Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AGNT, Inc.EXPI · Entity 5272 | CFO and CCO | August 09, 2023 | August 10, 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.
AGNT, Inc.
Report date August 09, 2023 · Filed August 10, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 150 |
Ending reported balance
After 2023-08-09 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-08-09 · Exercise / conversion · Acquired 340,000 · Balance 340,150 Row 2 · 2023-08-09 · Sale · Disposed 340,000 · Balance 150 F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $23.52 to $24.39, inclusive. The reporting person undertakes to provide to eXp World Holdings, Inc. (the "Issuer"), any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $5.83 · Expires 2028-10-31 | Direct | 0 |
Reported balance
After 2023-08-09 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-08-09 · Exercise / conversion · Disposed 340,000 · Balance 0 F2: The Stock Option shares vested ratably over a four-year period in quarterly installments, with the final vesting date on November 1, 2022. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $23.52 to $24.39, inclusive. The reporting person undertakes to provide to eXp World Holdings, Inc. (the "Issuer"), any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote.
F2: The Stock Option shares vested ratably over a four-year period in quarterly installments, with the final vesting date on November 1, 2022.
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 09, 2023 Filed Aug 10, 2023 16:25 UTC | AGNT, Inc. EXPI · Entity 5272 | Exercise / conversionStock Option (Right to Buy) · Derivative | 340,000 | $0.00 Strike: $5.83 | $0.00 |
DisclosureSEC source: 0001562180-23-006264 · primarydocument.xml · derivative · entry 3 Whiteside Jeff · CIK 0001758722 · CFO and CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 340,000 shares Expires 2028-10-31 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 Stock Option shares vested ratably over a four-year period in quarterly installments, with the final vesting date on November 1, 2022. Read SEC document |
| August 09, 2023 Filed Aug 10, 2023 16:25 UTC | AGNT, Inc. EXPI · Entity 5272 | SaleCommon Stock | 340,000 | $23.90 | $8,124,640.00 |
DisclosureSEC source: 0001562180-23-006264 · primarydocument.xml · nonDerivative · entry 2 Whiteside Jeff · CIK 0001758722 · CFO and CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 150 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $23.52 to $24.39, inclusive. The reporting person undertakes to provide to eXp World Holdings, Inc. (the "Issuer"), any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote. Read SEC document |
| August 09, 2023 Filed Aug 10, 2023 16:25 UTC | AGNT, Inc. EXPI · Entity 5272 | Exercise / conversionCommon Stock | 340,000 | $5.83 | $1,982,200.00 |
DisclosureSEC source: 0001562180-23-006264 · primarydocument.xml · nonDerivative · entry 1 Whiteside Jeff · CIK 0001758722 · CFO and CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 340,150 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. Read SEC document |
| May 19, 2023 Filed May 22, 2023 21:42 UTC | AGNT, Inc. EXPI · Entity 5272 | GrantStock Options (Right to buy) · Derivative | 250,000 | $0.00 Strike: $14.46 | $0.00 |
DisclosureSEC source: 0001562180-23-004389 · primarydocument.xml · derivative · entry 1 Whiteside Jeff · CIK 0001758722 · CFO and CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 250,000 Underlying: Common Stock · 250,000 shares Expires 2033-05-19 F1 · derivative.exercise_date: The Stock Option shares vest ratably over a four-year period in 16 quarterly installments, with the final vesting date on May 19, 2027. Read SEC document |
| December 17, 2021 Filed Dec 20, 2021 21:32 UTC | AGNT, Inc. EXPI · Entity 5272 | Exercise / conversionStock Option (Right to Buy) · Derivative | 57,300 | $0.00 Strike: $5.83 | $0.00 |
DisclosureSEC source: 0001562180-21-007777 · primarydocument.xml · derivative · entry 7 Whiteside Jeff · CIK 0001758722 · CFO and CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 340,000 Underlying: Common Stock · 57,300 shares Expires 2028-10-31 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. F4 · derivative.exercise_date: The Stock Option shares vest ratably over a four-year period in quarterly installments, with the final vesting date on November 1, 2022. Read SEC document |
| December 17, 2021 Filed Dec 20, 2021 21:32 UTC | AGNT, Inc. EXPI · Entity 5272 | SaleCommon Stock | 11,000 | $35.25 | $387,752.20 |
DisclosureSEC source: 0001562180-21-007777 · primarydocument.xml · nonDerivative · entry 5 Whiteside Jeff · CIK 0001758722 · CFO and CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $35.07 to $35.43, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote. Read SEC document |
| December 17, 2021 Filed Dec 20, 2021 21:32 UTC | AGNT, Inc. EXPI · Entity 5272 | SaleCommon Stock | 46,300 | $34.69 | $1,606,059.03 |
DisclosureSEC source: 0001562180-21-007777 · primarydocument.xml · nonDerivative · entry 4 Whiteside Jeff · CIK 0001758722 · CFO and CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,150 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $34.05 to $35.04, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote. Read SEC document |
| December 17, 2021 Filed Dec 20, 2021 21:32 UTC | AGNT, Inc. EXPI · Entity 5272 | Exercise / conversionCommon Stock | 57,300 | $5.83 | $334,059.00 |
DisclosureSEC source: 0001562180-21-007777 · primarydocument.xml · nonDerivative · entry 3 Whiteside Jeff · CIK 0001758722 · CFO and CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,450 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. Read SEC document |
| December 16, 2021 Filed Dec 20, 2021 21:32 UTC | AGNT, Inc. EXPI · Entity 5272 | Exercise / conversionStock Option (Right to Buy) · Derivative | 1,500 | $0.00 Strike: $5.83 | $0.00 |
DisclosureSEC source: 0001562180-21-007777 · primarydocument.xml · derivative · entry 6 Whiteside Jeff · CIK 0001758722 · CFO and CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 397,300 Underlying: Common Stock · 1,500 shares Expires 2028-10-31 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. F4 · derivative.exercise_date: The Stock Option shares vest ratably over a four-year period in quarterly installments, with the final vesting date on November 1, 2022. Read SEC document |
| December 16, 2021 Filed Dec 20, 2021 21:32 UTC | AGNT, Inc. EXPI · Entity 5272 | SaleCommon Stock | 1,500 | $35.07 | $52,603.50 |
DisclosureSEC source: 0001562180-21-007777 · primarydocument.xml · nonDerivative · entry 2 Whiteside Jeff · CIK 0001758722 · CFO and CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $35.00 to $35.40, inclusive. The reporting person undertakes to provide to EXP World Holdings, Inc. (the "Issuer"), any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote. Read SEC document |
| December 16, 2021 Filed Dec 20, 2021 21:32 UTC | AGNT, Inc. EXPI · Entity 5272 | Exercise / conversionCommon Stock | 1,500 | $5.83 | $8,745.00 |
DisclosureSEC source: 0001562180-21-007777 · primarydocument.xml · nonDerivative · entry 1 Whiteside Jeff · CIK 0001758722 · CFO and CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,650 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. Read SEC document |
| December 13, 2021 Filed Dec 14, 2021 21:30 UTC | AGNT, Inc. EXPI · Entity 5272 | Exercise / conversionStock Option (Right to Buy) · Derivative | 1,200 | $0.00 Strike: $5.83 | $0.00 |
DisclosureSEC source: 0001562180-21-007689 · primarydocument.xml · derivative · entry 3 Whiteside Jeff · CIK 0001758722 · CFO and CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 398,800 Underlying: Common Stock · 1,200 shares Expires 2028-10-31 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 · derivative.exercise_date: The Stock Option shares vest ratably over a four-year period in quarterly installments, with the final vesting date on November 1, 2022. Read SEC document |
| December 13, 2021 Filed Dec 14, 2021 21:30 UTC | AGNT, Inc. EXPI · Entity 5272 | SaleCommon Stock | 1,200 | $35.01 | $42,012.00 |
DisclosureSEC source: 0001562180-21-007689 · primarydocument.xml · nonDerivative · entry 2 Whiteside Jeff · CIK 0001758722 · CFO and CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $35.00 to $35.04, inclusive. The reporting person undertakes to provide to EXP World Holdings, Inc. (the "Issuer"), any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote. F1 · balance_after: Stock amounts have been adjusted for the impact of the two-for-one stock split in the form of a stock dividend paid on February 12, 2021 Read SEC document |
| December 13, 2021 Filed Dec 14, 2021 21:30 UTC | AGNT, Inc. EXPI · Entity 5272 | Exercise / conversionCommon Stock | 1,200 | $5.83 | $6,996.00 |
DisclosureSEC source: 0001562180-21-007689 · primarydocument.xml · nonDerivative · entry 1 Whiteside Jeff · CIK 0001758722 · CFO and CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,350 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: Stock amounts have been adjusted for the impact of the two-for-one stock split in the form of a stock dividend paid on February 12, 2021 Read SEC document |
| December 01, 2021 Filed Dec 2, 2021 21:54 UTC | AGNT, Inc. EXPI · Entity 5272 | GrantStock Option (Right to Buy) · Derivative | 5,461 | $0.00 Strike: $34.51 | $0.00 |
DisclosureSEC source: 0001562180-21-007391 · primarydocument.xml · derivative · entry 1 Whiteside Jeff · CIK 0001758722 · CFO and CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,461 Underlying: Common Stock · 5,461 shares Expires 2031-12-01 F1 · derivative.exercise_date: This Stock Option vests 25% on February 1, 2024, 25% on May 1, 2024, 25% on August 1, 2024, and 25% on November 1, 2024, such that the award will be entirely vested on November 1, 2024. Read SEC document |
| October 28, 2021 Filed Oct 29, 2021 23:07 UTC | AGNT, Inc. EXPI · Entity 5272 | GrantStock Option (Right to Buy) · Derivative | 44,539 | $0.00 Strike: $51.91 | $0.00 |
DisclosureSEC source: 0001562180-21-006698 · primarydocument.xml · derivative · entry 1 Whiteside Jeff · CIK 0001758722 · CFO and CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,539 Underlying: Common Stock · 44,539 shares Expires 2031-10-28 F1 · derivative.exercise_date: This Stock Option vests 25% on February 1, 2024, 25% on May 1, 2024, 25% on August 1, 2024, and 25% on November 1, 2024, such that the award will be entirely vested on November 1, 2024. Read SEC document |
| December 16, 2020 Filed Dec 17, 2020 21:46 UTC | AGNT, Inc. EXPI · Entity 5272 | Exercise / conversionStock Option (Right to Buy) · Derivative | 50,000 | $0.00 Strike: $11.65 | $0.00 |
DisclosureSEC source: 0001562180-20-007332 · primarydocument.xml · derivative · entry 4 Whiteside Jeff · CIK 0001758722 · CFO and CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,000 Underlying: Common Stock · 50,000 shares Expires 2028-11-01 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 · derivative.exercise_date: This Stock Option vests in 16 equal quarterly installments beginning on February 1, 2019. Read SEC document |
| December 16, 2020 Filed Dec 17, 2020 21:46 UTC | AGNT, Inc. EXPI · Entity 5272 | SaleCommon Stock | 8,066 | $73.16 | $590,127.92 |
DisclosureSEC source: 0001562180-20-007332 · primarydocument.xml · nonDerivative · entry 3 Whiteside Jeff · CIK 0001758722 · CFO and CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $72.90 to $73.78, inclusive. The reporting person undertakes to provide to EXP World Holdings, Inc. (the "Issuer"), any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote. Read SEC document |
| December 16, 2020 Filed Dec 17, 2020 21:46 UTC | AGNT, Inc. EXPI · Entity 5272 | SaleCommon Stock | 41,934 | $72.12 | $3,024,322.01 |
DisclosureSEC source: 0001562180-20-007332 · primarydocument.xml · nonDerivative · entry 2 Whiteside Jeff · CIK 0001758722 · CFO and CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,141 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $71.75 to $72.58, inclusive. The reporting person undertakes to provide to EXP World Holdings, Inc. (the "Issuer"), any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote. Read SEC document |
| December 16, 2020 Filed Dec 17, 2020 21:46 UTC | AGNT, Inc. EXPI · Entity 5272 | Exercise / conversionCommon Stock | 50,000 | $11.65 | $582,500.00 |
DisclosureSEC source: 0001562180-20-007332 · primarydocument.xml · nonDerivative · entry 1 Whiteside Jeff · CIK 0001758722 · CFO and CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,075 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. Read SEC document |
| November 01, 2020 Filed Nov 19, 2020 21:00 UTC | AGNT, Inc. EXPI · Entity 5272 | GrantStock Option (Right to Buy) · Derivative | 100,000 | $0.00 Strike: $11.65 | $0.00 |
DisclosureSEC source: 0001562180-20-006794 · primarydocument.xml · derivative · entry 1 Whiteside Jeff · CIK 0001758722 · CFO and CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,000 Underlying: Common Stock · 100,000 shares Expires 2030-11-01 F1 · derivative.exercise_date: This Stock Option vests in 12 equal quarterly installments beginning on February 1, 2021. Read SEC document |
| November 01, 2018 Filed Nov 19, 2018 21:35 UTC | AGNT, Inc. EXPI · Entity 5272 | GrantStock Option (Right to Buy) · Derivative | 250,000 | $0.00 Strike: $11.65 | $0.00 |
DisclosureSEC source: 0001683168-18-003502 · ownership.xml · derivative · entry 1 Whiteside Jeff · CIK 0001758722 · CFO and CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 250,000 Underlying: Common Stock · 250,000 shares Expires 2028-11-01 F1 · derivative.exercise_date: This Stock Option vests in 16 equal quarterly installments beginning on February 1, 2019. 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.