CD&R Investment Associates IX, Ltd.
CIK 1624514 · last filed 2023-07-07
CD&R Investment Associates IX, Ltd. is a corporate insider who has filed 12 SEC Form 4 insider transactions across 4 companies since 2014. The most recent filing, for BECN, was dated Jul 7, 2023. Across all open-market trades the lifetime net is −$4.47B, making them a net seller over the disclosed history. Current disclosed insider exposure totals $361.2M across reported positions. The firm reports its address in Grand Cayman, E9. 18 SEC filings were submitted jointly with CD&R Boulder Holdings, L.P.
"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.
AGL 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
UGLAND HOUSE
GRAND CAYMAN, E9 KY101194
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| QXO BUILDING PRODUCTS, INC. (BECN) Delisted | 10%+ Owner | — | $124.17 | — | $0 | 1 | 2023-07-07 |
| AGL | 10%+ Owner | 4,000,000 | $90.29 | $361.16M | -$4.47B | 3 | 2023-05-18 |
| COVETRUS, INC. (CVET) Delisted | 10%+ Owner | 0 | $20.99 | $0 | $0 | 1 | 2022-10-13 |
| CHC Group Ltd. (HELI) Delisted | 10%+ Owner | — | — | — | $0 | 6 | 2015-09-17 |
Recent Filings
12 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2023-07-07 | QXO BUILDING PRODUCTS, INC. (BECN) Delisted | Other (J) | — | $0 | EDGAR |
| 2023-05-18 | AGL | Sell (S) | −188,347,608 | -$3.92B | EDGAR |
| 2023-05-17 | AGL | Other (J) | −875,008 | $0 | EDGAR |
| 2022-10-13 | COVETRUS, INC. (CVET) Delisted | Other (J) | −67,341,082 | $0 | EDGAR |
| 2022-08-12 | AGL | Sell (S) | −22,675,000 | -$552.14M | EDGAR |
| 2016-03-17 | — | Other (J) | — | $0 | |
| 2015-09-17 | CHC Group Ltd. (HELI) Delisted | Other (J) | — | $0 | EDGAR |
| 2015-06-17 | CHC Group Ltd. (HELI) Delisted | Other (J) | — | $0 | EDGAR |
| 2015-03-18 | CHC Group Ltd. (HELI) Delisted | Other (J) | — | $0 | EDGAR |
| 2014-12-17 | CHC Group Ltd. (HELI) Delisted | Exer (X) | — | $0 | 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.