Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Five Point Holdings, LLCFPH · Entity 5173 | See Remarks | March 09, 2023 | March 13, 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.
Five Point Holdings, LLC
Report date March 09, 2023 · Filed March 13, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted share unitsSEC Table II · derivative / convertible security | Direct | 286,194 |
Reported balance
After 2023-03-09 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2023-03-09 · Grant · Acquired 107,623 · Balance 286,194 F1: Each restricted share unit is a contingent right to receive one Class A common share. F2: The restricted share units will vest based upon the satisfaction of certain share price targets during the three-year performance period ending March 9, 2026. |
| Restricted share unitsSEC Table II · derivative / convertible security | Direct | 366,911 |
Reported balance
After 2023-03-09 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-03-09 · Grant · Acquired 80,717 · Balance 366,911 F1: Each restricted share unit is a contingent right to receive one Class A common share. F3: The restricted share units will vest in equal installments over three years on March 9, 2024, March 9, 2025 and March 9, 2026, subject to the Reporting Person's continued service with the Issuer through the applicable vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted share unit is a contingent right to receive one Class A common share.
F2: The restricted share units will vest based upon the satisfaction of certain share price targets during the three-year performance period ending March 9, 2026.
F3: The restricted share units will vest in equal installments over three years on March 9, 2024, March 9, 2025 and March 9, 2026, subject to the Reporting Person's continued service with the Issuer through the applicable 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 |
|---|---|---|---|---|---|---|
| March 09, 2023 Filed Mar 13, 2023 21:17 UTC | Five Point Holdings, LLC FPH · Entity 5173 | GrantRestricted share units · Derivative | 80,717 | $0.00 | $0.00 |
DisclosureSEC source: 0001574197-23-000019 · wf-form4_167875662882623.xml · derivative · entry 2 Kij Leo · CIK 0001919628 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 366,911 Underlying: Class A common shares · 80,717 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted share unit is a contingent right to receive one Class A common share. F3 · derivative.exercise_date: The restricted share units will vest in equal installments over three years on March 9, 2024, March 9, 2025 and March 9, 2026, subject to the Reporting Person's continued service with the Issuer through the applicable vesting date. F3 · derivative.expiration_date: The restricted share units will vest in equal installments over three years on March 9, 2024, March 9, 2025 and March 9, 2026, subject to the Reporting Person's continued service with the Issuer through the applicable vesting date. Read SEC document |
| March 09, 2023 Filed Mar 13, 2023 21:17 UTC | Five Point Holdings, LLC FPH · Entity 5173 | GrantRestricted share units · Derivative | 107,623 | $0.00 | $0.00 |
DisclosureSEC source: 0001574197-23-000019 · wf-form4_167875662882623.xml · derivative · entry 1 Kij Leo · CIK 0001919628 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 286,194 Underlying: Class A common shares · 107,623 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted share unit is a contingent right to receive one Class A common share. F2 · derivative.exercise_date: The restricted share units will vest based upon the satisfaction of certain share price targets during the three-year performance period ending March 9, 2026. F2 · derivative.expiration_date: The restricted share units will vest based upon the satisfaction of certain share price targets during the three-year performance period ending March 9, 2026. Read SEC document |
| September 14, 2022 Filed Sep 16, 2022 18:18 UTC | Five Point Holdings, LLC FPH · Entity 5173 | GrantRestricted share units · Derivative | 178,571 | $0.00 | $0.00 |
DisclosureSEC source: 0001574197-22-000071 · wf-form4_166336667136281.xml · derivative · entry 1 Kij Leo · CIK 0001919628 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 178,571 Underlying: Class A common shares · 178,571 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted share unit is a contingent right to receive one Class A common share. F2 · derivative.exercise_date: The restricted share units will vest based upon the Company satisfying certain share price targets during the three-year performance period ending September 14, 2025. F2 · derivative.expiration_date: The restricted share units will vest based upon the Company satisfying certain share price targets during the three-year performance period ending September 14, 2025. 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.