Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Archer Aviation Inc.ACHR · Entity 4009 | Chief Financial Officer | December 08, 2021 | December 11, 2021 |
| Bird Global, Inc.BRDS · Entity 109526 | Chief Financial Officer | September 21, 2022 | September 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.
Archer Aviation Inc.
Report date December 08, 2021 · Filed December 11, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 600,000 |
Reported balance
After 2021-12-08 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2021-12-08 · Grant · Acquired 600,000 · Balance 600,000 F1: Each restricted stock unit represents a contingent right to receive one share of the issuer's Class A Common Stock, subject to the reporting person's continued status as a service provider to the issuer. F2: The award vests as to: (i) 1/3 of the total award on August 15, 2022; and (ii) 1/12 of the total award quarterly thereafter on each November 15th, March 1st, May 15th, and August 15th. F3: These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of the issuer's Class A Common Stock, subject to the reporting person's continued status as a service provider to the issuer.
F2: The award vests as to: (i) 1/3 of the total award on August 15, 2022; and (ii) 1/12 of the total award quarterly thereafter on each November 15th, March 1st, May 15th, and August 15th.
F3: These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date.
Bird Global, Inc.
Report date September 21, 2022 · Filed September 23, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 2,500,000 |
Reported balance
After 2022-09-21 transaction · row 1
1 source rowRow 1 · 2022-09-21 · Grant · Acquired 2,500,000 · Balance 2,500,000 F1: Represents an award of restricted stock units, which vests in substantially equal installments on each of the first 12 quarterly anniversaries of September 1, 2022. Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an award of restricted stock units, which vests in substantially equal installments on each of the first 12 quarterly anniversaries of September 1, 2022. Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock.
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 |
|---|---|---|---|---|---|---|
| September 21, 2022 Filed Sep 23, 2022 16:58 UTC | Bird Global, Inc. BRDS · Entity 109526 | GrantClass A Common Stock | 2,500,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001861449-22-000200 · wf-form4_166396672154188.xml · nonDerivative · entry 1 Lu Ben · CIK 0001882333 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,500,000 F1 · shares: Represents an award of restricted stock units, which vests in substantially equal installments on each of the first 12 quarterly anniversaries of September 1, 2022. Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. Read SEC document |
| December 08, 2021 Filed Dec 11, 2021 02:04 UTC | Archer Aviation Inc. ACHR · Entity 4009 | GrantRestricted Stock Units · Derivative | 600,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-148769 · tm2135191-6_4seq1.xml · derivative · entry 1 Lu Ben · CIK 0001882333 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 600,000 Underlying: Class A Common Stock · 600,000 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the issuer's Class A Common Stock, subject to the reporting person's continued status as a service provider to the issuer. F2 · derivative.exercise_date: The award vests as to: (i) 1/3 of the total award on August 15, 2022; and (ii) 1/12 of the total award quarterly thereafter on each November 15th, March 1st, May 15th, and August 15th. F3 · derivative.expiration_date: These restricted stock units do not expire; they either vest or are cancelled prior to the vesting date. 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.