David Livingstone
CIK 1770460 · Chief Client Officer · last filed 2026-04-22
David Livingstone is a Chief Client Officer who has filed 17 SEC Form 4 insider transactions across 1 company since 2020. The most recent filing shows the insider had shares withheld for taxes covering $11.3M of C on Apr 22, 2026. Current disclosed insider exposure totals $47.5M 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.
$47.50M
1
17
$0
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| C | Chief Client Officer | 345,083 | $137.65 | $47.50M | $0 | 17 | 2026-04-22 |
Recent Filings
17 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2026-04-22 | C | Tax (F) | −85,180 | -$11.26M | EDGAR |
| 2026-02-24 | C | Tax (F) | −25,737 | -$2.97M | EDGAR |
| 2026-02-13 | C | Grant (A) | +17,594 | $0 | EDGAR |
| 2025-02-24 | C | Mixed | −11,568 | -$1.14M | EDGAR |
| 2025-02-18 | C | Mixed | +46,828 | -$289.1K | EDGAR |
| 2024-02-22 | C | Mixed | +887 | -$43.2K | EDGAR |
| 2024-02-20 | C | Mixed | +73,627 | -$449.1K | EDGAR |
| 2024-01-23 | C | Tax (F) | −282 | -$14.6K | EDGAR |
| 2023-03-07 | C | Mixed | +20,098 | -$48.0K | EDGAR |
| 2023-02-21 | C | Mixed | +126,700 | -$299.5K | 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.