Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ABX Longevity Growth & Income FundABXGX · Entity 19756 | Director | July 13, 2026 | August 25, 2026 |
| Slide Insurance Holdings, Inc.SLDE · Entity 772 | President and CFO | June 20, 2025 | June 24, 2025 |
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.
ABX Longevity Growth & Income Fund
Report date July 13, 2026 · Filed August 25, 2026
This filing explicitly reported no securities owned.
Slide Insurance Holdings, Inc.
Report date June 20, 2025 · Filed June 24, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 121,000 |
Reported balance
After 2025-06-20 transaction · row 1
1 source rowRow 1 · 2025-06-20 · Conversion · Acquired 121,000 · Balance 121,000 F1: The Series A Preferred Stock converted into the issuer's common stock on a 1-for-1 basis upon the closing of the issuer's initial public offering and had no expiration date. |
| Series A Preferred StockSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-06-20 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2025-06-20 · Conversion · Disposed 121,000 · Balance 0 F1: The Series A Preferred Stock converted into the issuer's common stock on a 1-for-1 basis upon the closing of the issuer's initial public offering and had no expiration date. |
Filing footnotes · ownership attribution and instrument terms
F1: The Series A Preferred Stock converted into the issuer's common stock on a 1-for-1 basis upon the closing of the issuer's initial public offering and had no expiration 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 |
|---|---|---|---|---|---|---|
| June 20, 2025 Filed Jun 24, 2025 23:45 UTC | Slide Insurance Holdings, Inc. SLDE · Entity 772 | ConversionSeries A Preferred Stock · Derivative | 121,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-25-007779 · dp230541_4-schalk.xml · derivative · entry 2 Schalk Jesse · CIK 0002032355 · President and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 121,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: The Series A Preferred Stock converted into the issuer's common stock on a 1-for-1 basis upon the closing of the issuer's initial public offering and had no expiration date. F1 · derivative.exercise_date: The Series A Preferred Stock converted into the issuer's common stock on a 1-for-1 basis upon the closing of the issuer's initial public offering and had no expiration date. F1 · derivative.expiration_date: The Series A Preferred Stock converted into the issuer's common stock on a 1-for-1 basis upon the closing of the issuer's initial public offering and had no expiration date. Read SEC document |
| June 20, 2025 Filed Jun 24, 2025 23:45 UTC | Slide Insurance Holdings, Inc. SLDE · Entity 772 | ConversionCommon Stock | 121,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950103-25-007779 · dp230541_4-schalk.xml · nonDerivative · entry 1 Schalk Jesse · CIK 0002032355 · President and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 121,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: The Series A Preferred Stock converted into the issuer's common stock on a 1-for-1 basis upon the closing of the issuer's initial public offering and had no expiration date. F1 · price: The Series A Preferred Stock converted into the issuer's common stock on a 1-for-1 basis upon the closing of the issuer's initial public offering and had no expiration date. 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.