Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AleAnna, Inc.ANNA · Entity 6632 | Chief Financial Officer | August 05, 2026 | August 17, 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.
AleAnna, Inc.
Report date August 05, 2026 · Filed August 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 170,086 |
Ending reported balance
After 2026-08-05 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-08-05 · Grant · Acquired 35,557 · Balance 186,463 F1: On October 29, 2025, the Reporting Person was granted performance stock units ("PSUs") of AleAnna, Inc. (the "Issuer"), the vesting of which was subject to certain performance conditions. The number of shares reported represents the number of PSUs that vested as a result of the achievement of such performance criteria. F2: PSUs convert into Class A common stock on a one-for-one basis. Row 2 · 2026-08-05 · Tax withholding · Disposed 16,377 · Balance 170,086 F3: Such shares were surrendered to the Issuer in connection with tax withholding obligations of the Reporting Person. |
Filing footnotes · ownership attribution and instrument terms
F1: On October 29, 2025, the Reporting Person was granted performance stock units ("PSUs") of AleAnna, Inc. (the "Issuer"), the vesting of which was subject to certain performance conditions. The number of shares reported represents the number of PSUs that vested as a result of the achievement of such performance criteria.
F2: PSUs convert into Class A common stock on a one-for-one basis.
F3: Such shares were surrendered to the Issuer in connection with tax withholding obligations of the Reporting Person.
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 05, 2026 Filed Aug 17, 2026 20:15 UTC | AleAnna, Inc. ANNA · Entity 6632 | Tax withholdingCommon Stock | 16,377 | $2.44 | $39,959.88 |
DisclosureSEC source: 0001213900-26-090770 · ownership.xml · nonDerivative · entry 2 Ronald Ivan Edward · CIK 0002084269 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 170,086 F3 · shares: Such shares were surrendered to the Issuer in connection with tax withholding obligations of the Reporting Person. Read SEC document |
| August 05, 2026 Filed Aug 17, 2026 20:15 UTC | AleAnna, Inc. ANNA · Entity 6632 | GrantCommon Stock | 35,557 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-26-090770 · ownership.xml · nonDerivative · entry 1 Ronald Ivan Edward · CIK 0002084269 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 186,463 F1 · shares: On October 29, 2025, the Reporting Person was granted performance stock units ("PSUs") of AleAnna, Inc. (the "Issuer"), the vesting of which was subject to certain performance conditions. The number of shares reported represents the number of PSUs that vested as a result of the achievement of such performance criteria. F2 · price: PSUs convert into Class A common stock on a one-for-one basis. Read SEC document |
| April 13, 2026 Filed Apr 16, 2026 00:22 UTC | AleAnna, Inc. ANNA · Entity 6632 | GrantRestricted Stock Units · Derivative | 110,954 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-26-044220 · ownership.xml · derivative · entry 1 Ronald Ivan Edward · CIK 0002084269 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 150,906 Underlying: Common Stock · 110,954 shares Expires not disclosed F1 · derivative.exercise_price: Represents restricted stock units ("RSUs") granted by AleAnna, Inc. (the "Issuer") to the reporting person pursuant to the AleAnna, Inc. 2025 Long-Term Incentive Plan and represents a contingent right to receive one share of common stock of the Issuer or its cash equivalent, as determined at the time of settlement by the Compensation Committee of the Issuer's Board of Directors. The RSUs vest in three equal installments, with one-third of the restricted stock units vesting on March 15, 2027, 2028 and 2029, respectively, provided that the reporting is employed by or providing services to the Issuer or subsidiary through each such date. F1 · shares: Represents restricted stock units ("RSUs") granted by AleAnna, Inc. (the "Issuer") to the reporting person pursuant to the AleAnna, Inc. 2025 Long-Term Incentive Plan and represents a contingent right to receive one share of common stock of the Issuer or its cash equivalent, as determined at the time of settlement by the Compensation Committee of the Issuer's Board of Directors. The RSUs vest in three equal installments, with one-third of the restricted stock units vesting on March 15, 2027, 2028 and 2029, respectively, provided that the reporting is employed by or providing services to the Issuer or subsidiary through each such date. F1 · derivative.exercise_date: Represents restricted stock units ("RSUs") granted by AleAnna, Inc. (the "Issuer") to the reporting person pursuant to the AleAnna, Inc. 2025 Long-Term Incentive Plan and represents a contingent right to receive one share of common stock of the Issuer or its cash equivalent, as determined at the time of settlement by the Compensation Committee of the Issuer's Board of Directors. The RSUs vest in three equal installments, with one-third of the restricted stock units vesting on March 15, 2027, 2028 and 2029, respectively, provided that the reporting is employed by or providing services to the Issuer or subsidiary through each such date. F1 · derivative.expiration_date: Represents restricted stock units ("RSUs") granted by AleAnna, Inc. (the "Issuer") to the reporting person pursuant to the AleAnna, Inc. 2025 Long-Term Incentive Plan and represents a contingent right to receive one share of common stock of the Issuer or its cash equivalent, as determined at the time of settlement by the Compensation Committee of the Issuer's Board of Directors. The RSUs vest in three equal installments, with one-third of the restricted stock units vesting on March 15, 2027, 2028 and 2029, respectively, provided that the reporting is employed by or providing services to the Issuer or subsidiary through each such date. Read SEC document |
| October 29, 2025 Filed Nov 4, 2025 02:53 UTC | AleAnna, Inc. ANNA · Entity 6632 | GrantRestricted Stock Units · Derivative | 39,952 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-25-105532 · ownership.xml · derivative · entry 1 Ronald Ivan Edward · CIK 0002084269 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,952 Underlying: Common Stock · 39,952 shares Expires not disclosed F1 · derivative.exercise_price: Represents restricted stock units granted by AleAnna, Inc. (the "Issuer") to the reporting person pursuant to the AleAnna, Inc. 2025 Long-Term Incentive Plan ("2025 Plan") and represents a contingent right to receive one share of common stock of the Issuer or its cash equivalent, as determined at the time of settlement by the Compensation Committee of the Company's Board of Directors (the "Committee"). The restricted stock units will vest in three equal installments, with one-third of the restricted stock units vesting on October 29, 2026, 2027 and 2028, respectively, provided that the reporting is employed by or providing services to the Issuer or subsidiary through each such date. F1 · shares: Represents restricted stock units granted by AleAnna, Inc. (the "Issuer") to the reporting person pursuant to the AleAnna, Inc. 2025 Long-Term Incentive Plan ("2025 Plan") and represents a contingent right to receive one share of common stock of the Issuer or its cash equivalent, as determined at the time of settlement by the Compensation Committee of the Company's Board of Directors (the "Committee"). The restricted stock units will vest in three equal installments, with one-third of the restricted stock units vesting on October 29, 2026, 2027 and 2028, respectively, provided that the reporting is employed by or providing services to the Issuer or subsidiary through each such date. F1 · derivative.exercise_date: Represents restricted stock units granted by AleAnna, Inc. (the "Issuer") to the reporting person pursuant to the AleAnna, Inc. 2025 Long-Term Incentive Plan ("2025 Plan") and represents a contingent right to receive one share of common stock of the Issuer or its cash equivalent, as determined at the time of settlement by the Compensation Committee of the Company's Board of Directors (the "Committee"). The restricted stock units will vest in three equal installments, with one-third of the restricted stock units vesting on October 29, 2026, 2027 and 2028, respectively, provided that the reporting is employed by or providing services to the Issuer or subsidiary through each such date. F1 · derivative.expiration_date: Represents restricted stock units granted by AleAnna, Inc. (the "Issuer") to the reporting person pursuant to the AleAnna, Inc. 2025 Long-Term Incentive Plan ("2025 Plan") and represents a contingent right to receive one share of common stock of the Issuer or its cash equivalent, as determined at the time of settlement by the Compensation Committee of the Company's Board of Directors (the "Committee"). The restricted stock units will vest in three equal installments, with one-third of the restricted stock units vesting on October 29, 2026, 2027 and 2028, respectively, provided that the reporting is employed by or providing services to the Issuer or subsidiary through each such date. 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.