Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BRC Group Holdings, Inc.RILY · Entity 6050 | Director | July 03, 2017 | July 07, 2017 |
| Danimer Scientific, Inc.DNMR · Entity 83400 | Director | October 20, 2024 | October 21, 2024 |
| Live Oak Acquisition Corp. VILOVI · Entity 183934 | 10% owner | September 22, 2026 | September 23, 2026 |
| Live Oak Crestview Climate Acquisition Corp.LOCC · Entity 109289 | Director · Chief Executive Officer | September 22, 2021 | September 22, 2021 |
| Live Oak Mobility Acquisition Corp.LOKM · Entity 142078 | Director · Chief Executive Officer | March 01, 2021 | March 02, 2021 |
| Navitas Semiconductor CorpNVTS · Entity 4266 | Director | July 22, 2026 | August 26, 2026 |
| Teamshares IncTMS · Entity 5590 | Director | September 29, 2026 | October 09, 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.
BRC Group Holdings, Inc.
Report date July 03, 2017 · Filed July 07, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 236,862 |
Ending reported balance
After 2017-07-03 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2017-07-03 · Grant · Acquired 3,058 · Balance 251,654 F1: Represents non-discretionary formulaic awards of RSUs which are granted on July 3, 2017 to the Reporting Person, and vest on July 3, 2017 pursuant to the Reporting Person's separation agreement. Of these shares, 670 are issued under the 2016 Retention and Incentive Plan, 1,194 are issued under the 2017 One Year Retention and Incentive Plan and 1,194 are issued under the 2017 Two Year Retention and Incentive Plan. Row 2 · 2017-07-03 · Tax withholding · Disposed 14,792 · Balance 236,862 F2: Represents shares of common stock of B. Riley withheld by the Company and remitted on behalf of the Reporting Person for payment of income taxes incurred for compensation received by the Reporting Person in connection with the issuance of shares of common stock of B. Riley resulting from separation of service as of July 3rd, 2017. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents non-discretionary formulaic awards of RSUs which are granted on July 3, 2017 to the Reporting Person, and vest on July 3, 2017 pursuant to the Reporting Person's separation agreement. Of these shares, 670 are issued under the 2016 Retention and Incentive Plan, 1,194 are issued under the 2017 One Year Retention and Incentive Plan and 1,194 are issued under the 2017 Two Year Retention and Incentive Plan.
F2: Represents shares of common stock of B. Riley withheld by the Company and remitted on behalf of the Reporting Person for payment of income taxes incurred for compensation received by the Reporting Person in connection with the issuance of shares of common stock of B. Riley resulting from separation of service as of July 3rd, 2017.
Danimer Scientific, Inc.
Report date October 20, 2024 · Filed October 21, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 50,725 |
Reported balance
After 2024-10-20 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2024-10-20 · Grant · Acquired 50,725 · Balance 50,725 F1: Each restricted stock unit represents a contingent right to receive one share of Danimer Scientific Class A common stock. F2: Comprised of an award of restricted stock units (RSU) granted as director compensation under the Danimer Scientific, Inc. 2020 Long-Term Incentive Plan (the "Plan") with each RSU representing the right to receive one share of Danimer Scientific Class A Common Stock. All of these RSU's will vest and become non-forfeitable on July 9, 2025 subject to recipient's continued service as a director of the Company. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of Danimer Scientific Class A common stock.
F2: Comprised of an award of restricted stock units (RSU) granted as director compensation under the Danimer Scientific, Inc. 2020 Long-Term Incentive Plan (the "Plan") with each RSU representing the right to receive one share of Danimer Scientific Class A Common Stock. All of these RSU's will vest and become non-forfeitable on July 9, 2025 subject to recipient's continued service as a director of the Company.
Live Oak Acquisition Corp. VI
Report date September 22, 2026 · Filed September 23, 2026
Jointly reported with Live Oak Sponsor VI, LLC
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Ordinary SharesSEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2026-09-22 · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · Balance Not disclosed F1: As described in the registration statement on Form S-1 (File No. 333-298533) of Live Oak Acquisition Corp. VI (the "Issuer") under the heading "Description of Securities--Founder Shares," the Class B ordinary shares will automatically convert into Class A ordinary shares at the time of the Issuer's initial business combination, or at any time prior to the Issuer's initial business combination, at the option of the holder, on a one-for-one basis, subject to certain adjustments. The Class B ordinary shares have no expiration date. F2: These shares represent the Class B ordinary shares held by Live Oak Sponsor VI, LLC (the "Sponsor") acquired pursuant to a subscription agreement by and between the Issuer and the Sponsor. The Class B ordinary shares include up to 750,000 shares that are subject to forfeiture in the event the underwriters of the Issuer's initial public offering do not exercise in full their over-allotment option as described in the Issuer's registration statement. F3: Richard J. Hendrix, Chairman and the Chief Executive Officer of the Issuer, is the managing member of the Sponsor and holds voting and investment discretion with respect to the ordinary shares held of record by the Sponsor. As such, Mr. Hendrix may be deemed to have beneficial ownership of the securities held of record by the Sponsor. Mr. Hendrix disclaims any beneficial ownership except to the extent of his pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: As described in the registration statement on Form S-1 (File No. 333-298533) of Live Oak Acquisition Corp. VI (the "Issuer") under the heading "Description of Securities--Founder Shares," the Class B ordinary shares will automatically convert into Class A ordinary shares at the time of the Issuer's initial business combination, or at any time prior to the Issuer's initial business combination, at the option of the holder, on a one-for-one basis, subject to certain adjustments. The Class B ordinary shares have no expiration date.
F2: These shares represent the Class B ordinary shares held by Live Oak Sponsor VI, LLC (the "Sponsor") acquired pursuant to a subscription agreement by and between the Issuer and the Sponsor. The Class B ordinary shares include up to 750,000 shares that are subject to forfeiture in the event the underwriters of the Issuer's initial public offering do not exercise in full their over-allotment option as described in the Issuer's registration statement.
F3: Richard J. Hendrix, Chairman and the Chief Executive Officer of the Issuer, is the managing member of the Sponsor and holds voting and investment discretion with respect to the ordinary shares held of record by the Sponsor. As such, Mr. Hendrix may be deemed to have beneficial ownership of the securities held of record by the Sponsor. Mr. Hendrix disclaims any beneficial ownership except to the extent of his pecuniary interest therein.
Live Oak Crestview Climate Acquisition Corp.
Report date September 22, 2021 · Filed September 22, 2021
This filing explicitly reported no securities owned.
Live Oak Mobility Acquisition Corp.
Report date March 01, 2021 · Filed March 02, 2021
This filing explicitly reported no securities owned.
Navitas Semiconductor Corp
Report date July 22, 2026 · Filed August 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 43,845 |
Reported balance
After 2026-07-22 transaction · row 1
1 source rowRow 1 · 2026-07-22 · Grant · Acquired 9,990 · Balance 43,845 F1: Reflects shares underlying an annual award of restricted stock units ("RSUs") granted for the 2026-2027 board term under the issuer's non-employee director compensation program and the Navitas Semiconductor Corporation 2021 Equity Incentive Plan (the "Plan"). Each RSU represents the reporting person's right to receive one share of Class A Common Stock of the issuer following the vesting date in accordance with the Plan and subject to applicable issuer policies. The RSUs will vest in full on June 25, 2027. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Live Oak Sponsor Partners II, LLC | 2,375,060 |
Reported balance
Holding disclosure · report date 2026-07-22 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 2,375,060 F2: The reporting person is a managing member of Live Oak Sponsor Partners II, LLC. The reporting person disclaims beneficial ownership of the reported shares except to the extent of his pecuniary interest therein. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy RJH Management Co., LLC | 101,709 |
Reported balance
Holding disclosure · report date 2026-07-22 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 101,709 |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects shares underlying an annual award of restricted stock units ("RSUs") granted for the 2026-2027 board term under the issuer's non-employee director compensation program and the Navitas Semiconductor Corporation 2021 Equity Incentive Plan (the "Plan"). Each RSU represents the reporting person's right to receive one share of Class A Common Stock of the issuer following the vesting date in accordance with the Plan and subject to applicable issuer policies. The RSUs will vest in full on June 25, 2027.
F2: The reporting person is a managing member of Live Oak Sponsor Partners II, LLC. The reporting person disclaims beneficial ownership of the reported shares except to the extent of his pecuniary interest therein.
Teamshares Inc
Report date September 29, 2026 · Filed October 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 14,000 |
Reported balance
After 2026-09-29 transaction · row 1
1 source rowRow 1 · 2026-09-29 · Grant · Acquired 14,000 · Balance 14,000 F1: Represents an award of restricted stock units that vest in full upon the earlier of (i) the one-year anniversary of the grant date and (ii) the date of the Issuer's 2027 Annual Meeting. |
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 5,124,547 |
Reported balance
Holding disclosure · report date 2026-09-29 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 5,124,547 F3: 1,150,000 shares are subject to forfeiture if certain stock price thresholds are not achieved, and 524,781 shares are subject to forfeiture as detailed in the Sponsor Letter Agreement, dated November 14, 2025, between the Issuer (formerly known as Live Oak Acquisition Corp. V) and the Sponsor (the "Sponsor Letter Agreement"). F2: The securities reported herein are held of record by Live Oak Sponsor V, LLC (the "Sponsor"). The Reporting Person is the managing member of the Sponsor and holds voting and investment discretion with respect to the securities held of record by the Sponsor. As such, the Reporting Person may be deemed to have beneficial ownership of the securities held of record by the Sponsor. The Reporting Person disclaims any beneficial ownership except to the extent of his pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an award of restricted stock units that vest in full upon the earlier of (i) the one-year anniversary of the grant date and (ii) the date of the Issuer's 2027 Annual Meeting.
F2: The securities reported herein are held of record by Live Oak Sponsor V, LLC (the "Sponsor"). The Reporting Person is the managing member of the Sponsor and holds voting and investment discretion with respect to the securities held of record by the Sponsor. As such, the Reporting Person may be deemed to have beneficial ownership of the securities held of record by the Sponsor. The Reporting Person disclaims any beneficial ownership except to the extent of his pecuniary interest therein.
F3: 1,150,000 shares are subject to forfeiture if certain stock price thresholds are not achieved, and 524,781 shares are subject to forfeiture as detailed in the Sponsor Letter Agreement, dated November 14, 2025, between the Issuer (formerly known as Live Oak Acquisition Corp. V) and the Sponsor (the "Sponsor Letter Agreement").
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
FBR & Co.
Report date June 01, 2017 · Filed June 02, 2017
Section 16 reporting ended · disclosed 2017-06-02. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2017-06-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2017-05-31 · Other · Acquired 818 · Balance 325,304 F1: Shares acquired under brokerage dividend reinvestment plan. Row 2 · 2017-06-01 · Disposition to issuer · Disposed 325,304 · Balance 0 F2: Represents 283,646 shares of issuer common stock and 41,658 restricted stock units ("RSU"s) disposed of pursuant to merger agreement between issuer and B. Riley Financial, Inc. in exchange for shares of B. Riley Financial, Inc. common stock and B. Riley Financial, Inc. RSUs at an exchange ratio of 0.671. B. Riley Financial, Inc. common stock had a closing market value of $14.70 per share on the effective date of the merger. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $11.80 · Expires 2019-02-24 | Direct | 0 |
Reported balance
After 2017-06-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2017-06-01 · Disposition to issuer · Disposed 65,000 · Balance 0 F3: This option, which vested on February 10, 2017, was cancelled in the merger and converted into 26,024 shares of B. Riley Financial, Inc. common stock, representing (i) the number of the issuer's common shares subject to such option immediately prior to the effective time, multiplied by the issuer's option spread (which is the difference between the closing price of a share of the issuer's common stock on the trading day immediately prior to the effective time of the merger ($17.55) and the exercise price of the option), divided by (ii) the volume-weighted average price of a share of B. Riley Financial, Inc. common stock for the ten trading day period ending on May 30, 2017 ($14.36), of which 10,695 shares of B. Riley Financial, Inc. common stock were withheld to satisfy tax withholding obligations in connection with the delivery of shares. |
| Performance Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2017-06-01 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2017-06-01 · Disposition to issuer · Disposed 46,051 · Balance 0 F4: Represents previously unearned performance stock units. Pursuant to the merger agreement between issuer and B. Riley Financial, Inc., as of the effective date of the merger, each performance stock unit was canceled and converted into an RSU denominated in shares of B. Riley Financial, Inc. common stock. The number of shares of B. Riley Financial, Inc. common stock subject to each such RSU equals the product (rounded to the nearest whole number) of the number of shares of the issuer's common stock that would be earned based on the level of achievement that would result in 50% of the number of shares of the issuer's common stock subject to the performance stock unit being earned, multiplied by the exchange ratio of 0.671. F5: Disposed of pursuant to the merger agreement between issuer and B. Riley Financial, Inc. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares acquired under brokerage dividend reinvestment plan.
F2: Represents 283,646 shares of issuer common stock and 41,658 restricted stock units ("RSU"s) disposed of pursuant to merger agreement between issuer and B. Riley Financial, Inc. in exchange for shares of B. Riley Financial, Inc. common stock and B. Riley Financial, Inc. RSUs at an exchange ratio of 0.671. B. Riley Financial, Inc. common stock had a closing market value of $14.70 per share on the effective date of the merger.
F3: This option, which vested on February 10, 2017, was cancelled in the merger and converted into 26,024 shares of B. Riley Financial, Inc. common stock, representing (i) the number of the issuer's common shares subject to such option immediately prior to the effective time, multiplied by the issuer's option spread (which is the difference between the closing price of a share of the issuer's common stock on the trading day immediately prior to the effective time of the merger ($17.55) and the exercise price of the option), divided by (ii) the volume-weighted average price of a share of B. Riley Financial, Inc. common stock for the ten trading day period ending on May 30, 2017 ($14.36), of which 10,695 shares of B. Riley Financial, Inc. common stock were withheld to satisfy tax withholding obligations in connection with the delivery of shares.
F4: Represents previously unearned performance stock units. Pursuant to the merger agreement between issuer and B. Riley Financial, Inc., as of the effective date of the merger, each performance stock unit was canceled and converted into an RSU denominated in shares of B. Riley Financial, Inc. common stock. The number of shares of B. Riley Financial, Inc. common stock subject to each such RSU equals the product (rounded to the nearest whole number) of the number of shares of the issuer's common stock that would be earned based on the level of achievement that would result in 50% of the number of shares of the issuer's common stock subject to the performance stock unit being earned, multiplied by the exchange ratio of 0.671.
F5: Disposed of pursuant to the merger agreement between issuer and B. Riley Financial, Inc.
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 |
|---|---|---|---|---|---|---|
| November 08, 2016 Filed Nov 9, 2016 21:08 UTC | FBR & Co. FBRC · Entity 175537 | PurchaseCommon Stock | 2,135 | $11.89 | $25,385.15 |
DisclosureSEC source: 0001140361-16-085591 · doc1.xml · nonDerivative · entry 3 HENDRIX RICHARD J · CIK 0001218306 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 287,209 F3 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $11.65 and $11.907, inclusive. The reporting person undertakes to provide FBR & Co., any security holder of FBR & Co., 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 range set forth in footnote (1) to this Form 4. F4 · balance_after: This includes a non-discretionary reallocation of 60 RSUs made on October 3, 2016 pursuant to the Issuer's 2016 Retention and Incentive Plan under the 2006 Long Term Incentive Plan. Read SEC document |
| August 23, 2016 Filed Nov 9, 2016 21:08 UTC | FBR & Co. FBRC · Entity 175537 | OtherCommon Stock | 14 | $14.54 | $203.55 |
DisclosureSEC source: 0001140361-16-085591 · doc1.xml · nonDerivative · entry 2 HENDRIX RICHARD J · CIK 0001218306 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 285,014 F1 · shares: Shares acquired under brokerage dividend reinvestment plan. F2 · balance_after: This includes a non-discretionary reallocation of 222 RSUs made on July 1, 2016 pursuant to the Issuer's 2016 Retention and Incentive Plan under the 2006 Long Term Incentive Plan. Read SEC document |
| May 24, 2016 Filed Nov 9, 2016 21:08 UTC | FBR & Co. FBRC · Entity 175537 | OtherCommon Stock | 11 | $19.41 | $213.55 |
DisclosureSEC source: 0001140361-16-085591 · doc1.xml · nonDerivative · entry 1 HENDRIX RICHARD J · CIK 0001218306 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 284,778 F1 · shares: Shares acquired under brokerage dividend reinvestment plan. 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.