Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Babcock & Wilcox Enterprises, Inc.BW · Entity 4934 | Director | August 18, 2026 | August 20, 2026 |
| DETERMINE, INC.DTRM · Entity 158391 | Director | November 14, 2017 | November 16, 2017 |
| DNA X, Inc.SONM · Entity 8261 | Director | March 24, 2023 | March 28, 2023 |
| NEXTNAV INC.NN · Entity 2565 | Director | May 21, 2026 | May 26, 2026 |
| ORION ENERGY SYSTEMS, INC.OESX · Entity 6811 | Director | June 10, 2022 | June 13, 2022 |
| Scully Royalty Ltd.SRL · Entity 6840 | See Remarks | March 18, 2026 | July 08, 2026 |
| Spartacus Acquisition CorpTMTS · Entity 134119 | Director | October 15, 2020 | October 16, 2020 |
| WIDEPOINT CORPWYY · Entity 6739 | Director | April 24, 2019 | April 25, 2019 |
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.
Babcock & Wilcox Enterprises, Inc.
Report date August 18, 2026 · Filed August 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectAlan & Penny Howe Trust | 238,600 |
Reported balance
After 2026-08-18 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-08-18 · Gift · Acquired 165,994 · Balance 238,600 F1: Gift of BW shares held by Alan B. Howe into a trust account, the Alan & Penny Howe Trust (dated November 2012), of which the reporting person is a trustee, that benefits the reporting person or their family. F2: These securities are owned by the Alan & Penny Howe Trust (dated November 2012), of which the reporting person is a trustee, that benefits the report person or their family. |
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2026-08-18 transaction · row 2
1 source rowRow 2 · 2026-08-18 · Gift · Disposed 165,994 · Balance 0 F1: Gift of BW shares held by Alan B. Howe into a trust account, the Alan & Penny Howe Trust (dated November 2012), of which the reporting person is a trustee, that benefits the reporting person or their family. |
| Common StockSEC Table I · non-derivative | IndirectIRA | 13,000 |
Reported balance
Holding disclosure · report date 2026-08-18 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 13,000 |
Filing footnotes · ownership attribution and instrument terms
F1: Gift of BW shares held by Alan B. Howe into a trust account, the Alan & Penny Howe Trust (dated November 2012), of which the reporting person is a trustee, that benefits the reporting person or their family.
F2: These securities are owned by the Alan & Penny Howe Trust (dated November 2012), of which the reporting person is a trustee, that benefits the report person or their family.
DETERMINE, INC.
Report date November 14, 2017 · Filed November 16, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 99,830 |
Reported balance
After 2017-11-14 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2017-11-14 · Grant · Acquired 32,044 · Balance 99,830 F1: Consists of Restricted Stock Units (RSUs) granted pursuant to the Company's Compensation Program for Non-Employee Directors, which RSUs vest on November 14, 2018, subject to the director's continued service on the Board of Directors, with immediate full vesting in the event of a Change of Control. |
Filing footnotes · ownership attribution and instrument terms
F1: Consists of Restricted Stock Units (RSUs) granted pursuant to the Company's Compensation Program for Non-Employee Directors, which RSUs vest on November 14, 2018, subject to the director's continued service on the Board of Directors, with immediate full vesting in the event of a Change of Control.
DNA X, Inc.
Report date March 24, 2023 · Filed March 28, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 176,403 |
Reported balance
After 2023-03-24 transaction · row 1
1 source rowRow 1 · 2023-03-24 · Purchase · Acquired 1,818 · Balance 176,403 |
NEXTNAV INC.
Report date May 21, 2026 · Filed May 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 336,661 |
Reported balance
After 2026-05-21 transaction · row 1
1 source rowRow 1 · 2026-05-21 · Grant · Acquired 7,550 · Balance 336,661 F1: Represents a grant of restricted shares (the "Restricted Shares"). Subject to the Reporting Person's continued service through the applicable vesting date, 100% of the Restricted Shares shall vest on May 1, 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a grant of restricted shares (the "Restricted Shares"). Subject to the Reporting Person's continued service through the applicable vesting date, 100% of the Restricted Shares shall vest on May 1, 2027.
ORION ENERGY SYSTEMS, INC.
Report date June 10, 2022 · Filed June 13, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 51,808 |
Reported balance
After 2022-06-10 transaction · row 1
1 source rowRow 1 · 2022-06-10 · Grant · Acquired 22,935 · Balance 51,808 F1: Restricted stock granted to the reporting person under the Orion Energy Systems, Inc. 2016 Omnibus Incentive Plan, as amended. The restricted stock vests and becomes exercisable with respect to 1/3 of the restricted stock on each of June 10, 2023, 2024 and 2025, respectively. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock granted to the reporting person under the Orion Energy Systems, Inc. 2016 Omnibus Incentive Plan, as amended. The restricted stock vests and becomes exercisable with respect to 1/3 of the restricted stock on each of June 10, 2023, 2024 and 2025, respectively.
Scully Royalty Ltd.
Report date March 18, 2026 · Filed July 08, 2026 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
This filing explicitly reported no securities owned.
Spartacus Acquisition Corp
Report date October 15, 2020 · Filed October 16, 2020
This filing explicitly reported no securities owned.
WIDEPOINT CORP
Report date April 24, 2019 · Filed April 25, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 146,145 |
Reported balance
After 2019-04-24 transaction · row 1
1 source rowRow 1 · 2019-04-24 · Grant · Acquired 39,762 · Balance 146,145 F1: Compensation for services as a director. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $0.45 · Expires 2024-06-23 | Direct | 50,000 |
Reported balance
Holding disclosure · report date 2019-04-24 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 50,000 |
Filing footnotes · ownership attribution and instrument terms
F1: Compensation for services as a director.
Past disclosures · reporting ended (4)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
CAFEPRESS INC.
Report date November 08, 2018 · Filed November 09, 2018
Section 16 reporting ended · disclosed 2018-11-09. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
DATA I/O CORP
Report date September 30, 2020 · Filed October 02, 2020
Section 16 reporting ended · disclosed 2020-10-02. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| common stockSEC Table I · non-derivative | Direct | 65,832 |
Reported balance
After 2020-09-30 transaction · row 1
1 source rowRow 1 · 2020-09-30 · Grant · Acquired 5,732 · Balance 65,832 F1: Director fees (earned and previously deferred for the 2nd 3rd quarter) issued in stock valued at average of High and Low on 9/30/20 |
Filing footnotes · ownership attribution and instrument terms
F1: Director fees (earned and previously deferred for the 2nd 3rd quarter) issued in stock valued at average of High and Low on 9/30/20
MAGICJACK VOCALTEC LTD
Report date November 14, 2018 · Filed November 16, 2018
Section 16 reporting ended · disclosed 2018-11-16. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary sharesSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2018-11-14 transaction · row 1
1 source rowRow 1 · 2018-11-14 · Disposition to issuer · Disposed 8,108 · Balance 0 F1: On November 14, 2018 (the "Closing Date"), B. Riley Financial, Inc. ("B. Riley") acquired the Issuer pursuant to the Agreement and Plan of Merger, dated as of November 9, 2017 (the "Merger Agreement"), by and among the Issuer, B. Riley, and B. R. Acquisition Ltd., a wholly-owned subsidiary of B. Riley ("Merger Sub"). On the Closing Date, in accordance with the Merger Agreement, Merger Sub merged with and into the Issuer, with the Issuer surviving the merger (the "Merger") as a wholly owned subsidiary of B. Riley. F2: At the effective time of the Merger (the "Effective Time"), each ordinary share of the Issuer issued and outstanding immediately prior to the Effective Time (other than, if any, shares owned by B. Riley or Merger Sub, or by any wholly-owned subsidiary of B. Riley, Merger Sub, or the Issuer (except to the extent held for the benefit of a customer or a third party)), was automatically converted into the right to receive $8.71 per share in cash (the "Per Share Merger Consideration"), without interest and less any applicable withholding taxes required by law. |
Filing footnotes · ownership attribution and instrument terms
F1: On November 14, 2018 (the "Closing Date"), B. Riley Financial, Inc. ("B. Riley") acquired the Issuer pursuant to the Agreement and Plan of Merger, dated as of November 9, 2017 (the "Merger Agreement"), by and among the Issuer, B. Riley, and B. R. Acquisition Ltd., a wholly-owned subsidiary of B. Riley ("Merger Sub"). On the Closing Date, in accordance with the Merger Agreement, Merger Sub merged with and into the Issuer, with the Issuer surviving the merger (the "Merger") as a wholly owned subsidiary of B. Riley.
F2: At the effective time of the Merger (the "Effective Time"), each ordinary share of the Issuer issued and outstanding immediately prior to the Effective Time (other than, if any, shares owned by B. Riley or Merger Sub, or by any wholly-owned subsidiary of B. Riley, Merger Sub, or the Issuer (except to the extent held for the benefit of a customer or a third party)), was automatically converted into the right to receive $8.71 per share in cash (the "Per Share Merger Consideration"), without interest and less any applicable withholding taxes required by law.
Resonant Inc
Report date March 28, 2022 · Filed March 28, 2022
Section 16 reporting ended · disclosed 2022-03-28. 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 |
Reported balance
After 2022-03-28 transaction · row 1
1 source rowRow 1 · 2022-03-28 · Other · Disposed 69,184 · Balance 0 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2022-03-28 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2022-03-28 · Disposition to issuer · Disposed 25,000 · Balance 0 F1: Each restricted stock unit represents a contingent right to receive one share of Resonant Inc. common stock. F2: In connection with the Agreement and Plan of Merger, dated February 14, 2022, by and among Murata Electronics North America, Inc., PJ Cosmos Acquisition Company, Inc. and Resonant Inc. (the "Merger Agreement"), these restricted stock units, which provided for vesting of 50% of the shares on each of May 10, 2022 and May 10, 2023, were assumed and converted in the merger into a right of the holder to receive upon settlement an amount in cash equal to the per share merger consideration of $4.50 multiplied by the number of shares of common stock subject to such restricted stock units immediately prior to the merger. Upon the resignation of holder as a director of Resonant Inc. immediately following consummation of the merger, these assumed restricted stock units became fully vested and will be settled in cash. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2022-03-28 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-03-28 · Disposition to issuer · Disposed 12,711 · Balance 0 F1: Each restricted stock unit represents a contingent right to receive one share of Resonant Inc. common stock. F3: In connection with the Merger Agreement, these restricted stock units, which provided for vesting of the shares on the earlier of (i) the day prior to the second annual meeting of stockholders following the grant and (ii) June 9, 2022, were assumed and converted in the merger into a right of the holder to receive upon settlement an amount in cash equal to the per share merger consideration of $4.50 multiplied by the number of shares of common stock subject to such restricted stock units immediately prior to the merger. Upon the resignation of the holder as a director of Resonant Inc. immediately following consummation of the merger, these assumed restricted stock units became fully vested and will be settled in cash. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2022-03-28 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2022-03-28 · Disposition to issuer · Disposed 19,788 · Balance 0 F1: Each restricted stock unit represents a contingent right to receive one share of Resonant Inc. common stock. F4: In connection with the Merger Agreement, these restricted stock units, which provided for vesting of 50% of the shares on the earlier of (i) the day prior to the first annual meeting of stockholders following the grant and (ii) June 8, 2022, and 50% of the shares on the earlier of (i) the day prior to the second annual meeting of stockholders following the grant and (ii) June 8, 2023, were assumed and converted in the merger into a right of the holder to receive upon settlement an amount in cash equal to the per share merger consideration of $4.50 multiplied by the number of shares of common stock subject to such restricted stock units immediately prior to the merger. Upon the resignation of the holder as a director of Resonant Inc. immediately following consummation of the merger, these assumed restricted stock units became fully vested and will be settled in cash. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of Resonant Inc. common stock.
F2: In connection with the Agreement and Plan of Merger, dated February 14, 2022, by and among Murata Electronics North America, Inc., PJ Cosmos Acquisition Company, Inc. and Resonant Inc. (the "Merger Agreement"), these restricted stock units, which provided for vesting of 50% of the shares on each of May 10, 2022 and May 10, 2023, were assumed and converted in the merger into a right of the holder to receive upon settlement an amount in cash equal to the per share merger consideration of $4.50 multiplied by the number of shares of common stock subject to such restricted stock units immediately prior to the merger. Upon the resignation of holder as a director of Resonant Inc. immediately following consummation of the merger, these assumed restricted stock units became fully vested and will be settled in cash.
F3: In connection with the Merger Agreement, these restricted stock units, which provided for vesting of the shares on the earlier of (i) the day prior to the second annual meeting of stockholders following the grant and (ii) June 9, 2022, were assumed and converted in the merger into a right of the holder to receive upon settlement an amount in cash equal to the per share merger consideration of $4.50 multiplied by the number of shares of common stock subject to such restricted stock units immediately prior to the merger. Upon the resignation of the holder as a director of Resonant Inc. immediately following consummation of the merger, these assumed restricted stock units became fully vested and will be settled in cash.
F4: In connection with the Merger Agreement, these restricted stock units, which provided for vesting of 50% of the shares on the earlier of (i) the day prior to the first annual meeting of stockholders following the grant and (ii) June 8, 2022, and 50% of the shares on the earlier of (i) the day prior to the second annual meeting of stockholders following the grant and (ii) June 8, 2023, were assumed and converted in the merger into a right of the holder to receive upon settlement an amount in cash equal to the per share merger consideration of $4.50 multiplied by the number of shares of common stock subject to such restricted stock units immediately prior to the merger. Upon the resignation of the holder as a director of Resonant Inc. immediately following consummation of the merger, these assumed restricted stock units became fully vested and will be settled in cash.
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 |
|---|---|---|---|---|---|---|
| February 14, 2017 Filed Feb 15, 2017 17:54 UTC | DETERMINE, INC. DTRM · Entity 158391 | GrantCommon Stock | 14,881 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-17-002600 · rdgdoc.xml · nonDerivative · entry 1 Howe Alan B · CIK 0001296812 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,286 F1 · security: Consists of Restricted Stock Units that vest on August 11, 2017. 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.