Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Huckleberry.ai, Inc.DOMO · Entity 6423 | CEO | December 21, 2022 | December 23, 2022 |
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.
Huckleberry.ai, Inc.
Report date December 21, 2022 · Filed December 23, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table I · non-derivative | Direct | 365,353 |
Reported balance
After 2022-12-21 transaction · row 1
1 source rowRow 1 · 2022-12-21 · Sale · Disposed 6,924 · Balance 365,353 F1: The sales reported by the Reporting Person are intended to cover the taxable obligation due on restricted stock units that vested on December 20, 2022. F2: The sale price reported in Column 4 of Table I represents the weighted average sale price of the shares purchased ranging from $14.54 to $14.76 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price. |
| Class B Common StockSEC Table I · non-derivative | IndirectThe Mellor Generations Trust | 34,115 |
Reported balance
Holding disclosure · report date 2022-12-21 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 34,115 |
Filing footnotes · ownership attribution and instrument terms
F1: The sales reported by the Reporting Person are intended to cover the taxable obligation due on restricted stock units that vested on December 20, 2022.
F2: The sale price reported in Column 4 of Table I represents the weighted average sale price of the shares purchased ranging from $14.54 to $14.76 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price.
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 21, 2022 Filed Dec 23, 2022 16:44 UTC | Huckleberry.ai, Inc. DOMO · Entity 6423 | SaleClass B Common Stock | 6,924 | $14.65 | $101,460.83 |
DisclosureSEC source: 0001628280-22-032560 · wf-form4_167183186202591.xml · nonDerivative · entry 1 MELLOR JOHN M · CIK 0001426175 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 365,353 F1 · kind: The sales reported by the Reporting Person are intended to cover the taxable obligation due on restricted stock units that vested on December 20, 2022. F2 · price: The sale price reported in Column 4 of Table I represents the weighted average sale price of the shares purchased ranging from $14.54 to $14.76 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price. Read SEC document |
| September 21, 2022 Filed Sep 23, 2022 16:02 UTC | Huckleberry.ai, Inc. DOMO · Entity 6423 | SaleClass B Common Stock | 6,894 | $18.55 | $127,900.25 |
DisclosureSEC source: 0001628280-22-025413 · wf-form4_166396333609170.xml · nonDerivative · entry 1 MELLOR JOHN M · CIK 0001426175 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 372,277 F1 · kind: The sales reported by the Reporting Person are intended to cover the taxable obligation due on restricted stock units that vested on September 20, 2022. Read SEC document |
| June 22, 2022 Filed Jun 23, 2022 17:10 UTC | Huckleberry.ai, Inc. DOMO · Entity 6423 | SaleClass B Common Stock | 6,788 | $27.30 | $185,321.22 |
DisclosureSEC source: 0001628280-22-017919 · wf-form4_165601859805482.xml · nonDerivative · entry 1 MELLOR JOHN M · CIK 0001426175 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 379,171 F1 · kind: The sales reported by the Reporting Person are intended to cover the taxable obligation due on restricted stock units that vested on June 21, 2022. F2 · price: The sale price reported in Column 4 of Table I represents the weighted average sale price of the shares purchased ranging from $27.23 to $27.38 per share. Upon request by the Commission staff, the Issuer, ora security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price. F3 · balance_after: Includes 587 shares acquired under the Issuer's 2018 Employee Stock Purchase Plan on April 1, 2022. Read SEC document |
| April 22, 2022 Filed Apr 26, 2022 16:12 UTC | Huckleberry.ai, Inc. DOMO · Entity 6423 | GrantClass B Common Stock | 71,667 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-010596 · wf-form4_165100395091880.xml · nonDerivative · entry 2 MELLOR JOHN M · CIK 0001426175 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 385,372 F1 · shares: The shares are represented by restricted stock units ("RSUs"). Each RSU represents the Reporting Person's right to receive one share of Class B Common Stock of the Issuer, subject to the applicable vesting schedule. In the event the Reporting Person ceases to be a Service Provider, the unvested RSUs will be cancelled by the Issuer. F2 · shares: In addition to time- and service-based vesting requirements, 1/3 of the RSUs will vest upon the Issuer's Class B common stock achieving a 30-day volume-weighted average price ("Company VWAP") of $60/share, 1/3 of the RSUs will vest upon the Issuer's Class B common stock achieving a Company VWAP of $70/share and 1/3 of the RSUs will vest upon the Issuer's Class B common stock achieving a Company VWAP of $90/share. Read SEC document |
| April 22, 2022 Filed Apr 26, 2022 16:12 UTC | Huckleberry.ai, Inc. DOMO · Entity 6423 | GrantClass B Common Stock | 167,223 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-010596 · wf-form4_165100395091880.xml · nonDerivative · entry 1 MELLOR JOHN M · CIK 0001426175 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 313,705 F1 · shares: The shares are represented by restricted stock units ("RSUs"). Each RSU represents the Reporting Person's right to receive one share of Class B Common Stock of the Issuer, subject to the applicable vesting schedule. In the event the Reporting Person ceases to be a Service Provider, the unvested RSUs will be cancelled by the Issuer. Read SEC document |
| March 23, 2022 Filed Mar 23, 2022 20:05 UTC | Huckleberry.ai, Inc. DOMO · Entity 6423 | SaleClass B Common Stock | 11,203 | $49.90 | $559,055.47 |
DisclosureSEC source: 0001628280-22-007112 · wf-form4_164808032241575.xml · nonDerivative · entry 1 MELLOR JOHN M · CIK 0001426175 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 146,482 F1 · kind: The sales reported by the Reporting Person are intended to cover the taxable obligation due on restricted stock units that vested on March 21, 2022. F2 · price: The sale price reported in Column 4 of Table I represents the weighted average sale price of the shares purchased ranging from $49.524 to $50.10 per share. Upon request by the Commission staff, the Issuer, or asecurity holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price. Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 20:11 UTC | Huckleberry.ai, Inc. DOMO · Entity 6423 | GrantClass B Common Stock | 9,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-006624 · wf-form4_164756226378064.xml · nonDerivative · entry 1 MELLOR JOHN M · CIK 0001426175 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 157,685 F1 · shares: The shares are represented by restricted stock units ("RSUs"). Each RSU represents the Reporting Person's right to receive one share of Class B Common Stock of the Issuer, subject to the applicable vesting schedule. In the event the Reporting Person ceases to be a Service Provider, the unvested RSUs will be cancelled by the Issuer. 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.