Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BRC Group Holdings, Inc.RILY · Entity 6050 | Director | May 23, 2023 | May 25, 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.
BRC Group Holdings, Inc.
Report date May 23, 2023 · Filed May 25, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 56,677 |
Reported balance
After 2023-05-23 transaction · row 1
1 source rowRow 1 · 2023-05-23 · Grant · Acquired 1,997 · Balance 56,677 F1: Represents a restricted stock unit that settles in common stock of the Company and vests in full on the earlier of May 23, 2024, or the Company's next Annual Shareholder Meeting. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a restricted stock unit that settles in common stock of the Company and vests in full on the earlier of May 23, 2024, or the Company's next Annual Shareholder Meeting.
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 |
|---|---|---|---|---|---|---|
| May 23, 2023 Filed May 25, 2023 21:02 UTC | BRC Group Holdings, Inc. RILY · Entity 6050 | GrantCommon Stock | 1,997 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-23-043153 · ownership.xml · nonDerivative · entry 1 Sheldon Michael Joseph · CIK 0001402601 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,677 F1 · shares: Represents a restricted stock unit that settles in common stock of the Company and vests in full on the earlier of May 23, 2024, or the Company's next Annual Shareholder Meeting. Read SEC document |
| December 16, 2022 Filed Dec 20, 2022 11:07 UTC | BRC Group Holdings, Inc. RILY · Entity 6050 | PurchaseCommon Stock | 10,026 | $39.86 | $399,627.34 |
DisclosureSEC source: 0001213900-22-081129 · ownership.xml · nonDerivative · entry 1 Sheldon Michael Joseph · CIK 0001402601 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,680 Read SEC document |
| May 24, 2022 Filed May 26, 2022 21:00 UTC | BRC Group Holdings, Inc. RILY · Entity 6050 | GrantCommon Stock | 1,490 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-22-029789 · ownership.xml · nonDerivative · entry 1 Sheldon Michael Joseph · CIK 0001402601 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,654 F1 · shares: Represents a restricted stock unit that settles in common stock of the Company and vests in full on the earlier of June 2, 2023, or the Company's next Annual Shareholder Meeting. Read SEC document |
| May 02, 2022 Filed May 3, 2022 15:53 UTC | BRC Group Holdings, Inc. RILY · Entity 6050 | PurchaseCommon Stock | 10,000 | $47.68 | $476,792.00 |
DisclosureSEC source: 0001213900-22-023431 · ownership.xml · nonDerivative · entry 1 Sheldon Michael Joseph · CIK 0001402601 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,164 Read SEC document |
| March 01, 2022 Filed Mar 2, 2022 14:06 UTC | BRC Group Holdings, Inc. RILY · Entity 6050 | PurchaseCommon Stock | 8,430 | $59.51 | $501,695.43 |
DisclosureSEC source: 0001213900-22-010272 · ownership.xml · nonDerivative · entry 1 Sheldon Michael Joseph · CIK 0001402601 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,164 Read SEC document |
| June 04, 2021 Filed Jun 8, 2021 16:01 UTC | BRC Group Holdings, Inc. RILY · Entity 6050 | GrantCommon Stock | 1,074 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-21-031392 · ownership.xml · nonDerivative · entry 1 Sheldon Michael Joseph · CIK 0001402601 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,734 F1 · shares: Represents a restricted stock unit that settles in common stock of the Company and vests in full on the earlier of June 4, 2022, or the Company's next Annual Shareholder Meeting. Read SEC document |
| January 25, 2021 Filed Jan 25, 2021 19:53 UTC | BRC Group Holdings, Inc. RILY · Entity 6050 | PurchaseCommon Stock | 2,089 | $48.95 | $102,256.55 |
DisclosureSEC source: 0001213900-21-004007 · ownership.xml · nonDerivative · entry 1 Sheldon Michael Joseph · CIK 0001402601 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,660 Read SEC document |
| June 18, 2020 Filed Jun 22, 2020 20:50 UTC | BRC Group Holdings, Inc. RILY · Entity 6050 | GrantCommon Stock | 3,456 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-20-015468 · ownership.xml · nonDerivative · entry 1 Sheldon Michael Joseph · CIK 0001402601 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,571 F1 · shares: Represents a restricted stock unit that settles in common stock of the Company and vests in full on the earlier of May 21, 2021, or the Company's next Annual Shareholder Meeting. Read SEC document |
| March 13, 2020 Filed Mar 13, 2020 18:40 UTC | BRC Group Holdings, Inc. RILY · Entity 6050 | PurchaseCommon Stock | 5,327 | $18.91 | $100,733.57 |
DisclosureSEC source: 0001213900-20-006282 · ownership.xml · nonDerivative · entry 1 Sheldon Michael Joseph · CIK 0001402601 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,115 F1 · kind: This transaction was executed in multiple trades at prices ranging from $18.77 to $18.98. The price reported above reflects the weighted average purchase 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 |
| July 18, 2019 Filed Jul 22, 2019 21:01 UTC | BRC Group Holdings, Inc. RILY · Entity 6050 | GrantCommon Stock | 2,610 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-19-013322 · ownership.xml · nonDerivative · entry 1 Sheldon Michael Joseph · CIK 0001402601 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,788 F1 · shares: Represents a restricted stock unit that settles in common stock of the Company and vests in full on the earlier of May 21, 2020, or the Company's next Annual Shareholder Meeting. Read SEC document |
| February 22, 2019 Filed Feb 26, 2019 22:00 UTC | BRC Group Holdings, Inc. RILY · Entity 6050 | PurchaseCommon Stock | 5,310 | $16.52 | $87,709.52 |
DisclosureSEC source: 0001615774-19-003031 · s116333_form4.xml · nonDerivative · entry 1 Sheldon Michael Joseph · CIK 0001402601 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,178 F1 · price: These shares were acquired in multiple transactions in prices ranging from $16.4499 to $16.5464, inclusive. The price reported above reflects the weighted average purchase price. The reporting person herby undertakes to provide upon request to the staff of the Securities and Exchange Commission, the issuer, or any security holder of the issuer full information regarding the number of shares sold at each separate price within the range set forth in this footnote (1). Read SEC document |
| August 21, 2018 Filed Sep 19, 2018 01:06 UTC | BRC Group Holdings, Inc. RILY · Entity 6050 | GrantCommon Stock | 2,262 | $0.00 | $0.00 |
DisclosureSEC source: 0001615774-18-009698 · s112776_form4.xml · nonDerivative · entry 1 Sheldon Michael Joseph · CIK 0001402601 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,868 F1 · shares: Represents a restricted stock unit that settles in common stock of the Company and vests in full on the earlier of June 1, 2019, or the Company's next Annual Shareholder Meeting. Read SEC document |
| August 18, 2017 Filed Aug 22, 2017 22:00 UTC | BRC Group Holdings, Inc. RILY · Entity 6050 | GrantCommon Stock | 2,606 | $0.00 | $0.00 |
DisclosureSEC source: 0001615774-17-004675 · s107288_form4.xml · nonDerivative · entry 1 Sheldon Michael Joseph · CIK 0001402601 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,606 F1 · shares: Represents a restricted stock unit that settles in common stock of the Company and vests in full on the earlier of June 1, 2018, or the Company's next Annual Shareholder Meeting. 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.