PATTERSON WILLIAM J
Transactions
50
Companies
12
Filings
11
CIK
0001202551
Research Summary
AI-generated from SEC filings & financial news
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]
Recent Transactions
- Sale
- Sale
- Sale
- Sale
- Sale
- Sale
- Sale
- Sale
- Gift
- Sale
- Purchase
- Purchase
- Award
- Purchase
- Award
- Sale
- Sale
- Disposition to Issuer
- Disposition to Issuer
- Disposition to Issuer
- Disposition to Issuer
- Purchase
- Purchase
- Purchase
- Purchase
- Purchase
- Purchase
- Purchase
- Purchase
- Purchase
- Purchase
- Purchase
- Purchase
- Purchase
- Purchase
- Purchase
- Purchase
- Other
- Purchase
- Purchase
- Purchase
- Award
Non-Qualified Stock Option ( right to buy )
2009-05-28+10,000→ 10,000 total - Award
- Sale
- Award
- Award
- Purchase
- Purchase
- Sale
- Purchase
Companies
12ADVENT SOFTWARE INC /DE/
10% Owner
- $CBT
CABOT CORP
10% Owner
CALPINE CORP
Director, 10% Owner
Cimarex Resolute LLC
10% Owner
- $CCI
CROWN CASTLE INC.
10% Owner
Hicks Acquisition CO I Inc.
10% Owner
- $LAMR
LAMAR ADVERTISING CO/NEW
10% Owner
Liberty Global, Inc.
10% Owner
- $MLM
MARTIN MARIETTA MATERIALS INC
10% Owner
PETROQUEST ENERGY INC
10% Owner
QUICKSILVER RESOURCES INC
10% Owner
Voyager Learning CO
10% Owner
Recent Filings
11- 4
PATTERSON WILLIAM J
Aug 3, 2010
- 4
PATTERSON WILLIAM J
Jul 28, 2010
- 4
PATTERSON WILLIAM J
Jun 30, 2010
- 4
PATTERSON WILLIAM J
Jun 24, 2010
- 4
PATTERSON WILLIAM J
Jun 21, 2010
- 4
PATTERSON WILLIAM J
May 24, 2010
- 4
PATTERSON WILLIAM J
May 24, 2010
- 4
PATTERSON WILLIAM J
May 21, 2010
- 4
PATTERSON WILLIAM J
Apr 5, 2010
- 5
PATTERSON WILLIAM J
Feb 16, 2010
- 4
PATTERSON WILLIAM J
Dec 10, 2009
Address
591 REDWOOD HIGHWAY, SUITE 3215
MILL VALLEY, CA, 94941