Roger H Lee
CIK 1404868 · last filed 2025-06-13
Roger H Lee is a corporate insider who has filed 20 SEC Form 4 insider transactions across 6 companies since 2011. The most recent filing, for CXM, was dated Jun 13, 2025. Across all open-market trades the lifetime net is −$223.4M, making them a net seller over the disclosed history. Current disclosed insider exposure totals $36.5M across reported positions.
"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.
$36.47M
6
20
-$223.36M
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| CXM | 10%+ Owner | 82,500 | $5.34 | $440.6K | -$12.12M | 7 | 2025-06-13 |
| BRZE | 10%+ Owner | 741,400 | $21.66 | $16.06M | -$1.72M | 1 | 2024-10-16 |
| Wag! Group Co. (CHWAW) Delisted | Director | 69,368 | $0.33 | $23.0K | $0 | 1 | 2022-08-09 |
| AMPL | 10%+ Owner | 2,399,089 | $6.89 | $16.53M | -$20.12M | 2 | 2022-05-11 |
| W | 10%+ Owner | 37,992 | $77.59 | $2.95M | -$135.48M | 2 | 2015-01-05 |
| ANGI | Director | 88,066 | $5.59 | $492.3K | -$53.91M | 6 | 2013-05-08 |
Recent Filings
20 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2025-06-13 | CXM | Mixed | −12,448,676 | -$2.80M | EDGAR |
| 2025-06-10 | CXM | Sell (S) | −285,439 | -$2.48M | EDGAR |
| 2024-10-16 | BRZE | Sell (S) | −56,830 | -$1.72M | EDGAR |
| 2024-09-11 | CXM | Sell (S) | −269,884 | -$2.01M | EDGAR |
| 2024-04-05 | CXM | Mixed | +10,500,752 | $0 | EDGAR |
| 2023-11-21 | CXM | Conv (C) | +80,000,000 | $0 | EDGAR |
| 2023-07-17 | CXM | Sell (S) | −318,331 | -$4.84M | EDGAR |
| 2022-08-09 | Wag! Group Co. (CHWAW) Delisted | Grant (A) | +3,853,840 | $0 | EDGAR |
| 2022-05-11 | AMPL | Conv (C) | +40,000,000 | $0 | EDGAR |
| 2021-11-24 | CXM | Conv (C) | +154,443,135 | $0 | EDGAR |