Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| GP STRATEGIES CORPGPX · Entity 134545 | Director · NonExec Chairman of the Board | June 29, 2018 | July 03, 2018 |
| OpenWorld, Inc.VRME · Entity 8052 | Director | June 27, 2018 | June 29, 2018 |
| Wright Investors Service Holdings, Inc.IWSH · Entity 8388 | Director · President and CEO | December 30, 2020 | December 31, 2020 |
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.
GP STRATEGIES CORP
Report date June 29, 2018 · Filed July 03, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 28,228 |
Reported balance
After 2018-06-29 transaction · row 1
1 source rowRow 1 · 2018-06-29 · Grant · Acquired 500 · Balance 28,228 F1: Represents a portion of the quarterly Director fees for the quarter ended June 30, 2018 paid in shares of the Registrant's Common Stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a portion of the quarterly Director fees for the quarter ended June 30, 2018 paid in shares of the Registrant's Common Stock.
OpenWorld, Inc.
Report date June 27, 2018 · Filed June 29, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,940,000 |
Reported balance
After 2018-06-27 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2018-06-27 · Grant · Acquired 210,000 · Balance 1,940,000 F1: The shares shall vest every three months over a one-year period, subject to the Reporting Person's continued service for which the shares were granted on each applicable vesting date. F2: Not applicable. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares shall vest every three months over a one-year period, subject to the Reporting Person's continued service for which the shares were granted on each applicable vesting date.
F2: Not applicable.
Wright Investors Service Holdings, Inc.
Report date December 30, 2020 · Filed December 31, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,023,652 |
Reported balance
After 2020-12-30 transaction · row 1
1 source rowRow 1 · 2020-12-30 · Purchase · Acquired 582,500 · Balance 1,023,652 |
| Common StockSEC Table I · non-derivative | IndirectSee footnote | 5,070,017 |
Reported balance
Holding disclosure · report date 2020-12-30 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 5,070,017 F1: The shares are owned directly by certain private investment partnerships managed by Bedford Oak Advisors, LLC (the "Investment Manager"). A portion of these securities may also be deemed to be owned beneficially, indirectly by Bedford Oak Management, LLC, the general partner of the investment partnerships (the "General Partner") and by Harvey P. Eisen, the managing member of the General Partner, in accordance with the respective "pecuniary interests" of such persons (within the meaning of Exchange Act Rule 16a-1(a)(2). The Investment Manager, an affiliated entity controlled by Harvey P. Eisen, has the power to vote and dispose of such shares but has no pecuniary interest therein. The General Partner and Mr. Eisen disclaim any beneficial interest in such securities in excess of such pecuniary interest. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares are owned directly by certain private investment partnerships managed by Bedford Oak Advisors, LLC (the "Investment Manager"). A portion of these securities may also be deemed to be owned beneficially, indirectly by Bedford Oak Management, LLC, the general partner of the investment partnerships (the "General Partner") and by Harvey P. Eisen, the managing member of the General Partner, in accordance with the respective "pecuniary interests" of such persons (within the meaning of Exchange Act Rule 16a-1(a)(2). The Investment Manager, an affiliated entity controlled by Harvey P. Eisen, has the power to vote and dispose of such shares but has no pecuniary interest therein. The General Partner and Mr. Eisen disclaim any beneficial interest in such securities in excess of such pecuniary interest.
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 |
|---|---|---|---|---|---|---|
| December 30, 2020 Filed Dec 31, 2020 09:38 UTC | Wright Investors Service Holdings, Inc. IWSH · Entity 8388 | PurchaseCommon Stock | 582,500 | $0.20 | $116,500.00 |
DisclosureSEC source: 0001214659-20-010827 · marketforms-50781.xml · nonDerivative · entry 1 EISEN HARVEY P · CIK 0001104706 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,023,652 Read SEC document |
| August 30, 2019 Filed Aug 30, 2019 15:49 UTC | Wright Investors Service Holdings, Inc. WISH · Entity 8388 | PurchaseCommon Stock | 441,152 | $0.42 | $185,283.84 |
DisclosureSEC source: 0001214659-19-005564 · marketforms-45520.xml · nonDerivative · entry 1 EISEN HARVEY P · CIK 0001104706 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 441,152 Read SEC document |
| June 29, 2018 Filed Jul 3, 2018 13:03 UTC | GP STRATEGIES CORP GPX · Entity 134545 | GrantCommon Stock | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0001104706-18-000002 · wf-form4_153063738977431.xml · nonDerivative · entry 1 EISEN HARVEY P · CIK 0001104706 · Director · NonExec Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,228 F1 · price: Represents a portion of the quarterly Director fees for the quarter ended June 30, 2018 paid in shares of the Registrant's Common Stock. Read SEC document |
| June 27, 2018 Filed Jun 29, 2018 20:05 UTC | OpenWorld, Inc. VRME · Entity 8052 | GrantCommon Stock | 210,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001214659-18-004642 · marketforms-42367.xml · nonDerivative · entry 1 EISEN HARVEY P · CIK 0001104706 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,940,000 F1 · security: The shares shall vest every three months over a one-year period, subject to the Reporting Person's continued service for which the shares were granted on each applicable vesting date. F2 · price: Not applicable. Read SEC document |
| April 25, 2018 Filed Apr 27, 2018 20:05 UTC | OpenWorld, Inc. VRME · Entity 8052 | GrantCommon Stock | 300,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001214659-18-003109 · marketforms-41817.xml · nonDerivative · entry 1 EISEN HARVEY P · CIK 0001104706 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,730,000 F1 · price: Not applicable. Read SEC document |
| March 30, 2018 Filed Apr 3, 2018 16:01 UTC | GP STRATEGIES CORP GPX · Entity 134545 | GrantCommon Stock | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0000070415-18-000049 · wf-form4_152278566969443.xml · nonDerivative · entry 1 EISEN HARVEY P · CIK 0001104706 · Director · NonExec Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,728 F1 · price: Represents a portion of the quarterly Director fees for the quarter ended March 31, 2018 paid in shares of the Registrant's Common Stock. Read SEC document |
| December 29, 2017 Filed Jan 3, 2018 16:07 UTC | GP STRATEGIES CORP GPX · Entity 134545 | GrantCommon Stock | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0000070415-18-000015 · wf-form4_151501360782896.xml · nonDerivative · entry 1 EISEN HARVEY P · CIK 0001104706 · Director · NonExec Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,228 F1 · price: Represents a portion of the quarterly Director fees for the quarter ended December 31, 2017 paid in shares of the Registrant's Common Stock. Read SEC document |
| September 29, 2017 Filed Oct 3, 2017 16:02 UTC | GP STRATEGIES CORP GPX · Entity 134545 | GrantCommon Stock | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0000070415-17-000126 · wf-form4_150706096239340.xml · nonDerivative · entry 1 EISEN HARVEY P · CIK 0001104706 · Director · NonExec Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,728 F1 · price: Represents a portion of the quarterly Director fees for the quarter ended September 30, 2017 paid in shares of the Registrant's Common Stock. Read SEC document |
| June 30, 2017 Filed Jul 5, 2017 16:02 UTC | GP STRATEGIES CORP GPX · Entity 134545 | GrantCommon Stock | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0000070415-17-000082 · wf-form4_149928493436197.xml · nonDerivative · entry 1 EISEN HARVEY P · CIK 0001104706 · Director · NonExec Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,228 F1 · price: Represents a portion of the quarterly Director fees for the quarter ended June 30, 2017 paid in shares of the Registrant's Common Stock. Read SEC document |
| March 31, 2017 Filed Apr 4, 2017 16:11 UTC | GP STRATEGIES CORP GPX · Entity 134545 | GrantCommon Stock | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0000070415-17-000045 · wf-form4_149133670045013.xml · nonDerivative · entry 1 EISEN HARVEY P · CIK 0001104706 · Director · NonExec Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,728 F1 · price: Represents a portion of the quarterly Director fees for the quarter ended March 31, 2017 paid in shares of the Registrant's Common Stock. Read SEC document |
| December 30, 2016 Filed Jan 4, 2017 16:05 UTC | GP STRATEGIES CORP GPX · Entity 134545 | GrantCommon Stock | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0000070415-17-000014 · wf-form4_148356390088708.xml · nonDerivative · entry 1 EISEN HARVEY P · CIK 0001104706 · Director · NonExec Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,228 F1 · price: Represents a portion of the quarterly Director fees for the quarter ended December 31, 2016 paid in shares of the Registrant's Common Stock. Read SEC document |
| October 06, 2016 Filed Oct 7, 2016 16:15 UTC | Wright Investors Service Holdings, Inc. WISH · Entity 8388 | OtherCommon Stock, $0.01 par value | 140,417 | $0.69 | $96,887.73 |
DisclosureSEC source: 0001140361-16-082290 · doc1.xml · nonDerivative · entry 1 EISEN HARVEY P · CIK 0001104706 · Director · President and CEO · 10% owner BEDFORD OAK ADVISORS LLC · CIK 0001104465 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 5,070,017 F1 · kind: See Exhibit 99.1, Item 1. F2 · ownership.nature: See Exhibit 99.1, Item 2. Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 16:05 UTC | GP STRATEGIES CORP GPX · Entity 134545 | GrantCommon Stock | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0000070415-16-000247 · wf-form4_147561152121628.xml · nonDerivative · entry 1 EISEN HARVEY P · CIK 0001104706 · Director · NonExec Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,728 F1 · price: Represents a portion of the quarterly Director fees for the quarter ended September 30, 2016 paid in shares of the Registrant's Common Stock. 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.