Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CIM GROUP, INC.NONE · Entity 4955 | Director | October 01, 2026 | October 05, 2026 |
| ZIFF DAVIS, INC.ZD · Entity 4548 | Director | August 18, 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.
CIM GROUP, INC.
Report date October 01, 2026 · Filed October 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 153,680.696 |
Reported balance
After 2026-10-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-10-01 · Grant · Acquired 19,455.253 · Balance 153,680.696 F1: On October 1, 2026, as part of the annual retainers paid to the Issuer's independent directors and pursuant to the Issuer's Second Amended and Restated CIM Group, Inc. 2026 Equity Incentive Plan, Mr. Kretzmer was granted 19,455.253 shares of the Issuer's restricted common stock. The shares of restricted common stock will vest on October 1, 2027. F2: Includes 1,213.079 shares of common stock Mr. Kretzmer acquired through the Issuer's distribution reinvestment plan. |
Filing footnotes · ownership attribution and instrument terms
F1: On October 1, 2026, as part of the annual retainers paid to the Issuer's independent directors and pursuant to the Issuer's Second Amended and Restated CIM Group, Inc. 2026 Equity Incentive Plan, Mr. Kretzmer was granted 19,455.253 shares of the Issuer's restricted common stock. The shares of restricted common stock will vest on October 1, 2027.
F2: Includes 1,213.079 shares of common stock Mr. Kretzmer acquired through the Issuer's distribution reinvestment plan.
ZIFF DAVIS, INC.
Report date August 18, 2026 · Filed August 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock $0.01 Par ValueSEC Table I · non-derivative | Direct | 20,000 |
Reported balance
After 2026-08-18 transaction · row 1
1 source rowRow 1 · 2026-08-18 · Sale · Disposed 2,513 · Balance 20,000 |
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
CIM INCOME NAV, INC.
Report date December 16, 2021 · Filed December 16, 2021
Section 16 reporting ended · disclosed 2021-12-16. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock (Class D)SEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2021-12-16 transaction · row 1
1 source rowRow 1 · 2021-12-16 · Disposition to issuer · Disposed 10,971.336 · Balance 0 F1: Disposed of pursuant to merger agreement between the issuer, CIM Real Estate Finance Trust, Inc. ("CMFT") and Cypress Merger Sub, LLC in exchange for 28,240.219 shares of Common Stock of CMFT having a net asset value of $7.20 per share on the effective date of the merger. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to merger agreement between the issuer, CIM Real Estate Finance Trust, Inc. ("CMFT") and Cypress Merger Sub, LLC in exchange for 28,240.219 shares of Common Stock of CMFT having a net asset value of $7.20 per share on the effective date of the merger.
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 19, 2020 Filed Feb 20, 2020 21:05 UTC | ZIFF DAVIS, INC. JCOM · Entity 4548 | SaleCommon Stock $0.01 Par Value | 4,968 | $96.54 | $479,602.77 |
DisclosureSEC source: 0001214659-20-001624 · marketforms-47817.xml · nonDerivative · entry 2 KRETZMER W BRIAN · CIK 0001280284 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,256 Read SEC document |
| February 19, 2020 Filed Feb 20, 2020 21:05 UTC | ZIFF DAVIS, INC. JCOM · Entity 4548 | Exercise / conversionCommon Stock $0.01 Par Value | 4,968 | $22.92 | $113,866.56 |
DisclosureSEC source: 0001214659-20-001624 · marketforms-47817.xml · nonDerivative · entry 1 KRETZMER W BRIAN · CIK 0001280284 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,224 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 · kind: These shares were acquired upon exercise of stock options issued under Issuer's 2007 Stock Option Plan identified as exercised in Part II of this Form 4. Read SEC document |
| October 01, 2019 Filed Oct 3, 2019 19:51 UTC | CIM GROUP, INC. NONE · Entity 4955 | GrantCommon Stock | 3,468.208 | $0.00 | $0.00 |
DisclosureSEC source: 0001498547-19-000055 · wf-form4_157013226933372.xml · nonDerivative · entry 1 KRETZMER W BRIAN · CIK 0001280284 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,900.45 F1 · shares: On October 1, 2019, as part of the annual retainers paid to the Issuer's independent directors and pursuant to the Issuer's 2018 Equity Incentive Plan, Mr. Kretzmer was granted 3,468.208 shares of the Issuer's restricted common stock. The shares of restricted common stock vest on the one year anniversary of the date of the grant. F2 · balance_after: Includes 230.532 shares of common stock Mr. Kretzmer acquired through the Issuer's distribution reinvestment plan. Read SEC document |
| October 01, 2019 Filed Oct 3, 2019 16:06 UTC | CIM INCOME NAV, INC. NONE · Entity 132294 | GrantCommon Stock (Class D) | 1,696.833 | $0.00 | $0.00 |
DisclosureSEC source: 0001498542-19-000074 · wf-form4_157013315699276.xml · nonDerivative · entry 1 KRETZMER W BRIAN · CIK 0001280284 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,437.985 F1 · shares: On October 1, 2019, as part of the annual retainers paid to the Issuer's independent directors and pursuant to the Issuer's 2018 Equity Incentive Plan, Mr. Kretzmer was granted 1,696.833 shares of the Issuer's restricted Class D common stock (formerly Wrap Class common stock). The shares of restricted Class D common stock vest on the one year anniversary of the date of the grant. F2 · balance_after: Includes 92.80 shares of Class D common stock Mr. Kretzmer acquired through the Issuer's distribution reinvestment plan. Read SEC document |
| September 05, 2019 Filed Sep 10, 2019 01:51 UTC | ZIFF DAVIS, INC. JCOM · Entity 4548 | SaleCommon Stock $0.01 Par Value | 1,800 | $87.03 | $156,653.64 |
DisclosureSEC source: 0001214659-19-005768 · marketforms-45745.xml · nonDerivative · entry 1 KRETZMER W BRIAN · CIK 0001280284 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,256 F1 · price: Reflects aggregate reporting of multiple open market transactions. The price reported is the weighted average sale price of sales ranging from $87.00 to $87.10 per share. The Reporting Person hereby undertakes to provide, upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each price. Read SEC document |
| May 03, 2019 Filed May 8, 2019 00:12 UTC | ZIFF DAVIS, INC. JCOM · Entity 4548 | GrantCommon Stock $0.01 Par Value | 2,292 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-19-003255 · marketforms-44904.xml · nonDerivative · entry 1 KRETZMER W BRIAN · CIK 0001280284 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,056 F1 · kind: Restricted stock awarded under the Issuer's 2015 Stock Plan. F2 · price: Restricted stock granted for services rendered; no value placed on services rendered. Read SEC document |
| March 13, 2019 Filed Mar 13, 2019 22:00 UTC | ZIFF DAVIS, INC. JCOM · Entity 4548 | Exercise / conversionOptions to Purchase Common Stock · Derivative | 6,000 | Not disclosed Strike: $22.92 | Not disclosed |
DisclosureSEC source: 0001214659-19-002107 · marketforms-44577.xml · derivative · entry 3 KRETZMER W BRIAN · CIK 0001280284 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,968 Underlying: Common Stock $0.01 Par Value · 6,000 shares Expires 2020-05-06 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. F4 · price: Stock options granted for services rendered; no value placed on services rendered. F3 · derivative.exercise_date: These stock options vested in five (5) equal annual installments commencing on May 6, 2010. Read SEC document |
| March 13, 2019 Filed Mar 13, 2019 22:00 UTC | ZIFF DAVIS, INC. JCOM · Entity 4548 | SaleCommon Stock $0.01 Par Value | 6,000 | $84.17 | $505,015.20 |
DisclosureSEC source: 0001214659-19-002107 · marketforms-44577.xml · nonDerivative · entry 2 KRETZMER W BRIAN · CIK 0001280284 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,764 F2 · price: Reflects aggregate reporting of multiple open market transactions. The price reported is the weighted average sale price of sales ranging from $84.14 to $84.35 per share. The Reporting Person hereby undertakes to provide, upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each price. Read SEC document |
| March 13, 2019 Filed Mar 13, 2019 22:00 UTC | ZIFF DAVIS, INC. JCOM · Entity 4548 | Exercise / conversionCommon Stock $0.01 Par Value | 6,000 | $22.92 | $137,520.00 |
DisclosureSEC source: 0001214659-19-002107 · marketforms-44577.xml · nonDerivative · entry 1 KRETZMER W BRIAN · CIK 0001280284 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,764 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 · kind: These shares were acquired upon exercise of stock options issued under Issuer's 2007 Stock Option Plan identified as exercised in Part II of this Form 4. Read SEC document |
| October 01, 2018 Filed Oct 3, 2018 23:43 UTC | CIM GROUP, INC. NONE · Entity 4955 | GrantCommon Stock | 3,201.71 | $0.00 | $0.00 |
DisclosureSEC source: 0001498547-18-000048 · wf-form4_153861016202893.xml · nonDerivative · entry 1 KRETZMER W BRIAN · CIK 0001280284 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,201.71 F1 · shares: On October 1, 2018, as part of the annual retainers paid to the Issuer's independent directors and pursuant to the Issuer's 2018 Equity Incentive Plan, Mr. Kretzmer was granted 3,201.71 shares of the Issuer's restricted common stock. The shares of restricted common stock vest on the one year anniversary of the date of the grant. Read SEC document |
| October 01, 2018 Filed Oct 3, 2018 19:38 UTC | CIM INCOME NAV, INC. NONE · Entity 132294 | GrantCommon Stock (Wrap Class Shares) | 1,648.352 | $0.00 | $0.00 |
DisclosureSEC source: 0001498542-18-000089 · wf-form4_153860991598202.xml · nonDerivative · entry 1 KRETZMER W BRIAN · CIK 0001280284 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,648.352 F1 · shares: On October 1, 2018, as part of the annual retainers paid to the Issuer's independent directors and pursuant to the Issuer's 2018 Equity Incentive Plan, Mr. Kretzmer was granted 1,648.352 shares of the Issuer's restricted Wrap Class common stock. The shares of restricted Wrap Class common stock vest on the one year anniversary of the date of the grant. Read SEC document |
| May 09, 2018 Filed May 11, 2018 22:38 UTC | ZIFF DAVIS, INC. JCOM · Entity 4548 | SaleCommon Stock $0.01 Par Value | 5,942 | $87.25 | $518,443.07 |
DisclosureSEC source: 0001214659-18-003626 · marketforms-41986.xml · nonDerivative · entry 1 KRETZMER W BRIAN · CIK 0001280284 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,764 F1 · price: Reflects aggregate reporting of multiple open market transactions. The price reported is the weighted average sale price of sales ranging from $87.14 to $87.41 per share. The Reporting Person hereby undertakes to provide, upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each price. Read SEC document |
| May 03, 2018 Filed May 7, 2018 22:09 UTC | ZIFF DAVIS, INC. JCOM · Entity 4548 | GrantCommon Stock $0.01 Par Value | 2,435 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-18-003398 · marketforms-41900.xml · nonDerivative · entry 1 KRETZMER W BRIAN · CIK 0001280284 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,706 F1 · kind: Restricted stock awarded under the Issuer's 2015 Stock Plan. F2 · price: Restricted stock granted for services rendered; no value placed on services rendered. Read SEC document |
| June 06, 2017 Filed Jun 7, 2017 21:52 UTC | ZIFF DAVIS, INC. JCOM · Entity 4548 | Exercise / conversionOptions to Purchase Common Stock · Derivative | 1,336 | Not disclosed Strike: $21.67 | Not disclosed |
DisclosureSEC source: 0001214659-17-003899 · marketforms-39032.xml · derivative · entry 3 KRETZMER W BRIAN · CIK 0001280284 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock $0.01 Par Value · 1,336 shares Expires 2019-05-07 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. F4 · price: Stock options granted for services rendered; no value placed on services rendered. F3 · derivative.exercise_date: These stock options vested in five (5) equal annual installments commencing on May 7, 2010. Read SEC document |
| June 06, 2017 Filed Jun 7, 2017 21:52 UTC | ZIFF DAVIS, INC. JCOM · Entity 4548 | SaleCommon Stock $0.01 Par Value | 1,336 | $86.20 | $115,163.47 |
DisclosureSEC source: 0001214659-17-003899 · marketforms-39032.xml · nonDerivative · entry 2 KRETZMER W BRIAN · CIK 0001280284 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,271 F2 · price: Reflects aggregate reporting of multiple open market transactions. The price reported is the weighted average sale price of sales ranging from $86.20 to $86.23 per share. The Reporting Person hereby undertakes to provide, upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each price. Read SEC document |
| June 06, 2017 Filed Jun 7, 2017 21:52 UTC | ZIFF DAVIS, INC. JCOM · Entity 4548 | Exercise / conversionCommon Stock $0.01 Par Value | 1,336 | $21.67 | $28,951.12 |
DisclosureSEC source: 0001214659-17-003899 · marketforms-39032.xml · nonDerivative · entry 1 KRETZMER W BRIAN · CIK 0001280284 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,607 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 · kind: These shares were acquired upon exercise of stock options issued under Issuer's 2007 Stock Plan identified as exercised in Part II of this Form 4. Read SEC document |
| May 04, 2017 Filed May 8, 2017 23:41 UTC | ZIFF DAVIS, INC. JCOM · Entity 4548 | GrantCommon Stock $0.01 Par Value | 1,974 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-17-003096 · marketforms-38767.xml · nonDerivative · entry 1 KRETZMER W BRIAN · CIK 0001280284 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,271 F1 · kind: Restricted stock awarded under the Issuer's 2015 Stock Plan. F2 · price: Restricted stock granted for services rendered; no value placed on services rendered. Read SEC document |
| February 13, 2017 Filed Feb 14, 2017 22:57 UTC | ZIFF DAVIS, INC. JCOM · Entity 4548 | Exercise / conversionOptions to Purchase Common Stock · Derivative | 2,000 | Not disclosed Strike: $21.67 | Not disclosed |
DisclosureSEC source: 0001214659-17-001159 · marketforms-37962.xml · derivative · entry 3 KRETZMER W BRIAN · CIK 0001280284 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,336 Underlying: Common Stock $0.01 Par Value · 2,000 shares Expires 2019-05-07 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. F3 · price: Stock options granted for services rendered; no value placed on services rendered. F2 · derivative.exercise_date: These stock options vested in five (5) equal annual installments commencing on May 7, 2010. Read SEC document |
| February 13, 2017 Filed Feb 14, 2017 22:57 UTC | ZIFF DAVIS, INC. JCOM · Entity 4548 | SaleCommon Stock $0.01 Par Value | 2,000 | $84.34 | $168,686.40 |
DisclosureSEC source: 0001214659-17-001159 · marketforms-37962.xml · nonDerivative · entry 2 KRETZMER W BRIAN · CIK 0001280284 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,297 Read SEC document |
| February 13, 2017 Filed Feb 14, 2017 22:57 UTC | ZIFF DAVIS, INC. JCOM · Entity 4548 | Exercise / conversionCommon Stock $0.01 Par Value | 2,000 | $21.67 | $43,340.00 |
DisclosureSEC source: 0001214659-17-001159 · marketforms-37962.xml · nonDerivative · entry 1 KRETZMER W BRIAN · CIK 0001280284 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,297 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 · kind: These shares were acquired upon exercise of stock options issued under Issuer's 2007 Stock Plan identified as exercised in Part II of this Form 4. 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.