Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Alpha Metallurgical Resources, Inc.AMR · Entity 4251 | Director | September 08, 2026 | September 09, 2026 |
| INNOVATE Corp.VATE · Entity 6766 | Director | June 17, 2021 | January 04, 2022 |
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.
Alpha Metallurgical Resources, Inc.
Report date September 08, 2026 · Filed September 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.01 par value per shareSEC Table I · non-derivative | Direct | 1,035,394 |
Ending reported balance
After 2026-09-08 transaction · row 6
6 source rows · reconciled sequenceRow 1 · 2026-09-08 · Purchase · Acquired 1,847 · Balance 1,027,241 F1: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions ranging from $223.45 to $224.33. Row 2 · 2026-09-08 · Purchase · Acquired 2,109 · Balance 1,029,350 F2: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions ranging from $224.58 to $225.57. Row 3 · 2026-09-08 · Purchase · Acquired 2,749 · Balance 1,032,099 F3: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions ranging from $225.60 to $226.50. Row 4 · 2026-09-08 · Purchase · Acquired 2,891 · Balance 1,034,990 F4: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions ranging from $226.64 to $227.37. Row 5 · 2026-09-08 · Purchase · Acquired 305 · Balance 1,035,295 F5: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions ranging from $227.68 to $228.14. Row 6 · 2026-09-08 · Purchase · Acquired 99 · Balance 1,035,394 |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions ranging from $223.45 to $224.33.
F2: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions ranging from $224.58 to $225.57.
F3: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions ranging from $225.60 to $226.50.
F4: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions ranging from $226.64 to $227.37.
F5: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions ranging from $227.68 to $228.14.
INNOVATE Corp.
Report date June 17, 2021 · Filed January 04, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 551,272 |
Reported balance
After 2021-06-17 transaction · row 1
1 source rowRow 1 · 2021-06-17 · Grant · Acquired 22,556 · Balance 551,272 F1: The shares will vest and become non-forfeitable on the earlier of (i) the first anniversary of the grant date and (ii) the first regular annual meeting of the Company's stockholders that occurs following the date of grant (subject to continued service with the Company through such vesting date). |
Filing footnotes · ownership attribution and instrument terms
F1: The shares will vest and become non-forfeitable on the earlier of (i) the first anniversary of the grant date and (ii) the first regular annual meeting of the Company's stockholders that occurs following the date of grant (subject to continued service with the Company through such vesting date).
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 01, 2021 Filed Feb 10, 2022 21:53 UTC | Alpha Metallurgical Resources, Inc. AMR · Entity 4251 | GrantCommon Stock, $0.01 par value per share | 7,858 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-003249 · doc1.xml · nonDerivative · entry 1 Courtis Kenneth S. · CIK 0001812746 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 810,507 F1 · shares: Represents a grant of restricted stock units on May 1, 2021 that will vest on April 30, 2022. Read SEC document |
| February 10, 2021 Filed Feb 12, 2021 20:54 UTC | Alpha Metallurgical Resources, Inc. AMR · Entity 4251 | GrantCommon Stock, $0.01 par value per share | 301 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-002246 · dp146124_4-courtis.xml · nonDerivative · entry 1 Courtis Kenneth S. · CIK 0001812746 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 802,649 F1 · shares: Represents a grant of restricted stock units on February 10, 2021 that will vest on April 30, 2021. Read SEC document |
| November 20, 2020 Filed Nov 25, 2020 02:51 UTC | INNOVATE Corp. HCHC · Entity 6766 | OtherSubscription Rights (right to buy) · Derivative | 33,747 | $0.00 Strike: $2.27 | $0.00 |
DisclosureSEC source: 0001006837-20-000216 · wf-form4_160627267265623.xml · derivative · entry 2 Courtis Kenneth S. · CIK 0001812746 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 18,433 shares Expires 2020-11-20 F2 · shares: Every one (1) subscription right entitles the reporting person to purchase 0.5462 shares of the Issuer's common stock at a subscription price per full share of $2.27, plus oversubscription privileges at the same per-share price. The reporting person exercised his oversubscription privilege and was accordingly allocated an additional one (1) share of common stock. Read SEC document |
| November 20, 2020 Filed Nov 25, 2020 02:51 UTC | INNOVATE Corp. HCHC · Entity 6766 | OtherCommon Stock | 18,433 | $2.27 | $41,842.91 |
DisclosureSEC source: 0001006837-20-000216 · wf-form4_160627267265623.xml · nonDerivative · entry 1 Courtis Kenneth S. · CIK 0001812746 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 360,365 F1 · shares: These shares were directly acquired by the reporting person as a result of the exercise of subscription rights which were issued to the reporting person in the Issuer's rights offering. Read SEC document |
| November 20, 2020 Filed Nov 25, 2020 21:19 UTC | INNOVATE Corp. HCHC · Entity 6766 | OtherSubscription Rights (right to buy) · Derivative | 308,224 | $0.00 Strike: $2.27 | $0.00 |
DisclosureSEC source: 0001006837-20-000221 · wf-form4_160633913380865.xml · derivative · entry 2 Courtis Kenneth S. · CIK 0001812746 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 168,351 shares Expires 2020-11-20 F2 · shares: Every one (1) subscription right entitles the reporting person to purchase 0.5462 shares of the Issuer's common stock at a subscription price per full share of $2.27. Read SEC document |
| November 20, 2020 Filed Nov 25, 2020 21:19 UTC | INNOVATE Corp. HCHC · Entity 6766 | OtherCommon Stock | 168,351 | $2.27 | $382,156.77 |
DisclosureSEC source: 0001006837-20-000221 · wf-form4_160633913380865.xml · nonDerivative · entry 1 Courtis Kenneth S. · CIK 0001812746 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 528,716 F1 · shares: These shares were directly acquired by the reporting person as a result of the exercise of subscription rights which were issued to the reporting person in the Issuer's rights offering. Read SEC document |
| July 30, 2020 Filed Aug 3, 2020 20:26 UTC | INNOVATE Corp. HCHC · Entity 6766 | GrantCommon Stock | 33,747 | $0.00 | $0.00 |
DisclosureSEC source: 0001006837-20-000144 · wf-form4_159648635982852.xml · nonDerivative · entry 1 Courtis Kenneth S. · CIK 0001812746 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 341,932 F1 · shares: The shares will vest and become exercisable 66-2/3% on July 30, 2021 and 33-1/3% on July 30, 2022 (each such date, a "Vesting Date"), provided reporting person continues as a director of HC2 Holdings, Inc. on each such Vesting Date. Read SEC document |
| June 05, 2020 Filed Jun 9, 2020 22:18 UTC | INNOVATE Corp. HCHC · Entity 6766 | PurchaseCommon Stock, par value $0.001 per share | 24,835 | $3.13 | $77,611.86 |
DisclosureSEC source: 0001006837-20-000094 · wf-form4_159174110713904.xml · nonDerivative · entry 1 Courtis Kenneth S. · CIK 0001812746 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 308,185 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $3.10 to $3.1558, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote 1. Read SEC document |
| June 04, 2020 Filed Jun 6, 2020 00:23 UTC | INNOVATE Corp. HCHC · Entity 6766 | PurchaseCommon Stock, par value $0.001 per share | 32,746 | $3.00 | $98,238.00 |
DisclosureSEC source: 0001006837-20-000092 · wf-form4_159140300584399.xml · nonDerivative · entry 2 Courtis Kenneth S. · CIK 0001812746 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 283,350 Read SEC document |
| June 03, 2020 Filed Jun 6, 2020 00:23 UTC | INNOVATE Corp. HCHC · Entity 6766 | PurchaseCommon Stock, par value $0.001 per share | 13,268 | $2.95 | $39,140.60 |
DisclosureSEC source: 0001006837-20-000092 · wf-form4_159140300584399.xml · nonDerivative · entry 1 Courtis Kenneth S. · CIK 0001812746 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 250,604 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $____ to $___, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote 1. 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.