Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AGNT, Inc.EXPI · Entity 5272 | Director · 10% owner | May 31, 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.
AGNT, Inc.
Report date May 31, 2023 · Filed June 05, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,938,093 |
Reported balance
After 2023-05-31 transaction · row 1
1 source rowRow 1 · 2023-05-31 · Grant · Acquired 80 · Balance 4,938,093 F1: These shares were issued to the reporting person as compensation for his services as a director through May 19, 2023 |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were issued to the reporting person as compensation for his services as a director through May 19, 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 |
|---|---|---|---|---|---|---|
| November 30, 2017 Filed Jul 16, 2020 01:01 UTC | AGNT, Inc. EXPI · Entity 5272 | GrantCommon Stock | 175 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-005128 · primarydocument.xml · nonDerivative · entry 6 Frederick Eugene · CIK 0001750082 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,045,542 F1 · shares: Represents Restricted Stock Units issued under the Issuer's Real Estate Agent Growth Incentive Program. Each Restricted Stock Unit represents a contingent right to receive one share of the Issuer's Common Stock and vests three years after the date of grant. F2 · balance_after: The shares of Common Stock that are reported in this Form 4 as issued to the Reporting Person or the Reporting Person's spouse, as applicable, were not reported timely due to administrative oversight. As a result, such shares were inadvertantly omitted from the Table I, Column 5 share totals disclosed on Forms 4 previously filed on behalf of the Reporting Person reporting transactions that occurred from January 31, 2017 to the present. F3 · balance_after: Includes unvested Restricted Stock Units. Read SEC document |
| October 31, 2017 Filed Mar 15, 2019 20:07 UTC | AGNT, Inc. EXPI · Entity 5272 | GrantCommon Stock | 339 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-19-000684 · ownership.xml · nonDerivative · entry 19 Frederick Eugene · CIK 0001750082 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 793,692 F1 · shares: These shares were issued to the reporting person as compensation for his services as a director. Read SEC document |
| October 31, 2017 Filed Aug 29, 2019 21:59 UTC | AGNT, Inc. EXPI · Entity 5272 | GrantCommon Stock | 125 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-19-004526 · primarydocument.xml · nonDerivative · entry 8 Frederick Eugene · CIK 0001750082 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By spouse Disclosed balance after: 13,696 F1 · shares: These shares were issued to the reporting person's spouse in connection with her services to the Issuer as a real estate agent. Read SEC document |
| September 30, 2017 Filed Mar 15, 2019 20:07 UTC | AGNT, Inc. EXPI · Entity 5272 | GrantCommon Stock | 592 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-19-000684 · ownership.xml · nonDerivative · entry 18 Frederick Eugene · CIK 0001750082 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 793,353 F1 · shares: These shares were issued to the reporting person as compensation for his services as a director. Read SEC document |
| September 30, 2017 Filed Mar 15, 2019 20:07 UTC | AGNT, Inc. EXPI · Entity 5272 | GrantCommon Stock | 250,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-19-000684 · ownership.xml · nonDerivative · entry 17 Frederick Eugene · CIK 0001750082 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 792,761 F4 · shares: Represents the vested portion of an award of 1,000,000 shares of restricted stock granted on the Award Date that vests in three installments over the two-year period beginning September 30, 2017 upon the satisfaction of certain performance-based conditions. Read SEC document |
| August 31, 2017 Filed Mar 15, 2019 20:07 UTC | AGNT, Inc. EXPI · Entity 5272 | GrantCommon Stock | 610 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-19-000684 · ownership.xml · nonDerivative · entry 16 Frederick Eugene · CIK 0001750082 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 542,761 F1 · shares: These shares were issued to the reporting person as compensation for his services as a director. Read SEC document |
| August 31, 2017 Filed Aug 29, 2019 21:59 UTC | AGNT, Inc. EXPI · Entity 5272 | GrantCommon Stock | 125 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-19-004526 · primarydocument.xml · nonDerivative · entry 7 Frederick Eugene · CIK 0001750082 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By spouse Disclosed balance after: 13,571 F1 · shares: These shares were issued to the reporting person's spouse in connection with her services to the Issuer as a real estate agent. Read SEC document |
| August 31, 2017 Filed Jul 16, 2020 01:01 UTC | AGNT, Inc. EXPI · Entity 5272 | GrantCommon Stock | 175 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-005128 · primarydocument.xml · nonDerivative · entry 5 Frederick Eugene · CIK 0001750082 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 544,186 F1 · shares: Represents Restricted Stock Units issued under the Issuer's Real Estate Agent Growth Incentive Program. Each Restricted Stock Unit represents a contingent right to receive one share of the Issuer's Common Stock and vests three years after the date of grant. F2 · balance_after: The shares of Common Stock that are reported in this Form 4 as issued to the Reporting Person or the Reporting Person's spouse, as applicable, were not reported timely due to administrative oversight. As a result, such shares were inadvertantly omitted from the Table I, Column 5 share totals disclosed on Forms 4 previously filed on behalf of the Reporting Person reporting transactions that occurred from January 31, 2017 to the present. F3 · balance_after: Includes unvested Restricted Stock Units. Read SEC document |
| July 31, 2017 Filed Mar 15, 2019 20:07 UTC | AGNT, Inc. EXPI · Entity 5272 | GrantCommon Stock | 646 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-19-000684 · ownership.xml · nonDerivative · entry 15 Frederick Eugene · CIK 0001750082 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 542,151 F1 · shares: These shares were issued to the reporting person as compensation for his services as a director. Read SEC document |
| June 30, 2017 Filed Mar 15, 2019 20:07 UTC | AGNT, Inc. EXPI · Entity 5272 | GrantCommon Stock | 715 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-19-000684 · ownership.xml · nonDerivative · entry 14 Frederick Eugene · CIK 0001750082 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 541,505 F1 · shares: These shares were issued to the reporting person as compensation for his services as a director. Read SEC document |
| June 30, 2017 Filed Jul 16, 2020 01:01 UTC | AGNT, Inc. EXPI · Entity 5272 | GrantCommon Stock | 75 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-005128 · primarydocument.xml · nonDerivative · entry 4 Frederick Eugene · CIK 0001750082 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By spouse Disclosed balance after: 13,521 F1 · shares: Represents Restricted Stock Units issued under the Issuer's Real Estate Agent Growth Incentive Program. Each Restricted Stock Unit represents a contingent right to receive one share of the Issuer's Common Stock and vests three years after the date of grant. F2 · balance_after: The shares of Common Stock that are reported in this Form 4 as issued to the Reporting Person or the Reporting Person's spouse, as applicable, were not reported timely due to administrative oversight. As a result, such shares were inadvertantly omitted from the Table I, Column 5 share totals disclosed on Forms 4 previously filed on behalf of the Reporting Person reporting transactions that occurred from January 31, 2017 to the present. Read SEC document |
| June 30, 2017 Filed Jul 16, 2020 01:01 UTC | AGNT, Inc. EXPI · Entity 5272 | GrantCommon Stock | 250 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-005128 · primarydocument.xml · nonDerivative · entry 3 Frederick Eugene · CIK 0001750082 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 542,755 F1 · shares: Represents Restricted Stock Units issued under the Issuer's Real Estate Agent Growth Incentive Program. Each Restricted Stock Unit represents a contingent right to receive one share of the Issuer's Common Stock and vests three years after the date of grant. F2 · balance_after: The shares of Common Stock that are reported in this Form 4 as issued to the Reporting Person or the Reporting Person's spouse, as applicable, were not reported timely due to administrative oversight. As a result, such shares were inadvertantly omitted from the Table I, Column 5 share totals disclosed on Forms 4 previously filed on behalf of the Reporting Person reporting transactions that occurred from January 31, 2017 to the present. Read SEC document |
| May 31, 2017 Filed Mar 15, 2019 20:07 UTC | AGNT, Inc. EXPI · Entity 5272 | GrantCommon Stock | 564 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-19-000684 · ownership.xml · nonDerivative · entry 13 Frederick Eugene · CIK 0001750082 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 540,790 F1 · shares: These shares were issued to the reporting person as compensation for his services as a director. Read SEC document |
| May 31, 2017 Filed Jul 16, 2020 01:01 UTC | AGNT, Inc. EXPI · Entity 5272 | GrantCommon Stock | 250 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-005128 · primarydocument.xml · nonDerivative · entry 2 Frederick Eugene · CIK 0001750082 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 541,790 F1 · shares: Represents Restricted Stock Units issued under the Issuer's Real Estate Agent Growth Incentive Program. Each Restricted Stock Unit represents a contingent right to receive one share of the Issuer's Common Stock and vests three years after the date of grant. F2 · balance_after: The shares of Common Stock that are reported in this Form 4 as issued to the Reporting Person or the Reporting Person's spouse, as applicable, were not reported timely due to administrative oversight. As a result, such shares were inadvertantly omitted from the Table I, Column 5 share totals disclosed on Forms 4 previously filed on behalf of the Reporting Person reporting transactions that occurred from January 31, 2017 to the present. Read SEC document |
| April 30, 2017 Filed Mar 15, 2019 20:07 UTC | AGNT, Inc. EXPI · Entity 5272 | GrantCommon Stock | 564 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-19-000684 · ownership.xml · nonDerivative · entry 12 Frederick Eugene · CIK 0001750082 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 540,266 F1 · shares: These shares were issued to the reporting person as compensation for his services as a director. Read SEC document |
| April 30, 2017 Filed Aug 29, 2019 21:59 UTC | AGNT, Inc. EXPI · Entity 5272 | GrantCommon Stock | 356 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-19-004526 · primarydocument.xml · nonDerivative · entry 6 Frederick Eugene · CIK 0001750082 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By spouse Disclosed balance after: 13,446 F1 · shares: These shares were issued to the reporting person's spouse in connection with her services to the Issuer as a real estate agent. Read SEC document |
| April 05, 2017 Filed Mar 15, 2019 20:07 UTC | AGNT, Inc. EXPI · Entity 5272 | GrantCommon Stock | 1,088 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-19-000684 · ownership.xml · nonDerivative · entry 11 Frederick Eugene · CIK 0001750082 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 539,662 F1 · shares: These shares were issued to the reporting person as compensation for his services as a director. Read SEC document |
| January 31, 2017 Filed Mar 15, 2019 20:07 UTC | AGNT, Inc. EXPI · Entity 5272 | GrantCommon Stock | 536 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-19-000684 · ownership.xml · nonDerivative · entry 10 Frederick Eugene · CIK 0001750082 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 538,574 F1 · shares: These shares were issued to the reporting person as compensation for his services as a director. Read SEC document |
| January 31, 2017 Filed Jul 16, 2020 01:01 UTC | AGNT, Inc. EXPI · Entity 5272 | GrantCommon Stock | 750 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-005128 · primarydocument.xml · nonDerivative · entry 1 Frederick Eugene · CIK 0001750082 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 539,324 F1 · shares: Represents Restricted Stock Units issued under the Issuer's Real Estate Agent Growth Incentive Program. Each Restricted Stock Unit represents a contingent right to receive one share of the Issuer's Common Stock and vests three years after the date of grant. F2 · balance_after: The shares of Common Stock that are reported in this Form 4 as issued to the Reporting Person or the Reporting Person's spouse, as applicable, were not reported timely due to administrative oversight. As a result, such shares were inadvertantly omitted from the Table I, Column 5 share totals disclosed on Forms 4 previously filed on behalf of the Reporting Person reporting transactions that occurred from January 31, 2017 to the present. Read SEC document |
| December 31, 2016 Filed Mar 15, 2019 20:07 UTC | AGNT, Inc. EXPI · Entity 5272 | GrantCommon Stock | 250,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-19-000684 · ownership.xml · nonDerivative · entry 9 Frederick Eugene · CIK 0001750082 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 538,038 F3 · shares: Represents a portion of an award of 1,000,000 shares of restricted stock granted on February 25, 2015 (the "Award Date") that vested in four equal installments on the dates indicated above upon the satisfaction of certain performance-based conditions. Read SEC document |
| December 31, 2016 Filed Mar 15, 2019 20:07 UTC | AGNT, Inc. EXPI · Entity 5272 | GrantCommon Stock | 473 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-19-000684 · ownership.xml · nonDerivative · entry 8 Frederick Eugene · CIK 0001750082 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 288,038 F1 · shares: These shares were issued to the reporting person as compensation for his services as a director. Read SEC document |
| December 30, 2016 Filed Mar 15, 2019 20:07 UTC | AGNT, Inc. EXPI · Entity 5272 | PurchaseCommon Stock | 30,769 | $100,000.00 | $3,076,900,000.00 |
DisclosureSEC source: 0001683168-19-000684 · ownership.xml · nonDerivative · entry 7 Frederick Eugene · CIK 0001750082 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 287,565 F2 · shares: The reporting person purchased these shares directly from the issuer in a private placement. Read SEC document |
| November 30, 2016 Filed Mar 15, 2019 20:07 UTC | AGNT, Inc. EXPI · Entity 5272 | GrantCommon Stock | 436 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-19-000684 · ownership.xml · nonDerivative · entry 6 Frederick Eugene · CIK 0001750082 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 256,796 F1 · shares: These shares were issued to the reporting person as compensation for his services as a director. Read SEC document |
| November 01, 2016 Filed Mar 15, 2019 20:07 UTC | AGNT, Inc. EXPI · Entity 5272 | GrantCommon Stock | 386 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-19-000684 · ownership.xml · nonDerivative · entry 5 Frederick Eugene · CIK 0001750082 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 256,360 F1 · shares: These shares were issued to the reporting person as compensation for his services as a director. Read SEC document |
| September 30, 2016 Filed Mar 15, 2019 20:07 UTC | AGNT, Inc. EXPI · Entity 5272 | GrantCommon Stock | 517 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-19-000684 · ownership.xml · nonDerivative · entry 4 Frederick Eugene · CIK 0001750082 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 255,974 F1 · shares: These shares were issued to the reporting person as compensation for his services as a director. Read SEC document |
| August 31, 2016 Filed Mar 15, 2019 20:07 UTC | AGNT, Inc. EXPI · Entity 5272 | GrantCommon Stock | 756 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-19-000684 · ownership.xml · nonDerivative · entry 3 Frederick Eugene · CIK 0001750082 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 255,457 F1 · shares: These shares were issued to the reporting person as compensation for his services as a director. Read SEC document |
| August 31, 2016 Filed Aug 29, 2019 21:59 UTC | AGNT, Inc. EXPI · Entity 5272 | GrantCommon Stock | 194 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-19-004526 · primarydocument.xml · nonDerivative · entry 5 Frederick Eugene · CIK 0001750082 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By spouse Disclosed balance after: 13,090 F1 · shares: These shares were issued to the reporting person's spouse in connection with her services to the Issuer as a real estate agent. Read SEC document |
| July 31, 2016 Filed Mar 15, 2019 20:07 UTC | AGNT, Inc. EXPI · Entity 5272 | GrantCommon Stock | 1,115 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-19-000684 · ownership.xml · nonDerivative · entry 2 Frederick Eugene · CIK 0001750082 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 254,701 F1 · shares: These shares were issued to the reporting person as compensation for his services as a director. Read SEC document |
| June 30, 2016 Filed Mar 15, 2019 20:07 UTC | AGNT, Inc. EXPI · Entity 5272 | GrantCommon Stock | 3,586 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-19-000684 · ownership.xml · nonDerivative · entry 1 Frederick Eugene · CIK 0001750082 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 253,586 F1 · shares: These shares were issued to the reporting person as compensation for his services as a director. Read SEC document |
| October 31, 2015 Filed Aug 29, 2019 21:59 UTC | AGNT, Inc. EXPI · Entity 5272 | GrantCommon Stock | 1,030 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-19-004526 · primarydocument.xml · nonDerivative · entry 4 Frederick Eugene · CIK 0001750082 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By spouse Disclosed balance after: 12,896 F1 · shares: These shares were issued to the reporting person's spouse in connection with her services to the Issuer as a real estate agent. Read SEC document |
| August 31, 2015 Filed Aug 29, 2019 21:59 UTC | AGNT, Inc. EXPI · Entity 5272 | GrantCommon Stock | 437 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-19-004526 · primarydocument.xml · nonDerivative · entry 3 Frederick Eugene · CIK 0001750082 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By spouse Disclosed balance after: 11,866 F1 · shares: These shares were issued to the reporting person's spouse in connection with her services to the Issuer as a real estate agent. Read SEC document |
| August 24, 2015 Filed Aug 29, 2019 21:59 UTC | AGNT, Inc. EXPI · Entity 5272 | GrantCommon Stock | 302 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-19-004526 · primarydocument.xml · nonDerivative · entry 2 Frederick Eugene · CIK 0001750082 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By spouse Disclosed balance after: 11,429 F1 · shares: These shares were issued to the reporting person's spouse in connection with her services to the Issuer as a real estate agent. Read SEC document |
| May 29, 2015 Filed Aug 29, 2019 21:59 UTC | AGNT, Inc. EXPI · Entity 5272 | GrantCommon Stock | 57 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-19-004526 · primarydocument.xml · nonDerivative · entry 1 Frederick Eugene · CIK 0001750082 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By spouse Disclosed balance after: 11,127 F1 · shares: These shares were issued to the reporting person's spouse in connection with her services to the Issuer as a real estate agent. 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.