Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CCUR Holdings, Inc.CCUR · Entity 122519 | President and CEO | February 10, 2017 | February 10, 2017 |
| FiEE, Inc.ZMTP · Entity 7395 | Director | July 10, 2018 | July 12, 2018 |
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.
CCUR Holdings, Inc.
Report date February 10, 2017 · Filed February 10, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 225,000 |
Reported balance
After 2017-02-10 transaction · row 1
1 source rowRow 1 · 2017-02-10 · Grant · Acquired 10,000 · Balance 225,000 F1: Grant of restricted stock awards. The restriction on these shares will lapse as follows: 10,000 on 2/10/2020. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of restricted stock awards. The restriction on these shares will lapse as follows: 10,000 on 2/10/2020.
FiEE, Inc.
Report date July 10, 2018 · Filed July 12, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $2.70 · Expires 2023-07-10 | Direct | 7,500 |
Reported balance
After 2018-07-10 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2018-07-10 · Grant · Acquired 7,500 · Balance 7,500 F2: Option is granted as part of Board of Director's compensation. F1: Option is immediately 100% vested. |
Filing footnotes · ownership attribution and instrument terms
F1: Option is immediately 100% vested.
F2: Option is granted as part of Board of Director's compensation.
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 |
|---|---|---|---|---|---|---|
| July 10, 2018 Filed Jul 12, 2018 17:23 UTC | FiEE, Inc. ZMTP · Entity 7395 | GrantOption (right to buy) · Derivative | 7,500 | $0.00 Strike: $2.70 | $0.00 |
DisclosureSEC source: 0001467761-18-000019 · primary_doc.xml · derivative · entry 1 Elder Derek · CIK 0001626490 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,500 Underlying: Common Stock · 7,500 shares Expires 2023-07-10 F2 · price: Option is granted as part of Board of Director's compensation. F1 · derivative.exercise_date: Option is immediately 100% vested. Read SEC document |
| May 16, 2018 Filed May 22, 2018 11:30 UTC | FiEE, Inc. ZMTP · Entity 7395 | GrantOption (right to buy) · Derivative | 20,000 | $0.00 Strike: $2.90 | $0.00 |
DisclosureSEC source: 0001467761-18-000011 · primary_doc.xml · derivative · entry 1 Elder Derek · CIK 0001626490 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Underlying: Common Stock · 20,000 shares Expires 2021-05-16 F2 · price: Option is granted as part of Board of Director's compensation. F1 · derivative.exercise_date: The options in this grant vest 25% every 6 months - 6, 12, 18, and 24 months from grant date of 05/16/2018. Read SEC document |
| February 10, 2017 Filed Feb 10, 2017 17:30 UTC | CCUR Holdings, Inc. CCUR · Entity 122519 | GrantCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001638599-17-000195 · doc4_4548.xml · nonDerivative · entry 1 Elder Derek · CIK 0001626490 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 225,000 F1 · shares: Grant of restricted stock awards. The restriction on these shares will lapse as follows: 10,000 on 2/10/2020. 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.