Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MARCHEX INCMCHX · Entity 6912 | Chief Operating Officer | January 25, 2023 | January 26, 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.
MARCHEX INC
Report date January 25, 2023 · Filed January 26, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table I · non-derivative | Direct | 245,000 |
Reported balance
After 2023-01-25 transaction · row 1
1 source rowRow 1 · 2023-01-25 · Grant · Acquired 50,000 · Balance 245,000 F1: Restricted stock award effective January 25, 2023 (the "Grant Date") with 25% of such shares vesting on the first, second, third and fourth annual anniversary of the Grant Date, and with vesting in full of all such shares of restricted stock upon a Change of Control (as defined in such reporting person's restricted stock agreement). |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $2.00 · Expires 2033-01-25 | Direct | 140,000 |
Reported balance
After 2023-01-25 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-01-25 · Grant · Acquired 140,000 · Balance 140,000 F2: Stock option award effective on the Grant Date, with 25% of such option shares vesting on the first annual anniversary of the Grant Date and 1/12 of the remainder vesting in equal increments quarterly thereafter over the following three (3) year period, and with vesting in full of all such options upon a Change of Control (as defined in such reporting person's option agreement). |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock award effective January 25, 2023 (the "Grant Date") with 25% of such shares vesting on the first, second, third and fourth annual anniversary of the Grant Date, and with vesting in full of all such shares of restricted stock upon a Change of Control (as defined in such reporting person's restricted stock agreement).
F2: Stock option award effective on the Grant Date, with 25% of such option shares vesting on the first annual anniversary of the Grant Date and 1/12 of the remainder vesting in equal increments quarterly thereafter over the following three (3) year period, and with vesting in full of all such options upon a Change of Control (as defined in such reporting person's option agreement).
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 |
|---|---|---|---|---|---|---|
| January 25, 2023 Filed Jan 26, 2023 16:54 UTC | MARCHEX INC MCHX · Entity 6912 | GrantEmployee Stock Option (right to buy) · Derivative | 140,000 | $0.00 Strike: $2.00 | $0.00 |
DisclosureSEC source: 0001209191-23-005082 · doc4.xml · derivative · entry 2 Polley Ryan · CIK 0001804457 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,000 Underlying: Class B Common Stock · 140,000 shares Expires 2033-01-25 F2 · derivative.exercise_date: Stock option award effective on the Grant Date, with 25% of such option shares vesting on the first annual anniversary of the Grant Date and 1/12 of the remainder vesting in equal increments quarterly thereafter over the following three (3) year period, and with vesting in full of all such options upon a Change of Control (as defined in such reporting person's option agreement). Read SEC document |
| January 25, 2023 Filed Jan 26, 2023 16:54 UTC | MARCHEX INC MCHX · Entity 6912 | GrantClass B Common Stock | 50,000 | $0.01 | $500.00 |
DisclosureSEC source: 0001209191-23-005082 · doc4.xml · nonDerivative · entry 1 Polley Ryan · CIK 0001804457 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 245,000 F1 · kind: Restricted stock award effective January 25, 2023 (the "Grant Date") with 25% of such shares vesting on the first, second, third and fourth annual anniversary of the Grant Date, and with vesting in full of all such shares of restricted stock upon a Change of Control (as defined in such reporting person's restricted stock agreement). Read SEC document |
| January 03, 2022 Filed Jan 3, 2022 17:33 UTC | MARCHEX INC MCHX · Entity 6912 | GrantEmployee Stock Option (right to buy) · Derivative | 50,000 | $0.00 Strike: $2.56 | $0.00 |
DisclosureSEC source: 0001209191-22-000297 · doc4.xml · derivative · entry 2 Polley Ryan · CIK 0001804457 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 Underlying: Class B Common Stock · 50,000 shares Expires 2032-01-03 F2 · derivative.exercise_date: Stock option award effective on the Grant Date, with 25% of such option shares vesting on the first annual anniversary of the Grant Date and 1/12 of the remainder vesting in equal increments quarterly thereafter over the following three (3) year period, subject to Polley remaining a continuous and full-time active employee and with vesting in full of all such options upon a Change of Control (as defined in such reporting person's option agreement). Read SEC document |
| January 03, 2022 Filed Jan 3, 2022 17:33 UTC | MARCHEX INC MCHX · Entity 6912 | GrantClass B Common Stock | 50,000 | $0.01 | $500.00 |
DisclosureSEC source: 0001209191-22-000297 · doc4.xml · nonDerivative · entry 1 Polley Ryan · CIK 0001804457 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 195,000 F1 · kind: Restricted stock award effective January 3, 2022 (the "Grant Date") with 25% of such shares vesting on the first, second, third and fourth annual anniversary of the Grant Date, subject to Polley remaining a continuous and full-time active employee and with vesting in full of all such shares of restricted stock upon a Change of Control (as defined in such reporting person's restricted stock agreement). Read SEC document |
| August 13, 2021 Filed Aug 17, 2021 16:17 UTC | MARCHEX INC MCHX · Entity 6912 | GrantEmployee Stock Option (right to buy) · Derivative | 95,000 | $0.00 Strike: $3.00 | $0.00 |
DisclosureSEC source: 0001209191-21-051848 · doc4.xml · derivative · entry 1 Polley Ryan · CIK 0001804457 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,000 Underlying: Class B Common Stock · 95,000 shares Expires 2031-08-13 F1 · derivative.exercise_date: Stock option award effective on the Grant Date, with 25% of such options vesting on the first annual anniversary of the Grant Date and 1/12 of the remainder vesting in equal increments quarterly thereafter over the following three (3) year period, subject to Polley remaining a continuous and full-time active employee and with vesting in full of such options upon a Change of Control (as defined in such reporting person's option agreement). Read SEC document |
| January 04, 2021 Filed Jan 4, 2021 16:59 UTC | MARCHEX INC MCHX · Entity 6912 | GrantEmployee Stock Option (right to buy) · Derivative | 20,000 | $0.00 Strike: $2.02 | $0.00 |
DisclosureSEC source: 0001209191-21-000327 · doc4.xml · derivative · entry 2 Polley Ryan · CIK 0001804457 · Chief Product/Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Underlying: Class B Common Stock · 20,000 shares Expires 2031-01-04 F2 · derivative.exercise_date: Stock option award effective on the Grant Date, with 25% of such option shares vesting on the first annual anniversary of the Grant Date and 1/12 of the remainder vesting in equal increments quarterly thereafter over the following three (3) year period, subject to Polley remaining a continuous and full-time active employee and with vesting in full of all such options upon a Change of Control (as defined in such reporting person's option agreement). Read SEC document |
| January 04, 2021 Filed Jan 4, 2021 16:59 UTC | MARCHEX INC MCHX · Entity 6912 | GrantClass B Common Stock | 20,000 | $0.01 | $200.00 |
DisclosureSEC source: 0001209191-21-000327 · doc4.xml · nonDerivative · entry 1 Polley Ryan · CIK 0001804457 · Chief Product/Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145,000 F1 · kind: Restricted stock award effective January 4, 2021 (the "Grant Date") with 25% of such shares vesting on the first, second, third and fourth annual anniversary of the Grant Date, subject to Polley remaining a continuous and full-time active employee and with vesting in full of all such shares of restricted stock upon a Change of Control (as defined in such reporting person's restricted stock agreement). Read SEC document |
| March 02, 2020 Filed Mar 3, 2020 16:19 UTC | MARCHEX INC MCHX · Entity 6912 | GrantEmployee Stock Option (right to buy) · Derivative | 125,000 | $0.00 Strike: $2.66 | $0.00 |
DisclosureSEC source: 0001209191-20-015143 · doc4.xml · derivative · entry 2 Polley Ryan · CIK 0001804457 · Chief Product/Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,000 Underlying: Class B Common Stock · 125,000 shares Expires 2030-03-02 F2 · derivative.exercise_date: Stock option award effective on the Grant Date, with 25% of such option shares vesting on the first annual anniversary of the Grant Date and 1/12 of the remainder vesting in equal increments quarterly thereafter over the following three (3) year period, subject to Polley remaining a continuous and full-time active employee and with vesting in full of all such options upon a Change of Control (as defined in such reporting person's option agreement). Read SEC document |
| March 02, 2020 Filed Mar 3, 2020 16:19 UTC | MARCHEX INC MCHX · Entity 6912 | GrantClass B Common Stock | 125,000 | $0.01 | $1,250.00 |
DisclosureSEC source: 0001209191-20-015143 · doc4.xml · nonDerivative · entry 1 Polley Ryan · CIK 0001804457 · Chief Product/Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,000 F1 · shares: Restricted stock award effective March 2, 2020 (the "Grant Date") with 25% of such shares vesting on the first, second, third and forth annual anniversary of the Grant Date, subject to Polley remaining a continuous and full-time active employee and with vesting in full of all such shares of restricted stock upon a Change of Control (as defined in such reporting person's restricted stock agreement). 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.