Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AVIS BUDGET GROUP, INC.CAR · Entity 3919 | EVP and CFO | March 13, 2025 | March 17, 2025 |
| Southland Holdings, Inc.SLND · Entity 7398 | Director | August 14, 2026 | August 19, 2026 |
| Symbotic Inc.SYM · Entity 2319 | Chief Financial Officer | July 23, 2026 | August 05, 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.
AVIS BUDGET GROUP, INC.
Report date March 13, 2025 · Filed March 17, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 33,743 |
Ending reported balance
After 2025-03-13 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-03-13 · Exercise / conversion · Acquired 2,542 · Balance 34,540 F1: Represents restricted stock units which automatically convert to Common Stock upon the vesting of such units on a one-to-one basis. Row 2 · 2025-03-13 · Tax withholding · Disposed 797 · Balance 33,743 F2: Represents tax withholdings in connection with the vesting of restricted stock units. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 5,084 |
Reported balance
After 2025-03-13 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2025-03-13 · Exercise / conversion · Disposed 2,542 · Balance 5,084 F1: Represents restricted stock units which automatically convert to Common Stock upon the vesting of such units on a one-to-one basis. F3: Units vest in three equal installments on March 13, 2025, 2026 and 2027. F4: Expiration date not applicable. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units which automatically convert to Common Stock upon the vesting of such units on a one-to-one basis.
F2: Represents tax withholdings in connection with the vesting of restricted stock units.
F3: Units vest in three equal installments on March 13, 2025, 2026 and 2027.
F4: Expiration date not applicable.
Southland Holdings, Inc.
Report date August 14, 2026 · Filed August 19, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common stockSEC Table I · non-derivative | Direct | 50,087 |
Reported balance
After 2026-08-14 transaction · row 1
1 source rowRow 1 · 2026-08-14 · Grant · Acquired 15,000 · Balance 50,087 F1: Represents shares of common stock issued to the reporting person as partial compensation for Board of Directors annual retainer fee. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of common stock issued to the reporting person as partial compensation for Board of Directors annual retainer fee.
Symbotic Inc.
Report date July 23, 2026 · Filed August 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 35,171 |
Ending reported balance
After 2026-07-27 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-07-23 · Exercise / conversion · Acquired 59,134 · Balance 62,634 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A common stock. Row 2 · 2026-07-27 · Sale · Disposed 27,463 · Balance 35,171 F2: This transaction represents shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of restricted stock units. These sales were mandated by the Issuer's election under its equity incentive plans to require the satisfaction of a tax withholding obligation to be funded by a "sell to cover" transaction, and do not represent discretionary trades by the Reporting Person. F3: In accordance with SEC guidance authorizing aggregate reporting of same-day purchases and sales, the shares were sold in multiple transactions at prices ranging from $40.305 to $41.30, inclusive. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 118,287 |
Reported balance
After 2026-07-23 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-07-23 · Exercise / conversion · Disposed 59,134 · Balance 118,287 F4: On July 23, 2025, the Reporting Person was granted 177,421 restricted stock units that vest as follows: 1/3 of the restricted stock units vest on July 23, 2026, and 1/12 of the restricted stock units vest quarterly thereafter, subject to the Reporting Person continued service with the Issuer on the applicable vesting dates. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A common stock.
F2: This transaction represents shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of restricted stock units. These sales were mandated by the Issuer's election under its equity incentive plans to require the satisfaction of a tax withholding obligation to be funded by a "sell to cover" transaction, and do not represent discretionary trades by the Reporting Person.
F3: In accordance with SEC guidance authorizing aggregate reporting of same-day purchases and sales, the shares were sold in multiple transactions at prices ranging from $40.305 to $41.30, inclusive. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F4: On July 23, 2025, the Reporting Person was granted 177,421 restricted stock units that vest as follows: 1/3 of the restricted stock units vest on July 23, 2026, and 1/12 of the restricted stock units vest quarterly thereafter, subject to the Reporting Person continued service with the Issuer on the applicable vesting dates.
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 |
|---|---|---|---|---|---|---|
| April 01, 2020 Filed Apr 3, 2020 21:00 UTC | AVIS BUDGET GROUP, INC. CAR · Entity 3919 | GrantRestricted Stock Units · Derivative | 1,800 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000723612-20-000049 · wf-form4_158594758661311.xml · derivative · entry 1 Martins Izilda P · CIK 0001505300 · Interim President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,800 Underlying: Common Stock · 1,800 shares Expires not disclosed F1 · derivative.exercise_date: Units vest in two equal installments on October 1, 2020 and October 1, 2021. F2 · derivative.expiration_date: Expiration date not applicable. Read SEC document |
| March 15, 2020 Filed Mar 17, 2020 21:25 UTC | AVIS BUDGET GROUP, INC. CAR · Entity 3919 | Exercise / conversionRestricted Stock Units · Derivative | 2,178 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000723612-20-000034 · wf-form4_158448029751006.xml · derivative · entry 4 Martins Izilda P · CIK 0001505300 · Interim President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,356 Underlying: Common Stock · 2,178 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: Represents restricted stock units which automatically convert to Common Stock upon the vesting of such units on a one-to-one basis. F5 · derivative.exercise_date: Units vest in three equal installments on March 15, 2020, 2021 and 2022. F4 · derivative.expiration_date: Expiration date not applicable. Read SEC document |
| March 15, 2020 Filed Mar 17, 2020 21:25 UTC | AVIS BUDGET GROUP, INC. CAR · Entity 3919 | Exercise / conversionRestricted Stock Units · Derivative | 1,317 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000723612-20-000034 · wf-form4_158448029751006.xml · derivative · entry 3 Martins Izilda P · CIK 0001505300 · Interim President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,317 Underlying: Common Stock · 1,317 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: Represents restricted stock units which automatically convert to Common Stock upon the vesting of such units on a one-to-one basis. F3 · derivative.exercise_date: Units vest in three equal installments on March 15, 2019, 2020 and 2021. F4 · derivative.expiration_date: Expiration date not applicable. Read SEC document |
| March 15, 2020 Filed Mar 17, 2020 21:25 UTC | AVIS BUDGET GROUP, INC. CAR · Entity 3919 | Tax withholdingCommon Stock | 1,377 | $18.01 | $24,799.77 |
DisclosureSEC source: 0000723612-20-000034 · wf-form4_158448029751006.xml · nonDerivative · entry 2 Martins Izilda P · CIK 0001505300 · Interim President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,120 F2 · kind: Represents tax withholdings in connection with the vesting of restricted stock units. Read SEC document |
| March 15, 2020 Filed Mar 17, 2020 21:25 UTC | AVIS BUDGET GROUP, INC. CAR · Entity 3919 | Exercise / conversionCommon Stock | 3,495 | $0.00 | $0.00 |
DisclosureSEC source: 0000723612-20-000034 · wf-form4_158448029751006.xml · nonDerivative · entry 1 Martins Izilda P · CIK 0001505300 · Interim President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,497 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: Represents restricted stock units which automatically convert to Common Stock upon the vesting of such units on a one-to-one basis. Read SEC document |
| March 09, 2020 Filed Mar 11, 2020 21:31 UTC | AVIS BUDGET GROUP, INC. CAR · Entity 3919 | GrantRestricted Stock Units · Derivative | 10,787 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000723612-20-000027 · wf-form4_158396227867753.xml · derivative · entry 2 Martins Izilda P · CIK 0001505300 · Interim President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,787 Underlying: Common Stock · 10,787 shares Expires not disclosed F1 · derivative.exercise_price: Represents restricted stock units which automatically convert to Common Stock upon the vesting of such units on a one-to-one basis. F4 · derivative.exercise_date: Units vest in three equal installments on March 9, 2021, 2022 and 2023. F3 · derivative.expiration_date: Expiration date not applicable. Read SEC document |
| March 09, 2020 Filed Mar 11, 2020 21:31 UTC | AVIS BUDGET GROUP, INC. CAR · Entity 3919 | GrantPerformance Based Restricted Stock Units · Derivative | 4,623 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000723612-20-000027 · wf-form4_158396227867753.xml · derivative · entry 1 Martins Izilda P · CIK 0001505300 · Interim President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,623 Underlying: Common Stock · 4,623 shares Expires not disclosed F1 · derivative.exercise_price: Represents restricted stock units which automatically convert to Common Stock upon the vesting of such units on a one-to-one basis. F2 · derivative.exercise_date: Units vest on March 9, 2023 based on the Company's attainment of pre-established financial performance goals. The number of units which could vest range from zero to 200% of the target number of units reported above depending on achievement of such performance goals. F3 · derivative.expiration_date: Expiration date not applicable. Read SEC document |
| March 02, 2020 Filed Mar 3, 2020 22:42 UTC | AVIS BUDGET GROUP, INC. CAR · Entity 3919 | GrantRestricted Stock Units · Derivative | 1,800 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000723612-20-000023 · wf-form4_158327531730924.xml · derivative · entry 5 Martins Izilda P · CIK 0001505300 · Interim President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,800 Underlying: Common Stock · 1,800 shares Expires not disclosed F1 · derivative.exercise_price: Represents restricted stock units which automatically convert to common stock upon the vesting of such units on a one-to-one basis. F6 · derivative.exercise_date: Units vest in two equal installments on September 2, 2020 and September 2, 2021. F4 · derivative.expiration_date: Expiration date not applicable. Read SEC document |
| March 01, 2020 Filed Mar 3, 2020 22:42 UTC | AVIS BUDGET GROUP, INC. CAR · Entity 3919 | Exercise / conversionPerformance Based Restricted Stock Units · Derivative | 2,748 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000723612-20-000023 · wf-form4_158327531730924.xml · derivative · entry 4 Martins Izilda P · CIK 0001505300 · Interim President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,748 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: Represents restricted stock units which automatically convert to common stock upon the vesting of such units on a one-to-one basis. F5 · derivative.exercise_date: Units vested on March 1, 2020 based on the Company's attainment of pre-established performance goals. F4 · derivative.expiration_date: Expiration date not applicable. Read SEC document |
| March 01, 2020 Filed Mar 3, 2020 22:42 UTC | AVIS BUDGET GROUP, INC. CAR · Entity 3919 | Exercise / conversionRestricted Stock Units · Derivative | 2,204 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000723612-20-000023 · wf-form4_158327531730924.xml · derivative · entry 3 Martins Izilda P · CIK 0001505300 · Interim President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,204 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: Represents restricted stock units which automatically convert to common stock upon the vesting of such units on a one-to-one basis. F3 · derivative.exercise_date: Units vested in three equal installments on March 1, 2018, 2019 and 2020. F4 · derivative.expiration_date: Expiration date not applicable. Read SEC document |
| March 01, 2020 Filed Mar 3, 2020 22:42 UTC | AVIS BUDGET GROUP, INC. CAR · Entity 3919 | Tax withholdingCommon Stock | 1,950 | $32.38 | $63,141.00 |
DisclosureSEC source: 0000723612-20-000023 · wf-form4_158327531730924.xml · nonDerivative · entry 2 Martins Izilda P · CIK 0001505300 · Interim President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,002 F2 · kind: Represents tax withholdings in connection with the vesting of restricted stock units. Read SEC document |
| March 01, 2020 Filed Mar 3, 2020 22:42 UTC | AVIS BUDGET GROUP, INC. CAR · Entity 3919 | Exercise / conversionCommon Stock | 4,952 | $0.00 | $0.00 |
DisclosureSEC source: 0000723612-20-000023 · wf-form4_158327531730924.xml · nonDerivative · entry 1 Martins Izilda P · CIK 0001505300 · Interim President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,952 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: Represents restricted stock units which automatically convert to common stock upon the vesting of such units on a one-to-one basis. Read SEC document |
| February 03, 2020 Filed Feb 5, 2020 22:47 UTC | AVIS BUDGET GROUP, INC. CAR · Entity 3919 | GrantRestricted Stock Units · Derivative | 1,800 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000723612-20-000004 · wf-form4_158094281032163.xml · derivative · entry 1 Martins Izilda P · CIK 0001505300 · Interim President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,800 Underlying: Common Stock · 1,800 shares Expires not disclosed F1 · derivative.exercise_date: Units vest in two equal installments on August 3, 2020 and August 3, 2021. F2 · derivative.expiration_date: Expiration date not applicable. Read SEC document |
| January 02, 2020 Filed Jan 6, 2020 22:37 UTC | AVIS BUDGET GROUP, INC. CAR · Entity 3919 | GrantRestricted Stock Units · Derivative | 1,800 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000723612-20-000002 · wf-form4_157835021353001.xml · derivative · entry 1 Martins Izilda P · CIK 0001505300 · Interim President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,800 Underlying: Common Stock · 1,800 shares Expires not disclosed F1 · derivative.exercise_date: Units vest in two equal installments on July 1, 2020 and July 2, 2021. F2 · derivative.expiration_date: Expiration date not applicable. 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.