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Distinct shells carrying a filed role for this person — not every shell they have ever touched.
SEC-verified vehicles of the same sponsor, predating these roles and carrying none of them. The badge counts them; the figure beside this one does not.
Mergers closed across all 4 — these vehicles and the franchise's earlier ones together.
Announced but not closed, and still hunting — again over all 4.
No closed vehicle here has both a stored price and a filed trust value to score it against.
1 vehicle on file, newest listing first
none appears on more than one
Stephen Howard will serve as an independent director following this offering. Mr. Howard has over 20 years of diverse experience across private equity, real estate and energy. Since October 2011, he has served as Director of Private Investments with HFS Capital Partners, LLC, the private investment affiliate of Howard Financial Services, Ltd, an SEC -registered investment advisor. Before that, from 2010 to 2011, he was Vice President at Compass Partners in New York and, from 2007 to 2010, he was an Associate at DLJ Merchant Banking Partners in New York and London. He began his career in the Mergers & Acquisitions Group at UBS Investment Bank in New York. We believe Mr. Howard’s experience in investment advising and market intelligence will be a valuable asset to the board. Robert W. (“Trey”) Karlovich III, Director Trey Karlovich will serve as an independent director following this offering. Mr. Karlovich has served as a director of Crane Harbor Acquisition Corp. (NASDAQ: CHAC) since April 2025. Since December 2021, Mr.
This record is keyed to SEC CIK 0002101431 — the identifier this person files under in their own name. Every vehicle above is a filing made under that CIK, so “the same person on two shells” is a fact about an SEC identifier rather than about a name that happens to match.
Roles are the strings the filings used, in the order they were filed. Nothing on this page ranks them, infers seniority, or offers a reason why any two of these names recur — a recurrence is a count, and the filings that produced it are linked beside every row. We also hold 9 institutional-holder rows on these vehicles, under 4 distinct name strings, and none of them is counted across vehicles: that table has no CIK column, and matching holders by name would merge firms that are not the same firm.