Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BRC Group Holdings, Inc.RILY · Entity 6050 | Director | August 18, 2017 | August 22, 2017 |
| WIDEPOINT CORPWYY · Entity 6739 | Director | December 01, 2020 | December 03, 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.
BRC Group Holdings, Inc.
Report date August 18, 2017 · Filed August 22, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 22,775 |
Reported balance
After 2017-08-18 transaction · row 1
1 source rowRow 1 · 2017-08-18 · Grant · Acquired 2,606 · Balance 22,775 F1: Represents a restricted stock unit that settles in common stock of the Company and vests in full on the earlier of June 1, 2018, or the Company's next Annual Shareholder Meeting. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a restricted stock unit that settles in common stock of the Company and vests in full on the earlier of June 1, 2018, or the Company's next Annual Shareholder Meeting.
WIDEPOINT CORP
Report date December 01, 2020 · Filed December 03, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,411 |
Reported balance
After 2020-12-01 transaction · row 1
1 source rowRow 1 · 2020-12-01 · Sale · Disposed 26,797 · Balance 6,411 F1: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $9.99 to $10.15, inclusive. The Reporting Person undertakes to provide WidePoint Corporation (the "Company"), any security holder of the Company, or the staff of the Securities & Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth herein. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $9.99 to $10.15, inclusive. The Reporting Person undertakes to provide WidePoint Corporation (the "Company"), any security holder of the Company, or the staff of the Securities & Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth herein.
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 01, 2020 Filed Dec 3, 2020 21:33 UTC | WIDEPOINT CORP WYY · Entity 6739 | SaleCommon Stock | 26,797 | $10.04 | $269,041.88 |
DisclosureSEC source: 0001567619-20-020610 · doc1.xml · nonDerivative · entry 1 Todaro Richard L · CIK 0001615082 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,411 F1 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $9.99 to $10.15, inclusive. The Reporting Person undertakes to provide WidePoint Corporation (the "Company"), any security holder of the Company, or the staff of the Securities & Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth herein. Read SEC document |
| June 18, 2020 Filed Jun 19, 2020 20:30 UTC | WIDEPOINT CORP WYY · Entity 6739 | GrantCommon Stock | 64,103 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-012455 · doc1.xml · nonDerivative · entry 1 Todaro Richard L · CIK 0001615082 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 332,071 F1 · price: Restricted stock granted to non-employee directors which vests in full on June 18, 2021, subject to continued service to the Company. Read SEC document |
| April 15, 2020 Filed Apr 16, 2020 20:30 UTC | WIDEPOINT CORP WYY · Entity 6739 | GrantCommon Stock | 128,206 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-008043 · doc1.xml · nonDerivative · entry 1 Todaro Richard L · CIK 0001615082 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 267,968 F1 · kind: Restricted stock granted as Director compensation for twelve months ending June 2020. The restricted stock vests in full on June 18, 2020. Read SEC document |
| August 21, 2019 Filed Aug 21, 2019 20:18 UTC | WIDEPOINT CORP WYY · Entity 6739 | PurchaseCommon Stock | 100,000 | $0.34 | $34,470.00 |
DisclosureSEC source: 0001567619-19-017423 · doc1.xml · nonDerivative · entry 1 Todaro Richard L · CIK 0001615082 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 139,762 F1 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions at prices ranging from $0.3317 to $0.3537, inclusive. The Reporting Person undertakes to provide Widepoint Corp. ("Widepoint"), any security holder of Widepoint, or the staff of the Securities & Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth herein. Read SEC document |
| April 24, 2019 Filed Apr 25, 2019 20:51 UTC | WIDEPOINT CORP WYY · Entity 6739 | GrantCommon Stock | 39,762 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-009198 · doc1.xml · nonDerivative · entry 1 Todaro Richard L · CIK 0001615082 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,762 F1 · price: Compensation for services as a director. Read SEC document |
| August 18, 2017 Filed Aug 22, 2017 22:00 UTC | BRC Group Holdings, Inc. RILY · Entity 6050 | GrantCommon Stock | 2,606 | $0.00 | $0.00 |
DisclosureSEC source: 0001615774-17-004677 · s107290_form4.xml · nonDerivative · entry 1 Todaro Richard L · CIK 0001615082 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,775 F1 · shares: Represents a restricted stock unit that settles in common stock of the Company and vests in full on the earlier of June 1, 2018, or the Company's next Annual Shareholder Meeting. 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.