Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Firsthand Technology Value Fund, Inc.SVVC · Entity 8740 | Director | April 10, 2017 | April 11, 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.
Firsthand Technology Value Fund, Inc.
Report date April 10, 2017 · Filed April 11, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Firsthand Technology Value Fund, Inc.SEC Table I · non-derivative | Direct | 3,000 |
Reported balance
After 2017-04-10 transaction · row 1
1 source rowRow 1 · 2017-04-10 · Purchase · Acquired 2,000 · Balance 3,000 |
| Firsthand Technology Value Fund, Inc.SEC Table I · non-derivative | IndirectManaged Family Account | 5,000 |
Reported balance
After 2017-04-10 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2017-04-10 · Purchase · Acquired 2,000 · Balance 5,000 |
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 |
|---|---|---|---|---|---|---|
| April 10, 2017 Filed Apr 11, 2017 20:19 UTC | Firsthand Technology Value Fund, Inc. SVVC · Entity 8740 | PurchaseFirsthand Technology Value Fund, Inc. | 2,000 | $8.07 | $16,140.00 |
DisclosureSEC source: 0001398344-17-004776 · fp0025149_4.xml · nonDerivative · entry 2 Fitzgerald Mark F · CIK 0001575747 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Managed Family Account Disclosed balance after: 5,000 Read SEC document |
| April 10, 2017 Filed Apr 11, 2017 20:19 UTC | Firsthand Technology Value Fund, Inc. SVVC · Entity 8740 | PurchaseFirsthand Technology Value Fund, Inc. | 2,000 | $8.09 | $16,180.00 |
DisclosureSEC source: 0001398344-17-004776 · fp0025149_4.xml · nonDerivative · entry 1 Fitzgerald Mark F · CIK 0001575747 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 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.