Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Bandwidth Inc.BAND · Entity 350 | Director | August 28, 2026 | September 01, 2026 |
| Bluerock Residential Growth REIT, Inc.BRG · Entity 116907 | Director | January 01, 2019 | January 03, 2019 |
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.
Bandwidth Inc.
Report date August 28, 2026 · Filed September 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | IndirectSee footnotes | 75,422 |
Reported balance
After 2026-08-28 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-08-28 · Exercise / conversion · Acquired 3,333 · Balance 75,422 F1: Carmichael Bandwidth LLC is the managing member of each of Carmichael Partners, LLC ("CP"); Carmichael Investment Partners II, LLC ("CP II"); and Carmichael Investment Partners III, LLC ("CP III"). Brian D. Bailey and Kevin J. Martin are the managing partners of Carmichael Bandwidth LLC and CP and share voting and dispositive power with respect to the shares held by CP, CP II and CP III. The Reporting Person disclaims beneficial ownership of the securities reported herein except to the extent of his pecuniary interest therein. F2: Following the transactions reported herein, consists of 8,750 shares of Class A Common Stock held by CP and 66,672 shares of Class A Common Stock held of record by Brian D. Bailey. F3: Pursuant to an agreement between Mr. Bailey and CP, CP is entitled to all economic benefit with respect to 7,234 shares held by Mr. Bailey. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 3,333 |
Reported balance
After 2026-08-28 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-08-28 · Exercise / conversion · Disposed 3,333 · Balance 3,333 F4: Each Restricted Stock Unit represents a contingent right to receive one share of Bandwidth Inc. Class A Common Stock. F5: On November 28, 2025, the Reporting Person was granted 13,333 Restricted Stock Units, which vest in four equal quarterly installments beginning on February 28, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Carmichael Bandwidth LLC is the managing member of each of Carmichael Partners, LLC ("CP"); Carmichael Investment Partners II, LLC ("CP II"); and Carmichael Investment Partners III, LLC ("CP III"). Brian D. Bailey and Kevin J. Martin are the managing partners of Carmichael Bandwidth LLC and CP and share voting and dispositive power with respect to the shares held by CP, CP II and CP III. The Reporting Person disclaims beneficial ownership of the securities reported herein except to the extent of his pecuniary interest therein.
F2: Following the transactions reported herein, consists of 8,750 shares of Class A Common Stock held by CP and 66,672 shares of Class A Common Stock held of record by Brian D. Bailey.
F3: Pursuant to an agreement between Mr. Bailey and CP, CP is entitled to all economic benefit with respect to 7,234 shares held by Mr. Bailey.
F4: Each Restricted Stock Unit represents a contingent right to receive one share of Bandwidth Inc. Class A Common Stock.
F5: On November 28, 2025, the Reporting Person was granted 13,333 Restricted Stock Units, which vest in four equal quarterly installments beginning on February 28, 2026.
Bluerock Residential Growth REIT, Inc.
Report date January 01, 2019 · Filed January 03, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| LTIP UnitsSEC Table II · derivative / convertible security | IndirectSee Footnote | 15,599 |
Reported balance
After 2019-01-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2019-01-01 · Grant · Acquired 6,836 · Balance 15,599 F1: Represents long-term incentive plan units ("LTIP Units") in Bluerock Residential Holdings, LP (the "Operating Partnership"), of which the Issuer is the general partner. These LTIP Units will be fully vested upon issuance, and may convert to units of limited partnership interest in the Operating Partnership ("OP Units") upon reaching capital account equivalency with the OP Units held by the Issuer, and may then be redeemed for cash or, at the option of the Issuer and after a one year holding period (including any period during which the LTIP Units were held), settled in shares of the Issuer's Class A common stock on a one-for-one basis. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents long-term incentive plan units ("LTIP Units") in Bluerock Residential Holdings, LP (the "Operating Partnership"), of which the Issuer is the general partner. These LTIP Units will be fully vested upon issuance, and may convert to units of limited partnership interest in the Operating Partnership ("OP Units") upon reaching capital account equivalency with the OP Units held by the Issuer, and may then be redeemed for cash or, at the option of the Issuer and after a one year holding period (including any period during which the LTIP Units were held), settled in shares of the Issuer's Class A common stock on a one-for-one basis.
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 29, 2017 Filed Jan 3, 2018 08:01 UTC | Bandwidth Inc. BAND · Entity 350 | OtherClass B Common Stock · Derivative | 2,027 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-000171 · doc4.xml · derivative · entry 2 Carmichael Bandwidth LLC · CIK 0001721937 · 10% owner Bailey Brian D. · CIK 0001575505 · Director · 10% owner Martin Kevin J · CIK 0001567046 · 10% owner Carmichael Partners LLC · CIK 0001722003 · 10% owner Carmichael Investment Partners, LLC · CIK 0001513802 · 10% owner Carmichael Investment Partners II, LLC · CIK 0001562063 · 10% owner Carmichael Investment Partners III, LLC · CIK 0001592580 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnotes Disclosed balance after: 2,092,338 Underlying: Class A Common Stock · 2,027 shares Expires not disclosed F3 · derivative.exercise_price: The shares of Class B common stock are convertible in to Class A common stock on a 1-to-1 basis at the option of the holder and have no expiration date. F3 · derivative.exercise_date: The shares of Class B common stock are convertible in to Class A common stock on a 1-to-1 basis at the option of the holder and have no expiration date. F3 · derivative.expiration_date: The shares of Class B common stock are convertible in to Class A common stock on a 1-to-1 basis at the option of the holder and have no expiration date. F4 · ownership.nature: Consists of (i) 1,781,874 shares of Class B common stock held by CIP, (ii) 178,572 shares of Class B common stock held by Carmichael Investment Partners II, LLC ("CIP II"), (iii) 123,142 shares of Class B common stock held by Carmichael Investment Partners III, LLC ("CIP III" and, together with CIP and CIP II, the "Carmichael Entities") and (iv) 8,750 shares of Class B common stock held by Carmichael Partners LLC. F5 · ownership.nature: Carmichael Bandwidth LLC is the managing member of each of the Carmichael Entities. Brian D. Bailey and Kevin J. Martin are the managing partners of Carmichael Bandwidth LLC and Carmichael Partners LLC and share voting and dispositive power with respect to the shares held by the Carmichael Entities and Carmichael Partners LLC. Each of the Reporting Persons disclaims beneficial ownership of the securities reported herein except to the extent of its or their pecuniary interest therein. Read SEC document |
| December 29, 2017 Filed Jan 3, 2018 08:01 UTC | Bandwidth Inc. BAND · Entity 350 | OtherWarrants · Derivative | 2,027 | $0.00 Strike: $6.57 | $0.00 |
DisclosureSEC source: 0000899243-18-000171 · doc4.xml · derivative · entry 1 Carmichael Bandwidth LLC · CIK 0001721937 · 10% owner Bailey Brian D. · CIK 0001575505 · Director · 10% owner Martin Kevin J · CIK 0001567046 · 10% owner Carmichael Partners LLC · CIK 0001722003 · 10% owner Carmichael Investment Partners, LLC · CIK 0001513802 · 10% owner Carmichael Investment Partners II, LLC · CIK 0001562063 · 10% owner Carmichael Investment Partners III, LLC · CIK 0001592580 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnotes Disclosed balance after: 0 Underlying: Class B Common Stock · 2,027 shares Expires 2018-01-19 F1 · derivative.exercise_date: The warrants are currently exercisable. F2 · ownership.nature: Consists of 2,027 warrants held by Carmichael Investment Partners LLC ("CIP"). F5 · ownership.nature: Carmichael Bandwidth LLC is the managing member of each of the Carmichael Entities. Brian D. Bailey and Kevin J. Martin are the managing partners of Carmichael Bandwidth LLC and Carmichael Partners LLC and share voting and dispositive power with respect to the shares held by the Carmichael Entities and Carmichael Partners LLC. Each of the Reporting Persons disclaims beneficial ownership of the securities reported herein except to the extent of its or their pecuniary interest therein. Read SEC document |
| November 14, 2017 Filed May 9, 2018 16:30 UTC | Bandwidth Inc. BAND · Entity 350 | PurchaseClass A Common Stock | 1,575 | $20.00 | $31,500.00 |
DisclosureSEC source: 0000899243-18-012084 · doc4.xml · nonDerivative · entry 1 Carmichael Bandwidth LLC · CIK 0001721937 · 10% owner Bailey Brian D. · CIK 0001575505 · Director · 10% owner Martin Kevin J · CIK 0001567046 · 10% owner Carmichael Partners LLC · CIK 0001722003 · 10% owner Carmichael Investment Partners, LLC · CIK 0001513802 · 10% owner Carmichael Investment Partners II, LLC · CIK 0001562063 · 10% owner Carmichael Investment Partners III, LLC · CIK 0001592580 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnotes Disclosed balance after: 1,954 F1 · ownership.nature: Represents 1,575 shares of Class A Common Stock held directly by Brian D. Bailey and 379 Restricted Stock Units held directly by Brian D. Bailey. F2 · ownership.nature: Pursuant to an agreement between Mr. Bailey and Carmichael Partners LLC, Carmichael Partners LLC is entitled to all economic benefits of such Restricted Stock Units. Read SEC document |
| November 14, 2017 Filed Nov 1, 2018 18:17 UTC | Bandwidth Inc. BAND · Entity 350 | PurchaseClass A Common Stock | 1,575 | $20.00 | $31,500.00 |
DisclosureSEC source: 0000899243-18-027915 · doc4.xml · nonDerivative · entry 1 Carmichael Bandwidth LLC · CIK 0001721937 · 10% owner Bailey Brian D. · CIK 0001575505 · Director · 10% owner Martin Kevin J · CIK 0001567046 · 10% owner Carmichael Partners LLC · CIK 0001722003 · 10% owner Carmichael Investment Partners, LLC · CIK 0001513802 · 10% owner Carmichael Investment Partners II, LLC · CIK 0001562063 · 10% owner Carmichael Investment Partners III, LLC · CIK 0001592580 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 3,529 F1 · ownership.nature: Represents 1,575 shares of Class A Common Stock held directly by Kevin J. Martin and 1,954 shares of Class A Common Stock held directly by Brian D. Bailey. Pursuant to an agreement between Mr. Bailey and Carmichael Partners LLC, Carmichael Partners LLC is entitled to all economic benefit withrespect to 379 shares held directly by Mr. Bailey. Read SEC document |
| February 14, 2017 Filed Apr 21, 2017 16:16 UTC | Bluerock Residential Growth REIT, Inc. BRG · Entity 116907 | GrantLTIP Units · Derivative | 2,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001144204-17-021536 · v464758_4.xml · derivative · entry 1 Bailey Brian D. · CIK 0001575505 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,500 Underlying: Class A Common Stock · 2,500 shares Expires not disclosed F1 · derivative.exercise_price: Represents restricted units of partnership interests ("LTIP Units") in Bluerock Residential Holdings, LP (the "Operating Partnership"), of which the Issuer is the general partner. These LTIP Units were fully vested upon issuance, and may convert to OP Units upon reaching capital account equivalency with the OP Units held by the Issuer, and may then be redeemed for cash or, at the option of the Issuer and after a one year holding period, settled in shares of the Issuer's Class A common stock on a one-for-one basis. F1 · price: Represents restricted units of partnership interests ("LTIP Units") in Bluerock Residential Holdings, LP (the "Operating Partnership"), of which the Issuer is the general partner. These LTIP Units were fully vested upon issuance, and may convert to OP Units upon reaching capital account equivalency with the OP Units held by the Issuer, and may then be redeemed for cash or, at the option of the Issuer and after a one year holding period, settled in shares of the Issuer's Class A common stock on a one-for-one basis. F1 · derivative.exercise_date: Represents restricted units of partnership interests ("LTIP Units") in Bluerock Residential Holdings, LP (the "Operating Partnership"), of which the Issuer is the general partner. These LTIP Units were fully vested upon issuance, and may convert to OP Units upon reaching capital account equivalency with the OP Units held by the Issuer, and may then be redeemed for cash or, at the option of the Issuer and after a one year holding period, settled in shares of the Issuer's Class A common stock on a one-for-one basis. F1 · derivative.expiration_date: Represents restricted units of partnership interests ("LTIP Units") in Bluerock Residential Holdings, LP (the "Operating Partnership"), of which the Issuer is the general partner. These LTIP Units were fully vested upon issuance, and may convert to OP Units upon reaching capital account equivalency with the OP Units held by the Issuer, and may then be redeemed for cash or, at the option of the Issuer and after a one year holding period, settled in shares of the Issuer's Class A common stock on a one-for-one basis. 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.