Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SMITH MICRO SOFTWARE, INC.SMSI · Entity 7775 | Director · President and CEO | September 15, 2026 | September 15, 2026 |
| Urgent.ly Inc.ULY · Entity 50975 | Chief Financial Officer | February 20, 2025 | February 21, 2025 |
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.
SMITH MICRO SOFTWARE, INC.
Report date September 15, 2026 · Filed September 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common stockSEC Table I · non-derivative | Direct | 36,279 |
Reported balance
After 2026-09-15 transaction · row 1
1 source rowRow 1 · 2026-09-15 · Tax withholding · Disposed 100 · Balance 36,279 F1: Shares withheld, at an average vesting price of $2.90 per share, for the payment of income taxes. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld, at an average vesting price of $2.90 per share, for the payment of income taxes.
Urgent.ly Inc.
Report date February 20, 2025 · Filed February 21, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 388,101 |
Reported balance
After 2025-02-20 transaction · row 1
1 source rowRow 1 · 2025-02-20 · Tax withholding · Disposed 19,873 · Balance 388,101 F1: Represents shares withheld to satisfy the reporting person's tax liability in connection with the vesting of restricted stock units, or RSUs. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld to satisfy the reporting person's tax liability in connection with the vesting of restricted stock units, or RSUs.
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 |
|---|---|---|---|---|---|---|
| March 28, 2019 Filed Apr 1, 2019 20:21 UTC | SMITH MICRO SOFTWARE, INC. SMSI · Entity 7775 | Tax withholdingCommon Stock | 7,232 | $1.88 | $13,596.16 |
DisclosureSEC source: 0001209191-19-021979 · doc4.xml · nonDerivative · entry 1 Huffmyer Timothy C. · CIK 0001559111 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 284,214 F1 · shares: Shares withheld, at an average vesting price of $1.88 per share, for payment of income taxes Read SEC document |
| March 13, 2019 Filed Mar 15, 2019 12:40 UTC | SMITH MICRO SOFTWARE, INC. SMSI · Entity 7775 | Disposition to issuerCommon Stock | 3,121 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-019589 · doc4.xml · nonDerivative · entry 1 Huffmyer Timothy C. · CIK 0001559111 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 291,446 F1 · shares: Represents the forfeiture of a portion of the performance-based restricted stock granted to the reporting person on March 12, 2018 pursuant to the Smith Micro Software, Inc. ("Company") 2015 Omnibus Equity Incentive Plan (the "Plan"). The Company determined on March 13, 2019 that such shares would be forfeited in accordance with the terms of the grant. Read SEC document |
| February 12, 2019 Filed Feb 15, 2019 00:40 UTC | SMITH MICRO SOFTWARE, INC. SMSI · Entity 7775 | GrantCommon Stock | 125,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-010438 · doc4.xml · nonDerivative · entry 1 Huffmyer Timothy C. · CIK 0001559111 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 294,567 F1 · security: Restricted stock subject to time-based and performance-based vesting. 50% of shares vest in equal monthly installments over 48 months, subject to continuing employment. 50% of shares vest subject to satisfaction of 2019 financial performance criteria, with 25% of such amount to vest approximately March 2020 and the remainder in equal monthly installments over the next 36 months. Read SEC document |
| December 27, 2018 Filed Dec 28, 2018 22:51 UTC | SMITH MICRO SOFTWARE, INC. SMSI · Entity 7775 | Tax withholdingCommon Stock | 1,800 | $2.22 | $3,996.00 |
DisclosureSEC source: 0001209191-18-064347 · doc4.xml · nonDerivative · entry 1 Huffmyer Timothy C. · CIK 0001559111 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 169,567 F1 · shares: Shares withheld, at an average vesting price of $2.46 per share, for payment of income taxes Read SEC document |
| September 27, 2018 Filed Sep 28, 2018 20:26 UTC | SMITH MICRO SOFTWARE, INC. SMSI · Entity 7775 | Tax withholdingCommon Stock | 1,788 | $2.46 | $4,398.48 |
DisclosureSEC source: 0001209191-18-052561 · doc4.xml · nonDerivative · entry 1 Huffmyer Timothy C. · CIK 0001559111 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 171,367 F1 · shares: Shares withheld, at an average vesting price of $2.46 per share, for payment of income taxes Read SEC document |
| June 29, 2018 Filed Jul 2, 2018 20:39 UTC | SMITH MICRO SOFTWARE, INC. SMSI · Entity 7775 | Tax withholdingCommon Stock | 1,845 | $1.99 | $3,671.55 |
DisclosureSEC source: 0001209191-18-040380 · doc4.xml · nonDerivative · entry 1 Huffmyer Timothy C. · CIK 0001559111 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 173,155 F1 · shares: Shares withheld, at an average vesting price of $1.99 per share, for payment of income taxes Read SEC document |
| March 12, 2018 Filed Mar 15, 2018 00:33 UTC | SMITH MICRO SOFTWARE, INC. SMSI · Entity 7775 | GrantCommon Stock | 125,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-019729 · doc4.xml · nonDerivative · entry 1 Huffmyer Timothy C. · CIK 0001559111 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 175,000 F1 · security: Restricted stock subject to time-based and performance-based vesting. 50% of shares vest in equal monthly installments over 48 months, subject to continuing employment. 50% of shares vest subject to satisfaction of 2018 financial performance criteria, with 25% of such amount to vest approximately March 2019 and the remainder in equal monthly installments over the next 36 months. Read SEC document |
| June 19, 2017 Filed Jun 20, 2017 16:24 UTC | SMITH MICRO SOFTWARE, INC. SMSI · Entity 7775 | GrantCommon Stock | 50,000 | $1.16 | $58,000.00 |
DisclosureSEC source: 0001209191-17-041012 · doc4.xml · nonDerivative · entry 1 Huffmyer Timothy C. · CIK 0001559111 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 F1 · security: Restricted Stock Grant - Fully Vested Upon Start of Employment on June 19, 2017 Read SEC document |
| June 19, 2017 Filed Mar 15, 2018 00:59 UTC Amendment | SMITH MICRO SOFTWARE, INC. SMSI · Entity 7775 | GrantCommon Stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-019741 · doc4a.xml · nonDerivative · entry 1 Huffmyer Timothy C. · CIK 0001559111 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 F1 · security: Restricted Stock Grant - Fully Vested Upon Start of Employment on June 19, 2017 F2 · price: Due to a clerical error, the price originally reported was incorrect. 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.