Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AXON ENTERPRISE, INC.AXON · Entity 567 | CHIEF FINANCIAL OFFICER | April 05, 2022 | April 06, 2022 |
| FARO TECHNOLOGIES INCFARO · Entity 77350 | Director | May 26, 2023 | May 31, 2023 |
| Offerpad Solutions Inc.OPAD · Entity 7642 | Chief Financial Officer | July 10, 2023 | July 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.
AXON ENTERPRISE, INC.
Report date April 05, 2022 · Filed April 06, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 360,019 |
Reported balance
After 2022-04-05 transaction · row 1
1 source rowRow 1 · 2022-04-05 · Sale · Disposed 4,840 · Balance 360,019 F1: Securities disposed represent securities sold on the open market to settle the reporting person's tax liability incident to the vesting of restricted stock units. This sale of vested restricted stock units was executed pursuant to a filed Rule 10b5-1 plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Securities disposed represent securities sold on the open market to settle the reporting person's tax liability incident to the vesting of restricted stock units. This sale of vested restricted stock units was executed pursuant to a filed Rule 10b5-1 plan.
FARO TECHNOLOGIES INC
Report date May 26, 2023 · Filed May 31, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 14,992 |
Reported balance
After 2023-05-26 transaction · row 1
1 source rowRow 1 · 2023-05-26 · Grant · Acquired 11,544 · Balance 14,992 F1: The reported shares are represented by restricted stock units, or RSUs, all of which vest on the day prior to the date of the Issuer's next annual meeting of stockholders. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported shares are represented by restricted stock units, or RSUs, all of which vest on the day prior to the date of the Issuer's next annual meeting of stockholders.
Offerpad Solutions Inc.
Report date July 10, 2023 · Filed July 10, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 136,111 |
Reported balance
After 2023-07-10 transaction · row 1
1 source rowRow 1 · 2023-07-10 · Grant · Acquired 136,111 · Balance 136,111 F1: Consists of restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Offerpad Solutions Inc. (the "Issuer") Class A common stock. The RSUs vest in three equal annual installments beginning on July 10, 2024. |
Filing footnotes · ownership attribution and instrument terms
F1: Consists of restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Offerpad Solutions Inc. (the "Issuer") Class A common stock. The RSUs vest in three equal annual installments beginning on July 10, 2024.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
STORE CAPITAL Corp
Report date February 03, 2023 · Filed February 03, 2023
Section 16 reporting ended · disclosed 2023-02-03. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2023-02-03 transaction · row 1
1 source rowRow 1 · 2023-02-03 · Disposition to issuer · Disposed 6,096 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger ("Merger Agreement") dated September 15, 2022, by and among Issuer, Ivory Parent, LLC ("Parent") and Ivory REIT, LLC, a wholly owned subsidiary of Parent ("Acquisition Sub"), on February 3, 2023 ("Closing Date"), Issuer merged with and into the Acquisition Sub ("Merger"), with Acquisition Sub continuing as the surviving corporation and a wholly owned subsidiary of Parent. Parent and Acquisition Sub are affiliates of GIC and Oak Street Real Estate Capital. In connection with the Merger, these shares were cancelled and converted into the right to receive $32.25 in cash, without interest, per share, subject to terms and conditions of the Merger Agreement (the "Merger Consideration"). Immediately prior to the Merger, any outstanding restricted shares became fully vested and subject to the right to receive an amount in cash equal to the Merger Consideration, less any applicable withholding taxes. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger ("Merger Agreement") dated September 15, 2022, by and among Issuer, Ivory Parent, LLC ("Parent") and Ivory REIT, LLC, a wholly owned subsidiary of Parent ("Acquisition Sub"), on February 3, 2023 ("Closing Date"), Issuer merged with and into the Acquisition Sub ("Merger"), with Acquisition Sub continuing as the surviving corporation and a wholly owned subsidiary of Parent. Parent and Acquisition Sub are affiliates of GIC and Oak Street Real Estate Capital. In connection with the Merger, these shares were cancelled and converted into the right to receive $32.25 in cash, without interest, per share, subject to terms and conditions of the Merger Agreement (the "Merger Consideration"). Immediately prior to the Merger, any outstanding restricted shares became fully vested and subject to the right to receive an amount in cash equal to the Merger Consideration, less any applicable withholding taxes.
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 |
|---|---|---|---|---|---|---|
| March 03, 2020 Filed Mar 5, 2020 00:05 UTC | AXON ENTERPRISE, INC. AAXN · Entity 567 | SaleCommon Stock | 882 | $81.14 | $71,565.48 |
DisclosureSEC source: 0001069183-20-000033 · wf-form4_158336673543164.xml · nonDerivative · entry 4 Ahsan Jawad A · CIK 0001702677 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,476 F1 · kind: Securities disposed represent securities sold on the open market to settle the reporting person's tax liability incident to the vesting of restricted stock units. This sale of vested restricted stock units was executed pursuant to a filed Rule 10b5-1 plan. F5 · price: The transaction was executed in multiple trades at prices ranging from $80.71 to $81.6. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| March 03, 2020 Filed Mar 5, 2020 00:05 UTC | AXON ENTERPRISE, INC. AAXN · Entity 567 | SaleCommon Stock | 1,591 | $80.34 | $127,820.94 |
DisclosureSEC source: 0001069183-20-000033 · wf-form4_158336673543164.xml · nonDerivative · entry 3 Ahsan Jawad A · CIK 0001702677 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,358 F1 · kind: Securities disposed represent securities sold on the open market to settle the reporting person's tax liability incident to the vesting of restricted stock units. This sale of vested restricted stock units was executed pursuant to a filed Rule 10b5-1 plan. F4 · price: The transaction was executed in multiple trades at prices ranging from $79.69 to $80.64. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| March 03, 2020 Filed Mar 5, 2020 00:05 UTC | AXON ENTERPRISE, INC. AAXN · Entity 567 | SaleCommon Stock | 554 | $78.91 | $43,716.14 |
DisclosureSEC source: 0001069183-20-000033 · wf-form4_158336673543164.xml · nonDerivative · entry 2 Ahsan Jawad A · CIK 0001702677 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,949 F1 · kind: Securities disposed represent securities sold on the open market to settle the reporting person's tax liability incident to the vesting of restricted stock units. This sale of vested restricted stock units was executed pursuant to a filed Rule 10b5-1 plan. F3 · price: The transaction was executed in multiple trades at prices ranging from $78.53 to $79.48. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| March 03, 2020 Filed Mar 5, 2020 00:05 UTC | AXON ENTERPRISE, INC. AAXN · Entity 567 | SaleCommon Stock | 781 | $78.09 | $60,988.29 |
DisclosureSEC source: 0001069183-20-000033 · wf-form4_158336673543164.xml · nonDerivative · entry 1 Ahsan Jawad A · CIK 0001702677 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,503 F1 · kind: Securities disposed represent securities sold on the open market to settle the reporting person's tax liability incident to the vesting of restricted stock units. This sale of vested restricted stock units was executed pursuant to a filed Rule 10b5-1 plan. F2 · price: The transaction was executed in multiple trades at prices ranging from $77.53 to $78.46. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| February 27, 2020 Filed Mar 2, 2020 22:25 UTC | AXON ENTERPRISE, INC. AAXN · Entity 567 | GrantCommon Stock | 10,763 | $77.12 | $830,042.56 |
DisclosureSEC source: 0001069183-20-000021 · wf-form4_158318789772590.xml · nonDerivative · entry 1 Ahsan Jawad A · CIK 0001702677 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,284 F1 · kind: The transaction consists of performance-based restricted stock units for which the performance conditions were determined to have been met on the transaction date. The units vest on February 28, 2020. Read SEC document |
| December 23, 2019 Filed Dec 26, 2019 21:15 UTC | AXON ENTERPRISE, INC. AAXN · Entity 567 | GrantCommon Stock | 6,922 | $72.24 | $500,045.28 |
DisclosureSEC source: 0001069183-19-000169 · wf-form4_157739492708385.xml · nonDerivative · entry 1 Ahsan Jawad A · CIK 0001702677 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,521 F1 · kind: Time-vested restricted stock units granted to the reporting person pursuant to the Axon Enterprise, Inc. 2019 Stock Incentive Plan. The grant is scheduled to vest on December 23, 2022. Read SEC document |
| December 06, 2019 Filed Dec 9, 2019 21:52 UTC | AXON ENTERPRISE, INC. AAXN · Entity 567 | SaleCommon Stock | 1,418 | $73.59 | $104,356.29 |
DisclosureSEC source: 0001069183-19-000155 · wf-form4_157592834512754.xml · nonDerivative · entry 2 Ahsan Jawad A · CIK 0001702677 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,599 F1 · kind: Securities disposed represent securities sold on the open market to settle the reporting person's tax liability incident to the vesting of restricted stock units. This sale of vested restricted stock units was executed pursuant to a filed Rule 10b5-1 plan. F3 · price: The transaction was executed in multiple trades at prices ranging from $73.495 to $73.955. The price reported above reflects the weighted average sales price.The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| December 06, 2019 Filed Dec 9, 2019 21:52 UTC | AXON ENTERPRISE, INC. AAXN · Entity 567 | SaleCommon Stock | 1,072 | $72.86 | $78,110.85 |
DisclosureSEC source: 0001069183-19-000155 · wf-form4_157592834512754.xml · nonDerivative · entry 1 Ahsan Jawad A · CIK 0001702677 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,017 F1 · kind: Securities disposed represent securities sold on the open market to settle the reporting person's tax liability incident to the vesting of restricted stock units. This sale of vested restricted stock units was executed pursuant to a filed Rule 10b5-1 plan. F2 · price: The transaction was executed in multiple trades at prices ranging from $72.47 to $73.445. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| April 03, 2019 Filed Apr 5, 2019 23:15 UTC | AXON ENTERPRISE, INC. AAXN · Entity 567 | Tax withholdingCommon Stock | 4,655 | $55.38 | $257,793.90 |
DisclosureSEC source: 0001069183-19-000052 · wf-form4_155450611247234.xml · nonDerivative · entry 1 Ahsan Jawad A · CIK 0001702677 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,089 F1 · kind: Securities disposed represent securities withheld to settle the reporting person's tax liability related to the vesting of restricted stock units. Read SEC document |
| January 02, 2019 Filed Jan 4, 2019 22:09 UTC | AXON ENTERPRISE, INC. AAXN · Entity 567 | GrantCommon Stock | 11,085 | $45.11 | $500,044.35 |
DisclosureSEC source: 0001069183-19-000007 · wf-form4_154663973164931.xml · nonDerivative · entry 1 Ahsan Jawad A · CIK 0001702677 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,744 F1 · kind: Time-based restricted stock units granted to the reporting person pursuant to the Axon Enterprise, Inc. 2018 Stock Incentive Plan. The grant is scheduled to vest on January 2, 2022. Read SEC document |
| December 04, 2018 Filed Dec 7, 2018 00:36 UTC | AXON ENTERPRISE, INC. AAXN · Entity 567 | Tax withholdingCommon Stock | 1,497 | $43.64 | $65,329.08 |
DisclosureSEC source: 0001069183-18-000121 · wf-form4_154414297963135.xml · nonDerivative · entry 1 Ahsan Jawad A · CIK 0001702677 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,659 F1 · kind: Securities disposed represent securities withheld to settle the reporting person's tax liability incident to the vesting of restricted stock units. Read SEC document |
| November 12, 2018 Filed Nov 13, 2018 16:16 UTC | AXON ENTERPRISE, INC. AAXN · Entity 567 | PurchaseCommon Stock | 2,000 | $49.73 | $99,455.00 |
DisclosureSEC source: 0001069183-18-000116 · wf-form4_154212580097120.xml · nonDerivative · entry 1 Ahsan Jawad A · CIK 0001702677 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,156 Read SEC document |
| April 03, 2018 Filed Apr 4, 2018 23:57 UTC | AXON ENTERPRISE, INC. AAXN · Entity 567 | Tax withholdingCommon Stock | 2,998 | $42.40 | $127,115.20 |
DisclosureSEC source: 0001069183-18-000030 · wf-form4_152288621656668.xml · nonDerivative · entry 1 Ahsan Jawad A · CIK 0001702677 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,156 F1 · kind: Securities disposed represent securities withheld to settle the reporting person's tax liability incident to the vesting of restricted stock units. Read SEC document |
| December 04, 2017 Filed Dec 19, 2017 21:29 UTC | AXON ENTERPRISE, INC. AAXN · Entity 567 | GrantCommon Stock | 16,598 | $24.10 | $400,011.80 |
DisclosureSEC source: 0001069183-17-000149 · wf-form4_151371896536490.xml · nonDerivative · entry 1 Ahsan Jawad A · CIK 0001702677 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,154 F1 · shares: Service based restricted stock units granted to the reporting person pursuant to the TASER International, Inc. 2016 Stock Incentive Plan. The grant is scheduled to vest in three annual installments beginning on December 4, 2018. Read SEC document |
| April 03, 2017 Filed Apr 5, 2017 21:37 UTC | AXON ENTERPRISE, INC. AAXN · Entity 567 | GrantCommon Stock | 55,556 | $22.50 | $1,250,010.00 |
DisclosureSEC source: 0001069183-17-000066 · wf-form4_149142824177532.xml · nonDerivative · entry 1 Ahsan Jawad A · CIK 0001702677 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,556 F1 · shares: Service based restricted stock units granted to the reporting person pursuant to the TASER International, Inc. 2016 Stock Incentive Plan. The grant is scheduled to vest in five annual installments beginning on April 15, 2018. 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.