Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| American Resources CorpAREC · Entity 6142 | Chief Financial Officer | June 15, 2023 | June 16, 2023 |
| Royalty Management Holding CorpAMAO · Entity 7253 | Chief Financial Officer | October 31, 2023 | November 02, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
American Resources Corp
Report date June 15, 2023 · Filed June 16, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 1,624,883 |
Reported balance
After 2023-06-15 transaction · row 1
1 source rowRow 1 · 2023-06-15 · Purchase · Acquired 1,250 · Balance 1,624,883 F1: Purchased pursuant to Rule 10b5-1 under the Securities Exchange Act of 1934, adopted by Reporting Person on or about March 15, 2023 |
Filing footnotes · ownership attribution and instrument terms
F1: Purchased pursuant to Rule 10b5-1 under the Securities Exchange Act of 1934, adopted by Reporting Person on or about March 15, 2023
Royalty Management Holding Corp
Report date October 31, 2023 · Filed November 02, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | IndirectOwned through Liberty Hill Capital Management LLC, which reporting person is a beneficiary | 1,420,108 |
Reported balance
Holding disclosure · report date 2023-10-31 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 1,420,108 |
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| June 15, 2023 Filed Jun 16, 2023 09:05 UTC | American Resources Corp AREC · Entity 6142 | PurchaseClass A Common Stock | 1,250 | $1.74 | $2,175.00 |
DisclosureSEC source: 0001698135-23-000002 · primary_doc.xml · nonDerivative · entry 1 Taylor Kirk Patrick · CIK 0001698135 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,624,883 F1 · shares: Purchased pursuant to Rule 10b5-1 under the Securities Exchange Act of 1934, adopted by Reporting Person on or about March 15, 2023 Read SEC document |
| May 23, 2023 Filed May 24, 2023 15:47 UTC | American Resources Corp AREC · Entity 6142 | PurchaseClass A Common Stock | 1,250 | $1.57 | $1,960.88 |
DisclosureSEC source: 0001698135-23-000001 · primary_doc.xml · nonDerivative · entry 1 Taylor Kirk Patrick · CIK 0001698135 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,623,633 F1 · shares: Purchased pursuant to Rule 10b5-1 under the Securities Exchange Act of 1934, adopted by Reporting Person on or about March 15, 2023 Read SEC document |
| May 23, 2022 Filed May 25, 2022 13:58 UTC | American Resources Corp AREC · Entity 6142 | PurchaseClass A Common Stock | 1,000 | $1.63 | $1,629.20 |
DisclosureSEC source: 0001698135-22-000002 · primary_doc.xml · nonDerivative · entry 1 Taylor Kirk Patrick · CIK 0001698135 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,622,383 F1 · shares: Purchased pursuant to Rule 10b5-1 under the Securities Exchange Act of 1934. Read SEC document |
| April 18, 2022 Filed Apr 20, 2022 08:22 UTC | American Resources Corp AREC · Entity 6142 | PurchaseClass A Common Stock | 1,000 | $2.27 | $2,270.00 |
DisclosureSEC source: 0001698135-22-000001 · primary_doc.xml · nonDerivative · entry 1 Taylor Kirk Patrick · CIK 0001698135 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,621,383 F1 · shares: Purchased pursuant to Rule 10b5-1 under the Securities Exchange Act of 1934. Read SEC document |
| December 13, 2021 Filed Dec 14, 2021 11:29 UTC | American Resources Corp AREC · Entity 6142 | GrantOption · Derivative | 100,000 | $0.00 Strike: $1.74 | $0.00 |
DisclosureSEC source: 0001698135-21-000002 · primary_doc.xml · derivative · entry 1 Taylor Kirk Patrick · CIK 0001698135 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 170,732 Underlying: Class A Common Stock · 100,000 shares Expires 2028-12-11 F1 · security: Right to purchase Class A Common Stock pursuant to company's 2018 Stock Option Plan F2 · derivative.exercise_date: Vests equally over two years with first tranche vesting immediately Read SEC document |
| February 03, 2021 Filed Feb 4, 2021 09:50 UTC | American Resources Corp AREC · Entity 6142 | Grant2021 Option · Derivative | 25,000 | $2.56 Strike: $2.56 | $64,000.00 |
DisclosureSEC source: 0001698135-21-000001 · primary_doc.xml · derivative · entry 2 Taylor Kirk Patrick · CIK 0001698135 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,732 Underlying: Class A Common Stock · 25,000 shares Expires 2028-02-03 F1 · shares: Issued pursuant to 2021 employment contract. Read SEC document |
| November 23, 2020 Filed Nov 25, 2020 14:39 UTC | American Resources Corp AREC · Entity 6142 | Grant2021 Option · Derivative | 45,732 | $1.64 Strike: $1.64 | $75,000.48 |
DisclosureSEC source: 0001698135-20-000001 · primary_doc.xml · derivative · entry 2 Taylor Kirk Patrick · CIK 0001698135 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,732 Underlying: Class A Common Stock · 45,732 shares Expires 2027-11-22 F1 · shares: Issued pursuant to 2021 employment contract. Read SEC document |
| February 13, 2019 Filed Feb 25, 2019 14:35 UTC | American Resources Corp AREC · Entity 6142 | ConversionSeries A Preferred Stock · Derivative | 48,612 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001698135-19-000001 · primary_doc.xml · derivative · entry 2 Taylor Kirk Patrick · CIK 0001698135 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 162,040 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: The Series A Preferred Stock is convertible on a cashless basis. F2 · shares: Conversion of remaining balance of Series A Preferred Stock held by Reporting Person to Class A Common Stock. F1 · price: The Series A Preferred Stock is convertible on a cashless basis. F3 · derivative.exercise_date: The Series A Preferred Stock is convertible at the discretion of the shareholder. F2 · derivative.expiration_date: Conversion of remaining balance of Series A Preferred Stock held by Reporting Person to Class A Common Stock. F2 · balance_after: Conversion of remaining balance of Series A Preferred Stock held by Reporting Person to Class A Common Stock. Read SEC document |
| February 13, 2019 Filed Feb 25, 2019 14:35 UTC | American Resources Corp AREC · Entity 6142 | ConversionClass A Common Stock | 162,040 | $0.00 | $0.00 |
DisclosureSEC source: 0001698135-19-000001 · primary_doc.xml · nonDerivative · entry 1 Taylor Kirk Patrick · CIK 0001698135 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,620,383 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: The Series A Preferred Stock is convertible on a cashless basis. Read SEC document |
| November 05, 2018 Filed Nov 13, 2018 14:16 UTC | American Resources Corp AREC · Entity 6142 | ConversionSeries A Preferred Stock · Derivative | 437,503 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001698135-18-000001 · primary_doc.xml · derivative · entry 2 Taylor Kirk Patrick · CIK 0001698135 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,612 Underlying: Class A Common Stock · 1,458,343 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: The Series A Preferred Stock is convertible on a cashless basis. F1 · price: The Series A Preferred Stock is convertible on a cashless basis. F2 · derivative.exercise_date: The Series A Preferred Stock is convertible at the discretion of the shareholder. F3 · derivative.expiration_date: There is no expiration date on the Series A Preferred Stock. Read SEC document |
| November 05, 2018 Filed Nov 13, 2018 14:16 UTC | American Resources Corp AREC · Entity 6142 | ConversionClass A Common Stock | 1,458,343 | $0.00 | $0.00 |
DisclosureSEC source: 0001698135-18-000001 · primary_doc.xml · nonDerivative · entry 1 Taylor Kirk Patrick · CIK 0001698135 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,458,343 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: The Series A Preferred Stock is convertible on a cashless basis. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.