Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Fermi Inc.FRMI · Entity 1231 | Chief Operating Officer | August 20, 2026 | August 27, 2026 |
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.
Fermi Inc.
Report date August 20, 2026 · Filed August 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,616,151 |
Reported balance
After 2026-08-20 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-08-20 · Grant · Acquired 147,059 · Balance 5,616,151 F2: Represents an award of restricted stock units ("RSUs") of the Issuer granted to Mr. Ortiz under the Issuer's 2025 Long-Term Incentive Plan that will generally vest in one-third installments on the first, second, and third anniversaries of the date of grant, in each case subject to Mr. Ortiz' continued service relationship with the Issuer through such date. F3: Includes 4,347,059 shares of restricted common stock of the Issuer subject to time-based vesting conditions. |
| Common StockSEC Table I · non-derivative | IndirectSee footnote | 7,875,000 |
Reported balance
Holding disclosure · report date 2026-08-20 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 7,875,000 F1: Reflects shares of common stock of the Issuer directly held by Las Brisas Financial Services LLC ("Las Brisas"). Mr. Ortiz is a managing member of Las Brisas and may be deemed to beneficially own common stock of the Issuer held by Las Brisas. Mr. Ortiz disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein. This report shall not be deemed an admission that Mr. Ortiz is the beneficial owner of such securities for purposes of Sections 13 or 16 of the Securities Exchange Act of 1934, as amended, or for any other purpose. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects shares of common stock of the Issuer directly held by Las Brisas Financial Services LLC ("Las Brisas"). Mr. Ortiz is a managing member of Las Brisas and may be deemed to beneficially own common stock of the Issuer held by Las Brisas. Mr. Ortiz disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein. This report shall not be deemed an admission that Mr. Ortiz is the beneficial owner of such securities for purposes of Sections 13 or 16 of the Securities Exchange Act of 1934, as amended, or for any other purpose.
F2: Represents an award of restricted stock units ("RSUs") of the Issuer granted to Mr. Ortiz under the Issuer's 2025 Long-Term Incentive Plan that will generally vest in one-third installments on the first, second, and third anniversaries of the date of grant, in each case subject to Mr. Ortiz' continued service relationship with the Issuer through such date.
F3: Includes 4,347,059 shares of restricted common stock of the Issuer subject to time-based vesting conditions.
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 |
|---|---|---|---|---|---|---|
| August 20, 2026 Filed Aug 27, 2026 20:15 UTC | Fermi Inc. FRMI · Entity 1231 | GrantCommon Stock | 147,059 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-26-094388 · ownership.xml · nonDerivative · entry 2 Ortiz Blanes Jacobo · CIK 0002085915 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,616,151 F2 · shares: Represents an award of restricted stock units ("RSUs") of the Issuer granted to Mr. Ortiz under the Issuer's 2025 Long-Term Incentive Plan that will generally vest in one-third installments on the first, second, and third anniversaries of the date of grant, in each case subject to Mr. Ortiz' continued service relationship with the Issuer through such date. F3 · balance_after: Includes 4,347,059 shares of restricted common stock of the Issuer subject to time-based vesting conditions. Read SEC document |
| April 09, 2026 Filed Apr 10, 2026 23:38 UTC | Fermi Inc. FRMI · Entity 1231 | SaleCommon Stock | 427,363 | $4.58 | $1,957,322.54 |
DisclosureSEC source: 0001213900-26-042676 · ownership.xml · nonDerivative · entry 2 Ortiz Blanes Jacobo · CIK 0002085915 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,469,092 F2 · price: Represents a weighted average price calculated by a broker executing automatic "sell-to-cover" transactions to cover withholding taxes upon award vesting and share delivery. These shares were sold as part of a block trade in multiple transactions at prices ranging from $4.76 to $4.47, inclusive, and 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 sold at each separate sales price. F3 · balance_after: Includes 4,200,000 shares of restricted common stock of the Issuer subject to time-based vesting conditions. Read SEC document |
| April 08, 2026 Filed Apr 10, 2026 23:38 UTC | Fermi Inc. FRMI · Entity 1231 | SaleCommon Stock | 403,545 | $4.91 | $1,981,405.95 |
DisclosureSEC source: 0001213900-26-042676 · ownership.xml · nonDerivative · entry 1 Ortiz Blanes Jacobo · CIK 0002085915 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,896,455 F1 · price: Represents a weighted average price calculated by a broker executing automatic "sell-to-cover" transactions to cover withholding taxes upon award vesting and share delivery. These shares were sold as part of a block trade in multiple transactions at prices ranging from $5.16 to $4.77, inclusive, and the Reporting Person undertakes to provide to Fermi Inc. (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 sold at each separate sales price. 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.