Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Solo Brands, Inc.DTC · Entity 8034 | Chief Strategy Officer | November 05, 2021 | November 05, 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.
Solo Brands, Inc.
Report date November 05, 2021 · Filed November 05, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 29,412 |
Reported balance
After 2021-11-05 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2021-11-05 · Grant · Acquired 29,412 · Balance 29,412 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A Common Stock. F2: The RSUs will vest with respect to 25% of the underlying shares of Class A Common Stock on 11/5/2022, and with respect to the remaining RSUs in 12 quarterly installments thereafter. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A Common Stock.
F2: The RSUs will vest with respect to 25% of the underlying shares of Class A Common Stock on 11/5/2022, and with respect to the remaining RSUs in 12 quarterly installments thereafter.
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 05, 2021 Filed Nov 5, 2021 21:02 UTC | Solo Brands, Inc. DTC · Entity 8034 | GrantRestricted Stock Unit · Derivative | 29,412 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-043325 · doc4.xml · derivative · entry 1 Hency Kyle G · CIK 0001888041 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,412 Underlying: Class A Common Stock · 29,412 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Class A Common Stock. F2 · derivative.exercise_date: The RSUs will vest with respect to 25% of the underlying shares of Class A Common Stock on 11/5/2022, and with respect to the remaining RSUs in 12 quarterly installments thereafter. F2 · derivative.expiration_date: The RSUs will vest with respect to 25% of the underlying shares of Class A Common Stock on 11/5/2022, and with respect to the remaining RSUs in 12 quarterly installments thereafter. Read SEC document |
| November 01, 2021 Filed Nov 3, 2021 21:03 UTC | Solo Brands, Inc. DTC · Entity 8034 | GrantStock Option · Derivative | 29,412 | $0.00 Strike: $17.00 | $0.00 |
DisclosureSEC source: 0000899243-21-042764 · doc4.xml · derivative · entry 1 Hency Kyle G · CIK 0001888041 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,412 Underlying: Class A Common Stock · 29,412 shares Expires 2031-11-01 F1 · derivative.exercise_date: The stock option will vest with respect to 25% of the underlying shares of Class A Common Stock on November 1, 2022, and with respect to the remaining shares in 12 quarterly installments thereafter. 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.