Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ATLANTIC AMERICAN CORPAAME · Entity 7508 | Director | November 11, 2022 | December 19, 2022 |
| SHIFT TECHNOLOGIES, INC.INSU · Entity 108083 | Director | March 19, 2019 | March 19, 2019 |
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.
ATLANTIC AMERICAN CORP
Report date November 11, 2022 · Filed December 19, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 30,000 |
Reported balance
After 2022-11-11 transaction · row 1
1 source rowRow 1 · 2022-11-11 · Grant · Acquired 10,000 · Balance 30,000 F1: Represents grant of restricted stock, which vests in full on May 8, 2023. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents grant of restricted stock, which vests in full on May 8, 2023.
SHIFT TECHNOLOGIES, INC.
Report date March 19, 2019 · Filed March 19, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2019-03-19 · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · Balance Not disclosed F1: The shares of Class B common stock will automatically convert into shares of Class A common stock at the time of the issuer's initial business combination on a one-for-one basis, subject to certain adjustments described in the issuer's charter documents and have no expiration date. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares of Class B common stock will automatically convert into shares of Class A common stock at the time of the issuer's initial business combination on a one-for-one basis, subject to certain adjustments described in the issuer's charter documents and have no expiration date.
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 |
|---|---|---|---|---|---|---|
| November 11, 2022 Filed Dec 19, 2022 21:34 UTC | ATLANTIC AMERICAN CORP AAME · Entity 7508 | GrantCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-021801 · doc1.xml · nonDerivative · entry 1 Scheerer Joseph M · CIK 0001647344 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 F1 · shares: Represents grant of restricted stock, which vests in full on May 8, 2023. 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.