Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ATLAS TECHNICAL CONSULTANTS, INC.ATCX · Entity 15871 | Director | March 03, 2021 | March 29, 2021 |
| BRC Inc.BRCC · Entity 6663 | Director | August 17, 2026 | August 18, 2026 |
| SilverBox Corp IIISBXC · Entity 116368 | Director · Chairman & Chief Exec. Officer · 10% owner | February 27, 2023 | February 28, 2023 |
| SilverBox Corp IVSBXD · Entity 6036 | Director · Chairman & Chief Exec. Officer · 10% owner | August 15, 2024 | August 15, 2024 |
| SilverBox Corp VSBXE · Entity 5781 | Director · Chairman and CEO, Director · 10% owner | December 02, 2025 | December 02, 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.
ATLAS TECHNICAL CONSULTANTS, INC.
Report date March 03, 2021 · Filed March 29, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A common stockSEC Table I · non-derivative | Direct | 11,261 |
Reported balance
After 2021-03-03 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2021-03-03 · Grant · Acquired 11,261 · Balance 11,261 F1: On March 3, 2021 (the "Grant Date") the Reporting Person received an award of restricted stock units ("RSUs"), which will vest on March 3, 2022. Each RSU represents the right to receive one share of Class A common stock, par value $0.0001 per share ("Class A common stock"), of Atlas Technical Consultants, Inc. Except as otherwise provided in the applicable RSU award agreement, the shares of Class A common stock underlying the RSUs will be delivered to the Reporting Person within 30 days of the applicable vesting date. |
| Class A common stockSEC Table I · non-derivative | IndirectBy Kadenacy Family Trust | 528,115 |
Reported balance
Holding disclosure · report date 2021-03-03 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 528,115 |
Filing footnotes · ownership attribution and instrument terms
F1: On March 3, 2021 (the "Grant Date") the Reporting Person received an award of restricted stock units ("RSUs"), which will vest on March 3, 2022. Each RSU represents the right to receive one share of Class A common stock, par value $0.0001 per share ("Class A common stock"), of Atlas Technical Consultants, Inc. Except as otherwise provided in the applicable RSU award agreement, the shares of Class A common stock underlying the RSUs will be delivered to the Reporting Person within 30 days of the applicable vesting date.
BRC Inc.
Report date August 17, 2026 · Filed August 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | IndirectBy Family Trust | 234,953 |
Reported balance
After 2026-08-17 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-08-17 · Sale · Disposed 105,000 · Balance 234,953 |
| Class A Common StockSEC Table I · non-derivative | Direct | 1,273,240 |
Reported balance
Holding disclosure · report date 2026-08-17 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,273,240 |
SilverBox Corp III
Report date February 27, 2023 · Filed February 28, 2023
Jointly reported with SilverBox Engaged Sponsor III LLC, BOXWOOD HOLDINGS II LLC, Reece Joseph E
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2023-02-27 · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · Balance Not disclosed F1: As described in the issuer's registration statement on Form S-1 (File No. 333-269713) under the heading "Description of Securities - Founder Shares", the shares of Class B common stock will automatically convert into shares of Class A common stock at the time of the issuer's initial business combination, on a one-for-one basis, subject to adjustment for stock splits, stock dividends, reorganizations, recapitalizations and the like, and certain anti-dilution rights and has no expiration date. F2: These shares represent Class B common stock held SilverBox Sponsor III LLC, acquired pursuant to a subscription agreement by and between SilverBox Sponsor III LLC and the issuer. The Class B common stock owned by the reporting person includes up to 450,000 shares that are subject to forfeiture in the event the underwriters of the initial public offering of the issuer's securities do not exercise in full their over-allotment option as described in the issuer's registration statement. F3: SilverBox Sponsor III LLC is the record holder of the shares reported herein. Boxwood Holdings II LLC is the managing member of SilverBox Sponsor III LLC, Mr. Kadenacy, the issuer's Chairman and Chief Executive Officer and Mr. Reece, the issuer's Founding Partner, are each a principal of Boxwood Holdings II LLC. As such, they may be deemed to have or share beneficial ownership of the Class B common stock held directly by SilverBox Sponsor III LLC. Each such person disclaims any beneficial ownership of the reported shares other than to the extent of any pecuniary interests they may have therein, directly or indirectly. |
Filing footnotes · ownership attribution and instrument terms
F1: As described in the issuer's registration statement on Form S-1 (File No. 333-269713) under the heading "Description of Securities - Founder Shares", the shares of Class B common stock will automatically convert into shares of Class A common stock at the time of the issuer's initial business combination, on a one-for-one basis, subject to adjustment for stock splits, stock dividends, reorganizations, recapitalizations and the like, and certain anti-dilution rights and has no expiration date.
F2: These shares represent Class B common stock held SilverBox Sponsor III LLC, acquired pursuant to a subscription agreement by and between SilverBox Sponsor III LLC and the issuer. The Class B common stock owned by the reporting person includes up to 450,000 shares that are subject to forfeiture in the event the underwriters of the initial public offering of the issuer's securities do not exercise in full their over-allotment option as described in the issuer's registration statement.
F3: SilverBox Sponsor III LLC is the record holder of the shares reported herein. Boxwood Holdings II LLC is the managing member of SilverBox Sponsor III LLC, Mr. Kadenacy, the issuer's Chairman and Chief Executive Officer and Mr. Reece, the issuer's Founding Partner, are each a principal of Boxwood Holdings II LLC. As such, they may be deemed to have or share beneficial ownership of the Class B common stock held directly by SilverBox Sponsor III LLC. Each such person disclaims any beneficial ownership of the reported shares other than to the extent of any pecuniary interests they may have therein, directly or indirectly.
SilverBox Corp IV
Report date August 15, 2024 · Filed August 15, 2024
Jointly reported with SilverBox Sponsor IV LLC, Reece Joseph E
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B ordinary sharesSEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2024-08-15 · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · Balance Not disclosed F1: As described in the issuer's registration statement on Form S-1 (File No. 333-280315) under the heading "Description of Securities - Founder Shares", the Class B ordinary shares will automatically convert into Class A ordinary shares at the time of the issuer's initial business combination, on a one-for-one basis, subject to adjustment for stock splits, stock dividends, reorganizations, recapitalizations and the like, and certain anti-dilution rights and has no expiration date. F2: These shares represent Class B ordinary shares held SilverBox Sponsor IV LLC, acquired pursuant to a subscription agreement by and between SilverBox Sponsor IV LLC and the issuer. The Class B ordinary shares owned by the reporting person includes up to 750,000 shares that are subject to forfeiture in the event the underwriters of the initial public offering of the issuer's securities do not exercise in full their over-allotment option as described in the issuer's registration statement. F3: SilverBox Sponsor IV LLC is the record holder of the shares reported herein. Boxwood Holdings III LLC is the managing member of SilverBox Sponsor IV LLC, Mr. Kadenacy, the issuer's Chairman and Chief Executive Officer and Mr. Reece, the issuer's Founding Partner, are each a principal of Boxwood Holdings III LLC. As such, they may be deemed to have or share beneficial ownership of the Class B ordinary shares held directly by SilverBox Sponsor IV LLC. Each such person disclaims any beneficial ownership of the reported shares other than to the extent of any pecuniary interests they may have therein, directly or indirectly. |
Filing footnotes · ownership attribution and instrument terms
F1: As described in the issuer's registration statement on Form S-1 (File No. 333-280315) under the heading "Description of Securities - Founder Shares", the Class B ordinary shares will automatically convert into Class A ordinary shares at the time of the issuer's initial business combination, on a one-for-one basis, subject to adjustment for stock splits, stock dividends, reorganizations, recapitalizations and the like, and certain anti-dilution rights and has no expiration date.
F2: These shares represent Class B ordinary shares held SilverBox Sponsor IV LLC, acquired pursuant to a subscription agreement by and between SilverBox Sponsor IV LLC and the issuer. The Class B ordinary shares owned by the reporting person includes up to 750,000 shares that are subject to forfeiture in the event the underwriters of the initial public offering of the issuer's securities do not exercise in full their over-allotment option as described in the issuer's registration statement.
F3: SilverBox Sponsor IV LLC is the record holder of the shares reported herein. Boxwood Holdings III LLC is the managing member of SilverBox Sponsor IV LLC, Mr. Kadenacy, the issuer's Chairman and Chief Executive Officer and Mr. Reece, the issuer's Founding Partner, are each a principal of Boxwood Holdings III LLC. As such, they may be deemed to have or share beneficial ownership of the Class B ordinary shares held directly by SilverBox Sponsor IV LLC. Each such person disclaims any beneficial ownership of the reported shares other than to the extent of any pecuniary interests they may have therein, directly or indirectly.
SilverBox Corp V
Report date December 02, 2025 · Filed December 02, 2025
Jointly reported with SilverBox Sponsor V LLC, Reece Joseph E
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A ordinary sharesSEC Table I · non-derivative | Direct | 195,000 |
Reported balance
Holding disclosure · report date 2025-12-02 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 195,000 F1: Represents Class A ordinary shares, par value $0.0001 per share, of the Issuer (the "Private Placement Shares") that are included in the 195,000 private placement units (the "Private Placement Units") that will be purchased by SilverBox Sponsor V LLC (the "Sponsor") from the Issuer in a private placement at $10.00 per Private Placement Unit, as described in the Issuer's registration statement on Form S-1 (File No. 333-289783) (the "Registration Statement"). Each Private Placement Unit is comprised of one Private Placement Share and one-third of one redeemable warrant (the "Private Placement Warrants"), each whole Private Placement Warrant exercisable to purchase one Private Placement Share. Does not represent any Private Placement Shares issuable upon the exercise of Private Placement Warrants. |
| Class B ordinary sharesSEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2025-12-02 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance Not disclosed F2: As described in the Registration Statement under the heading "Description of Securities - Founder Shares", the Class B ordinary shares will automatically convert into Class A ordinary shares at the time of the Issuer's initial business combination, on a one-for-one basis, subject to adjustment for stock splits, stock dividends, reorganizations, recapitalizations and the like, and certain anti-dilution rights and has no expiration date. F3: These shares represent Class B ordinary shares held by the Sponsor, acquired pursuant to a subscription agreement by and between the Sponsor and the Issuer. The Class B ordinary shares owned by the reporting persons includes up to 900,000 shares that are subject to forfeiture in the event the underwriters of the initial public offering of the Issuer's securities do not exercise in full their over-allotment option as described in the issuer's registration statement. F4: The Sponsor is the record holder of the shares reported herein. Boxwood Holdings V LLC is the managing member of the Sponsor, Mr. Kadenacy, the issuer's Chairman and Chief Executive Officer and Mr. Reece, the Issuer's Founding Partner, are each a principal of Boxwood Holdings V LLC. As such, they may be deemed to have or share beneficial ownership of the Class B ordinary shares held directly by the Sponsor. Each such person disclaims any beneficial ownership of the reported shares other than to the extent of any pecuniary interests they may have therein, directly or indirectly. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents Class A ordinary shares, par value $0.0001 per share, of the Issuer (the "Private Placement Shares") that are included in the 195,000 private placement units (the "Private Placement Units") that will be purchased by SilverBox Sponsor V LLC (the "Sponsor") from the Issuer in a private placement at $10.00 per Private Placement Unit, as described in the Issuer's registration statement on Form S-1 (File No. 333-289783) (the "Registration Statement"). Each Private Placement Unit is comprised of one Private Placement Share and one-third of one redeemable warrant (the "Private Placement Warrants"), each whole Private Placement Warrant exercisable to purchase one Private Placement Share. Does not represent any Private Placement Shares issuable upon the exercise of Private Placement Warrants.
F2: As described in the Registration Statement under the heading "Description of Securities - Founder Shares", the Class B ordinary shares will automatically convert into Class A ordinary shares at the time of the Issuer's initial business combination, on a one-for-one basis, subject to adjustment for stock splits, stock dividends, reorganizations, recapitalizations and the like, and certain anti-dilution rights and has no expiration date.
F3: These shares represent Class B ordinary shares held by the Sponsor, acquired pursuant to a subscription agreement by and between the Sponsor and the Issuer. The Class B ordinary shares owned by the reporting persons includes up to 900,000 shares that are subject to forfeiture in the event the underwriters of the initial public offering of the Issuer's securities do not exercise in full their over-allotment option as described in the issuer's registration statement.
F4: The Sponsor is the record holder of the shares reported herein. Boxwood Holdings V LLC is the managing member of the Sponsor, Mr. Kadenacy, the issuer's Chairman and Chief Executive Officer and Mr. Reece, the Issuer's Founding Partner, are each a principal of Boxwood Holdings V LLC. As such, they may be deemed to have or share beneficial ownership of the Class B ordinary shares held directly by the Sponsor. Each such person disclaims any beneficial ownership of the reported shares other than to the extent of any pecuniary interests they may have therein, directly or indirectly.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
AECOM
Report date June 30, 2017 · Filed July 05, 2017
Section 16 reporting ended · disclosed 2017-07-05. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 134,308 |
Ending reported balance
After 2017-06-30 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2017-06-30 · Exercise / conversion · Acquired 58,880 · Balance 115,489 F1: Each restricted stock unit represented a contingent right to receive one (1) share of AECOM common stock. On June 30, 2017, 58,880 of the reporting person's restricted stock units vested and were settled for an equal number of shares of AECOM common stock. Row 2 · 2017-06-30 · Tax withholding · Disposed 26,882 · Balance 88,607 Row 3 · 2017-06-30 · Grant · Acquired 45,701 · Balance 134,308 F2: Shares acquired pursuant to AECOM's Performance Earnings Program under 2006 Stock Incentive Plan. F3: Pursuant to the terms of AECOM's Performance Earnings Program, the calculation to determine the number of shares awarded under the Program was performed using a per share value equal to the closing price on June 30, 2017. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2017-06-30 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2017-06-30 · Exercise / conversion · Disposed 33,478 · Balance 0 F1: Each restricted stock unit represented a contingent right to receive one (1) share of AECOM common stock. On June 30, 2017, 58,880 of the reporting person's restricted stock units vested and were settled for an equal number of shares of AECOM common stock. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2017-06-30 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2017-06-30 · Exercise / conversion · Disposed 25,402 · Balance 0 F1: Each restricted stock unit represented a contingent right to receive one (1) share of AECOM common stock. On June 30, 2017, 58,880 of the reporting person's restricted stock units vested and were settled for an equal number of shares of AECOM common stock. |
| Common StockSEC Table I · non-derivative | Indirectby Merrill Lynch under AECOM Retirement & Savings Plan (RSP) | 1,246.9363 |
Reported balance
Holding disclosure · report date 2017-06-30 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 1,246.9363 |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represented a contingent right to receive one (1) share of AECOM common stock. On June 30, 2017, 58,880 of the reporting person's restricted stock units vested and were settled for an equal number of shares of AECOM common stock.
F2: Shares acquired pursuant to AECOM's Performance Earnings Program under 2006 Stock Incentive Plan.
F3: Pursuant to the terms of AECOM's Performance Earnings Program, the calculation to determine the number of shares awarded under the Program was performed using a per share value equal to the closing price on June 30, 2017.
SILVERBOX ENGAGED MERGER CORP I
Report date February 09, 2022 · Filed February 09, 2022
Jointly reported with SILVERBOX ENGAGED SPONSOR LLC, SilverBox Capital LLC, Reece Joseph E
Section 16 reporting ended · disclosed 2022-02-09. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2022-02-09 transaction · row 1
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 1 · 2022-02-09 · Other · Disposed 4,812,243 · Balance 0 F1: Represents Class B common stock converted into shares of Class A common stock of BRC Inc. ("PubCo") through a series of transactions in connection with the business combination of the Issuer and Authentic Brands LLC ("Authentic Brands"), pursuant to that certain Business Combination Agreement, dated as of November 2, 2021, by and among the Issuer, Authentic Brands, PubCo and the other entities party thereto. F2: SilverBox Capital LLC is the managing member of SilverBox Engaged Sponsor LLC, and Mr. Reece and Mr. Kadenacy, the Issuer's Chairman and Chief Executive Officer, respectively, are each a principal of SilverBox Capital LLC. As such, they may be deemed to have or share beneficial ownership of the Class B common stock held directly by SilverBox Engaged Sponsor LLC. Such person disclaims any beneficial ownership of the reported shares other than to the extent of any pecuniary interest such person may have therein, directly or indirectly. |
| WarrantsSEC Table II · derivative / convertible security · Conversion / exercise price $11.50 · Expires 2027-02-09 | Direct | 0 |
Reported balance
After 2022-02-09 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2022-02-09 · Other · Acquired 6,266,667 · Balance 0 F1: Represents Class B common stock converted into shares of Class A common stock of BRC Inc. ("PubCo") through a series of transactions in connection with the business combination of the Issuer and Authentic Brands LLC ("Authentic Brands"), pursuant to that certain Business Combination Agreement, dated as of November 2, 2021, by and among the Issuer, Authentic Brands, PubCo and the other entities party thereto. F2: SilverBox Capital LLC is the managing member of SilverBox Engaged Sponsor LLC, and Mr. Reece and Mr. Kadenacy, the Issuer's Chairman and Chief Executive Officer, respectively, are each a principal of SilverBox Capital LLC. As such, they may be deemed to have or share beneficial ownership of the Class B common stock held directly by SilverBox Engaged Sponsor LLC. Such person disclaims any beneficial ownership of the reported shares other than to the extent of any pecuniary interest such person may have therein, directly or indirectly. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents Class B common stock converted into shares of Class A common stock of BRC Inc. ("PubCo") through a series of transactions in connection with the business combination of the Issuer and Authentic Brands LLC ("Authentic Brands"), pursuant to that certain Business Combination Agreement, dated as of November 2, 2021, by and among the Issuer, Authentic Brands, PubCo and the other entities party thereto.
F2: SilverBox Capital LLC is the managing member of SilverBox Engaged Sponsor LLC, and Mr. Reece and Mr. Kadenacy, the Issuer's Chairman and Chief Executive Officer, respectively, are each a principal of SilverBox Capital LLC. As such, they may be deemed to have or share beneficial ownership of the Class B common stock held directly by SilverBox Engaged Sponsor LLC. Such person disclaims any beneficial ownership of the reported shares other than to the extent of any pecuniary interest such person may have therein, directly or indirectly.
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 17, 2026 Filed Aug 18, 2026 20:19 UTC | BRC Inc. BRCC · Entity 6663 | SaleClass A Common Stock | 105,000 | $0.82 | $86,194.50 |
DisclosureSEC source: 0001628280-26-057660 · wk-form4_1787084351.xml · nonDerivative · entry 1 Kadenacy Stephen M · CIK 0001519030 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Family Trust Disclosed balance after: 234,953 Read SEC document |
| June 01, 2026 Filed Jun 3, 2026 22:47 UTC | BRC Inc. BRCC · Entity 6663 | GrantClass A Common Stock | 80,645 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-040556 · wk-form4_1780526872.xml · nonDerivative · entry 1 Kadenacy Stephen M · CIK 0001519030 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,273,240 F1 · shares: Represents an award of restricted stock units under the 2022 Omnibus Incentive Plan of BRC Inc. that vest on the first anniversary of the grant date. Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock upon settlement for no consideration. Read SEC document |
| October 23, 2025 Filed Oct 27, 2025 22:41 UTC | BRC Inc. BRCC · Entity 6663 | GrantClass A Common Stock | 124,113 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-25-039501 · form4.xml · nonDerivative · entry 1 Kadenacy Stephen M · CIK 0001519030 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,192,595 F1 · security: Represents awards of restricted stock units under the 2022 Omnibus Incentive Plan of BRC Inc. in the form of (i) 35,461 restricted stock units acquired by the reporting person in lieu of annual board retainer fees that vest in four quarterly installments beginning on the grant date until July 7, 2026, and (ii) 88,652 restricted stock units that vest on July 7, 2026. Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement for no consideration. Read SEC document |
| July 18, 2025 Filed Jul 19, 2025 00:36 UTC | BRC Inc. BRCC · Entity 6663 | PurchaseClass A Common Stock | 80,000 | $1.25 | $100,000.00 |
DisclosureSEC source: 0001140361-25-026474 · form4.xml · nonDerivative · entry 1 Kadenacy Stephen M · CIK 0001519030 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,068,482 Read SEC document |
| April 08, 2025 Filed Apr 10, 2025 20:50 UTC | BRC Inc. BRCC · Entity 6663 | GrantClass A Common Stock | 150,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-25-013289 · form4.xml · nonDerivative · entry 1 Kadenacy Stephen M · CIK 0001519030 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 988,482 F1 · security: Represents an award of restricted stock units under the 2022 Omnibus Incentive Plan of BRC Inc. that fully vest on the date that is three months after the grant date, subject to the Reporting Person's continuous service to the Issuer on and through the vesting date. Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement for no consideration. F1 · shares: Represents an award of restricted stock units under the 2022 Omnibus Incentive Plan of BRC Inc. that fully vest on the date that is three months after the grant date, subject to the Reporting Person's continuous service to the Issuer on and through the vesting date. Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement for no consideration. Read SEC document |
| September 18, 2024 Filed Sep 20, 2024 20:05 UTC | BRC Inc. BRCC · Entity 6663 | Tax withholdingClass A Common Stock | 15,218 | $3.72 | $56,610.96 |
DisclosureSEC source: 0001140361-24-041561 · form4.xml · nonDerivative · entry 1 Kadenacy Stephen M · CIK 0001519030 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 838,482 F1 · shares: Represents shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock units. Read SEC document |
| September 13, 2024 Filed Sep 17, 2024 10:02 UTC | BRC Inc. BRCC · Entity 6663 | OtherClass A Common Stock | 157,729 | $3.17 | $500,000.93 |
DisclosureSEC source: 0001140361-24-041249 · form4.xml · nonDerivative · entry 1 Kadenacy Stephen M · CIK 0001519030 · CFO 10b5-1 filing: No plan indicated Ownership: Indirect · By family trust Disclosed balance after: 339,953 F1 · kind: Shares purchased in a transaction covered by a resale registration statement, SEC File No. 333-263627, declared effective on March 30, 2023. F1 · shares: Shares purchased in a transaction covered by a resale registration statement, SEC File No. 333-263627, declared effective on March 30, 2023. Read SEC document |
| September 18, 2023 Filed Sep 20, 2023 21:39 UTC | BRC Inc. BRCC · Entity 6663 | GrantStock Option (right to buy) · Derivative | 1,004,982 | $0.00 Strike: $4.00 | $0.00 |
DisclosureSEC source: 0001062993-23-018356 · form4.xml · derivative · entry 3 Kadenacy Stephen M · CIK 0001519030 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,004,982 Underlying: Class A Common Stock · 1,004,982 shares Expires 2030-09-18 F2 · derivative.exercise_date: The stock option vests in three equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| September 18, 2023 Filed Sep 20, 2023 21:39 UTC | BRC Inc. BRCC · Entity 6663 | GrantClass A Common Stock | 187,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-018356 · form4.xml · nonDerivative · entry 1 Kadenacy Stephen M · CIK 0001519030 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 853,700 F1 · security: Represents awards of restricted stock units under the 2022 Omnibus Incentive Plan of BRC Inc. that vest in three equal annual installments beginning on the first anniversary of the grant date. Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock upon settlement for no consideration. Read SEC document |
| August 10, 2022 Filed Aug 11, 2022 16:05 UTC | BRC Inc. BRCC · Entity 6663 | OtherClass A Common Stock | 8,315,759 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-089342 · tm2223167-1_4seq1.xml · nonDerivative · entry 1 SILVERBOX ENGAGED SPONSOR LLC · CIK 0001836668 · Former 10% Owner SilverBox Capital LLC · CIK 0001836667 · Former 10% Owner Reece Joseph E · CIK 0001659413 · Former 10% Owner Kadenacy Stephen M · CIK 0001519030 · Former 10% Owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · ownership.direct: SilverBox Capital LLC is the managing member of SilverBox Engaged Sponsor LLC (the "Sponsor"), and Mr. Reece and Mr. Kadenacy are each a principal of SilverBox Capital LLC. As such, they may be deemed to have or share beneficial ownership of the Class A common stock held directly by the Sponsor. Represents the distribution of shares of Class A common stock of BRC Inc. for no consideration by the Sponsor to its members on a pro rata basis in accordance with their respective interests. As a result, the Sponsor and the other reporting persons are no longer a 10% Owner. Read SEC document |
| May 03, 2022 Filed May 11, 2022 16:05 UTC | BRC Inc. BRCC · Entity 6663 | Exercise / conversionClass A Common Stock | 2,262,266 | $11.50 | $26,016,059.00 |
DisclosureSEC source: 0001104659-22-058780 · tm2215077-10_4seq1.xml · nonDerivative · entry 1 SILVERBOX ENGAGED SPONSOR LLC · CIK 0001836668 · 10% owner SilverBox Capital LLC · CIK 0001836667 · 10% owner Reece Joseph E · CIK 0001659413 · 10% owner Kadenacy Stephen M · CIK 0001519030 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,315,759 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: Reflects the exercise of warrants on a cashless basis pursuant to the Warrant Agreement, dated as of February 25, 2021 (the "Warrant Agreement"), by and between SilverBox Engaged Merger Corp I and Continental Stock Transfer & Trust Company (the "Warrant Agent"), as assumed by the Issuer pursuant to that certain Warrant Assumption Agreement, dated as of February 9, 2022, by and between the Issuer and the Warrant Agent. The number of shares of Class A common stock issuable upon cashless exercise of the warrants was determined in accordance with Section 3.3.1(c) of the Warrant Agreement and the Sponsor Letter Agreement, dated as of November 2, 2021, by and between the Issuer, Authentic Brands LLC and SilverBox Engaged Sponsor LLC, by multiplying (i) the number of shares of Class A common stock underlying the warrants by (ii) 0.361. F2 · ownership.direct: SilverBox Capital LLC is the managing member of SilverBox Engaged Sponsor LLC, and Mr. Reece and Mr. Kadenacy are each a principal of SilverBox Capital LLC. As such, they may be deemed to have or share beneficial ownership of the Class A common stock held directly by SilverBox Engaged Sponsor LLC. Such person disclaims any beneficial ownership of the reported shares other than to the extent of any pecuniary interest such person may have therein, directly or indirectly. Read SEC document |
| April 05, 2022 Filed Apr 12, 2022 20:15 UTC | BRC Inc. BRCC · Entity 6663 | OtherClass A Common Stock | 1,241,250 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-22-045199 · tm2212453-1_4seq1.xml · nonDerivative · entry 1 SILVERBOX ENGAGED SPONSOR LLC · CIK 0001836668 · 10% owner SilverBox Capital LLC · CIK 0001836667 · 10% owner Reece Joseph E · CIK 0001659413 · 10% owner Kadenacy Stephen M · CIK 0001519030 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,053,493 F1 · price: Represents shares of Class C common stock converted into shares of Class A common stock of BRC Inc. ("BRC") pursuant to the Business Combination Agreement, dated as of November 2, 2021, by and among the Issuer, Authentic Brands LLC, BRC and the other entities party thereto and the Sponsor Letter Agreement, dated as of November 2, 2021, by and among the Issuer, Authentic Brands LLC, BRC and SilverBox Engaged Sponsor LLC. F2 · ownership.direct: SilverBox Capital LLC is the managing member of SilverBox Engaged Sponsor LLC, and Mr. Reece and Mr. Kadenacy are each a principal of SilverBox Capital LLC. As such, they may be deemed to have or share beneficial ownership of the Class A common stock held directly by SilverBox Engaged Sponsor LLC. Such person disclaims any beneficial ownership of the reported shares other than to the extent of any pecuniary interest such person may have therein, directly or indirectly. Read SEC document |
| February 09, 2022 Filed Feb 9, 2022 16:06 UTC | SILVERBOX ENGAGED MERGER CORP I SBEA · Entity 130669 | OtherWarrants · Derivative | 6,266,667 | Not disclosed Strike: $11.50 | Not disclosed |
DisclosureSEC source: 0001104659-22-017088 · tm225881-7_4seq1.xml · derivative · entry 2 SILVERBOX ENGAGED SPONSOR LLC · CIK 0001836668 · Director · Chief Executive Officer · 10% owner SilverBox Capital LLC · CIK 0001836667 · 10% owner Reece Joseph E · CIK 0001659413 · 10% owner Kadenacy Stephen M · CIK 0001519030 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 0 shares Expires 2027-02-09 F1 · price: Represents Class B common stock converted into shares of Class A common stock of BRC Inc. ("PubCo") through a series of transactions in connection with the business combination of the Issuer and Authentic Brands LLC ("Authentic Brands"), pursuant to that certain Business Combination Agreement, dated as of November 2, 2021, by and among the Issuer, Authentic Brands, PubCo and the other entities party thereto. F2 · ownership.direct: SilverBox Capital LLC is the managing member of SilverBox Engaged Sponsor LLC, and Mr. Reece and Mr. Kadenacy, the Issuer's Chairman and Chief Executive Officer, respectively, are each a principal of SilverBox Capital LLC. As such, they may be deemed to have or share beneficial ownership of the Class B common stock held directly by SilverBox Engaged Sponsor LLC. Such person disclaims any beneficial ownership of the reported shares other than to the extent of any pecuniary interest such person may have therein, directly or indirectly. Read SEC document |
| February 09, 2022 Filed Feb 9, 2022 16:06 UTC | SILVERBOX ENGAGED MERGER CORP I SBEA · Entity 130669 | OtherClass A Common Stock | 4,812,243 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-22-017088 · tm225881-7_4seq1.xml · nonDerivative · entry 1 SILVERBOX ENGAGED SPONSOR LLC · CIK 0001836668 · Director · Chief Executive Officer · 10% owner SilverBox Capital LLC · CIK 0001836667 · 10% owner Reece Joseph E · CIK 0001659413 · 10% owner Kadenacy Stephen M · CIK 0001519030 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Represents Class B common stock converted into shares of Class A common stock of BRC Inc. ("PubCo") through a series of transactions in connection with the business combination of the Issuer and Authentic Brands LLC ("Authentic Brands"), pursuant to that certain Business Combination Agreement, dated as of November 2, 2021, by and among the Issuer, Authentic Brands, PubCo and the other entities party thereto. F2 · ownership.direct: SilverBox Capital LLC is the managing member of SilverBox Engaged Sponsor LLC, and Mr. Reece and Mr. Kadenacy, the Issuer's Chairman and Chief Executive Officer, respectively, are each a principal of SilverBox Capital LLC. As such, they may be deemed to have or share beneficial ownership of the Class B common stock held directly by SilverBox Engaged Sponsor LLC. Such person disclaims any beneficial ownership of the reported shares other than to the extent of any pecuniary interest such person may have therein, directly or indirectly. Read SEC document |
| March 03, 2021 Filed Mar 29, 2021 20:31 UTC | ATLAS TECHNICAL CONSULTANTS, INC. ATCX · Entity 15871 | GrantClass A common stock | 11,261 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-21-018305 · ownership.xml · nonDerivative · entry 1 Kadenacy Stephen M · CIK 0001519030 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,261 F1 · security: On March 3, 2021 (the "Grant Date") the Reporting Person received an award of restricted stock units ("RSUs"), which will vest on March 3, 2022. Each RSU represents the right to receive one share of Class A common stock, par value $0.0001 per share ("Class A common stock"), of Atlas Technical Consultants, Inc. Except as otherwise provided in the applicable RSU award agreement, the shares of Class A common stock underlying the RSUs will be delivered to the Reporting Person within 30 days of the applicable vesting date. Read SEC document |
| December 29, 2020 Filed Dec 31, 2020 21:32 UTC | ATLAS TECHNICAL CONSULTANTS, INC. ATCX · Entity 15871 | OtherClass A Common Stock | 516,120 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-20-045767 · ownership.xml · nonDerivative · entry 2 Kadenacy Stephen M · CIK 0001519030 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Kadenacy Family Trust Disclosed balance after: 528,115 F1 · kind: 2,225,000 shares of Class A common stock were held by Boxwood Sponsor LLC ("Boxwood Sponsor"), which was jointly owned and managed by MIHI Boxwood Sponsor, LLC and Boxwood Management Company, LLC ("Boxwood Management"). Mr. Stephen M. Kadenacy owned a majority interest in, and was the sole manager of, Boxwood Management. As such, Mr. Kadenacy was deemed to beneficially own the shares held by Boxwood Management or Boxwood Sponsor. In connection with the dissolution of Boxwood Sponsor, on December 29, 2020, Mr. Kadenacy received 516,120 shares of Class A Common Stock and is no longer deemed to beneficially own the Class A Common Stock formerly owned by Boxwood Sponsor. Read SEC document |
| December 29, 2020 Filed Dec 31, 2020 21:32 UTC | ATLAS TECHNICAL CONSULTANTS, INC. ATCX · Entity 15871 | OtherClass A Common Stock | 1,708,880 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-20-045767 · ownership.xml · nonDerivative · entry 1 Kadenacy Stephen M · CIK 0001519030 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 0 F1 · kind: 2,225,000 shares of Class A common stock were held by Boxwood Sponsor LLC ("Boxwood Sponsor"), which was jointly owned and managed by MIHI Boxwood Sponsor, LLC and Boxwood Management Company, LLC ("Boxwood Management"). Mr. Stephen M. Kadenacy owned a majority interest in, and was the sole manager of, Boxwood Management. As such, Mr. Kadenacy was deemed to beneficially own the shares held by Boxwood Management or Boxwood Sponsor. In connection with the dissolution of Boxwood Sponsor, on December 29, 2020, Mr. Kadenacy received 516,120 shares of Class A Common Stock and is no longer deemed to beneficially own the Class A Common Stock formerly owned by Boxwood Sponsor. F1 · ownership.nature: 2,225,000 shares of Class A common stock were held by Boxwood Sponsor LLC ("Boxwood Sponsor"), which was jointly owned and managed by MIHI Boxwood Sponsor, LLC and Boxwood Management Company, LLC ("Boxwood Management"). Mr. Stephen M. Kadenacy owned a majority interest in, and was the sole manager of, Boxwood Management. As such, Mr. Kadenacy was deemed to beneficially own the shares held by Boxwood Management or Boxwood Sponsor. In connection with the dissolution of Boxwood Sponsor, on December 29, 2020, Mr. Kadenacy received 516,120 shares of Class A Common Stock and is no longer deemed to beneficially own the Class A Common Stock formerly owned by Boxwood Sponsor. Read SEC document |
| March 19, 2020 Filed Mar 23, 2020 22:08 UTC | ATLAS TECHNICAL CONSULTANTS, INC. ATCX · Entity 15871 | GrantClass A common stock | 11,995 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-20-007172 · ownership.xml · nonDerivative · entry 1 Kadenacy Stephen M · CIK 0001519030 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,995 F1 · security: On March 19, 2020 (the "Grant Date") the Reporting Person received an award of restricted stock units ("RSUs"), which were fully vested as of the Grant Date. Each RSU represents the right to receive one share of Class A common stock, par value $0.0001 per share ("Class A common stock"), of Atlas Technical Consultants, Inc. Except as otherwise provide in the applicable RSU award agreement, the shares of Class A common stock underlying the RSUs will be delivered to the Reporting Person on December 1, 2020 or within 30 days thereafter. Read SEC document |
| February 14, 2020 Filed Feb 20, 2020 00:21 UTC | ATLAS TECHNICAL CONSULTANTS, INC. ATCX · Entity 15871 | Exercise / conversionClass F Common Stock · Derivative | 1,975,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-005157 · doc4.xml · derivative · entry 3 Kadenacy Stephen M · CIK 0001519030 · Director · 10% owner Boxwood Management Company, LLC · CIK 0001758862 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 3,750,000 Underlying: Class A Common Stock · 1,975,000 shares Expires not disclosed 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 · derivative.exercise_price: The Founder Shares were convertible for shares of the Issuer's Class A common stock as described under the heading "Description of Securities - Founder Shares" in the Issuer's registration statement on Form S-1 (File No. 333-228018) and had no expiration date. F4 · derivative.exercise_date: The Founder Shares were convertible for shares of the Issuer's Class A common stock as described under the heading "Description of Securities - Founder Shares" in the Issuer's registration statement on Form S-1 (File No. 333-228018) and had no expiration date. F4 · derivative.expiration_date: The Founder Shares were convertible for shares of the Issuer's Class A common stock as described under the heading "Description of Securities - Founder Shares" in the Issuer's registration statement on Form S-1 (File No. 333-228018) and had no expiration date. F5 · ownership.nature: The securities are held directly by the Sponsor. The Sponsor is jointly owned and managed by MIHI Boxwood Sponsor, LLC and Boxwood Management Company, LLC ("Boxwood Management"). Mr. Stephen M. Kadenacy owns a majority interest in, and is the sole manager of, Boxwood Management. As such, Mr. Kadenacy may be deemed to beneficially own the shares held by Boxwood Management or the Sponsor. Certain of the Issuer's other officers and directors hold economic interests in Boxwood Management and pecuniary interests in certain of the securities held by Boxwood Management. Each of Boxwood Management, Mr. Kadenacy and such other officers and directors disclaims such beneficial ownership except to the extent of their respective pecuniary interests therein. Read SEC document |
| February 14, 2020 Filed Feb 20, 2020 00:21 UTC | ATLAS TECHNICAL CONSULTANTS, INC. ATCX · Entity 15871 | OtherClass F Common Stock · Derivative | 2,950,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-005157 · doc4.xml · derivative · entry 2 Kadenacy Stephen M · CIK 0001519030 · Director · 10% owner Boxwood Management Company, LLC · CIK 0001758862 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 3,750,000 Underlying: Class A Common Stock · 2,950,000 shares Expires not disclosed F4 · derivative.exercise_price: The Founder Shares were convertible for shares of the Issuer's Class A common stock as described under the heading "Description of Securities - Founder Shares" in the Issuer's registration statement on Form S-1 (File No. 333-228018) and had no expiration date. F3 · shares: Cancellation of Founder Shares to the Issuer for no consideration. F4 · derivative.exercise_date: The Founder Shares were convertible for shares of the Issuer's Class A common stock as described under the heading "Description of Securities - Founder Shares" in the Issuer's registration statement on Form S-1 (File No. 333-228018) and had no expiration date. F4 · derivative.expiration_date: The Founder Shares were convertible for shares of the Issuer's Class A common stock as described under the heading "Description of Securities - Founder Shares" in the Issuer's registration statement on Form S-1 (File No. 333-228018) and had no expiration date. F5 · ownership.nature: The securities are held directly by the Sponsor. The Sponsor is jointly owned and managed by MIHI Boxwood Sponsor, LLC and Boxwood Management Company, LLC ("Boxwood Management"). Mr. Stephen M. Kadenacy owns a majority interest in, and is the sole manager of, Boxwood Management. As such, Mr. Kadenacy may be deemed to beneficially own the shares held by Boxwood Management or the Sponsor. Certain of the Issuer's other officers and directors hold economic interests in Boxwood Management and pecuniary interests in certain of the securities held by Boxwood Management. Each of Boxwood Management, Mr. Kadenacy and such other officers and directors disclaims such beneficial ownership except to the extent of their respective pecuniary interests therein. Read SEC document |
| February 14, 2020 Filed Feb 20, 2020 00:21 UTC | ATLAS TECHNICAL CONSULTANTS, INC. ATCX · Entity 15871 | Exercise / conversionClass A Common Stock | 1,975,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-20-005157 · doc4.xml · nonDerivative · entry 1 Kadenacy Stephen M · CIK 0001519030 · Director · 10% owner Boxwood Management Company, LLC · CIK 0001758862 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 2,225,000 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 · price: Immediately upon the consummation of the initial business combination (the "Closing") of Atlas Technical Consultants, Inc. (the "Issuer") on February 14, 2020, each outstanding share of the Issuer's Class F common stock, par value $0.0001 per share ("Founder Shares"), was converted into one share of the Issuer's Class A common stock, par value $0.0001 ("Class A common stock"). Boxwood Sponsor LLC (the "Sponsor") held 1,975,000 Founder Shares prior to the Closing, which were converted into 1,975,000 shares of Class A common stock immediately after the Closing. F2 · balance_after: Includes 250,000 shares of Class A common stock, par value $0.0001 of Boxwood Merger Corp. that converted into 250,000 shares of Class A common stock pursuant to the Closing. F5 · ownership.nature: The securities are held directly by the Sponsor. The Sponsor is jointly owned and managed by MIHI Boxwood Sponsor, LLC and Boxwood Management Company, LLC ("Boxwood Management"). Mr. Stephen M. Kadenacy owns a majority interest in, and is the sole manager of, Boxwood Management. As such, Mr. Kadenacy may be deemed to beneficially own the shares held by Boxwood Management or the Sponsor. Certain of the Issuer's other officers and directors hold economic interests in Boxwood Management and pecuniary interests in certain of the securities held by Boxwood Management. Each of Boxwood Management, Mr. Kadenacy and such other officers and directors disclaims such beneficial ownership except to the extent of their respective pecuniary interests therein. Read SEC document |
| January 04, 2019 Filed Jan 8, 2019 23:08 UTC | ATLAS TECHNICAL CONSULTANTS, INC. BWMC · Entity 15871 | OtherClass F Common Stock · Derivative | 750,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001615774-19-000363 · s115260_form4.xml · derivative · entry 1 Kadenacy Stephen M · CIK 0001519030 · Director · Chief Executive Officer · 10% owner Boxwood Management Company, LLC · CIK 0001758862 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 4,925,000 Underlying: Class A Common Stock · 750,000 shares Expires not disclosed F1 · derivative.exercise_price: The shares of Class F common stock have no expiration date and will automatically convert into shares of Class A common stock at the time of the Issuer's initial business combination, or earlier at the option of the holder, on a one-for-one basis, subject to adjustment as set forth in the Issuer's registration statement on Form S-1 (File No. 333-228018) (the "Registration Statement"). F2 · kind: 750,000 shares of Class F common stock were forfeited to the Issuer at no cost in connection with the expiration of the underwriters' over-allotment option, as described in the Registration Statement. F1 · price: The shares of Class F common stock have no expiration date and will automatically convert into shares of Class A common stock at the time of the Issuer's initial business combination, or earlier at the option of the holder, on a one-for-one basis, subject to adjustment as set forth in the Issuer's registration statement on Form S-1 (File No. 333-228018) (the "Registration Statement"). F1 · derivative.exercise_date: The shares of Class F common stock have no expiration date and will automatically convert into shares of Class A common stock at the time of the Issuer's initial business combination, or earlier at the option of the holder, on a one-for-one basis, subject to adjustment as set forth in the Issuer's registration statement on Form S-1 (File No. 333-228018) (the "Registration Statement"). F1 · derivative.expiration_date: The shares of Class F common stock have no expiration date and will automatically convert into shares of Class A common stock at the time of the Issuer's initial business combination, or earlier at the option of the holder, on a one-for-one basis, subject to adjustment as set forth in the Issuer's registration statement on Form S-1 (File No. 333-228018) (the "Registration Statement"). F3 · ownership.nature: The Class F Common Stock is held directly by Boxwood Sponsor LLC (the "Sponsor"). The Sponsor is jointly owned and managed by MIHI Boxwood Sponsor, LLC and Boxwood Management Company, LLC ("Boxwood Management"). Mr. Stephen M. Kadenacy owns a majority interest in, and is the sole manager of, Boxwood Management. As such, Mr. Kadenacy may be deemed to beneficially own the shares held by Boxwood Management or the Sponsor. Certain of the Issuer's other officers and directors hold economic interests in Boxwood Management and pecuniary interests in certain of the securities held by Boxwood Management. Each of Boxwood Management, Mr. Kadenacy and such other officers and directors disclaims such beneficial ownership except to the extent of their respective pecuniary interests therein. Read SEC document |
| November 20, 2018 Filed Nov 23, 2018 12:04 UTC | ATLAS TECHNICAL CONSULTANTS, INC. BWMC · Entity 15871 | PurchaseWarrant · Derivative | 3,750,000 | Not disclosed Strike: $11.50 | Not disclosed |
DisclosureSEC source: 0001615774-18-013167 · s114215_form4.xml · derivative · entry 2 Kadenacy Stephen M · CIK 0001519030 · Director · Chief Executive Officer · 10% owner Boxwood Management Company, LLC · CIK 0001758862 · Director · true · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 3,750,000 Underlying: Class A Common Stock · 3,750,000 shares Expires not disclosed F1 · price: Boxwood Sponsor LLC (the "Sponsor") acquired an aggregate of 250,000 units (each a "Private Placement Unit") at a price of $10.00 per unit, $2,500,000 in the aggregate and 3,500,000 warrants (each a "Private Placement Warrant") at a price of $1.00 per warrant, $3,500,000 in the aggregate, in a private placement that closed simultaneously with the closing of Boxwood Merger Corp.'s (the "Issuer") initial public offering. Each Private Placement Unit consists of one share of the Issuer's Class A common stock and one Private Placement Warrant. F3 · derivative.exercise_date: The warrants will become exercisable on the later of 30 days after the completion of the Issuer's initial business combination or November 20, 2019. F4 · derivative.expiration_date: The warrants expire five years after the completion of the Issuer's initial business combination or earlier upon redemption or liquidation. F2 · ownership.nature: The Private Placement Units and the Private Placement Warrants are held directly by the Sponsor. The Sponsor is jointly owned and managed by MIHI Boxwood Sponsor, LLC and Boxwood Management Company, LLC ("Boxwood Management"). Mr. Stephen M. Kadenacy owns a majority interest in, and is the sole manager of, Boxwood Management. As such, Mr. Kadenacy may be deemed to beneficially own the shares held by Boxwood Management or the Sponsor. Certain of the Issuer's other officers and directors hold economic interests in Boxwood Management and pecuniary interests in certain of the securities held by Boxwood Management. Each of Boxwood Management, Mr. Kadenacy and such other officers and directors disclaims such beneficial ownership except to the extent of their respective pecuniary interests therein. Read SEC document |
| November 20, 2018 Filed Nov 23, 2018 12:04 UTC | ATLAS TECHNICAL CONSULTANTS, INC. BWMC · Entity 15871 | PurchaseClass A Common Stock | 250,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001615774-18-013167 · s114215_form4.xml · nonDerivative · entry 1 Kadenacy Stephen M · CIK 0001519030 · Director · Chief Executive Officer · 10% owner Boxwood Management Company, LLC · CIK 0001758862 · Director · true · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 250,000 F1 · price: Boxwood Sponsor LLC (the "Sponsor") acquired an aggregate of 250,000 units (each a "Private Placement Unit") at a price of $10.00 per unit, $2,500,000 in the aggregate and 3,500,000 warrants (each a "Private Placement Warrant") at a price of $1.00 per warrant, $3,500,000 in the aggregate, in a private placement that closed simultaneously with the closing of Boxwood Merger Corp.'s (the "Issuer") initial public offering. Each Private Placement Unit consists of one share of the Issuer's Class A common stock and one Private Placement Warrant. F2 · ownership.nature: The Private Placement Units and the Private Placement Warrants are held directly by the Sponsor. The Sponsor is jointly owned and managed by MIHI Boxwood Sponsor, LLC and Boxwood Management Company, LLC ("Boxwood Management"). Mr. Stephen M. Kadenacy owns a majority interest in, and is the sole manager of, Boxwood Management. As such, Mr. Kadenacy may be deemed to beneficially own the shares held by Boxwood Management or the Sponsor. Certain of the Issuer's other officers and directors hold economic interests in Boxwood Management and pecuniary interests in certain of the securities held by Boxwood Management. Each of Boxwood Management, Mr. Kadenacy and such other officers and directors disclaims such beneficial ownership except to the extent of their respective pecuniary interests therein. Read SEC document |
| June 30, 2017 Filed Jul 5, 2017 23:24 UTC | AECOM ACM · Entity 3602 | Exercise / conversionRestricted Stock Unit · Derivative | 25,402 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-17-010104 · edgar.xml · derivative · entry 6 Kadenacy Stephen M · CIK 0001519030 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 25,402 shares Expires not disclosed 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 · derivative.exercise_price: Each restricted stock unit represented a contingent right to receive one (1) share of AECOM common stock. On June 30, 2017, 58,880 of the reporting person's restricted stock units vested and were settled for an equal number of shares of AECOM common stock. F1 · price: Each restricted stock unit represented a contingent right to receive one (1) share of AECOM common stock. On June 30, 2017, 58,880 of the reporting person's restricted stock units vested and were settled for an equal number of shares of AECOM common stock. F1 · derivative.expiration_date: Each restricted stock unit represented a contingent right to receive one (1) share of AECOM common stock. On June 30, 2017, 58,880 of the reporting person's restricted stock units vested and were settled for an equal number of shares of AECOM common stock. Read SEC document |
| June 30, 2017 Filed Jul 5, 2017 23:24 UTC | AECOM ACM · Entity 3602 | Exercise / conversionRestricted Stock Unit · Derivative | 33,478 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-17-010104 · edgar.xml · derivative · entry 5 Kadenacy Stephen M · CIK 0001519030 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 33,478 shares Expires not disclosed 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 · derivative.exercise_price: Each restricted stock unit represented a contingent right to receive one (1) share of AECOM common stock. On June 30, 2017, 58,880 of the reporting person's restricted stock units vested and were settled for an equal number of shares of AECOM common stock. F1 · price: Each restricted stock unit represented a contingent right to receive one (1) share of AECOM common stock. On June 30, 2017, 58,880 of the reporting person's restricted stock units vested and were settled for an equal number of shares of AECOM common stock. F1 · derivative.expiration_date: Each restricted stock unit represented a contingent right to receive one (1) share of AECOM common stock. On June 30, 2017, 58,880 of the reporting person's restricted stock units vested and were settled for an equal number of shares of AECOM common stock. Read SEC document |
| June 30, 2017 Filed Jul 5, 2017 23:24 UTC | AECOM ACM · Entity 3602 | GrantCommon Stock | 45,701 | $32.33 | $1,477,513.33 |
DisclosureSEC source: 0001179110-17-010104 · edgar.xml · nonDerivative · entry 3 Kadenacy Stephen M · CIK 0001519030 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,308 F2 · kind: Shares acquired pursuant to AECOM's Performance Earnings Program under 2006 Stock Incentive Plan. F3 · price: Pursuant to the terms of AECOM's Performance Earnings Program, the calculation to determine the number of shares awarded under the Program was performed using a per share value equal to the closing price on June 30, 2017. Read SEC document |
| June 30, 2017 Filed Jul 5, 2017 23:24 UTC | AECOM ACM · Entity 3602 | Tax withholdingCommon Stock | 26,882 | $32.33 | $869,095.06 |
DisclosureSEC source: 0001179110-17-010104 · edgar.xml · nonDerivative · entry 2 Kadenacy Stephen M · CIK 0001519030 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,607 Read SEC document |
| June 30, 2017 Filed Jul 5, 2017 23:24 UTC | AECOM ACM · Entity 3602 | Exercise / conversionCommon Stock | 58,880 | $32.33 | $1,903,590.40 |
DisclosureSEC source: 0001179110-17-010104 · edgar.xml · nonDerivative · entry 1 Kadenacy Stephen M · CIK 0001519030 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,489 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 · price: Each restricted stock unit represented a contingent right to receive one (1) share of AECOM common stock. On June 30, 2017, 58,880 of the reporting person's restricted stock units vested and were settled for an equal number of shares of AECOM common stock. Read SEC document |
| December 16, 2016 Filed Dec 20, 2016 02:03 UTC | AECOM ACM · Entity 3602 | SaleCommon Stock | 39,632 | $38.16 | $1,512,273.89 |
DisclosureSEC source: 0001179110-16-033266 · edgar.xml · nonDerivative · entry 4 Kadenacy Stephen M · CIK 0001519030 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,609 F4 · kind: The sale in this Form 4 was made pursuant to a 10b5-1 trading plan adopted on November 16, 2016. F5 · price: This transaction was executed in multiple trades at prices ranging from $38.05 to $38.34. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| December 15, 2016 Filed Dec 20, 2016 02:03 UTC | AECOM ACM · Entity 3602 | GrantRestricted Stock Unit · Derivative | 39,309 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-16-033266 · edgar.xml · derivative · entry 7 Kadenacy Stephen M · CIK 0001519030 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,309 Underlying: Common Stock · 39,309 shares Expires not disclosed F6 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of AECOM common stock. F7 · derivative.exercise_date: The restricted stock units vest in December 2019. F7 · derivative.expiration_date: The restricted stock units vest in December 2019. Read SEC document |
| December 15, 2016 Filed Dec 20, 2016 02:03 UTC | AECOM ACM · Entity 3602 | Exercise / conversionRestricted Stock Unit · Derivative | 19,165 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-16-033266 · edgar.xml · derivative · entry 6 Kadenacy Stephen M · CIK 0001519030 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 19,165 shares Expires not disclosed 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 · derivative.exercise_price: Each restricted stock unit represented a contingent right to receive one share of AECOM common stock. On December 15, 2016, 19,165 of the reporting person's restricted stock units vested and were settled for an equal number of shares of AECOM common stock less any applicable tax withholding. F1 · price: Each restricted stock unit represented a contingent right to receive one share of AECOM common stock. On December 15, 2016, 19,165 of the reporting person's restricted stock units vested and were settled for an equal number of shares of AECOM common stock less any applicable tax withholding. F1 · derivative.expiration_date: Each restricted stock unit represented a contingent right to receive one share of AECOM common stock. On December 15, 2016, 19,165 of the reporting person's restricted stock units vested and were settled for an equal number of shares of AECOM common stock less any applicable tax withholding. Read SEC document |
| December 15, 2016 Filed Dec 20, 2016 02:03 UTC | AECOM ACM · Entity 3602 | GrantCommon Stock | 28,466 | $38.16 | $1,086,262.56 |
DisclosureSEC source: 0001179110-16-033266 · edgar.xml · nonDerivative · entry 3 Kadenacy Stephen M · CIK 0001519030 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,241 F2 · kind: Shares acquired pursuant to AECOM's Performance Earnings Program under 2006 Stock Incentive Plan. F3 · price: Pursuant to the terms of AECOM's Performance Earnings Program, the calculation to determine the number of shares awarded under the Program was performed using a per share value equal to the closing price on December 15, 2016. Read SEC document |
| December 15, 2016 Filed Dec 20, 2016 02:03 UTC | AECOM ACM · Entity 3602 | Exercise / conversionCommon Stock | 11,968 | $38.16 | $456,698.88 |
DisclosureSEC source: 0001179110-16-033266 · edgar.xml · nonDerivative · entry 2 Kadenacy Stephen M · CIK 0001519030 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,775 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 · price: Each restricted stock unit represented a contingent right to receive one share of AECOM common stock. On December 15, 2016, 19,165 of the reporting person's restricted stock units vested and were settled for an equal number of shares of AECOM common stock less any applicable tax withholding. Read SEC document |
| December 15, 2016 Filed Dec 20, 2016 02:03 UTC | AECOM ACM · Entity 3602 | Tax withholdingCommon Stock | 7,197 | $38.16 | $274,637.52 |
DisclosureSEC source: 0001179110-16-033266 · edgar.xml · nonDerivative · entry 1 Kadenacy Stephen M · CIK 0001519030 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,972 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.