Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NAVIDEA BIOPHARMACEUTICALS, INC.NAVB · Entity 107761 | Director | November 29, 2022 | November 30, 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.
NAVIDEA BIOPHARMACEUTICALS, INC.
Report date November 29, 2022 · Filed November 30, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 30,000 |
Reported balance
After 2022-11-29 transaction · row 1
1 source rowRow 1 · 2022-11-29 · Grant · Acquired 30,000 · Balance 30,000 F1: Restricted shares granted pursuant to Issuer's 2014 Amended and Restated Stock Incentive Plan which vest as to one-third on each of the first three anniversaries of the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted shares granted pursuant to Issuer's 2014 Amended and Restated Stock Incentive Plan which vest as to one-third on each of the first three anniversaries of the date of grant.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
First Western Financial Inc
Report date May 01, 2019 · Filed May 03, 2019
Section 16 reporting ended · disclosed 2019-05-03. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,319 |
Reported balance
After 2019-05-01 transaction · row 1
1 source rowRow 1 · 2019-05-01 · Grant · Acquired 2,028 · Balance 5,319 F1: Represents restricted stock units that vest in five substantially equal annual installments beginning on May 1, 2020, subject to the continued service of the reporting person. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units that vest in five substantially equal annual installments beginning on May 1, 2020, subject to the continued service of the reporting person.
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 29, 2022 Filed Nov 30, 2022 16:12 UTC | NAVIDEA BIOPHARMACEUTICALS, INC. NAVB · Entity 107761 | GrantCommon Stock | 30,000 | $0.00 | $30.00 |
DisclosureSEC source: 0001437749-22-028201 · rdgdoc.xml · nonDerivative · entry 1 Wilson Joshua M. · CIK 0001746168 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 F1 · shares: Restricted shares granted pursuant to Issuer's 2014 Amended and Restated Stock Incentive Plan which vest as to one-third on each of the first three anniversaries of the date of grant. Read SEC document |
| May 01, 2019 Filed May 3, 2019 16:09 UTC | First Western Financial Inc MYFW · Entity 460 | GrantCommon Stock | 2,028 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-19-026826 · a4.xml · nonDerivative · entry 1 Wilson Josh M · CIK 0001746168 · Regional President, Colo./Wyo. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,319 F1 · shares: Represents restricted stock units that vest in five substantially equal annual installments beginning on May 1, 2020, subject to the continued service of the reporting person. 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.