Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Offerpad Solutions Inc.OPAD · Entity 7642 | Chief Financial Officer | March 01, 2023 | March 03, 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.
Offerpad Solutions Inc.
Report date March 01, 2023 · Filed March 03, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 72,429 |
Reported balance
After 2023-03-01 transaction · row 1
1 source rowRow 1 · 2023-03-01 · Tax withholding · Disposed 6,975 · Balance 72,429 F1: Represents shares withheld by the Issuer to satisfy tax withholding obligations on the vesting of restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld by the Issuer to satisfy tax withholding obligations on the vesting of restricted stock units.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
AV Homes, Inc.
Report date October 02, 2018 · Filed October 02, 2018
Section 16 reporting ended · disclosed 2018-10-02. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2018-10-02 transaction · row 1
1 source rowRow 1 · 2018-10-02 · Disposition to issuer · Disposed 46,858 · Balance 0 F1: Disposed of as a result of merger pursuant to previously announced Agreement and Plan of Merger, dated as of June 7, 2018 by and among the issuer, Taylor Morrison Home Corporation, Taylor Morrison Communities, Inc., and Thor Merger Sub, Inc. F2: Of the total shares disposed, 10,807 were exchanged for $21.50 per share. The remaining shares represent restricted stock and restricted stock unit awards to acquire 36,051 shares of AV Homes common stock (assuming applicable performance conditions are fully achieved or achieved at target levels, as applicable) that were exchanged for restricted stock and restricted stock unit awards to acquire 35,304 shares of Taylor Morrison common stock having a market value of $18.17 per share based on the closing price of the Taylor Morrison common stock on October 2, 2018. The replacement restricted stock and restricted stock unit awards are subject to the substantially the same terms and conditions as the AV Homes restricted stock restricted stock unit awards (other than any performance-based vesting conditions). |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $18.53 · Expires 2023-10-14 | Direct | 0 |
Reported balance
After 2018-10-02 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2018-10-02 · Disposition to issuer · Disposed 65,000 · Balance 0 F1: Disposed of as a result of merger pursuant to previously announced Agreement and Plan of Merger, dated as of June 7, 2018 by and among the issuer, Taylor Morrison Home Corporation, Taylor Morrison Communities, Inc., and Thor Merger Sub, Inc. F3: Fully vested. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $17.65 · Expires 2027-01-31 | Direct | 0 |
Reported balance
After 2018-10-02 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2018-10-02 · Disposition to issuer · Disposed 13,810 · Balance 0 F1: Disposed of as a result of merger pursuant to previously announced Agreement and Plan of Merger, dated as of June 7, 2018 by and among the issuer, Taylor Morrison Home Corporation, Taylor Morrison Communities, Inc., and Thor Merger Sub, Inc. F3: Fully vested. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $16.90 · Expires 2028-01-31 | Direct | 0 |
Reported balance
After 2018-10-02 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2018-10-02 · Disposition to issuer · Disposed 16,994 · Balance 0 F1: Disposed of as a result of merger pursuant to previously announced Agreement and Plan of Merger, dated as of June 7, 2018 by and among the issuer, Taylor Morrison Home Corporation, Taylor Morrison Communities, Inc., and Thor Merger Sub, Inc. F3: Fully vested. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of as a result of merger pursuant to previously announced Agreement and Plan of Merger, dated as of June 7, 2018 by and among the issuer, Taylor Morrison Home Corporation, Taylor Morrison Communities, Inc., and Thor Merger Sub, Inc.
F2: Of the total shares disposed, 10,807 were exchanged for $21.50 per share. The remaining shares represent restricted stock and restricted stock unit awards to acquire 36,051 shares of AV Homes common stock (assuming applicable performance conditions are fully achieved or achieved at target levels, as applicable) that were exchanged for restricted stock and restricted stock unit awards to acquire 35,304 shares of Taylor Morrison common stock having a market value of $18.17 per share based on the closing price of the Taylor Morrison common stock on October 2, 2018. The replacement restricted stock and restricted stock unit awards are subject to the substantially the same terms and conditions as the AV Homes restricted stock restricted stock unit awards (other than any performance-based vesting conditions).
F3: Fully vested.
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 01, 2023 Filed Mar 3, 2023 17:00 UTC | Offerpad Solutions Inc. OPAD · Entity 7642 | Tax withholdingClass A Common Stock | 6,975 | $0.56 | $3,906.00 |
DisclosureSEC source: 0000899243-23-007008 · doc4.xml · nonDerivative · entry 1 Burnett Michael S. · CIK 0001589233 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,429 F1 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations on the vesting of restricted stock units. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 17:00 UTC | Offerpad Solutions Inc. OPAD · Entity 7642 | GrantPerformance-Based Restricted Stock Unit · Derivative | 119,107 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-009109 · doc4.xml · derivative · entry 2 Burnett Michael S. · CIK 0001589233 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,107 Underlying: Class A Common Stock · 119,107 shares Expires not disclosed F2 · derivative.exercise_price: Consists of performance-based restricted stock units ("PSUs"). Each PSU represents a contingent right to receive one share of the Issuer's Class A common stock. F3 · derivative.exercise_date: The PSUs vest based on the Issuer's stock price performance over a performance period beginning on December 31, 2022 and ending on March 1, 2025. The award will vest, if at all, based on continued service and the Issuer's stock price exceeding certain thresholds. Any portion of the award that has not been earned by March 1, 2025 will be forfeited. F3 · derivative.expiration_date: The PSUs vest based on the Issuer's stock price performance over a performance period beginning on December 31, 2022 and ending on March 1, 2025. The award will vest, if at all, based on continued service and the Issuer's stock price exceeding certain thresholds. Any portion of the award that has not been earned by March 1, 2025 will be forfeited. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 17:00 UTC | Offerpad Solutions Inc. OPAD · Entity 7642 | GrantClass A Common Stock | 79,404 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-009109 · doc4.xml · nonDerivative · entry 1 Burnett Michael S. · CIK 0001589233 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,404 F1 · shares: Consists of restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Offerpad Solutions Inc. (the "Issuer") Class A common stock. The RSUs vest in three equal annual installments beginning on March 1, 2023. Read SEC document |
| September 01, 2021 Filed Sep 3, 2021 18:37 UTC | Offerpad Solutions Inc. OPAD · Entity 7642 | GrantStock Options · Derivative | 1,129,912 | Not disclosed Strike: $1.24 | Not disclosed |
DisclosureSEC source: 0000899243-21-035202 · doc4.xml · derivative · entry 1 Burnett Michael S. · CIK 0001589233 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,129,912 Underlying: Class A Common Stock · 1,129,912 shares Expires 2029-10-16 F2 · price: On September 1, 2021, pursuant to that certain Agreement and Plan of Merger, dated as of March 17, 2021, by and among the Issuer, Orchids Merger Sub LLC ("Merger Sub") and OfferPad, Inc. ("Old Offerpad"), Merger Sub merged with and into Old Offerpad with Old Offerpad surviving as a wholly owned subsidiary of Supernova Partners Acquisition Company, Inc., which changed its name to Offerpad Solutions, Inc. (the "Merger"). Upon consummation of the Merger , each issued and outstanding option to purchase one share of Old Offerpad common stock was automatically cancelled and converted into an option to purchase approximately 7.533 (the "Exchange Ratio") shares of Class A common stock of the Issuer, and the exercise price was adjusted by the Exchange Ratio. F1 · derivative.exercise_date: The stock option will vest and become exercisable with 25% on October 21, 2020 and then ratably in equal quarterly installments over the following three years thereafter. Read SEC document |
| October 02, 2018 Filed Oct 2, 2018 17:06 UTC | AV Homes, Inc. AVHI · Entity 163192 | Disposition to issuerEmployee Stock Option (right to buy) · Derivative | 16,994 | $4.60 Strike: $16.90 | $78,172.40 |
DisclosureSEC source: 0001179110-18-011932 · edgar.xml · derivative · entry 4 Burnett Michael S. · CIK 0001589233 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 16,994 shares Expires 2028-01-31 F1 · kind: Disposed of as a result of merger pursuant to previously announced Agreement and Plan of Merger, dated as of June 7, 2018 by and among the issuer, Taylor Morrison Home Corporation, Taylor Morrison Communities, Inc., and Thor Merger Sub, Inc. F3 · derivative.exercise_date: Fully vested. Read SEC document |
| October 02, 2018 Filed Oct 2, 2018 17:06 UTC | AV Homes, Inc. AVHI · Entity 163192 | Disposition to issuerEmployee Stock Option (right to buy) · Derivative | 13,810 | $3.85 Strike: $17.65 | $53,168.50 |
DisclosureSEC source: 0001179110-18-011932 · edgar.xml · derivative · entry 3 Burnett Michael S. · CIK 0001589233 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 13,810 shares Expires 2027-01-31 F1 · kind: Disposed of as a result of merger pursuant to previously announced Agreement and Plan of Merger, dated as of June 7, 2018 by and among the issuer, Taylor Morrison Home Corporation, Taylor Morrison Communities, Inc., and Thor Merger Sub, Inc. F3 · derivative.exercise_date: Fully vested. Read SEC document |
| October 02, 2018 Filed Oct 2, 2018 17:06 UTC | AV Homes, Inc. AVHI · Entity 163192 | Disposition to issuerEmployee Stock Option (right to buy) · Derivative | 65,000 | $2.97 Strike: $18.53 | $193,050.00 |
DisclosureSEC source: 0001179110-18-011932 · edgar.xml · derivative · entry 2 Burnett Michael S. · CIK 0001589233 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 65,000 shares Expires 2023-10-14 F1 · kind: Disposed of as a result of merger pursuant to previously announced Agreement and Plan of Merger, dated as of June 7, 2018 by and among the issuer, Taylor Morrison Home Corporation, Taylor Morrison Communities, Inc., and Thor Merger Sub, Inc. F3 · derivative.exercise_date: Fully vested. Read SEC document |
| October 02, 2018 Filed Oct 2, 2018 17:06 UTC | AV Homes, Inc. AVHI · Entity 163192 | Disposition to issuerCommon Stock | 46,858 | $21.50 | $1,007,447.00 |
DisclosureSEC source: 0001179110-18-011932 · edgar.xml · nonDerivative · entry 1 Burnett Michael S. · CIK 0001589233 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: Disposed of as a result of merger pursuant to previously announced Agreement and Plan of Merger, dated as of June 7, 2018 by and among the issuer, Taylor Morrison Home Corporation, Taylor Morrison Communities, Inc., and Thor Merger Sub, Inc. F2 · price: Of the total shares disposed, 10,807 were exchanged for $21.50 per share. The remaining shares represent restricted stock and restricted stock unit awards to acquire 36,051 shares of AV Homes common stock (assuming applicable performance conditions are fully achieved or achieved at target levels, as applicable) that were exchanged for restricted stock and restricted stock unit awards to acquire 35,304 shares of Taylor Morrison common stock having a market value of $18.17 per share based on the closing price of the Taylor Morrison common stock on October 2, 2018. The replacement restricted stock and restricted stock unit awards are subject to the substantially the same terms and conditions as the AV Homes restricted stock restricted stock unit awards (other than any performance-based vesting conditions). Read SEC document |
| January 31, 2018 Filed Feb 2, 2018 16:11 UTC | AV Homes, Inc. AVHI · Entity 163192 | GrantEmployee Stock Option (right to buy) · Derivative | 16,994 | $0.00 Strike: $16.90 | $0.00 |
DisclosureSEC source: 0001179110-18-001421 · edgar.xml · derivative · entry 2 Burnett Michael S. · CIK 0001589233 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,994 Underlying: Common Stock · 16,994 shares Expires 2028-01-31 F2 · derivative.exercise_date: This option will vest in 25% increments on December 31 of each of 2018, 2019, 2020 and 2021. Read SEC document |
| January 31, 2018 Filed Feb 2, 2018 16:11 UTC | AV Homes, Inc. AVHI · Entity 163192 | GrantCommon Stock | 6,104 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-001421 · edgar.xml · nonDerivative · entry 1 Burnett Michael S. · CIK 0001589233 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,858 F1 · kind: Reflects the grant of time-based restricted stock units that will vest in 25% increments on December 31 of each of 2018, 2019, 2020 and 2021 and be settled in shares of common stock. Read SEC document |
| December 29, 2017 Filed Jan 3, 2018 18:57 UTC | AV Homes, Inc. AVHI · Entity 163192 | Disposition to issuerCommon Stock | 9,993 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-000423 · edgar.xml · nonDerivative · entry 2 Burnett Michael S. · CIK 0001589233 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,754 F1 · kind: This disposition represents shares cancelled by the Issuer in connection with the January 16, 2015 grant of performance-based restricted shares to the Reporting Person as the performance goals for the period ended December 29, 2017 were not achieved and the shares were thus forfeited. Read SEC document |
| December 29, 2017 Filed Jan 3, 2018 18:57 UTC | AV Homes, Inc. AVHI · Entity 163192 | Tax withholdingCommon Stock | 2,277 | $16.65 | $37,912.05 |
DisclosureSEC source: 0001179110-18-000423 · edgar.xml · nonDerivative · entry 1 Burnett Michael S. · CIK 0001589233 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,747 Read SEC document |
| January 31, 2017 Filed Feb 2, 2017 17:13 UTC | AV Homes, Inc. AVHI · Entity 163192 | GrantEmployee Stock Option (right to buy) · Derivative | 13,810 | $0.00 Strike: $17.65 | $0.00 |
DisclosureSEC source: 0001179110-17-001499 · edgar.xml · derivative · entry 2 Burnett Michael S. · CIK 0001589233 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,810 Underlying: Common Stock · 13,810 shares Expires 2027-01-31 F2 · derivative.exercise_date: This option will vest in 25% increments on December 31 of each of 2017, 2018, 2019 and 2020. Read SEC document |
| January 31, 2017 Filed Feb 2, 2017 17:13 UTC | AV Homes, Inc. AVHI · Entity 163192 | GrantCommon Stock | 5,963 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-001499 · edgar.xml · nonDerivative · entry 1 Burnett Michael S. · CIK 0001589233 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,024 F1 · kind: Reflects the grant of time-based restricted stock units that will vest in 25% increments on December 31 of each of 2017, 2018, 2019 and 2020 and be settled in shares of common stock. Read SEC document |
| December 31, 2016 Filed Jan 4, 2017 17:20 UTC | AV Homes, Inc. AVHI · Entity 163192 | Disposition to issuerCommon Stock | 5,331 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-000277 · edgar.xml · nonDerivative · entry 2 Burnett Michael S. · CIK 0001589233 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,061 F1 · kind: This disposition represents shares cancelled by the Issuer in connection with the February 5, 2014 grant of performance-based restricted shares to the Reporting Person as the performance goals for the period ended December 31, 2016 were not achieved and the shares were thus forfeited. Read SEC document |
| December 31, 2016 Filed Jan 4, 2017 17:20 UTC | AV Homes, Inc. AVHI · Entity 163192 | Tax withholdingCommon Stock | 1,794 | $15.80 | $28,345.20 |
DisclosureSEC source: 0001179110-17-000277 · edgar.xml · nonDerivative · entry 1 Burnett Michael S. · CIK 0001589233 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,392 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.