Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Babcock & Wilcox Enterprises, Inc.BW · Entity 4934 | Director | January 02, 2018 | January 04, 2018 |
| Charah Solutions, Inc.CHRA · Entity 111345 | Director | May 17, 2019 | May 23, 2019 |
| TEAM INCTISI · Entity 6688 | Director | May 13, 2021 | May 17, 2021 |
| Vistra Corp.VST · Entity 42 | Director | May 03, 2023 | May 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.
Babcock & Wilcox Enterprises, Inc.
Report date January 02, 2018 · Filed January 04, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,679 |
Reported balance
After 2018-01-02 transaction · row 1
1 source rowRow 1 · 2018-01-02 · Exercise / conversion · Acquired 1,884 · Balance 3,679 F1: The reporting person is reporting the acquisition of shares in accordance with his deferral election for the delivery of shares underlying certain restricted stock units and the proportionate number of dividend equivalent rights relating to those RSUs. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2018-01-02 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2018-01-02 · Exercise / conversion · Disposed 1,853 · Balance 0 F2: RSU's vested immediately at the time of grant. The reporting person elected to defer receipt of shares underlying the RSU's. In accordance with his deferral election, vested shares will be delivered to the reporting person in one lump sum upon the earlier to occur of: (a) six months following the reporting person's termination of service on the Board of Directors; or (b) January 2, 2018. The reporting person is reporting the disposition of the RSU's. |
| Dividend Equivalent RightsSEC Table II · derivative / convertible security | Direct | 47 |
Reported balance
After 2018-01-02 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2018-01-02 · Exercise / conversion · Disposed 31 · Balance 47 F3: The dividend equivalent rights accrued on restricted stock unit grants of which the reporting person elected to defer receipt of the shares underlying the RSU's. Each RSU and DER represent a contingent right to receive one share of BW common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSU's to which they relate. The reporting person is reporting the disposition of 31 DERs. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person is reporting the acquisition of shares in accordance with his deferral election for the delivery of shares underlying certain restricted stock units and the proportionate number of dividend equivalent rights relating to those RSUs.
F2: RSU's vested immediately at the time of grant. The reporting person elected to defer receipt of shares underlying the RSU's. In accordance with his deferral election, vested shares will be delivered to the reporting person in one lump sum upon the earlier to occur of: (a) six months following the reporting person's termination of service on the Board of Directors; or (b) January 2, 2018. The reporting person is reporting the disposition of the RSU's.
F3: The dividend equivalent rights accrued on restricted stock unit grants of which the reporting person elected to defer receipt of the shares underlying the RSU's. Each RSU and DER represent a contingent right to receive one share of BW common stock. In accordance with the deferral election, the DERs will be delivered to the reporting person proportionately with the RSU's to which they relate. The reporting person is reporting the disposition of 31 DERs.
Charah Solutions, Inc.
Report date May 17, 2019 · Filed May 23, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 38,236 |
Reported balance
After 2019-05-17 transaction · row 1
1 source rowRow 1 · 2019-05-17 · Grant · Acquired 21,552 · Balance 38,236 F1: Acquisition consists of an award of restricted stock units granted under the Charah Solutions, Inc. 2018 Omnibus Incentive Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Acquisition consists of an award of restricted stock units granted under the Charah Solutions, Inc. 2018 Omnibus Incentive Plan.
TEAM INC
Report date May 13, 2021 · Filed May 17, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 27,092 |
Reported balance
After 2021-05-13 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2021-05-13 · Grant · Acquired 10,776 · Balance 27,092 F1: Represents annual stock award for Director compensation. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents annual stock award for Director compensation.
Vistra Corp.
Report date May 03, 2023 · Filed May 05, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 54,100.61 |
Reported balance
After 2023-05-03 transaction · row 1
1 source rowRow 1 · 2023-05-03 · Grant · Acquired 6,923 · Balance 54,100.61 |
| Common StockSEC Table I · non-derivative | IndirectBy the Brian K. Ferraioli Revocable Trust, dated 11/20/2015 | 28,050 |
Reported balance
Holding disclosure · report date 2023-05-03 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 28,050 |
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
ATLAS TECHNICAL CONSULTANTS, INC.
Report date April 19, 2023 · Filed April 20, 2023
Section 16 reporting ended · disclosed 2023-04-20. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A common stockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2023-04-19 transaction · row 1
1 source rowRow 1 · 2023-04-19 · Disposition to issuer · Disposed 31,259 · Balance 0 F1: Disposed of for $12.25 per share pursuant to the terms of that certain Agreement and Plan of Merger, dated January 30, 2023, by and among Atlas Technical Consultants, Inc. (the "Company"), GI Apple Midco LLC, and GI Apple Merger Sub LLC (the "Merger Agreement"). All terms capitalized but not defined shall have the respective meanings given to them in the Merger Agreement. F2: At the Effective Time, each Company RSU outstanding as of immediately prior to the Effective Time that is not a Current Year Company RSU was cancelled and converted into the right to receive an amount in cash equal to the product of (i) $12.25 and (ii) the total number of shares of Company Common Stock subject to such Company RSU as of immediately prior to the Effective Time. F3: At the Effective Time, each Current Year Company RSU was converted into a right to receive cash in an amount equal to the product of (i) $12.25 and (ii) the total number of shares of Company Common Stock then subject to such Current Year Company RSU (the "Cash Replacement Award"). Each Cash Replacement Award will be subject to the same terms and conditions (including vesting terms and terms providing for the acceleration of vesting) that apply to the Current Year Company RSU that it has replaced. |
| Class A common stockSEC Table I · non-derivative | IndirectBy Brian K Ferraioli Revocable Trust | 0 |
Reported balance
After 2023-04-19 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2023-04-19 · Disposition to issuer · Disposed 85,326 · Balance 0 F1: Disposed of for $12.25 per share pursuant to the terms of that certain Agreement and Plan of Merger, dated January 30, 2023, by and among Atlas Technical Consultants, Inc. (the "Company"), GI Apple Midco LLC, and GI Apple Merger Sub LLC (the "Merger Agreement"). All terms capitalized but not defined shall have the respective meanings given to them in the Merger Agreement. F2: At the Effective Time, each Company RSU outstanding as of immediately prior to the Effective Time that is not a Current Year Company RSU was cancelled and converted into the right to receive an amount in cash equal to the product of (i) $12.25 and (ii) the total number of shares of Company Common Stock subject to such Company RSU as of immediately prior to the Effective Time. F3: At the Effective Time, each Current Year Company RSU was converted into a right to receive cash in an amount equal to the product of (i) $12.25 and (ii) the total number of shares of Company Common Stock then subject to such Current Year Company RSU (the "Cash Replacement Award"). Each Cash Replacement Award will be subject to the same terms and conditions (including vesting terms and terms providing for the acceleration of vesting) that apply to the Current Year Company RSU that it has replaced. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of for $12.25 per share pursuant to the terms of that certain Agreement and Plan of Merger, dated January 30, 2023, by and among Atlas Technical Consultants, Inc. (the "Company"), GI Apple Midco LLC, and GI Apple Merger Sub LLC (the "Merger Agreement"). All terms capitalized but not defined shall have the respective meanings given to them in the Merger Agreement.
F2: At the Effective Time, each Company RSU outstanding as of immediately prior to the Effective Time that is not a Current Year Company RSU was cancelled and converted into the right to receive an amount in cash equal to the product of (i) $12.25 and (ii) the total number of shares of Company Common Stock subject to such Company RSU as of immediately prior to the Effective Time.
F3: At the Effective Time, each Current Year Company RSU was converted into a right to receive cash in an amount equal to the product of (i) $12.25 and (ii) the total number of shares of Company Common Stock then subject to such Current Year Company RSU (the "Cash Replacement Award"). Each Cash Replacement Award will be subject to the same terms and conditions (including vesting terms and terms providing for the acceleration of vesting) that apply to the Current Year Company RSU that it has replaced.
KBR, INC.
Report date February 25, 2017 · Filed February 28, 2017
Section 16 reporting ended · disclosed 2017-02-28. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 96,452 |
Reported balance
After 2017-02-25 transaction · row 1
1 source rowRow 1 · 2017-02-25 · Tax withholding · Disposed 2,657 · Balance 96,452 F1: Represents shares withheld to pay withholding taxes due upon vestings. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld to pay withholding taxes due upon vestings.
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 |
|---|---|---|---|---|---|---|
| December 15, 2017 Filed Dec 19, 2017 17:11 UTC | Vistra Corp. VST · Entity 42 | PurchaseCommon Stock | 5,750 | $17.27 | $99,302.50 |
DisclosureSEC source: 0001209191-17-066261 · doc4.xml · nonDerivative · entry 1 FERRAIOLI BRIAN K · CIK 0001221429 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,107 Read SEC document |
| May 16, 2017 Filed May 18, 2017 19:54 UTC | Vistra Corp. VST · Entity 42 | GrantCommon Stock | 6,357 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-013675 · doc4.xml · nonDerivative · entry 1 FERRAIOLI BRIAN K · CIK 0001221429 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,357 Read SEC document |
| May 12, 2017 Filed May 15, 2017 15:32 UTC | Babcock & Wilcox Enterprises, Inc. BW · Entity 4934 | GrantRestricted Stock Units · Derivative | 9,125 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001644999-17-000024 · edgar.xml · derivative · entry 1 FERRAIOLI BRIAN K · CIK 0001221429 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,125 Underlying: Common Stock · 9,125 shares Expires not disclosed F1 · kind: Grant of restricted stock units pursuant to the Babcock & Wilcox Enterprises, Inc. Amended and Restated 2015 Long-Term Incentive Plan. Each restricted stock unit represents a contingent right to receive one share of BW common stock. F2 · derivative.exercise_date: RSU's vested immediately. The reporting person elected to defer receipt of shares underlying the RSU's. In accordance with his deferral election, vested shares will be delivered to the reporting person in one lump sum upon termination of service on the Board of Directors. F2 · derivative.expiration_date: RSU's vested immediately. The reporting person elected to defer receipt of shares underlying the RSU's. In accordance with his deferral election, vested shares will be delivered to the reporting person in one lump sum upon termination of service on the Board of Directors. Read SEC document |
| February 25, 2017 Filed Feb 28, 2017 23:01 UTC | KBR, INC. KBR · Entity 3955 | Tax withholdingCommon Stock | 2,657 | $15.60 | $41,449.20 |
DisclosureSEC source: 0001357615-17-000051 · edgar.xml · nonDerivative · entry 1 FERRAIOLI BRIAN K · CIK 0001221429 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,452 F1 · shares: Represents shares withheld to pay withholding taxes due upon vestings. Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 19:18 UTC | KBR, INC. KBR · Entity 3955 | GrantCommon Stock | 6,710 | $16.73 | $112,258.30 |
DisclosureSEC source: 0001357615-17-000021 · edgar.xml · nonDerivative · entry 1 FERRAIOLI BRIAN K · CIK 0001221429 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,109 F1 · shares: Represents previously granted performance restricted stock units that satisfied their performance metric. Read SEC document |
| December 12, 2016 Filed Dec 14, 2016 21:50 UTC | KBR, INC. KBR · Entity 3955 | Tax withholdingCommon Stock | 27,268 | $17.55 | $478,553.40 |
DisclosureSEC source: 0001357615-16-000420 · edgar.xml · nonDerivative · entry 1 FERRAIOLI BRIAN K · CIK 0001221429 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,399 F1 · shares: Represents shares withheld to pay withholding taxes due upon vestings. 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.