Simon Heidi Locke
CIK 1977117 · View on SEC EDGAR ↗
First SEC filing: March 18, 2026 · Latest: June 10, 2026
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Insider transactions
Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| Aug. 18, 2026 | TNK | S | 741 | $90.00 | $66,690 | 4,000 Direct | -15.63% | Disposed | 3.3% (price as of 2026-08-21) |
| June 22, 2026 | TK | S | 18,119 | $12.37 | $224,132 | 47,582 Direct | -27.58% | Disposed | 9.7% (price as of 2026-08-21) |
| Sept. 11, 2024 | CODI | P | 19,800 | $20.16 | $399,168 | 22,288 Direct | +795.82% | Acquired | -42.8% (price as of 2026-08-21) |
| Jan. 31, 2024 | CODI | P | 2,488 | $22.10 | $54,985 | 2,488 Direct | — | Acquired | -47.8% (price as of 2026-08-21) |
P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding
Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.
Derivative holdings (Form 4 Table II)
Options, RSUs and convertible securities reported on Form 4 Table II.
| Date | Ticker | Security | Underlying | Exercise price | Expiration | Shares | A/D |
|---|---|---|---|---|---|---|---|
| June 22, 2026 | TK | Stock Option ("Right to Buy") | Common Stock (18,119) | $3.98 | March 14, 2029 | 18,119 | Disposed |
Exercise/conversion price is blank when not applicable (e.g. RSUs).
Initial ownership (Form 3) 7 holdings
Securities held when first becoming an insider, per SEC Form 3.
| Date | Ticker | Security | Shares | Ownership |
|---|---|---|---|---|
| March 18, 2026 | TK | Common Stock | 41,231 | Direct |
| March 18, 2026 | TK | Stock Option ("Right to Buy")→ Common Stock (18,119) | 18,119 | Direct |
| March 18, 2026 | TK | Stock Option ("Right to Buy")→ Common Stock (46,864) | 46,864 | Direct |
| March 18, 2026 | TK | Stock Option ("Right to Buy")→ Common Stock (21,585) | 21,585 | Direct |
| March 17, 2026 | TNK | Class A, Common Shares | 2,858 | Direct |
| March 17, 2026 | TK | Common Stock | 41,231 | Direct |
| July 5, 2023 | CODI | Common Shares | 0 | Direct |