Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BrightView Holdings, Inc.BV · Entity 4938 | President - Evergreen West | June 01, 2023 | June 05, 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.
BrightView Holdings, Inc.
Report date June 01, 2023 · Filed June 05, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 15,672 |
Last balance in matching sequence
After 2023-06-03 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2023-06-03 · Exercise / conversion · Acquired 500 · Balance 15,841 F1: Reflects restricted stock units that upon vesting converted into shares of Issuer common stock on a one-for-one basis. F2: Includes shares of common stock acquired under the Issuer's employee stock purchase plan and unvested shares of restricted stock. Does not include unvested performance shares which will be reported upon achievement of certain performance criteria. Row 2 · 2023-06-03 · Tax withholding · Disposed 169 · Balance 15,672 F3: Represents the number of shares of common stock withheld to pay the related tax liability on restricted stock units that vested on June 3, 2023. F2: Includes shares of common stock acquired under the Issuer's employee stock purchase plan and unvested shares of restricted stock. Does not include unvested performance shares which will be reported upon achievement of certain performance criteria. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 24,926 |
Reported balance
After 2023-06-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-06-01 · Grant · Acquired 24,926 · Balance 24,926 F4: Each restricted stock unit represents a contingent right to receive one share of Issuer common stock. The restricted stock units will be settled in either common stock or cash (or a combination thereof). F5: Represents a grant of time-based restricted stock units that vest in two equal installments on June 1, 2024 and December 1, 2024. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-06-03 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2023-06-03 · Exercise / conversion · Disposed 500 · Balance 0 F4: Each restricted stock unit represents a contingent right to receive one share of Issuer common stock. The restricted stock units will be settled in either common stock or cash (or a combination thereof). F6: Represents a grant of time-based restricted stock units that vest on June 3, 2023. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects restricted stock units that upon vesting converted into shares of Issuer common stock on a one-for-one basis.
F2: Includes shares of common stock acquired under the Issuer's employee stock purchase plan and unvested shares of restricted stock. Does not include unvested performance shares which will be reported upon achievement of certain performance criteria.
F3: Represents the number of shares of common stock withheld to pay the related tax liability on restricted stock units that vested on June 3, 2023.
F4: Each restricted stock unit represents a contingent right to receive one share of Issuer common stock. The restricted stock units will be settled in either common stock or cash (or a combination thereof).
F5: Represents a grant of time-based restricted stock units that vest in two equal installments on June 1, 2024 and December 1, 2024.
F6: Represents a grant of time-based restricted stock units that vest on June 3, 2023.
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 03, 2023 Filed Jun 5, 2023 20:00 UTC | BrightView Holdings, Inc. BV · Entity 4938 | Exercise / conversionRestricted Stock Units · Derivative | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-034226 · doc4.xml · derivative · entry 4 Freund Fred · CIK 0001956843 · President - Evergreen West 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 500 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. F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer common stock. The restricted stock units will be settled in either common stock or cash (or a combination thereof). F6 · derivative.exercise_date: Represents a grant of time-based restricted stock units that vest on June 3, 2023. F6 · derivative.expiration_date: Represents a grant of time-based restricted stock units that vest on June 3, 2023. Read SEC document |
| June 03, 2023 Filed Jun 5, 2023 20:00 UTC | BrightView Holdings, Inc. BV · Entity 4938 | Tax withholdingCommon Stock | 169 | $7.18 | $1,213.42 |
DisclosureSEC source: 0001209191-23-034226 · doc4.xml · nonDerivative · entry 2 Freund Fred · CIK 0001956843 · President - Evergreen West 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,672 F3 · kind: Represents the number of shares of common stock withheld to pay the related tax liability on restricted stock units that vested on June 3, 2023. F2 · balance_after: Includes shares of common stock acquired under the Issuer's employee stock purchase plan and unvested shares of restricted stock. Does not include unvested performance shares which will be reported upon achievement of certain performance criteria. Read SEC document |
| June 03, 2023 Filed Jun 5, 2023 20:00 UTC | BrightView Holdings, Inc. BV · Entity 4938 | Exercise / conversionCommon Stock | 500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-034226 · doc4.xml · nonDerivative · entry 1 Freund Fred · CIK 0001956843 · President - Evergreen West 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,841 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: Reflects restricted stock units that upon vesting converted into shares of Issuer common stock on a one-for-one basis. F2 · balance_after: Includes shares of common stock acquired under the Issuer's employee stock purchase plan and unvested shares of restricted stock. Does not include unvested performance shares which will be reported upon achievement of certain performance criteria. Read SEC document |
| June 01, 2023 Filed Jun 5, 2023 20:00 UTC | BrightView Holdings, Inc. BV · Entity 4938 | GrantRestricted Stock Units · Derivative | 24,926 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-034226 · doc4.xml · derivative · entry 3 Freund Fred · CIK 0001956843 · President - Evergreen West 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,926 Underlying: Common Stock · 24,926 shares Expires not disclosed F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer common stock. The restricted stock units will be settled in either common stock or cash (or a combination thereof). F5 · derivative.exercise_date: Represents a grant of time-based restricted stock units that vest in two equal installments on June 1, 2024 and December 1, 2024. F5 · derivative.expiration_date: Represents a grant of time-based restricted stock units that vest in two equal installments on June 1, 2024 and December 1, 2024. Read SEC document |
| May 19, 2023 Filed May 22, 2023 20:00 UTC | BrightView Holdings, Inc. BV · Entity 4938 | Exercise / conversionRestricted Stock Units · Derivative | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-031406 · doc4.xml · derivative · entry 3 Freund Fred · CIK 0001956843 · President - Evergreen West 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,000 Underlying: Common Stock · 1,500 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. F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer common stock. The restricted stock units will be settled in either common stock or cash (or a combination thereof). F5 · derivative.exercise_date: Represents a grant of time-based restricted stock units that vest in three equal annual installments beginning on May 19, 2023. F5 · derivative.expiration_date: Represents a grant of time-based restricted stock units that vest in three equal annual installments beginning on May 19, 2023. Read SEC document |
| May 19, 2023 Filed May 22, 2023 20:00 UTC | BrightView Holdings, Inc. BV · Entity 4938 | Tax withholdingCommon Stock | 599 | $6.56 | $3,929.44 |
DisclosureSEC source: 0001209191-23-031406 · doc4.xml · nonDerivative · entry 2 Freund Fred · CIK 0001956843 · President - Evergreen West 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,341 F3 · kind: Represents the number of shares of common stock withheld to pay the related tax liability on restricted stock units that vested on May 19, 2023. F2 · balance_after: Includes shares of common stock acquired under the Issuer's employee stock purchase plan and unvested shares of restricted stock. Does not include unvested performance shares which will be reported upon achievement of certain performance criteria. Read SEC document |
| May 19, 2023 Filed May 22, 2023 20:00 UTC | BrightView Holdings, Inc. BV · Entity 4938 | Exercise / conversionCommon Stock | 1,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-031406 · doc4.xml · nonDerivative · entry 1 Freund Fred · CIK 0001956843 · President - Evergreen West 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,940 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: Reflects restricted stock units that upon vesting converted into shares of Issuer common stock on a one-for-one basis. F2 · balance_after: Includes shares of common stock acquired under the Issuer's employee stock purchase plan and unvested shares of restricted stock. Does not include unvested performance shares which will be reported upon achievement of certain performance criteria. 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.