Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ENDI Corp.ENDI · Entity 9562 | Secretary | February 28, 2023 | March 02, 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.
ENDI Corp.
Report date February 28, 2023 · Filed March 02, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 9,070 |
Reported balance
After 2023-02-28 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2023-02-28 · Grant · Acquired 9,070 · Balance 9,070 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F2: The restricted stock unit grant was approved by the Issuer's board of directors on February 28, 2023, subject to stockholder approval of the Issuer's 2022 Omnibus Equity Incentive Plan (the "Stockholder Approval") under which the restricted stock unit grant was awarded. The restricted stock units shall vest in four equal annual installments with the first installment vesting on January 1, 2025, subject to receipt of Stockholder Approval. Notwithstanding the foregoing, if the Issuer's stockholders do not approve the 2022 Omnibus Equity Incentive Plan at the Issuer's 2023 annual stockholder meeting, the restricted stock unit grant shall be null and void. The restricted stock units shall be settled by the Issuer in the year following the year in which the applicable vesting date occurs, but no later than March 15 of such following year. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock.
F2: The restricted stock unit grant was approved by the Issuer's board of directors on February 28, 2023, subject to stockholder approval of the Issuer's 2022 Omnibus Equity Incentive Plan (the "Stockholder Approval") under which the restricted stock unit grant was awarded. The restricted stock units shall vest in four equal annual installments with the first installment vesting on January 1, 2025, subject to receipt of Stockholder Approval. Notwithstanding the foregoing, if the Issuer's stockholders do not approve the 2022 Omnibus Equity Incentive Plan at the Issuer's 2023 annual stockholder meeting, the restricted stock unit grant shall be null and void. The restricted stock units shall be settled by the Issuer in the year following the year in which the applicable vesting date occurs, but no later than March 15 of such following year.
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 |
|---|---|---|---|---|---|---|
| February 28, 2023 Filed Mar 2, 2023 21:45 UTC | ENDI Corp. ENDI · Entity 9562 | GrantRestricted Stock Units · Derivative | 9,070 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-23-005235 · rdgdoc.xml · derivative · entry 1 Greer Jessica L. · CIK 0001940882 · Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,070 Underlying: Class A Common Stock · 9,070 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F2 · shares: The restricted stock unit grant was approved by the Issuer's board of directors on February 28, 2023, subject to stockholder approval of the Issuer's 2022 Omnibus Equity Incentive Plan (the "Stockholder Approval") under which the restricted stock unit grant was awarded. The restricted stock units shall vest in four equal annual installments with the first installment vesting on January 1, 2025, subject to receipt of Stockholder Approval. Notwithstanding the foregoing, if the Issuer's stockholders do not approve the 2022 Omnibus Equity Incentive Plan at the Issuer's 2023 annual stockholder meeting, the restricted stock unit grant shall be null and void. The restricted stock units shall be settled by the Issuer in the year following the year in which the applicable vesting date occurs, but no later than March 15 of such following year. F2 · derivative.exercise_date: The restricted stock unit grant was approved by the Issuer's board of directors on February 28, 2023, subject to stockholder approval of the Issuer's 2022 Omnibus Equity Incentive Plan (the "Stockholder Approval") under which the restricted stock unit grant was awarded. The restricted stock units shall vest in four equal annual installments with the first installment vesting on January 1, 2025, subject to receipt of Stockholder Approval. Notwithstanding the foregoing, if the Issuer's stockholders do not approve the 2022 Omnibus Equity Incentive Plan at the Issuer's 2023 annual stockholder meeting, the restricted stock unit grant shall be null and void. The restricted stock units shall be settled by the Issuer in the year following the year in which the applicable vesting date occurs, but no later than March 15 of such following year. F2 · derivative.expiration_date: The restricted stock unit grant was approved by the Issuer's board of directors on February 28, 2023, subject to stockholder approval of the Issuer's 2022 Omnibus Equity Incentive Plan (the "Stockholder Approval") under which the restricted stock unit grant was awarded. The restricted stock units shall vest in four equal annual installments with the first installment vesting on January 1, 2025, subject to receipt of Stockholder Approval. Notwithstanding the foregoing, if the Issuer's stockholders do not approve the 2022 Omnibus Equity Incentive Plan at the Issuer's 2023 annual stockholder meeting, the restricted stock unit grant shall be null and void. The restricted stock units shall be settled by the Issuer in the year following the year in which the applicable vesting date occurs, but no later than March 15 of such following year. F2 · derivative.underlying_shares: The restricted stock unit grant was approved by the Issuer's board of directors on February 28, 2023, subject to stockholder approval of the Issuer's 2022 Omnibus Equity Incentive Plan (the "Stockholder Approval") under which the restricted stock unit grant was awarded. The restricted stock units shall vest in four equal annual installments with the first installment vesting on January 1, 2025, subject to receipt of Stockholder Approval. Notwithstanding the foregoing, if the Issuer's stockholders do not approve the 2022 Omnibus Equity Incentive Plan at the Issuer's 2023 annual stockholder meeting, the restricted stock unit grant shall be null and void. The restricted stock units shall be settled by the Issuer in the year following the year in which the applicable vesting date occurs, but no later than March 15 of such following year. F2 · balance_after: The restricted stock unit grant was approved by the Issuer's board of directors on February 28, 2023, subject to stockholder approval of the Issuer's 2022 Omnibus Equity Incentive Plan (the "Stockholder Approval") under which the restricted stock unit grant was awarded. The restricted stock units shall vest in four equal annual installments with the first installment vesting on January 1, 2025, subject to receipt of Stockholder Approval. Notwithstanding the foregoing, if the Issuer's stockholders do not approve the 2022 Omnibus Equity Incentive Plan at the Issuer's 2023 annual stockholder meeting, the restricted stock unit grant shall be null and void. The restricted stock units shall be settled by the Issuer in the year following the year in which the applicable vesting date occurs, but no later than March 15 of such following year. Read SEC document |
| August 18, 2022 Filed Aug 23, 2022 01:46 UTC | ENDI Corp. ENDI · Entity 9562 | PurchaseClass A Common Stock | 1,000 | $5.37 | $5,369.00 |
DisclosureSEC source: 0000919574-22-005216 · ownership.xml · nonDerivative · entry 1 Greer Jessica L. · CIK 0001940882 · Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,379 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.