owner | 11,475,971 | $150.10 | $1.72B | $131.59M | 1 | 2008-03-20 |
| ADVENT SOFTWARE INC /DE/ (ADVS) Delisted | 10%+ Owner | 15,557,400 | — | — | $6.29M | 1 | 2008-01-24 |
| CBT | 10%+ Owner | 9,586,642 | $74.29 | $712.19M | $31.19M | 4 | 2008-01-02 |
| CCI | 10%+ Owner | 33,955,223 | $82.26 | $2.79B | $109.04M | 1 | 2007-02-28 |
Recent Filings
10 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2008-10-30 | CALPINE CORP (CPN) Delisted | Buy (P) | +3,187,135 | $34.20M | EDGAR |
| 2008-10-28 | CALPINE CORP (CPN) Delisted | Buy (P) | +5,524,400 | $58.78M | EDGAR |
| 2008-10-16 | CALPINE CORP (CPN) Delisted | Buy (P) | +10,400,000 | $95.16M | EDGAR |
| 2008-03-20 | LAMR | Buy (P) | +3,776,066 | $131.59M | EDGAR |
| 2008-01-24 | ADVENT SOFTWARE INC /DE/ (ADVS) Delisted | Buy (P) | +151,200 | $6.29M | EDGAR |
| 2008-01-02 | CBT | Buy (P) | +109,900 | $3.70M | EDGAR |
| 2008-01-02 | CBT | Buy (P) | +154,294 | $5.14M | EDGAR |
| 2007-12-28 | CBT | Buy (P) | +102,200 | $3.42M | EDGAR |
| 2007-12-17 | CBT | Buy (P) | +560,000 | $18.93M | EDGAR |
| 2007-02-28 | CCI | Buy (P) | +3,129,450 | $109.04M | EDGAR |
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.