Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Boxlight CorpBOXL · Entity 8315 | Director | August 25, 2023 | September 18, 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.
Boxlight Corp
Report date August 25, 2023 · Filed September 18, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| CLASS A COMMON STOCKSEC Table I · non-derivative | Direct | 39,626 |
Reported balance
After 2023-08-25 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-08-25 · Grant · Acquired 35,176 · Balance 39,626 F1: On August 25, 2023, the Reporting Person was granted 35,176 Restricted Stock Units ("RSUs"). Among the 35,176 RSUs, 8,794 RSUs vested immediately and the remaining 26,382 RSUs will vest evenly in quarterly installments from September 25, 2023 to March 25, 2024. F2: Consists of (i) 13,244 shares of Class A common stock and (ii) 26,382 RSUs which remain subject to certain vesting conditions. F3: Effective on June 14, 2023, the Company conducted a reverse stock split at a ratio of 1-for-8 (the "Reverse Split"). The number of shares reported herein reflects the number of shares after effectuating the Reverse Split. |
Filing footnotes · ownership attribution and instrument terms
F1: On August 25, 2023, the Reporting Person was granted 35,176 Restricted Stock Units ("RSUs"). Among the 35,176 RSUs, 8,794 RSUs vested immediately and the remaining 26,382 RSUs will vest evenly in quarterly installments from September 25, 2023 to March 25, 2024.
F2: Consists of (i) 13,244 shares of Class A common stock and (ii) 26,382 RSUs which remain subject to certain vesting conditions.
F3: Effective on June 14, 2023, the Company conducted a reverse stock split at a ratio of 1-for-8 (the "Reverse Split"). The number of shares reported herein reflects the number of shares after effectuating the Reverse Split.
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 |
|---|---|---|---|---|---|---|
| August 25, 2023 Filed Sep 18, 2023 20:46 UTC | Boxlight Corp BOXL · Entity 8315 | GrantCLASS A COMMON STOCK | 35,176 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-23-101707 · tm2326378-1_4seq1.xml · nonDerivative · entry 1 Strang Dale · CIK 0001732749 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,626 F1 · shares: On August 25, 2023, the Reporting Person was granted 35,176 Restricted Stock Units ("RSUs"). Among the 35,176 RSUs, 8,794 RSUs vested immediately and the remaining 26,382 RSUs will vest evenly in quarterly installments from September 25, 2023 to March 25, 2024. F2 · balance_after: Consists of (i) 13,244 shares of Class A common stock and (ii) 26,382 RSUs which remain subject to certain vesting conditions. F3 · balance_after: Effective on June 14, 2023, the Company conducted a reverse stock split at a ratio of 1-for-8 (the "Reverse Split"). The number of shares reported herein reflects the number of shares after effectuating the Reverse Split. Read SEC document |
| November 16, 2022 Filed Nov 23, 2022 17:42 UTC | Boxlight Corp BOXL · Entity 8315 | SaleCLASS A COMMON STOCK | 30,000 | $0.45 | $13,434.00 |
DisclosureSEC source: 0001104659-22-121843 · tm2231326-1_4seq1.xml · nonDerivative · entry 1 Strang Dale · CIK 0001732749 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,593 F1 · kind: The Reporting Person sold 30,000 shares of Class A common stock on the open market on November 16, 2022 in several transactions at an average sale price of $0.4478 per share. F2 · balance_after: Consists of (i) 16,213 shares of Class A common stock and (ii) 19,380 RSUs which remain subject to certain vesting conditions. Read SEC document |
| May 20, 2022 Filed May 20, 2022 16:46 UTC | Boxlight Corp BOXL · Entity 8315 | SaleCLASS A COMMON STOCK | 10,610 | $0.99 | $10,508.14 |
DisclosureSEC source: 0001104659-22-063425 · tm2216250-1_4seq1.xml · nonDerivative · entry 1 Strang Dale · CIK 0001732749 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,593 F1 · kind: The Reporting Person sold 10,610 shares of Class A common stock on the open market on May 20, 2022. F2 · balance_after: Consists of (i) 12,298 shares of Class A common stock and (ii) 53,295 RSUs which remain subject to certain vesting conditions. Read SEC document |
| March 22, 2022 Filed Mar 28, 2022 18:21 UTC | Boxlight Corp BOXL · Entity 8315 | GrantCLASS A COMMON STOCK | 58,140 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-038927 · tm2210484-2_4seq1.xml · nonDerivative · entry 1 Strang Dale · CIK 0001732749 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,203 F1 · kind: The Reporting Person received an award of 58,140 restricted stock units ("RSUs") on March 22, 2022, which RSUs vest monthly in substantially equal installments over a period of twelve (12) months, with the initial vesting to occur on April 22, 2022. Each RSU represents the right to receive one share of BOXL Class A common stock upon vesting. F2 · balance_after: Consists of (i) 18,063 shares of Class A common stock and (ii) 58,140 RSUs which remain subject to certain vesting conditions. Read SEC document |
| August 19, 2021 Filed Aug 31, 2021 12:29 UTC | Boxlight Corp BOXL · Entity 8315 | OtherSTOCK OPTION · Derivative | 20,000 | $0.00 Strike: $0.70 | $0.00 |
DisclosureSEC source: 0001493152-21-021633 · ownership.xml · derivative · entry 5 Strang Dale · CIK 0001732749 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 261,250 Underlying: COMMON STOCK · 20,000 shares Expires 2025-04-15 F3 · derivative.exercise_date: The reporting person received an option to purchase 200,000 shares of BOXL Class A common stock on April 15, 2020 vesting in equal monthly installments over 48 months. Read SEC document |
| August 19, 2021 Filed Aug 31, 2021 12:29 UTC | Boxlight Corp BOXL · Entity 8315 | SaleCLASS A COMMON STOCK | 5,000 | $2.03 | $10,150.00 |
DisclosureSEC source: 0001493152-21-021633 · ownership.xml · nonDerivative · entry 4 Strang Dale · CIK 0001732749 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,063 Read SEC document |
| August 19, 2021 Filed Aug 31, 2021 12:29 UTC | Boxlight Corp BOXL · Entity 8315 | SaleCLASS A COMMON STOCK | 20,000 | $2.03 | $40,500.00 |
DisclosureSEC source: 0001493152-21-021633 · ownership.xml · nonDerivative · entry 3 Strang Dale · CIK 0001732749 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,063 Read SEC document |
| August 19, 2021 Filed Aug 31, 2021 12:29 UTC | Boxlight Corp BOXL · Entity 8315 | Exercise / conversionCLASS A COMMON STOCK | 20,000 | $0.70 | $14,000.00 |
DisclosureSEC source: 0001493152-21-021633 · ownership.xml · nonDerivative · entry 2 Strang Dale · CIK 0001732749 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,063 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. F2 · shares: The reporting person exercised an option to purchase 20,000 shares of BOXL Class A common stock, at a price of $0.70 per share, on August 18, 2021. Read SEC document |
| May 24, 2021 Filed Aug 31, 2021 12:29 UTC | Boxlight Corp BOXL · Entity 8315 | GrantCLASS A COMMON STOCK | 23,063 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-21-021633 · ownership.xml · nonDerivative · entry 1 Strang Dale · CIK 0001732749 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,063 F1 · shares: The reporting person received an award of 23,063 restricted stock units on February 24, 2021, vesting in four substantially equal installments over the course of 12 months, with the initial vesting occurring on May 24, 2021. Each restricted stock unit represents the right to receive one share of BOXL Class A common stock upon vesting. Read SEC document |
| April 15, 2020 Filed Jun 2, 2020 11:07 UTC | Boxlight Corp BOXL · Entity 8315 | GrantSTOCK OPTION · Derivative | 200,000 | $0.00 Strike: $0.70 | $0.00 |
DisclosureSEC source: 0001493152-20-010367 · ownership.xml · derivative · entry 1 Strang Dale · CIK 0001732749 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 281,250 Underlying: COMMON STOCK · 200,000 shares Expires 2025-04-15 F1 · derivative.exercise_date: The option vests in substantially equal amounts on a monthly basis over a four (4) year period. Read SEC document |
| August 06, 2019 Filed Sep 3, 2019 13:07 UTC | Boxlight Corp BOXL · Entity 8315 | GrantOptions · Derivative | 31,250 | $0.00 Strike: $2.40 | $0.00 |
DisclosureSEC source: 0001493152-19-013617 · ownership.xml · derivative · entry 1 Strang Dale · CIK 0001732749 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,250 Underlying: Common Stock · 31,250 shares Expires 2024-08-05 F1 · derivative.exercise_date: The option vests in an equal amount on a monthly basis over 12 months. Read SEC document |
| November 30, 2017 Filed Mar 5, 2018 11:01 UTC | Boxlight Corp BOXL · Entity 8315 | GrantStock Options · Derivative | 50,000 | $0.00 Strike: $7.00 | $0.00 |
DisclosureSEC source: 0001493152-18-002869 · form5.xml · derivative · entry 1 Strang Dale · CIK 0001732749 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 Underlying: Class A Common Stock · 50,000 shares Expires 2022-11-30 F1 · derivative.exercise_date: The shares will vest quarterly over a period of one year, which vesting commenced on December 31, 2017. 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.