Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SUNation Energy, Inc.JCS · Entity 7787 | Director | May 22, 2017 | May 25, 2017 |
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.
SUNation Energy, Inc.
Report date May 22, 2017 · Filed May 25, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 33,934 |
Reported balance
After 2017-05-22 transaction · row 1
1 source rowRow 1 · 2017-05-22 · Exercise / conversion · Acquired 2,261 · Balance 33,934 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $4.44 · Expires 2017-05-22 | Direct | 0 |
Reported balance
After 2017-05-22 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2017-05-22 · Exercise / conversion · Disposed 2,261 · Balance 0 |
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 |
|---|---|---|---|---|---|---|
| May 22, 2017 Filed May 25, 2017 00:31 UTC | SUNation Energy, Inc. JCS · Entity 7787 | Exercise / conversionRestricted Stock Units · Derivative | 2,261 | $0.00 Strike: $4.44 | $0.00 |
DisclosureSEC source: 0000897101-17-000660 · csi171596goldberg_4.xml · derivative · entry 2 GOLDBERG LUELLA G · CIK 0001189997 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,261 shares Expires 2017-05-22 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 22, 2017 Filed May 25, 2017 00:31 UTC | SUNation Energy, Inc. JCS · Entity 7787 | Exercise / conversionCommon Stock | 2,261 | $4.44 | $10,038.84 |
DisclosureSEC source: 0000897101-17-000660 · csi171596goldberg_4.xml · nonDerivative · entry 1 GOLDBERG LUELLA G · CIK 0001189997 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,934 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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.