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 | 51,542 |
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 51,542 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) 25,160 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 instalments commencing September 25, 2023 and ending March 25, 2024.
F2: Consists of (i) 25,160 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 11, 2023 18:30 UTC | Boxlight Corp BOXL · Entity 8315 | GrantCLASS A COMMON STOCK | 35,176 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-23-099778 · tm2325919-1_4seq1.xml · nonDerivative · entry 1 Amos Charles P. · CIK 0001817309 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,542 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) 25,160 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 |
| March 22, 2022 Filed Mar 28, 2022 16:06 UTC | Boxlight Corp BOXL · Entity 8315 | GrantCLASS A COMMON STOCK | 58,140 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-038730 · tm2210484-1_4seq1.xml · nonDerivative · entry 1 Amos Charles P. · CIK 0001817309 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,928 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) 72,788 shares of Class A common stock and (ii) 58,140 RSUs which remain subject to certain vesting conditions. Read SEC document |
| June 30, 2021 Filed Aug 31, 2021 09:40 UTC | Boxlight Corp BOXL · Entity 8315 | Exercise / conversionRestricted Stock Unit · Derivative | 13,587 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001493152-21-021622 · ownership.xml · derivative · entry 3 Amos Charles P. · CIK 0001817309 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 13,587 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. F2 · derivative.exercise_date: The remaining 13,587 RSUs issuable under the reporting person's June 30,2020 grant agreement vested on June 30, 2021. Each RSU represents the right to receive one share of BOXL Class A common stock upon vesting. F2 · derivative.expiration_date: The remaining 13,587 RSUs issuable under the reporting person's June 30,2020 grant agreement vested on June 30, 2021. Each RSU represents the right to receive one share of BOXL Class A common stock upon vesting. Read SEC document |
| June 30, 2021 Filed Aug 31, 2021 09:40 UTC | Boxlight Corp BOXL · Entity 8315 | Exercise / conversionCLASS A COMMON STOCK | 13,587 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-21-021622 · ownership.xml · nonDerivative · entry 2 Amos Charles P. · CIK 0001817309 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,788 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 remaining 13,587 RSUs issuable under the reporting person's June 30,2020 grant agreement vested on June 30, 2021. Each RSU represents the right to receive one share of BOXL Class A common stock upon vesting. Read SEC document |
| May 24, 2021 Filed Aug 31, 2021 09:40 UTC | Boxlight Corp BOXL · Entity 8315 | GrantCLASS A COMMON STOCK | 18,440 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-21-021622 · ownership.xml · nonDerivative · entry 1 Amos Charles P. · CIK 0001817309 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,201 F1 · shares: The reporting person received an award of 18,440 restricted stock units on February 24, 2021, vesting in four substantially equal installments over the course of 12 months, with the initial vesting occuring 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 30, 2021 Filed May 3, 2021 11:26 UTC | Boxlight Corp BOXL · Entity 8315 | Exercise / conversionRestricted Stock Unit · Derivative | 13,587 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001493152-21-010314 · ownership.xml · derivative · entry 2 Amos Charles P. · CIK 0001817309 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,586 Underlying: Class A Common Stock · 13,587 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: Each restricted stock unit ("RSU") represents a contingent right to receive 1 share of the Issuer's Class A common stock upon settlement for no consideration. F2 · derivative.exercise_date: The RSUs vested on March 30, 2021 but were released by the Issuer on April 30, 2021; the remaining RSUs will vest on the next quarterly anniversary of the initial grant date, subject to certain conditions. F2 · derivative.expiration_date: The RSUs vested on March 30, 2021 but were released by the Issuer on April 30, 2021; the remaining RSUs will vest on the next quarterly anniversary of the initial grant date, subject to certain conditions. Read SEC document |
| April 30, 2021 Filed May 3, 2021 11:26 UTC | Boxlight Corp BOXL · Entity 8315 | Exercise / conversionCLASS A COMMON STOCK | 13,587 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-21-010314 · ownership.xml · nonDerivative · entry 1 Amos Charles P. · CIK 0001817309 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,761 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: Each restricted stock unit ("RSU") represents a contingent right to receive 1 share of the Issuer's Class A common stock upon settlement for no consideration. Read SEC document |
| March 08, 2021 Filed Mar 17, 2021 20:13 UTC | Boxlight Corp BOXL · Entity 8315 | Exercise / conversionRestricted Stock Unit · Derivative | 13,587 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001493152-21-006289 · ownership.xml · derivative · entry 4 Amos Charles P. · CIK 0001817309 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,173 Underlying: Class A Common Stock · 13,587 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: Each restricted stock unit ("RSU") represents a contingent right to receive 1 share of the Issuer's Class A common stock upon settlement for no consideration. F3 · derivative.exercise_date: 1/4 of the RSUs issued under the Grant Agreement vested on March 6, 2021, with the remainder to vest in two equal quarterly installments, until such time as the RSUs are 100% vested, subject to certain conditions. F3 · derivative.expiration_date: 1/4 of the RSUs issued under the Grant Agreement vested on March 6, 2021, with the remainder to vest in two equal quarterly installments, until such time as the RSUs are 100% vested, subject to certain conditions. Read SEC document |
| March 08, 2021 Filed Mar 17, 2021 20:13 UTC | Boxlight Corp BOXL · Entity 8315 | Exercise / conversionCLASS A COMMON STOCK | 13,587 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-21-006289 · ownership.xml · nonDerivative · entry 2 Amos Charles P. · CIK 0001817309 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,174 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. F3 · security: 1/4 of the RSUs issued under the Grant Agreement vested on March 6, 2021, with the remainder to vest in two equal quarterly installments, until such time as the RSUs are 100% vested, subject to certain conditions. F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive 1 share of the Issuer's Class A common stock upon settlement for no consideration. Read SEC document |
| November 10, 2020 Filed Mar 17, 2021 20:13 UTC | Boxlight Corp BOXL · Entity 8315 | Exercise / conversionCLASS A COMMON STOCK | 13,587 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-21-006289 · ownership.xml · nonDerivative · entry 1 Amos Charles P. · CIK 0001817309 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,587 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 · security: 1/4 of the RSUs granted pursuant to a June 30, 2020 RSU grant agreement (the "Grant Agreement") vested on November 10, 2020. F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive 1 share of the Issuer's Class A common stock upon settlement for no consideration. Read SEC document |
| January 10, 2020 Filed Mar 17, 2021 20:13 UTC | Boxlight Corp BOXL · Entity 8315 | Exercise / conversionRestricted Stock Unit · Derivative | 13,587 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001493152-21-006289 · ownership.xml · derivative · entry 3 Amos Charles P. · CIK 0001817309 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,760 Underlying: Class A Common Stock · 13,587 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: Each restricted stock unit ("RSU") represents a contingent right to receive 1 share of the Issuer's Class A common stock upon settlement for no consideration. F2 · derivative.exercise_date: 1/4 of the RSUs granted pursuant to a June 30, 2020 RSU grant agreement (the "Grant Agreement") vested on November 10, 2020. F2 · derivative.expiration_date: 1/4 of the RSUs granted pursuant to a June 30, 2020 RSU grant agreement (the "Grant Agreement") vested on November 10, 2020. 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.