Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AMERICAN COASTAL INSURANCE CorpUIHC · Entity 5560 | Chief Legal Officer | November 30, 2020 | December 07, 2020 |
| PureCycle Technologies, Inc.PCT · Entity 4813 | General Counsel, CCO & Scty. | September 23, 2026 | September 25, 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.
AMERICAN COASTAL INSURANCE Corp
Report date November 30, 2020 · Filed December 07, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Dividend Equivalent UnitsSEC Table II · derivative / convertible security | Direct | 241 |
Reported balance
After 2020-11-30 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2020-11-30 · Grant · Acquired 97 · Balance 241 F1: Each stock unit represents a conditional right to receive one share of the company's common stock. F2: The dividend equivalent units will vest proportionately with the underlying restricted stock units to which they relate. |
Filing footnotes · ownership attribution and instrument terms
F1: Each stock unit represents a conditional right to receive one share of the company's common stock.
F2: The dividend equivalent units will vest proportionately with the underlying restricted stock units to which they relate.
PureCycle Technologies, Inc.
Report date September 23, 2026 · Filed September 25, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 130,497 |
Reported balance
After 2026-09-23 transaction · row 1
1 source rowRow 1 · 2026-09-23 · Tax withholding · Disposed 2,830 · Balance 130,497 F1: Represents shares surrendered by the Reporting Person to cover tax liability associated with the vesting of a grant to the Reporting Person pursuant to the PureCycle Technologies, Inc. 2021 Equity and Incentive Compensation Plan. |
| Common StockSEC Table I · non-derivative | IndirectBrad S. Kalter and Julie F. Kalter Revocable Trust | 170,000 |
Reported balance
Holding disclosure · report date 2026-09-23 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 170,000 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares surrendered by the Reporting Person to cover tax liability associated with the vesting of a grant to the Reporting Person pursuant to the PureCycle Technologies, Inc. 2021 Equity and Incentive Compensation Plan.
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 21, 2019 Filed May 23, 2019 21:02 UTC | AMERICAN COASTAL INSURANCE Corp UIHC · Entity 5560 | GrantDividend Equivalent Units · Derivative | 36 | $13.60 | $489.60 |
DisclosureSEC source: 0001401521-19-000135 · wf-form4_155864533661313.xml · derivative · entry 1 Kalter Brad · CIK 0001769793 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36 Underlying: Common Stock · 36 shares Expires not disclosed F1 · derivative.exercise_price: Each stock unit represents a conditional right to receive one share of the company's common stock. F2 · derivative.exercise_date: The dividend equivalent units will vest proportionately with the underlying restricted stock units or performance-based restricted stock units to which they relate. Dividend equivalent units credited in respect of performance-based restricted stock units that are not eligible for conversion at the end of the performance period will be cancelled. F2 · derivative.expiration_date: The dividend equivalent units will vest proportionately with the underlying restricted stock units or performance-based restricted stock units to which they relate. Dividend equivalent units credited in respect of performance-based restricted stock units that are not eligible for conversion at the end of the performance period will be cancelled. Read SEC document |
| April 03, 2019 Filed Apr 5, 2019 21:21 UTC | AMERICAN COASTAL INSURANCE Corp UIHC · Entity 5560 | GrantNonqualified Stock Options · Derivative | 7,508 | $16.25 Strike: $16.25 | $122,005.00 |
DisclosureSEC source: 0001401521-19-000107 · wf-form4_155449925515027.xml · derivative · entry 3 Kalter Brad · CIK 0001769793 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,508 Underlying: Common Stock · 7,508 shares Expires 2029-04-01 F5 · derivative.exercise_date: Exercise of the nonqualified award is subject to vesting over three years with one third, rounded down to the nearest whole share of stock, becoming exercisable in each period. Read SEC document |
| April 03, 2019 Filed Apr 5, 2019 21:21 UTC | AMERICAN COASTAL INSURANCE Corp UIHC · Entity 5560 | GrantRestricted Stock Units · Derivative | 2,769 | $16.25 | $44,996.25 |
DisclosureSEC source: 0001401521-19-000107 · wf-form4_155449925515027.xml · derivative · entry 2 Kalter Brad · CIK 0001769793 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,769 Underlying: Common Stock · 2,769 shares Expires not disclosed F1 · derivative.exercise_price: Each stock unit represents a conditional right to receive one share of the company's common stock. F4 · derivative.exercise_date: The restricted stock units are subject to vesting over three years with on third, rounded down to the nearest whole share of stock, vesting in each period. F4 · derivative.expiration_date: The restricted stock units are subject to vesting over three years with on third, rounded down to the nearest whole share of stock, vesting in each period. Read SEC document |
| April 03, 2019 Filed Apr 5, 2019 21:21 UTC | AMERICAN COASTAL INSURANCE Corp UIHC · Entity 5560 | GrantPerformance Stock Units · Derivative | 5,538 | $16.25 | $89,992.50 |
DisclosureSEC source: 0001401521-19-000107 · wf-form4_155449925515027.xml · derivative · entry 1 Kalter Brad · CIK 0001769793 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,538 Underlying: Common Stock · 5,538 shares Expires not disclosed F1 · derivative.exercise_price: Each stock unit represents a conditional right to receive one share of the company's common stock. F2 · derivative.exercise_date: The performance units are subject to vesting over three years with one third, rounded down to the nearest whole share of stock, vesting in each period. F3 · derivative.expiration_date: The number of shares of common stock that will be delivered for each performance stock unit depends on the achievement of certain performance factors. Depending on actual performance, the number of shares of common stock delivered upon the vesting date (based on the terms outlined in the respective award agreement) can range from 0% to 150% of the number presented above. 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.