Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Everest Consolidator Acquisition CorpMNTN · Entity 87917 | Director | November 23, 2021 | November 24, 2021 |
| Inogen IncINGN · Entity 2083 | Director | June 05, 2026 | June 09, 2026 |
| Limoneira COLMNR · Entity 6108 | Director | March 25, 2026 | March 26, 2026 |
| MKS INCMKSI · Entity 110 | Director | September 01, 2026 | September 02, 2026 |
| Nuburu, Inc.BURU · Entity 7846 | Director | August 31, 2023 | September 01, 2023 |
| Smartbird, Inc.BIRD · Entity 1517 | Director | October 01, 2026 | October 06, 2026 |
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.
Everest Consolidator Acquisition Corp
Report date November 23, 2021 · Filed November 24, 2021
This filing explicitly reported no securities owned.
Inogen Inc
Report date June 05, 2026 · Filed June 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 107,261 |
Reported balance
After 2026-06-05 transaction · row 1
1 source rowRow 1 · 2026-06-05 · Grant · Acquired 28,081 · Balance 107,261 F1: The reported shares were acquired pursuant to a restricted stock unit award. Subject to the reporting person's continued service, the restricted stock unit award shall vest on the earlier of (i) the one-year anniversary of the date of grant or (ii) the day prior to the date of the Annual Meeting of the Issuer's stockholders next following the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported shares were acquired pursuant to a restricted stock unit award. Subject to the reporting person's continued service, the restricted stock unit award shall vest on the earlier of (i) the one-year anniversary of the date of grant or (ii) the day prior to the date of the Annual Meeting of the Issuer's stockholders next following the date of grant.
Limoneira CO
Report date March 25, 2026 · Filed March 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 23,850 |
Reported balance
After 2026-03-25 transaction · row 1
1 source rowRow 1 · 2026-03-25 · Grant · Disposed 6,315 · Balance 23,850 F1: Reflects the granting of a stock award pursuant to the Limoneira Company 2022 Omnibus Incentive Plan, as approved by the shareholders. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects the granting of a stock award pursuant to the Limoneira Company 2022 Omnibus Incentive Plan, as approved by the shareholders.
MKS INC
Report date September 01, 2026 · Filed September 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 18,845.353 |
Reported balance
After 2026-09-01 transaction · row 1
1 source rowRow 1 · 2026-09-01 · Sale · Disposed 300 · Balance 18,845.353 F1: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 23, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 23, 2026.
Nuburu, Inc.
Report date August 31, 2023 · Filed September 01, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $0.39 · Expires 2033-08-31 | Direct | 63,750 |
Reported balance
After 2023-08-31 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2023-08-31 · Grant · Acquired 63,750 · Balance 63,750 F1: The shares subject to this stock option are subject to service-based vesting requirements. 1/12th of the shares subject to the option shall vest and become exercisable on the first day of each month following June 16, 2023 beginning on July 1, 2023 such that 100% of the shares subject to this stock option will be vested on June 1, 2024, subject to the Report Person remaining a service provider through each such vesting date. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $0.39 · Expires 2033-08-31 | Direct | 18,750 |
Reported balance
After 2023-08-31 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-08-31 · Grant · Acquired 18,750 · Balance 18,750 F2: The shares subject to this stock option are subject to service-based vesting requirements. 1/12th of the shares subject to the option shall vest and become exercisable on the first day of each month following January 31, 2023 beginning on February 1, 2023 such that 100% of the shares subject to this stock option will be vested on January 1, 2024, subject to the Report Person remaining a service provider through each such vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares subject to this stock option are subject to service-based vesting requirements. 1/12th of the shares subject to the option shall vest and become exercisable on the first day of each month following June 16, 2023 beginning on July 1, 2023 such that 100% of the shares subject to this stock option will be vested on June 1, 2024, subject to the Report Person remaining a service provider through each such vesting date.
F2: The shares subject to this stock option are subject to service-based vesting requirements. 1/12th of the shares subject to the option shall vest and become exercisable on the first day of each month following January 31, 2023 beginning on February 1, 2023 such that 100% of the shares subject to this stock option will be vested on January 1, 2024, subject to the Report Person remaining a service provider through each such vesting date.
Smartbird, Inc.
Report date October 01, 2026 · Filed October 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 57,306 |
Reported balance
After 2026-10-01 transaction · row 1
1 source rowRow 1 · 2026-10-01 · Grant · Acquired 57,306 · Balance 57,306 F1: Each share is represented by a restricted stock unit ("RSU"). Each RSU represents a contingent right to receive one share of the Issuer's Class A common stock upon settlement. The RSUs shall vest in three equal annual installments on each anniversary of the Grant Date, subject to the Reporting Person's Continuous Service (as defined in the 2021 Equity Incentive Plan) through the applicable vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each share is represented by a restricted stock unit ("RSU"). Each RSU represents a contingent right to receive one share of the Issuer's Class A common stock upon settlement. The RSUs shall vest in three equal annual installments on each anniversary of the Grant Date, subject to the Reporting Person's Continuous Service (as defined in the 2021 Equity Incentive Plan) through the applicable vesting date.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
GCP Applied Technologies Inc.
Report date June 01, 2020 · Filed June 03, 2020
Section 16 reporting ended · disclosed 2020-06-03. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 16,158 |
Reported balance
After 2020-06-01 transaction · row 1
1 source rowRow 1 · 2020-06-01 · Grant · Acquired 1,242 · Balance 16,158 F1: Shares issued on a prorated basis in respect of the director's initial period of service on the GCP board of directors, payable upon the director's departure from the Board. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares issued on a prorated basis in respect of the director's initial period of service on the GCP board of directors, payable upon the director's departure from the Board.
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 02, 2020 Filed Mar 3, 2020 18:45 UTC | MKS INC MKSI · Entity 110 | SaleCommon Stock | 400 | $100.68 | $40,272.00 |
DisclosureSEC source: 0001127602-20-008832 · form4.xml · nonDerivative · entry 1 Mora Elizabeth · CIK 0001548935 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,417.649 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person. Read SEC document |
| December 02, 2019 Filed Dec 3, 2019 21:22 UTC | MKS INC MKSI · Entity 110 | SaleCommon Stock | 400 | $106.92 | $42,768.00 |
DisclosureSEC source: 0001127602-19-034129 · form4.xml · nonDerivative · entry 1 Mora Elizabeth · CIK 0001548935 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,817.649 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person. Read SEC document |
| September 03, 2019 Filed Sep 4, 2019 18:38 UTC | MKS INC MKSI · Entity 110 | SaleCommon Stock | 400 | $77.00 | $30,800.00 |
DisclosureSEC source: 0001127602-19-027836 · form4.xml · nonDerivative · entry 1 Mora Elizabeth · CIK 0001548935 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,217.649 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person. Read SEC document |
| June 03, 2019 Filed Jun 4, 2019 16:18 UTC | MKS INC MKSI · Entity 110 | SaleCommon Stock | 400 | $71.93 | $28,772.00 |
DisclosureSEC source: 0001127602-19-020609 · form4.xml · nonDerivative · entry 1 Mora Elizabeth · CIK 0001548935 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,617.649 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person. Read SEC document |
| May 08, 2019 Filed May 9, 2019 21:11 UTC | MKS INC MKSI · Entity 110 | GrantCommon Stock | 1,980.429 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-19-017944 · form4.xml · nonDerivative · entry 1 Mora Elizabeth · CIK 0001548935 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,017.649 F1 · kind: These restricted stock units become fully vested on the day prior to the first annual meeting of shareholders following the date of grant (or if no such meeting is held within 13 months after the date of grant, on the 13 month anniversary of the date of grant). F2 · price: Each restricted stock unit represents the contingent right to receive one share of common stock of MKS Instruments, Inc. Read SEC document |
| May 01, 2019 Filed May 2, 2019 17:05 UTC | GCP Applied Technologies Inc. GCP · Entity 123481 | GrantCommon Stock, par value $0.01 per share | 3,917 | $0.00 | $0.00 |
DisclosureSEC source: 0001644440-19-000094 · wf-form4_155683113671709.xml · nonDerivative · entry 1 Mora Elizabeth · CIK 0001548935 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,916 F1 · price: Issued pursuant to the GCP non-employee director compensation program in partial payment of the 2019 retainer. Read SEC document |
| March 01, 2019 Filed Mar 4, 2019 21:39 UTC | MKS INC MKSI · Entity 110 | SaleCommon Stock | 375 | $83.90 | $31,462.50 |
DisclosureSEC source: 0001127602-19-009446 · form4.xml · nonDerivative · entry 1 Mora Elizabeth · CIK 0001548935 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,037.22 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person. Read SEC document |
| December 03, 2018 Filed Dec 4, 2018 20:35 UTC | MKS INC MKSI · Entity 110 | SaleCommon Stock | 375 | $79.90 | $29,963.25 |
DisclosureSEC source: 0001127602-18-035074 · form4.xml · nonDerivative · entry 1 Mora Elizabeth · CIK 0001548935 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,412.22 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person. Read SEC document |
| September 04, 2018 Filed Sep 5, 2018 18:00 UTC | MKS INC MKSI · Entity 110 | SaleCommon Stock | 375 | $92.50 | $34,687.50 |
DisclosureSEC source: 0001127602-18-026770 · form4.xml · nonDerivative · entry 1 Mora Elizabeth · CIK 0001548935 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,787.22 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person. Read SEC document |
| June 01, 2018 Filed Jun 4, 2018 17:43 UTC | MKS INC MKSI · Entity 110 | SaleCommon Stock | 375 | $113.40 | $42,525.00 |
DisclosureSEC source: 0001127602-18-019669 · form4.xml · nonDerivative · entry 1 Mora Elizabeth · CIK 0001548935 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,162.22 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person. Read SEC document |
| May 16, 2018 Filed May 17, 2018 16:57 UTC | MKS INC MKSI · Entity 110 | SaleCommon Stock | 516 | $116.42 | $60,074.78 |
DisclosureSEC source: 0001127602-18-017829 · form4.xml · nonDerivative · entry 1 Mora Elizabeth · CIK 0001548935 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,537.22 F1 · price: This transaction was executed in multiple trades at prices ranging from $116.40 to $116.44. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide, upon request, the full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| May 09, 2018 Filed May 10, 2018 21:26 UTC | MKS INC MKSI · Entity 110 | GrantCommon Stock | 1,499.118 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-18-017114 · form4.xml · nonDerivative · entry 1 Mora Elizabeth · CIK 0001548935 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,053.22 F1 · kind: These restricted stock units become fully vested on the day prior to the first annual meeting of shareholders following the date of grant (or if no such meeting is held within 13 months after the date of grant, on the 13 month anniversary of the date of grant). F2 · price: Each restricted stock unit represents the contingent right to receive one share of common stock of MKS Instruments, Inc. Read SEC document |
| May 02, 2018 Filed May 3, 2018 15:30 UTC | GCP Applied Technologies Inc. GCP · Entity 123481 | GrantCommon Stock, par value $0.01 per share | 3,571 | $0.00 | $0.00 |
DisclosureSEC source: 0001644440-18-000053 · wf-form4_152537575845047.xml · nonDerivative · entry 1 Mora Elizabeth · CIK 0001548935 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,999 F1 · price: Issued pursuant to the GCP non-employee director compensation program in partial payment of the 2016 retainer. Read SEC document |
| March 01, 2018 Filed Mar 2, 2018 17:25 UTC | MKS INC MKSI · Entity 110 | SaleCommon Stock | 300 | $111.10 | $33,330.00 |
DisclosureSEC source: 0001127602-18-009535 · form4.xml · nonDerivative · entry 1 Mora Elizabeth · CIK 0001548935 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,554.102 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person. Read SEC document |
| December 01, 2017 Filed Dec 4, 2017 19:43 UTC | MKS INC MKSI · Entity 110 | SaleCommon Stock | 300 | $94.10 | $28,230.00 |
DisclosureSEC source: 0001127602-17-033752 · form4.xml · nonDerivative · entry 1 Mora Elizabeth · CIK 0001548935 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,854.102 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person. Read SEC document |
| September 01, 2017 Filed Sep 5, 2017 15:41 UTC | MKS INC MKSI · Entity 110 | SaleCommon Stock | 300 | $82.80 | $24,840.00 |
DisclosureSEC source: 0001127602-17-026885 · form4.xml · nonDerivative · entry 1 Mora Elizabeth · CIK 0001548935 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,154.102 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person. Read SEC document |
| June 01, 2017 Filed Jun 2, 2017 16:03 UTC | MKS INC MKSI · Entity 110 | SaleCommon Stock | 300 | $81.90 | $24,570.00 |
DisclosureSEC source: 0001127602-17-020200 · form4.xml · nonDerivative · entry 1 Mora Elizabeth · CIK 0001548935 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,454.102 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person. Read SEC document |
| May 10, 2017 Filed May 12, 2017 00:16 UTC | MKS INC MKSI · Entity 110 | GrantCommon Stock | 1,988.812 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-017823 · form4.xml · nonDerivative · entry 1 Mora Elizabeth · CIK 0001548935 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,754.102 F1 · kind: These restricted stock units become fully vested on the day prior to the first annual meeting of shareholders following the date of grant (or if no such meeting is held within 13 months after the date of grant, on the 13 month anniversary of the date of grant). F2 · price: Each restricted stock unit represents the contingent right to receive one share of common stock of MKS Instruments, Inc. Read SEC document |
| May 04, 2017 Filed May 4, 2017 15:24 UTC | GCP Applied Technologies Inc. GCP · Entity 123481 | GrantCommon Stock, par value $0.01 per share | 2,967 | $0.00 | $0.00 |
DisclosureSEC source: 0001644440-17-000065 · wf-form4_149392587813435.xml · nonDerivative · entry 1 Mora Elizabeth · CIK 0001548935 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,428 F1 · price: Issued pursuant to the GCP non-employee director compensation program in partial payment of the 2017 retainer. Read SEC document |
| May 03, 2017 Filed May 4, 2017 16:26 UTC | MKS INC MKSI · Entity 110 | SaleCommon Stock | 200 | $80.00 | $16,000.00 |
DisclosureSEC source: 0001127602-17-016813 · form4.xml · nonDerivative · entry 1 Mora Elizabeth · CIK 0001548935 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,765.29 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person. Read SEC document |
| February 01, 2017 Filed Feb 2, 2017 22:31 UTC | MKS INC MKSI · Entity 110 | SaleCommon Stock | 200 | $66.60 | $13,320.00 |
DisclosureSEC source: 0001127602-17-003694 · form4.xml · nonDerivative · entry 1 Mora Elizabeth · CIK 0001548935 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,965.29 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person. Read SEC document |
| November 01, 2016 Filed Nov 2, 2016 20:01 UTC | MKS INC MKSI · Entity 110 | SaleCommon Stock | 200 | $50.50 | $10,100.00 |
DisclosureSEC source: 0001127602-16-065854 · form4.xml · nonDerivative · entry 1 Mora Elizabeth · CIK 0001548935 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,165.29 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person. 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.