Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ABX Longevity Growth & Income FundABXGX · Entity 19756 | President and PEO | July 13, 2026 | August 25, 2026 |
| Abacus Global Management, Inc.ABX · Entity 5026 | Director · Chief Executive Officer · 10% owner | August 12, 2026 | August 14, 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.
ABX Longevity Growth & Income Fund
Report date July 13, 2026 · Filed August 25, 2026
This filing explicitly reported no securities owned.
Abacus Global Management, Inc.
Report date August 12, 2026 · Filed August 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 10,397,430 |
Reported balance
After 2026-08-12 transaction · row 1
1 source rowRow 1 · 2026-08-12 · Sale · Disposed 196,000 · Balance 10,397,430 F1: The Reporting Person sold shares of Common Stock in open market transactions to satisfy estimated tax obligations. The shares were sold in multiple transactions at prices ranging from $8.530 to $9.070, and the price reported in Column 4 represents the weighted average sale price. 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 price within the range set forth in this footnote. |
Filing footnotes · ownership attribution and instrument terms
F1: The Reporting Person sold shares of Common Stock in open market transactions to satisfy estimated tax obligations. The shares were sold in multiple transactions at prices ranging from $8.530 to $9.070, and the price reported in Column 4 represents the weighted average sale price. 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 price within the range set forth in this footnote.
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 12, 2026 Filed Aug 14, 2026 20:40 UTC | Abacus Global Management, Inc. ABX · Entity 5026 | SaleCommon Stock | 196,000 | $8.77 | $1,718,920.00 |
DisclosureSEC source: 0001628280-26-057168 · wk-form4_1786740018.xml · nonDerivative · entry 1 Jackson Jay J · CIK 0001984200 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,397,430 F1 · shares: The Reporting Person sold shares of Common Stock in open market transactions to satisfy estimated tax obligations. The shares were sold in multiple transactions at prices ranging from $8.530 to $9.070, and the price reported in Column 4 represents the weighted average sale price. 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 price within the range set forth in this footnote. Read SEC document |
| June 03, 2026 Filed Jun 5, 2026 21:01 UTC | Abacus Global Management, Inc. ABX · Entity 5026 | GrantPerformance Rights · Derivative | 2,000,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-041307 · wk-form4_1780693292.xml · derivative · entry 1 Jackson Jay J · CIK 0001984200 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,000,000 Underlying: Common Stock · 2,000,000 shares Expires not disclosed F1 · derivative.exercise_price: Each performance right represents the contingent right to receive, at settlement, one share of the Issuer's common stock. F2 · derivative.exercise_date: On June 3, 2026, Reporting Person was granted the right to receive 2,000,000 shares of the Issuer's common stock if certain Issuer market capitalization or assets under management targets are satisfied during 2026. F2 · derivative.expiration_date: On June 3, 2026, Reporting Person was granted the right to receive 2,000,000 shares of the Issuer's common stock if certain Issuer market capitalization or assets under management targets are satisfied during 2026. Read SEC document |
| May 08, 2026 Filed May 15, 2026 00:11 UTC | Abacus Global Management, Inc. ABX · Entity 5026 | Tax withholdingCommon Stock | 95,770 | $9.08 | $869,591.60 |
DisclosureSEC source: 0001628280-26-035288 · wk-form4_1778803863.xml · nonDerivative · entry 1 Jackson Jay J · CIK 0001984200 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,593,430 F1 · shares: Represents shares withheld by the Issuer to cover tax withholding obligations in connection with the vesting and settlement of RSUs. The Reporting Person has elected to satisfy tax withholding obligations through a "withhold to cover" transaction. Read SEC document |
| March 12, 2026 Filed Mar 16, 2026 22:21 UTC | Abacus Global Management, Inc. ABX · Entity 5026 | GrantCommon Stock | 730,144 | $10.10 | $7,374,454.40 |
DisclosureSEC source: 0001628280-26-018331 · wk-form4_1773699691.xml · nonDerivative · entry 1 Jackson Jay J · CIK 0001984200 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,689,200 F1 · shares: Reflects Issuer's grant of 730,144 Restricted Stock Units (RSUs) that were made subject to performance-based vesting on May 8, 2025 for which the performance-based criteria have now been satisfied. These RSUs vest one-third (1/3) of the total amount that satisfied the performance-based vesting criteria on each of the first three anniversaries of the grant date. Read SEC document |
| February 13, 2026 Filed Feb 19, 2026 01:08 UTC | Abacus Global Management, Inc. ABX · Entity 5026 | GrantCommon Stock | 8,000 | $8.40 | $67,200.00 |
DisclosureSEC source: 0001628280-26-009382 · wk-form4_1771463313.xml · nonDerivative · entry 1 Jackson Jay J · CIK 0001984200 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,959,056 F1 · balance_after: Includes 8,000 shares of Common Stock that vested on February 13, 2026 (in connection with the Issuer's grant of 24,000 Restricted Stock Units (RSUs) to the Reporting Person on February 13, 2024 with one-third (1/3) of the total amount granted on each of the first three anniversaries of the grant date). F2 · balance_after: Includes certain time-based RSUs that remain outstanding that will vest and be converted to a like number of the Issuer's common stock that were previously reported on Table II, including 81,856 time-based RSUs, granted on April 3, 2025, a third of which will vest on each of March 27, 2026, March 27, 2027 and March 27, 2028, and including RSUs granted to the Reporting Person on February 13, 2024, a third of which vest on each anniversary of the grant, with 8,000 remaining and scheduled to vest on February 13, 2027. Read SEC document |
| May 08, 2025 Filed May 13, 2025 20:40 UTC | Abacus Global Management, Inc. ABL · Entity 5026 | GrantPerformance Rights · Derivative | 2,000,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001814287-25-000032 · wk-form4_1747168823.xml · derivative · entry 1 Jackson Jay J · CIK 0001984200 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,000,000 Underlying: Common Stock · 2,000,000 shares Expires not disclosed F1 · derivative.exercise_price: Each performance right represents the contingent right to receive, at settlement, one share of the Issuer's common stock. F2 · derivative.exercise_date: On May 8, 2025, Reporting Person was granted the right to receive 2,000,000 shares of the Issuer's common stock if certain Issuer market capitalization targets are satisfied during 2025. F2 · derivative.expiration_date: On May 8, 2025, Reporting Person was granted the right to receive 2,000,000 shares of the Issuer's common stock if certain Issuer market capitalization targets are satisfied during 2025. Read SEC document |
| April 02, 2025 Filed Apr 3, 2025 21:46 UTC | Abacus Global Management, Inc. ABL · Entity 5026 | GrantRestricted Stock Unit · Derivative | 81,856 | $0.00 | $0.00 |
DisclosureSEC source: 0001814287-25-000020 · wk-form4_1743716782.xml · derivative · entry 1 Jackson Jay J · CIK 0001984200 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,856 Underlying: Common Stock · 81,856 shares Expires not disclosed F1 · derivative.exercise_price: On April 2, 2025, the Issuer awarded the Reporting Person time-based Restricted Stock Units ("RSUs"), one third of which will vest and be converted to a like number of Issuer common stock on March 27 of each of 2026, 2027 and 2028, subject to the terms and conditions of the Issuer's 2024 Amended and Restated Long-Term Equity Compensation Incentive Plan. F1 · derivative.exercise_date: On April 2, 2025, the Issuer awarded the Reporting Person time-based Restricted Stock Units ("RSUs"), one third of which will vest and be converted to a like number of Issuer common stock on March 27 of each of 2026, 2027 and 2028, subject to the terms and conditions of the Issuer's 2024 Amended and Restated Long-Term Equity Compensation Incentive Plan. F1 · derivative.expiration_date: On April 2, 2025, the Issuer awarded the Reporting Person time-based Restricted Stock Units ("RSUs"), one third of which will vest and be converted to a like number of Issuer common stock on March 27 of each of 2026, 2027 and 2028, subject to the terms and conditions of the Issuer's 2024 Amended and Restated Long-Term Equity Compensation Incentive Plan. Read SEC document |
| December 20, 2024 Filed Dec 23, 2024 21:29 UTC | Abacus Global Management, Inc. ABL · Entity 5026 | GiftCommon Stock | 625,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-052337 · wk-form4_1734989387.xml · nonDerivative · entry 2 Jackson Jay J · CIK 0001984200 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,861,200 F1 · balance_after: Does not include 625,000 shares of common stock held by charitable fund established by Reporting Person, of which Reporting Person disclaims beneficial ownership. Read SEC document |
| December 20, 2024 Filed Dec 23, 2024 21:29 UTC | Abacus Global Management, Inc. ABL · Entity 5026 | SaleCommon Stock | 75,800 | $8.00 | $606,400.00 |
DisclosureSEC source: 0001628280-24-052337 · wk-form4_1734989387.xml · nonDerivative · entry 1 Jackson Jay J · CIK 0001984200 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,486,200 Read SEC document |
| November 21, 2024 Filed Nov 26, 2024 00:34 UTC | Abacus Global Management, Inc. ABL · Entity 5026 | SaleCommon Stock | 2,031,250 | $8.00 | $16,250,000.00 |
DisclosureSEC source: 0001814287-24-000064 · wk-form4_1732581284.xml · nonDerivative · entry 1 Jackson Jay J · CIK 0001984200 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,562,000 Read SEC document |
| February 13, 2024 Filed Feb 16, 2024 02:03 UTC | Abacus Global Management, Inc. ABL · Entity 5026 | GrantNon-Qualified Stock Option (Right to Buy) · Derivative | 76,725 | $0.00 Strike: $12.37 | $0.00 |
DisclosureSEC source: 0001814287-24-000026 · wk-form4_1708049007.xml · derivative · entry 2 Jackson Jay J · CIK 0001984200 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,725 Underlying: Common Stock · 76,725 shares Expires 2034-02-13 F2 · derivative.exercise_date: Vest equally on each of the first three (3) anniversaries of the grant date. Read SEC document |
| February 13, 2024 Filed Feb 16, 2024 02:03 UTC | Abacus Global Management, Inc. ABL · Entity 5026 | GrantRestricted Stock Unit · Derivative | 24,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001814287-24-000026 · wk-form4_1708049007.xml · derivative · entry 1 Jackson Jay J · CIK 0001984200 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,000 Underlying: Common Stock · 24,000 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive, at settlement, one share of the Company's common stock. F1 · price: Each restricted stock unit represents the right to receive, at settlement, one share of the Company's common stock. F2 · derivative.exercise_date: Vest equally on each of the first three (3) anniversaries of the grant date. F2 · derivative.expiration_date: Vest equally on each of the first three (3) anniversaries of the grant date. Read SEC document |
| October 13, 2023 Filed Oct 13, 2023 14:50 UTC | Abacus Global Management, Inc. ABL · Entity 5026 | SaleCommon Stock | 700,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001814287-23-000014 · wk-form4_1697208651.xml · nonDerivative · entry 1 Jackson Jay J · CIK 0001984200 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,593,250 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.