Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BJs RESTAURANTS INCBJRI · Entity 1175 | Director | January 15, 2018 | January 16, 2018 |
| COMSCORE, INC.SCOR · Entity 6942 | Director | October 03, 2017 | October 13, 2017 |
| TrueCar, Inc.TRUE · Entity 68875 | Director | May 26, 2022 | May 27, 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.
BJs RESTAURANTS INC
Report date January 15, 2018 · Filed January 16, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 7,679 |
Reported balance
After 2018-01-15 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2018-01-15 · Grant · Acquired 1,327 · Balance 7,679 F1: These shares represent a Restricted Stock Unit award vesting in three equal installments beginning on January 15, 2019. Each Restricted Stock Unit represents a contingent right to receive one share of the Issuer's common stock. F2: Amount includes 2,568 of unvested Restricted Stock Units. |
| Non-Qualified Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $37.70 · Expires 2028-01-15 | Direct | 4,652 |
Reported balance
After 2018-01-15 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2018-01-15 · Grant · Acquired 4,652 · Balance 4,652 F3: These stock options vest 33.3% per year beginning on January 15, 2019. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares represent a Restricted Stock Unit award vesting in three equal installments beginning on January 15, 2019. Each Restricted Stock Unit represents a contingent right to receive one share of the Issuer's common stock.
F2: Amount includes 2,568 of unvested Restricted Stock Units.
F3: These stock options vest 33.3% per year beginning on January 15, 2019.
COMSCORE, INC.
Report date October 03, 2017 · Filed October 13, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,000 |
Reported balance
Holding disclosure · report date 2017-10-03 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 3,000 |
TrueCar, Inc.
Report date May 26, 2022 · Filed May 27, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 186,586 |
Reported balance
After 2022-05-26 transaction · row 1
1 source rowRow 1 · 2022-05-26 · Grant · Acquired 45,454 · Balance 186,586 F1: The reported securities are represented by restricted stock units, or RSUs, which vest in full on the earlier of the day immediately prior to the Issuer's 2023 annual meeting of stockholders or May 31, 2023. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported securities are represented by restricted stock units, or RSUs, which vest in full on the earlier of the day immediately prior to the Issuer's 2023 annual meeting of stockholders or May 31, 2023.
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 |
|---|---|---|---|---|---|---|
| May 26, 2022 Filed May 27, 2022 17:52 UTC | TrueCar, Inc. TRUE · Entity 68875 | GrantCommon Stock | 45,454 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-011882 · doc1.xml · nonDerivative · entry 1 Nichols Wesley A. · CIK 0001593747 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 186,586 F1 · shares: The reported securities are represented by restricted stock units, or RSUs, which vest in full on the earlier of the day immediately prior to the Issuer's 2023 annual meeting of stockholders or May 31, 2023. Read SEC document |
| May 20, 2021 Filed May 21, 2021 19:40 UTC | TrueCar, Inc. TRUE · Entity 68875 | GrantCommon Stock | 31,446 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-011009 · doc1.xml · nonDerivative · entry 1 Nichols Wesley A. · CIK 0001593747 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,132 F1 · shares: The reported securities are represented by restricted stock units, or RSUs, which vest in full on the earlier of the day immediately prior to the Issuer's 2022 annual meeting of stockholders or May 31, 2022. Read SEC document |
| May 21, 2020 Filed May 26, 2020 19:36 UTC | TrueCar, Inc. TRUE · Entity 68875 | GrantCommon Stock | 58,139 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-011190 · doc1.xml · nonDerivative · entry 1 Nichols Wesley A. · CIK 0001593747 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,686 F1 · shares: The reported securities are represented by restricted stock units, or RSUs, which vest in full on the earlier of the day immediately prior to the Issuer's 2021 annual meeting of stockholders or May 31, 2021. Read SEC document |
| May 16, 2019 Filed May 20, 2019 19:36 UTC | TrueCar, Inc. TRUE · Entity 68875 | GrantCommon Stock | 23,219 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-011718 · doc1.xml · nonDerivative · entry 1 Nichols Wesley A. · CIK 0001593747 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,547 F1 · shares: The reported securities are represented by restricted stock units, or RSUs, which vest in full on the earlier of the day immediately prior to the Issuer's 2020 annual meeting of stockholders or May 31, 2020. Read SEC document |
| May 17, 2018 Filed May 18, 2018 20:30 UTC | TrueCar, Inc. TRUE · Entity 68875 | GrantStock Option (right to buy) · Derivative | 18,653 | $0.00 Strike: $9.04 | $0.00 |
DisclosureSEC source: 0001140361-18-024790 · doc1.xml · derivative · entry 2 Nichols Wesley A. · CIK 0001593747 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,653 Underlying: Common Stock · 18,653 shares Expires 2028-05-17 F2 · derivative.exercise_date: Shares subject to the option vest in twelve equal monthly installments beginning on June 17, 2018. Any unvested shares subject to the option vest on the day immediately prior to the 2019 Annual Meeting. Read SEC document |
| May 17, 2018 Filed May 18, 2018 20:30 UTC | TrueCar, Inc. TRUE · Entity 68875 | GrantCommon Stock | 8,296 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-024790 · doc1.xml · nonDerivative · entry 1 Nichols Wesley A. · CIK 0001593747 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,328 F1 · shares: The reported shares are represented by restricted stock units, or RSUs, which vest in full on the earlier of the day immediately prior to the Issuer's 2019 annual meeting of stockholders (the "2019 Annual Meeting") or May 31, 2019. Read SEC document |
| January 15, 2018 Filed Jan 16, 2018 23:20 UTC | BJs RESTAURANTS INC BJRI · Entity 1175 | GrantNon-Qualified Stock Options · Derivative | 4,652 | $37.70 Strike: $37.70 | $175,380.40 |
DisclosureSEC source: 0001209191-18-003674 · doc4.xml · derivative · entry 2 Nichols Wesley A. · CIK 0001593747 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,652 Underlying: Common Stock · 4,652 shares Expires 2028-01-15 F3 · shares: These stock options vest 33.3% per year beginning on January 15, 2019. Read SEC document |
| January 15, 2018 Filed Jan 16, 2018 23:20 UTC | BJs RESTAURANTS INC BJRI · Entity 1175 | GrantCommon Stock | 1,327 | $37.70 | $50,027.90 |
DisclosureSEC source: 0001209191-18-003674 · doc4.xml · nonDerivative · entry 1 Nichols Wesley A. · CIK 0001593747 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,679 F1 · shares: These shares represent a Restricted Stock Unit award vesting in three equal installments beginning on January 15, 2019. Each Restricted Stock Unit represents a contingent right to receive one share of the Issuer's common stock. F2 · balance_after: Amount includes 2,568 of unvested Restricted Stock Units. Read SEC document |
| May 18, 2017 Filed May 22, 2017 16:36 UTC | TrueCar, Inc. TRUE · Entity 68875 | GrantStock Option (right to buy) · Derivative | 10,126 | $0.00 Strike: $17.54 | $0.00 |
DisclosureSEC source: 0001140361-17-021741 · doc1.xml · derivative · entry 2 Nichols Wesley A. · CIK 0001593747 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,126 Underlying: Common Stock · 10,126 shares Expires 2027-05-18 F2 · derivative.exercise_date: Shares subject to the option vest in twelve equal monthly installments beginning on June 18, 2017. Any unvested shares subject to the option vest on the day immediately prior to the 2018 Annual Meeting. Read SEC document |
| May 18, 2017 Filed May 22, 2017 16:36 UTC | TrueCar, Inc. TRUE · Entity 68875 | GrantCommon Stock | 4,276 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-021741 · doc1.xml · nonDerivative · entry 1 Nichols Wesley A. · CIK 0001593747 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,032 F1 · shares: The reported shares are represented by restricted stock units, or RSUs, which vest in full on the earlier of the day immediately prior to the Issuer's 2018 annual meeting of stockholders (the "2018 Annual Meeting") or May 31, 2018. Read SEC document |
| January 15, 2017 Filed Jan 18, 2017 22:46 UTC | BJs RESTAURANTS INC BJRI · Entity 1175 | GrantNon-Qualified Stock Options · Derivative | 4,153 | $35.95 Strike: $35.95 | $149,300.35 |
DisclosureSEC source: 0001209191-17-004260 · doc4.xml · derivative · entry 2 Nichols Wesley A. · CIK 0001593747 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,153 shares Expires 2027-01-15 F3 · security: These stock options vest 33.3% per year beginning on January 15, 2018. Read SEC document |
| January 15, 2017 Filed Jan 18, 2017 22:46 UTC | BJs RESTAURANTS INC BJRI · Entity 1175 | GrantCommon Stock | 1,391 | $35.95 | $50,006.45 |
DisclosureSEC source: 0001209191-17-004260 · doc4.xml · nonDerivative · entry 1 Nichols Wesley A. · CIK 0001593747 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,352 F1 · shares: These restricted stock units vest 33.3% per year beginning on January 15, 2018. F2 · balance_after: Amount includes 2,911 of unvested Restricted Stock Units. Read SEC document |
| November 02, 2016 Filed Nov 4, 2016 16:19 UTC | TrueCar, Inc. TRUE · Entity 68875 | GrantStock Option (right to buy) · Derivative | 34,106 | $0.00 Strike: $9.52 | $0.00 |
DisclosureSEC source: 0001140361-16-084909 · doc1.xml · derivative · entry 2 Nichols Wesley A. · CIK 0001593747 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,106 Underlying: Common Stock · 34,106 shares Expires 2026-11-02 F2 · derivative.exercise_date: Shares subject to the option vest in thirty-six (36) equal monthly installments beginning on December 2, 2016. Read SEC document |
| November 02, 2016 Filed Nov 4, 2016 16:19 UTC | TrueCar, Inc. TRUE · Entity 68875 | GrantCommon Stock | 15,756 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-16-084909 · doc1.xml · nonDerivative · entry 1 Nichols Wesley A. · CIK 0001593747 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,756 F1 · shares: The reported securities are represented by restricted stock units (RSUs) which vest in three (3) equal annual installments beginning on November 15, 2017. 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.