Holly R Sheffield
CIK 1745369 · President, CSI · last filed 2026-01-12
"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
$3.03M
Companies
1
Total Filings
24
Lifetime Open-Market Net
$597.5K
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 |
|---|---|---|---|---|---|---|---|
| COO | President, CSI | 44,675 | $67.88 | $3.03M | $597.5K | 24 | 2026-01-12 |
Recent Filings · Page 2 of 3
24 filingsForm 4 transactions across all companies, newest first.
| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2023-01-10 | COO | Mixed | +294 | -$101.8K | EDGAR |
| 2022-12-14 | COO | Grant (A) | — | $0 | EDGAR |
| 2022-06-06 | COO | Mixed | +592 | -$175.6K | EDGAR |
| 2022-01-11 | COO | Mixed | +404 | -$75.6K | EDGAR |
| 2021-12-09 | COO | Grant (A) | — | $0 | EDGAR |
| 2021-06-07 | COO | Mixed | +758 | -$132.5K | EDGAR |
| 2021-01-12 | COO | Mixed | +384 | -$74.5K | EDGAR |
| 2020-12-10 | COO | Grant (A) | — | $0 | EDGAR |
| 2020-07-08 | COO | Buy (P) | +889 | $249.0K | EDGAR |
| 2020-06-15 | COO | Buy (P) | +880 | $249.2K | EDGAR |
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.