Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Boxlight CorpBOXL · Entity 8315 | Director | August 25, 2023 | September 11, 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 11, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| CLASS A COMMON STOCKSEC Table I · non-derivative | Direct | 51,056 |
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 51,056 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 instalments commencing September 25, 2023 and ending March 25, 2024. F2: Consists of (i) 24,674 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 numbers of shares reported herein reflect the number of shares held 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 instalments commencing September 25, 2023 and ending March 25, 2024.
F2: Consists of (i) 24,674 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 numbers of shares reported herein reflect the number of shares held 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 11, 2023 21:10 UTC | Boxlight Corp BOXL · Entity 8315 | GrantCLASS A COMMON STOCK | 35,176 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-23-099740 · tm2325904d1_4seq1.xml · nonDerivative · entry 1 Kuo Tiffany · CIK 0001650573 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,056 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 instalments commencing September 25, 2023 and ending March 25, 2024. F2 · balance_after: Consists of (i) 24,674 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 numbers of shares reported herein reflect the number of shares held after effectuating the Reverse Split. Read SEC document |
| March 22, 2022 Filed Mar 28, 2022 22:22 UTC | Boxlight Corp BOXL · Entity 8315 | GrantCLASS A COMMON STOCK | 58,140 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-038928 · tm2210484-6_4seq1.xml · nonDerivative · entry 1 Kuo Tiffany · CIK 0001650573 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,203 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) 23,063 shares of Class A common stock and (ii) 58,140 RSUs which remain subject to certain vesting conditions. Read SEC document |
| March 21, 2022 Filed Feb 14, 2023 21:11 UTC | Boxlight Corp BOXL · Entity 8315 | Exercise / conversionSTOCK OPTIONS · Derivative | 45,834 | $0.00 Strike: $0.70 | $0.00 |
DisclosureSEC source: 0001104659-23-021623 · tm236573-4_5seq1.xml · derivative · entry 2 Kuo Tiffany · CIK 0001650573 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 210,416 Underlying: Class A Common Stock · 45,834 shares Expires 2025-04-15 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 · balance_after: Following exercise, consists of options to purchase a total of 210,416 shares of BOXL Class A common stock. Read SEC document |
| March 21, 2022 Filed Feb 14, 2023 21:11 UTC | Boxlight Corp BOXL · Entity 8315 | Exercise / conversionCLASS A COMMON STOCK | 45,834 | $0.70 | $32,083.80 |
DisclosureSEC source: 0001104659-23-021623 · tm236573-4_5seq1.xml · nonDerivative · entry 1 Kuo Tiffany · CIK 0001650573 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,037 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 · balance_after: Consists of 112,502 shares of Class A common stock and 14,535 restricted stock units which remain subject to vesting. Read SEC document |
| May 24, 2021 Filed Aug 31, 2021 13:41 UTC | Boxlight Corp BOXL · Entity 8315 | GrantCLASS A COMMON STOCK | 23,063 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-21-021623 · ownership.xml · nonDerivative · entry 1 Kuo Tiffany · CIK 0001650573 · 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 01:47 UTC | Boxlight Corp BOXL · Entity 8315 | GrantSTOCK OPTION · Derivative | 200,000 | $0.00 Strike: $0.70 | $0.00 |
DisclosureSEC source: 0001493152-20-010338 · ownership.xml · derivative · entry 1 Kuo Tiffany · CIK 0001650573 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 256,250 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 17:00 UTC | Boxlight Corp BOXL · Entity 8315 | GrantOptions · Derivative | 31,250 | $0.00 Strike: $2.40 | $0.00 |
DisclosureSEC source: 0001493152-19-013613 · ownership.xml · derivative · entry 1 Kuo Tiffany · CIK 0001650573 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,250 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 |
| February 14, 2018 Filed Jun 14, 2019 21:14 UTC | Boxlight Corp BOXL · Entity 8315 | GrantOptions · Derivative | 25,000 | $0.00 Strike: $5.40 | $0.00 |
DisclosureSEC source: 0001493152-19-009239 · ownership.xml · derivative · entry 1 Kuo Tiffany · CIK 0001650573 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 Underlying: Common Stock · 25,000 shares Expires 2023-02-14 F1 · derivative.exercise_date: The options vests over 4 years, 1/16 every quarter commencing 3/31/18. 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.