Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Custom Truck One Source, Inc.CTOS · Entity 4503 | Director | April 01, 2021 | April 05, 2021 |
| Kinetik Holdings Inc.KNTK · Entity 2202 | Director | February 22, 2022 | February 28, 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.
Custom Truck One Source, Inc.
Report date April 01, 2021 · Filed April 05, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 13,631 |
Reported balance
After 2021-04-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2021-04-01 · Grant · Acquired 13,631 · Balance 13,631 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F2: The restricted stock units will vest on March 31, 2022 and have no expiration 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 common stock.
F2: The restricted stock units will vest on March 31, 2022 and have no expiration date.
Kinetik Holdings Inc.
Report date February 22, 2022 · Filed February 28, 2022
This filing explicitly reported no securities owned.
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 |
|---|---|---|---|---|---|---|
| April 01, 2021 Filed Apr 5, 2021 20:24 UTC | Custom Truck One Source, Inc. CTOS · Entity 4503 | GrantRestricted Stock Unit · Derivative | 13,631 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-21-020246 · ownership.xml · derivative · entry 1 Munfa John-Paul · CIK 0001635140 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,631 Underlying: Common Stock · 13,631 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: The restricted stock units will vest on March 31, 2022 and have no expiration date. F2 · derivative.expiration_date: The restricted stock units will vest on March 31, 2022 and have no expiration 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.