Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Wright Investors Service Holdings, Inc.IWSH · Entity 8388 | 10% owner | December 31, 2022 | February 14, 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.
Wright Investors Service Holdings, Inc.
Report date December 31, 2022 · Filed February 14, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Revocable Living Trust | 3,509,838 |
Reported balance
After 2022-12-20 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2022-12-20 · Purchase · Acquired 5,000 · Balance 3,509,838 F1: By William H. Miller III, Trustee of the William H. Miller III Living Trust dated April 17, 2017, and any amendments thereto. |
| Common StockSEC Table I · non-derivative | IndirectBy Revocable Living Trust | 3,509,838 |
Reported balance
After 2022-12-21 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2022-12-21 · Purchase · Acquired 35,000 · Balance 3,509,838 F1: By William H. Miller III, Trustee of the William H. Miller III Living Trust dated April 17, 2017, and any amendments thereto. |
| Common StockSEC Table I · non-derivative | IndirectBy Revocable Living Trust | 3,509,838 |
Reported balance
After 2022-12-23 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2022-12-23 · Purchase · Acquired 10,000 · Balance 3,509,838 F1: By William H. Miller III, Trustee of the William H. Miller III Living Trust dated April 17, 2017, and any amendments thereto. |
| Common StockSEC Table I · non-derivative | IndirectBy Revocable Living Trust | 3,509,838 |
Reported balance
After 2022-12-28 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2022-12-28 · Purchase · Acquired 6,500 · Balance 3,509,838 F1: By William H. Miller III, Trustee of the William H. Miller III Living Trust dated April 17, 2017, and any amendments thereto. |
Filing footnotes · ownership attribution and instrument terms
F1: By William H. Miller III, Trustee of the William H. Miller III Living Trust dated April 17, 2017, and any amendments thereto.
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 28, 2022 Filed Feb 14, 2023 18:41 UTC | Wright Investors Service Holdings, Inc. IWSH · Entity 8388 | PurchaseCommon Stock | 6,500 | $0.10 | $650.00 |
DisclosureSEC source: 0001085146-23-001263 · ownership.xml · nonDerivative · entry 4 Miller William H III · CIK 0001783044 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Revocable Living Trust Disclosed balance after: 3,509,838 F1 · ownership.nature: By William H. Miller III, Trustee of the William H. Miller III Living Trust dated April 17, 2017, and any amendments thereto. Read SEC document |
| December 23, 2022 Filed Feb 14, 2023 18:41 UTC | Wright Investors Service Holdings, Inc. IWSH · Entity 8388 | PurchaseCommon Stock | 10,000 | $0.10 | $1,000.00 |
DisclosureSEC source: 0001085146-23-001263 · ownership.xml · nonDerivative · entry 3 Miller William H III · CIK 0001783044 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Revocable Living Trust Disclosed balance after: 3,509,838 F1 · ownership.nature: By William H. Miller III, Trustee of the William H. Miller III Living Trust dated April 17, 2017, and any amendments thereto. Read SEC document |
| December 21, 2022 Filed Feb 14, 2023 18:41 UTC | Wright Investors Service Holdings, Inc. IWSH · Entity 8388 | PurchaseCommon Stock | 35,000 | $0.12 | $4,200.00 |
DisclosureSEC source: 0001085146-23-001263 · ownership.xml · nonDerivative · entry 2 Miller William H III · CIK 0001783044 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Revocable Living Trust Disclosed balance after: 3,509,838 F1 · ownership.nature: By William H. Miller III, Trustee of the William H. Miller III Living Trust dated April 17, 2017, and any amendments thereto. Read SEC document |
| December 20, 2022 Filed Feb 14, 2023 18:41 UTC | Wright Investors Service Holdings, Inc. IWSH · Entity 8388 | PurchaseCommon Stock | 5,000 | $0.16 | $800.00 |
DisclosureSEC source: 0001085146-23-001263 · ownership.xml · nonDerivative · entry 1 Miller William H III · CIK 0001783044 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Revocable Living Trust Disclosed balance after: 3,509,838 F1 · ownership.nature: By William H. Miller III, Trustee of the William H. Miller III Living Trust dated April 17, 2017, and any amendments thereto. Read SEC document |
| December 30, 2020 Filed Jan 4, 2021 14:53 UTC | Wright Investors Service Holdings, Inc. IWSH · Entity 8388 | PurchaseCommon Stock | 582,938 | $0.20 | $116,587.60 |
DisclosureSEC source: 0001085146-21-000001 · ownership.xml · nonDerivative · entry 1 Miller William H III · CIK 0001783044 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Revocable Living Trust Disclosed balance after: 3,453,338 F1 · ownership.nature: By William H. Miller III, Trustee of the William H. Miller III Living Trust dated April 17, 2017, and any amendments thereto. 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.