Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Eos Energy Enterprises, Inc.EOSE · Entity 4901 | Director | July 21, 2026 | August 06, 2026 |
| GENERAL ELECTRIC COGE · Entity 2813 | Vice Chairman | November 06, 2017 | November 07, 2017 |
| Kalaris Therapeutics, Inc.ALVR · Entity 6805 | Director | June 06, 2024 | June 07, 2024 |
| SBIG Holdings, Inc.TCAC · Entity 8653 | Director | February 11, 2021 | February 12, 2021 |
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.
Eos Energy Enterprises, Inc.
Report date July 21, 2026 · Filed August 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 143,806 |
Reported balance
After 2026-07-21 transaction · row 1
1 source rowRow 1 · 2026-07-21 · Exercise / conversion · Acquired 9,558 · Balance 143,806 F1: Represents the conversion of a subscription right issued by the Issuer as part of a rights offering that closed on July 21, 2026 (the "Rights Offering"). Each subscription right was exercisable for units that consisted of (i) 1 share of common stock and (ii) 0.4388 of a warrant exercisable to acquire a share of common stock at an exercise price of $5.48 per share. |
| Subscription Rights (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $5.48 · Expires 2026-07-21 | Direct | 0 |
Reported balance
After 2026-07-21 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-07-21 · Exercise / conversion · Disposed 9,558 · Balance 0 F1: Represents the conversion of a subscription right issued by the Issuer as part of a rights offering that closed on July 21, 2026 (the "Rights Offering"). Each subscription right was exercisable for units that consisted of (i) 1 share of common stock and (ii) 0.4388 of a warrant exercisable to acquire a share of common stock at an exercise price of $5.48 per share. |
| Warrant (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $5.48 | Direct | 4,194 |
Reported balance
After 2026-07-21 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-07-21 · Exercise / conversion · Acquired 4,194 · Balance 4,194 F1: Represents the conversion of a subscription right issued by the Issuer as part of a rights offering that closed on July 21, 2026 (the "Rights Offering"). Each subscription right was exercisable for units that consisted of (i) 1 share of common stock and (ii) 0.4388 of a warrant exercisable to acquire a share of common stock at an exercise price of $5.48 per share. F2: Warrants became exercisable immediately after the Rights Offering closed and expire 10 years later, unless exercised or redeemed earlier. If a warrant is not exercised or redeemed before it expires, it will have no value. |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 1,500 |
Reported balance
Holding disclosure · report date 2026-07-21 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,500 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the conversion of a subscription right issued by the Issuer as part of a rights offering that closed on July 21, 2026 (the "Rights Offering"). Each subscription right was exercisable for units that consisted of (i) 1 share of common stock and (ii) 0.4388 of a warrant exercisable to acquire a share of common stock at an exercise price of $5.48 per share.
F2: Warrants became exercisable immediately after the Rights Offering closed and expire 10 years later, unless exercised or redeemed earlier. If a warrant is not exercised or redeemed before it expires, it will have no value.
GENERAL ELECTRIC CO
Report date November 06, 2017 · Filed November 07, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 188,645 |
Ending reported balance
After 2017-11-06 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2017-11-06 · Exercise / conversion · Acquired 7,400 · Balance 192,183 Row 2 · 2017-11-06 · Tax withholding · Disposed 3,538 · Balance 188,645 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2017-11-06 | Direct | 22,200 |
Reported balance
After 2017-11-06 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2017-11-06 · Exercise / conversion · Disposed 7,400 · Balance 22,200 F1: 1 for 1 |
| Common StockSEC Table I · non-derivative | Indirect401(k) plan | 41,152 |
Reported balance
Holding disclosure · report date 2017-11-06 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 41,152 |
Filing footnotes · ownership attribution and instrument terms
F1: 1 for 1
Kalaris Therapeutics, Inc.
Report date June 06, 2024 · Filed June 07, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 110,197 |
Reported balance
After 2024-06-06 transaction · row 1
1 source rowRow 1 · 2024-06-06 · Grant · Acquired 35,000 · Balance 110,197 F1: The shares reported in this transaction represent Restricted Stock Units ("RSUs") issued under the AlloVir, Inc. 2020 Stock Option and Grant Plan. Each RSU represents the contingent right to receive one share of the Issuer's Common Stock. The shares shall vest upon the earlier to occur of (i) June 6, 2025 and (ii) the next annual meeting of the Issuer's stockholders, subject to the Reporting Person's continued service on the Issuer's Board of Directors. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares reported in this transaction represent Restricted Stock Units ("RSUs") issued under the AlloVir, Inc. 2020 Stock Option and Grant Plan. Each RSU represents the contingent right to receive one share of the Issuer's Common Stock. The shares shall vest upon the earlier to occur of (i) June 6, 2025 and (ii) the next annual meeting of the Issuer's stockholders, subject to the Reporting Person's continued service on the Issuer's Board of Directors.
SBIG Holdings, Inc.
Report date February 11, 2021 · Filed February 12, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B ordinary sharesSEC Table II · derivative / convertible security | IndirectSee Footnote | Not disclosed |
Reported balance
Holding disclosure · report date 2021-02-11 · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · Balance Not disclosed F1: As described in the issuer's registration statement on Form S-1 (File No. 333-252484) (the "Registration Statement") under the heading "Description of Securities - Founder Shares", the Class B ordinary shares will automatically convert into Class A ordinary shares on a one-for-one basis on the first business day following the consummation of the issuer's initial business combination, subject to adjustment as described in the Registration Statement. The Class B ordinary shares have no expiration date. F2: Shares held by Whipstick Ventures, LLC. The reporting person has a controlling interest in Whipstick Ventures, LLC and may be deemed to beneficially own these securities. The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all the reported shares for purposes of Section 16 or for any other purpose. |
Filing footnotes · ownership attribution and instrument terms
F1: As described in the issuer's registration statement on Form S-1 (File No. 333-252484) (the "Registration Statement") under the heading "Description of Securities - Founder Shares", the Class B ordinary shares will automatically convert into Class A ordinary shares on a one-for-one basis on the first business day following the consummation of the issuer's initial business combination, subject to adjustment as described in the Registration Statement. The Class B ordinary shares have no expiration date.
F2: Shares held by Whipstick Ventures, LLC. The reporting person has a controlling interest in Whipstick Ventures, LLC and may be deemed to beneficially own these securities. The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all the reported shares for purposes of Section 16 or for any other purpose.
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 |
|---|---|---|---|---|---|---|
| July 27, 2013 Filed Jul 30, 2013 20:47 UTC | GENERAL ELECTRIC CO GE · Entity 2813 | Exercise / conversionCommon Stock | 6,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001231205-13-000079 · edgar.xml · nonDerivative · entry 1 Bornstein Jeffrey S · CIK 0001579989 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,188 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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.