PATTERSON WILLIAM J

William J. Patterson served as a managing director of SPO Partners & Co., a private investment partnership, and is publicly documented as a principal in SPO-related investor groups that held significant stakes in several public companies; he also served as chairman of Calpine’s board following the company’s restructuring.^[1]

Career Background

• Managing director, SPO Partners & Co.; career at SPO included participation in investment and activist equity positions through SPO-affiliated entities.^[1]
• Chairman (and director) of Calpine Corporation’s board as part of the post-reorganization board named by the company.^[2]
• Served as a reporting/controlling person within SPO filings that appear across multiple Schedule 13D/13G filings for issuers where SPO reported large holdings (including Advent Software and Cabot filings).^[3]
• Earlier finance experience included a role as a financial analyst at Goldman, Sachs & Co.; holds an M.B.A. from Stanford Graduate School of Business and an A.B. from Harvard College (biographical details appear in SEC corporate filing exhibits).^[2]

Current Positions

• Managing director (historical principal role) — SPO Partners & Co., private investment partnership (Mill Valley, CA).^[1]
• Significant investor through SPO-affiliated entities — listed as a principal/controlling person in SPO-related Schedule 13D/13G filings disclosing material ownership stakes in companies such as Cabot Corporation and Advent Software.^[4]

SEC Filing Context

• SPO and SPO-affiliated reporting persons have filed multiple Schedule 13D/13G statements disclosing substantial shareholdings (including single-source filings showing aggregate ownership percentages reported for the SPO group).^[3]
• Form 3/4 activity for the individual reporting name tied to the Mill Valley address shows numerous Form 4 transactions historically (public EDGAR filing indices reflect extensive reporting activity).^[1]