Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CONSUMER PORTFOLIO SERVICES, INC.CPSS · Entity 1404 | Director | August 25, 2022 | November 29, 2022 |
| Clarus CorpCLAR · Entity 6558 | Director | June 01, 2023 | June 05, 2023 |
| Starwood Real Estate Income Trust, Inc.N/A · Entity 2175 | Director | August 19, 2026 | August 20, 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.
CONSUMER PORTFOLIO SERVICES, INC.
Report date August 25, 2022 · Filed November 29, 2022
This filing explicitly reported no securities owned.
Clarus Corp
Report date June 01, 2023 · Filed June 05, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (right to purchase)SEC Table II · derivative / convertible security · Conversion / exercise price $7.91 · Expires 2033-06-01 | Direct | 15,000 |
Reported balance
After 2023-06-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2023-06-01 · Grant · Acquired 15,000 · Balance 15,000 F1: The options to purchase shares of Clarus Corporation's (the "Issuer") common stock, $0.0001 par value per share ("Common Stock"), were granted under the Issuer's 2015 Stock Incentive Plan. The 15,000 options to purchase shares of the Issuer's Common Stock will vest and become exercisable in four equal consecutive tranches of 3,750 options on each of June 30, 2023, September 30, 2023, December 31, 2023, and March 31, 2024. |
Filing footnotes · ownership attribution and instrument terms
F1: The options to purchase shares of Clarus Corporation's (the "Issuer") common stock, $0.0001 par value per share ("Common Stock"), were granted under the Issuer's 2015 Stock Incentive Plan. The 15,000 options to purchase shares of the Issuer's Common Stock will vest and become exercisable in four equal consecutive tranches of 3,750 options on each of June 30, 2023, September 30, 2023, December 31, 2023, and March 31, 2024.
Starwood Real Estate Income Trust, Inc.
Report date August 19, 2026 · Filed August 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class I Common SharesSEC Table I · non-derivative | Direct | 30,575 |
Reported balance
After 2026-08-19 transaction · row 1
1 source rowRow 1 · 2026-08-19 · Grant · Acquired 7,574 · Balance 30,575 |
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 19, 2026 Filed Aug 20, 2026 15:53 UTC | Starwood Real Estate Income Trust, Inc. N/A · Entity 2175 | GrantClass I Common Shares | 7,574 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-358760 · ownership.xml · nonDerivative · entry 1 Walker James E · CIK 0001774351 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,575 Read SEC document |
| August 19, 2025 Filed Sep 2, 2025 13:15 UTC | Starwood Real Estate Income Trust, Inc. N/A · Entity 2175 | GrantClass I Common Shares | 7,062 | $20.82 | $147,030.84 |
DisclosureSEC source: 0000950170-25-112361 · ownership.xml · nonDerivative · entry 1 Walker James E · CIK 0001774351 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,590 F1 · kind: Reflects a grant of restricted stock that vests on August 19, 2026. F2 · balance_after: Includes shares acquired through Issuer's Distribution Reinvestment Plan. Read SEC document |
| August 19, 2024 Filed Aug 21, 2024 21:44 UTC | Starwood Real Estate Income Trust, Inc. N/A · Entity 2175 | GrantClass I Common Shares | 6,563 | $22.39 | $146,945.57 |
DisclosureSEC source: 0000950170-24-099575 · ownership.xml · nonDerivative · entry 1 Walker James E · CIK 0001774351 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,139 F1 · kind: Reflects a grant of restricted stock that vests on August 19, 2025. F2 · balance_after: Includes shares acquired through Issuer's Distribution Reinvestment Plan. Read SEC document |
| October 02, 2023 Filed Oct 3, 2023 14:16 UTC | Starwood Real Estate Income Trust, Inc. NA · Entity 2175 | GrantClass I Common Shares | 1,066 | $24.79 | $26,426.14 |
DisclosureSEC source: 0000950170-23-051290 · ownership.xml · nonDerivative · entry 1 Walker James E · CIK 0001774351 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,306 F1 · balance_after: Includes shares acquired through Issuer's Distribution Reinvestment Plan. Read SEC document |
| August 18, 2023 Filed Aug 21, 2023 16:03 UTC | Starwood Real Estate Income Trust, Inc. NA · Entity 2175 | GrantClass I Common Shares | 5,914 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-043611 · ownership.xml · nonDerivative · entry 1 Walker James E · CIK 0001774351 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,917 Read SEC document |
| August 15, 2023 Filed Sep 6, 2023 19:02 UTC Amendment | Starwood Real Estate Income Trust, Inc. NA · Entity 2175 | GrantClass I Common Shares | 5,914 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-046662 · ownership.xml · nonDerivative · entry 1 Walker James E · CIK 0001774351 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,917 F1 · date: This Form 4/A is being filed to correct the previously reported transaction date. F2 · balance_after: Includes shares acquired through Issuer's Distribution Reinvestment Plan. Read SEC document |
| June 01, 2023 Filed Jun 5, 2023 20:17 UTC | Clarus Corp CLAR · Entity 6558 | GrantStock Option (right to purchase) · Derivative | 15,000 | $0.00 Strike: $7.91 | $0.00 |
DisclosureSEC source: 0001104659-23-068052 · tm2317635-4_4seq1.xml · derivative · entry 1 Walker James E · CIK 0001774351 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,000 Underlying: Common Stock · 15,000 shares Expires 2033-06-01 F1 · derivative.exercise_date: The options to purchase shares of Clarus Corporation's (the "Issuer") common stock, $0.0001 par value per share ("Common Stock"), were granted under the Issuer's 2015 Stock Incentive Plan. The 15,000 options to purchase shares of the Issuer's Common Stock will vest and become exercisable in four equal consecutive tranches of 3,750 options on each of June 30, 2023, September 30, 2023, December 31, 2023, and March 31, 2024. Read SEC document |
| February 01, 2023 Filed Feb 2, 2023 16:48 UTC | Starwood Real Estate Income Trust, Inc. N/A · Entity 2175 | GrantClass I Common Shares | 991.165 | $26.34 | $26,107.29 |
DisclosureSEC source: 0000899243-23-003338 · doc4.xml · nonDerivative · entry 1 Walker James E · CIK 0001774351 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,873 F1 · balance_after: Includes shares acquired through Issuer's Distribution Reinvestment Plan Read SEC document |
| September 01, 2022 Filed Sep 6, 2022 20:31 UTC | Starwood Real Estate Income Trust, Inc. N/A · Entity 2175 | GrantClass I Common Shares | 6,000 | $27.47 | $164,820.00 |
DisclosureSEC source: 0000899243-22-030428 · doc4.xml · nonDerivative · entry 1 Walker James E · CIK 0001774351 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,465 F1 · balance_after: Includes shares acquired through Issuer's Distribution Reinvestment Plan Read SEC document |
| August 19, 2022 Filed Aug 22, 2022 21:44 UTC | Starwood Real Estate Income Trust, Inc. N/A · Entity 2175 | GrantClass I Common Shares | 4,914 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-029463 · doc4.xml · nonDerivative · entry 1 Walker James E · CIK 0001774351 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,414 F1 · balance_after: Includes shares acquired through Issuer's Distribution Reinvestment Plan Read SEC document |
| June 01, 2022 Filed Jun 3, 2022 20:17 UTC | Clarus Corp CLAR · Entity 6558 | GrantStock Option (right to purchase) · Derivative | 15,000 | $0.00 Strike: $20.21 | $0.00 |
DisclosureSEC source: 0001104659-22-068099 · tm2217518-5_4seq1.xml · derivative · entry 1 Walker James E · CIK 0001774351 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,000 Underlying: Common Stock · 15,000 shares Expires 2032-06-01 F1 · derivative.exercise_date: The options to purchase shares of Clarus Corporation's (the "Issuer") common stock, $0.0001 par value per share ("Common Stock"), were granted under the Issuer's 2015 Stock Incentive Plan. The 15,000 options to purchase shares of the Issuer's Common Stock will vest and become exercisable in four equal consecutive tranches of 3,750 options on each of June 30, 2022, September 30, 2022, December 31, 2022, and March 31, 2023. Read SEC document |
| August 20, 2021 Filed Aug 20, 2021 19:00 UTC | Starwood Real Estate Income Trust, Inc. N/A · Entity 2175 | GrantClass I Common Shares | 5,661.61 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-033806 · doc4.xml · nonDerivative · entry 1 Walker James E · CIK 0001774351 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,479.54 F1 · balance_after: Includes shares acquired through Issuer's Distribution Reinvestment Plan. Read SEC document |
| January 02, 2021 Filed Mar 4, 2021 22:00 UTC | Starwood Real Estate Income Trust, Inc. N/A · Entity 2175 | GrantClass I Common Shares | 2,117.63 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-009857 · doc4.xml · nonDerivative · entry 1 Walker James E · CIK 0001774351 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,776 F1 · balance_after: Includes shares acquired through Issuer's Distribution Reinvestment Plan. Read SEC document |
| August 14, 2020 Filed Aug 14, 2020 23:32 UTC | Starwood Real Estate Income Trust, Inc. N/A · Entity 2175 | GrantClass I Common Shares | 1,717 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-022479 · doc4.xml · nonDerivative · entry 1 Walker James E · CIK 0001774351 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,793.99 F1 · balance_after: Includes shares acquired through Issuer's Distribution Reinvestment Plan Read SEC document |
| August 01, 2019 Filed Dec 17, 2019 21:24 UTC | Starwood Real Estate Income Trust, Inc. N/A · Entity 2175 | GrantClass I Common Stock | 775 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-029409 · doc4.xml · nonDerivative · entry 1 Walker James E · CIK 0001774351 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,998.372 F1 · balance_after: Includes shares acquired through the Issuer's Distribution 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.