Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ACCESS Newswire Inc.ISDR · Entity 7644 | Director | June 07, 2023 | June 09, 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.
ACCESS Newswire Inc.
Report date June 07, 2023 · Filed June 09, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 3,583 |
Reported balance
After 2023-06-07 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-06-07 · Grant · Acquired 3,583 · Balance 3,583 F2: This restricted stock unit vests on the earlier of (i) the date of the following year's annual meeting of stockholders (but only for a non-employee director who ceases to be a member of the Board of Directors at such annual meeting as a result of not standing for re-election or not being re-elected) or (ii) June 7, 2024. In the event of a Change in Control (as defined in the Issuer's 2023 Equity Incentive Plan), the restricted stock units not previously vested shall immediately become vested. The Reporting Person must be a member of the Board of Directors as of the vesting date. |
| Common StockSEC Table I · non-derivative | Direct | 5,041 |
Reported balance
Holding disclosure · report date 2023-06-07 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 5,041 F1: Includes 2,488 restricted stock units which vested on June 8, 2023 and have been previously reported. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 2,488 restricted stock units which vested on June 8, 2023 and have been previously reported.
F2: This restricted stock unit vests on the earlier of (i) the date of the following year's annual meeting of stockholders (but only for a non-employee director who ceases to be a member of the Board of Directors at such annual meeting as a result of not standing for re-election or not being re-elected) or (ii) June 7, 2024. In the event of a Change in Control (as defined in the Issuer's 2023 Equity Incentive Plan), the restricted stock units not previously vested shall immediately become vested. The Reporting Person must be a member of the Board of Directors as of the vesting date.
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 |
|---|---|---|---|---|---|---|
| June 07, 2023 Filed Jun 9, 2023 20:32 UTC | ACCESS Newswire Inc. ISDR · Entity 7644 | GrantRestricted Stock Units · Derivative | 3,583 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001654954-23-007862 · section16.xml · derivative · entry 2 Lazear Marti Beller · CIK 0001866484 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,583 Underlying: Common Stock · 3,583 shares Expires not disclosed F2 · derivative.exercise_date: This restricted stock unit vests on the earlier of (i) the date of the following year's annual meeting of stockholders (but only for a non-employee director who ceases to be a member of the Board of Directors at such annual meeting as a result of not standing for re-election or not being re-elected) or (ii) June 7, 2024. In the event of a Change in Control (as defined in the Issuer's 2023 Equity Incentive Plan), the restricted stock units not previously vested shall immediately become vested. The Reporting Person must be a member of the Board of Directors as of the vesting date. F2 · derivative.expiration_date: This restricted stock unit vests on the earlier of (i) the date of the following year's annual meeting of stockholders (but only for a non-employee director who ceases to be a member of the Board of Directors at such annual meeting as a result of not standing for re-election or not being re-elected) or (ii) June 7, 2024. In the event of a Change in Control (as defined in the Issuer's 2023 Equity Incentive Plan), the restricted stock units not previously vested shall immediately become vested. The Reporting Person must be a member of the Board of Directors as of the vesting date. Read SEC document |
| June 08, 2022 Filed Jun 10, 2022 20:08 UTC | ACCESS Newswire Inc. ISDR · Entity 7644 | GrantRestricted Stock Unit · Derivative | 2,488 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001654954-22-008219 · section16.xml · derivative · entry 2 Lazear Marti Beller · CIK 0001866484 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,488 Underlying: Common Stock · 2,488 shares Expires not disclosed F2 · derivative.exercise_date: This restricted stock unit vests on the earlier of (i) the date of the following year's annual meeting of stockholders (but only for a non-employee director who ceases to be a member of the Board of Directors at such annual meeting as a result of not standing for re-election or not being re-elected) or (ii) June 8, 2023. In the event of a Corporate Transaction (as defined in the Issuer's 2014 Equity Incentive Plan, as amended), the restricted stock units not previously vested shall immediately become vested. The Reporting Person must be a member of the Board of Directors as of the vesting date. F2 · derivative.expiration_date: This restricted stock unit vests on the earlier of (i) the date of the following year's annual meeting of stockholders (but only for a non-employee director who ceases to be a member of the Board of Directors at such annual meeting as a result of not standing for re-election or not being re-elected) or (ii) June 8, 2023. In the event of a Corporate Transaction (as defined in the Issuer's 2014 Equity Incentive Plan, as amended), the restricted stock units not previously vested shall immediately become vested. The Reporting Person must be a member of the Board of Directors as of the vesting date. Read SEC document |
| June 11, 2021 Filed Jun 14, 2021 21:37 UTC | ACCESS Newswire Inc. ISDR · Entity 7644 | GrantRestricted Stock Unit · Derivative | 2,553 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001654954-21-006870 · section16.xml · derivative · entry 1 Lazear Marti Beller · CIK 0001866484 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,553 Underlying: Common Stock · 2,553 shares Expires not disclosed F1 · derivative.exercise_date: This restricted stock unit vests on the earlier of (i) the date of the following year's annual meeting of stockholders (but only for a non-employee director who ceases to be a member of the Board of Directors at such annual meeting as a result of not standing for re-election or not being re-elected) or (ii) June 11, 2022. In the event of a Corporate Transaction (as defined in the Issuer's 2014 Equity Incentive Plan, as amended), the restricted stock units not previously vested shall immediately become vested. The Reporting Person must be a member of the Board of Directors as of the vesting date. F1 · derivative.expiration_date: This restricted stock unit vests on the earlier of (i) the date of the following year's annual meeting of stockholders (but only for a non-employee director who ceases to be a member of the Board of Directors at such annual meeting as a result of not standing for re-election or not being re-elected) or (ii) June 11, 2022. In the event of a Corporate Transaction (as defined in the Issuer's 2014 Equity Incentive Plan, as amended), the restricted stock units not previously vested shall immediately become vested. The Reporting Person must be a member of the Board of Directors as of the vesting date. 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.