Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Crimson Wine Group, LtdCWGL · Entity 6868 | Director | July 01, 2016 | May 09, 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.
Crimson Wine Group, Ltd
Report date July 01, 2016 · Filed May 09, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,410,828 |
Reported balance
After 2016-07-01 transaction · row 1
1 source rowRow 1 · 2016-07-01 · Purchase · Acquired 1,079 · Balance 2,410,828 |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 21,600 |
Reported balance
Holding disclosure · report date 2016-07-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 21,600 |
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
HOMEFED CORP
Report date March 23, 2017 · Filed March 27, 2017
Section 16 reporting ended · disclosed 2017-03-27. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2017-03-23 transaction · row 1
1 source rowRow 1 · 2017-03-23 · Sale · Disposed 542,029 · Balance 0 |
| Common SharesSEC Table I · non-derivative | IndirectSee footnote 1 | 0 |
Reported balance
After 2017-03-23 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2017-03-23 · Sale · Disposed 65,704 · Balance 0 F1: Consisted of 5,704 shares of HomeFed common stock beneficially owned by Mr. Cumming's wife and 60,000 shares held by a corporation which is 99% owned by Mr. Cumming and 1% owned by Mr. Cumming's wife. |
Filing footnotes · ownership attribution and instrument terms
F1: Consisted of 5,704 shares of HomeFed common stock beneficially owned by Mr. Cumming's wife and 60,000 shares held by a corporation which is 99% owned by Mr. Cumming and 1% owned by Mr. Cumming's wife.
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 |
|---|---|---|---|---|---|---|
| March 27, 2017 Filed Mar 28, 2017 19:38 UTC | Crimson Wine Group, Ltd CWGL · Entity 6868 | PurchaseCommon Stock | 68,838 | $9.25 | $636,751.50 |
DisclosureSEC source: 0001562151-17-000008 · primary_doc.xml · nonDerivative · entry 1 CUMMING IAN M. · CIK 0001213601 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,409,749 Read SEC document |
| March 23, 2017 Filed Mar 27, 2017 16:45 UTC | HOMEFED CORP HOFD · Entity 156362 | SaleCommon Shares | 65,704 | $39.95 | $2,624,874.80 |
DisclosureSEC source: 0001214659-17-002174 · marketforms-38444.xml · nonDerivative · entry 2 CUMMING IAN M. · CIK 0001213601 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote 1 Disclosed balance after: 0 F1 · ownership.direct: Consisted of 5,704 shares of HomeFed common stock beneficially owned by Mr. Cumming's wife and 60,000 shares held by a corporation which is 99% owned by Mr. Cumming and 1% owned by Mr. Cumming's wife. Read SEC document |
| March 23, 2017 Filed Mar 27, 2017 16:45 UTC | HOMEFED CORP HOFD · Entity 156362 | SaleCommon Shares | 542,029 | $39.95 | $21,654,058.55 |
DisclosureSEC source: 0001214659-17-002174 · marketforms-38444.xml · nonDerivative · entry 1 CUMMING IAN M. · CIK 0001213601 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| July 01, 2016 Filed May 9, 2018 18:30 UTC | Crimson Wine Group, Ltd CWGL · Entity 6868 | PurchaseCommon Stock | 1,079 | $8.40 | $9,063.60 |
DisclosureSEC source: 0001562151-18-000060 · wf-form4_152590503355207.xml · nonDerivative · entry 1 CUMMING IAN M. · CIK 0001213601 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,410,828 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.