Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ALTA EQUIPMENT GROUP INC.ALTG · Entity 6371 | Director | May 29, 2026 | June 01, 2026 |
| AltEnergy Acquisition CorpAEAE · Entity 6968 | Director | October 28, 2021 | November 08, 2021 |
| B. Riley Principal 250 Merger Corp.BRIV · Entity 112805 | Director · CEO CFO | May 06, 2021 | May 07, 2021 |
| FaZe Holdings Inc.FAZE · Entity 92650 | Director | November 04, 2022 | December 16, 2022 |
| Paradium.AI, Inc.AREN] · Entity 7275 | Director | January 01, 2023 | March 31, 2023 |
| Rare Earths Americas, Inc.REA · Entity 6072 | Director | August 12, 2026 | August 13, 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.
ALTA EQUIPMENT GROUP INC.
Report date May 29, 2026 · Filed June 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 361,796 |
Reported balance
After 2026-05-29 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-29 · Grant · Acquired 14,903 · Balance 361,796 F1: The reporting person was granted such time-based restricted stock units ("RSUs") for the annual director grant on the date of the 2026 Annual Meeting of Stockholders on May 29, 2026. Each RSU represents the right to receive one share of Common Stock. Subject to the reporting person's election to defer the receipt of the RSUs to the reporting person's termination of service as a director, the RSUs vest 1/12th each month and fully vest on the date of the Annual Meeting of Stockholders the following year. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person was granted such time-based restricted stock units ("RSUs") for the annual director grant on the date of the 2026 Annual Meeting of Stockholders on May 29, 2026. Each RSU represents the right to receive one share of Common Stock. Subject to the reporting person's election to defer the receipt of the RSUs to the reporting person's termination of service as a director, the RSUs vest 1/12th each month and fully vest on the date of the Annual Meeting of Stockholders the following year.
AltEnergy Acquisition Corp
Report date October 28, 2021 · Filed November 08, 2021
This filing explicitly reported no securities owned.
B. Riley Principal 250 Merger Corp.
Report date May 06, 2021 · Filed May 07, 2021
This filing explicitly reported no securities owned.
FaZe Holdings Inc.
Report date November 04, 2022 · Filed December 16, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 567,470 |
Reported balance
After 2022-11-04 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2022-11-04 · Grant · Acquired 20,000 · Balance 567,470 F1: Represents a grant of restricted stock that vests in three equal annual installments on each of the first three anniversaries of November 4, 2022, subject to the Reporting Person's continued service to the Issuer through the applicable vesting dates. F2: Includes shares of common stock acquired in a pro rata distribution in-kind from B. Riley Principal 150 Sponsor Co. LLC, the acquisition of which was exempt pursuant to Rule 16a-9 of the Securities Exchange Act of 1934, as amended. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a grant of restricted stock that vests in three equal annual installments on each of the first three anniversaries of November 4, 2022, subject to the Reporting Person's continued service to the Issuer through the applicable vesting dates.
F2: Includes shares of common stock acquired in a pro rata distribution in-kind from B. Riley Principal 150 Sponsor Co. LLC, the acquisition of which was exempt pursuant to Rule 16a-9 of the Securities Exchange Act of 1934, as amended.
Paradium.AI, Inc.
Report date January 01, 2023 · Filed March 31, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 45,845 |
Ending reported balance
After 2023-03-31 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-01-01 · Grant · Acquired 2,804 · Balance 20,072 F1: Represents an award of restricted stock units granted to the reporting person on the transaction date. One-twelfth of the award vests ratably on the last calendar day of each month of the 2023 calendar year, subject to the reporting person's continued service to the Issuer on each applicable vesting date. Row 2 · 2023-03-31 · Purchase · Acquired 25,773 · Balance 45,845 F2: On March 31, 2023, the reporting person acquired these shares of Common Stock from the Issuer in a transaction approved in advance by the board of directors of the Issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an award of restricted stock units granted to the reporting person on the transaction date. One-twelfth of the award vests ratably on the last calendar day of each month of the 2023 calendar year, subject to the reporting person's continued service to the Issuer on each applicable vesting date.
F2: On March 31, 2023, the reporting person acquired these shares of Common Stock from the Issuer in a transaction approved in advance by the board of directors of the Issuer.
Rare Earths Americas, Inc.
Report date August 12, 2026 · Filed August 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Performance Based Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 100,000 |
Reported balance
After 2026-08-12 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-08-12 · Grant · Acquired 100,000 · Balance 100,000 F1: Each performance-based restricted stock unit ("PSU") represents a contingent right to receive one share of Common Stock. The PSUs will vest 25% if the volume weighted average price ("VWAP") during any period of 20 consecutive trading days during a three year period commencing August 12, 2026 (the "Performance Period") equals or exceeds $22.50, 25% if the VWAP during any period of 20 consecutive trading days during the Performance Period equals or exceeds $25.00, 25% if the VWAP during any period of 20 consecutive trading days during the Performance Period equals or exceeds $27.50 and 25% of the PSUs will vest if the VWAP during any period of 20 consecutive trading days during the Performance Period equals or exceeds $30.00, subject to continuous service with Rare Earths Americas, Inc. through each such date. Following vesting, the Reporting Person shall be subject to an 18-month holding period. |
Filing footnotes · ownership attribution and instrument terms
F1: Each performance-based restricted stock unit ("PSU") represents a contingent right to receive one share of Common Stock. The PSUs will vest 25% if the volume weighted average price ("VWAP") during any period of 20 consecutive trading days during a three year period commencing August 12, 2026 (the "Performance Period") equals or exceeds $22.50, 25% if the VWAP during any period of 20 consecutive trading days during the Performance Period equals or exceeds $25.00, 25% if the VWAP during any period of 20 consecutive trading days during the Performance Period equals or exceeds $27.50 and 25% of the PSUs will vest if the VWAP during any period of 20 consecutive trading days during the Performance Period equals or exceeds $30.00, subject to continuous service with Rare Earths Americas, Inc. through each such date. Following vesting, the Reporting Person shall be subject to an 18-month holding period.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Eos Energy Enterprises, Inc.
Report date November 08, 2022 · Filed November 11, 2022
Section 16 reporting ended · disclosed 2022-11-11. 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 | 33,960 |
Ending reported balance
After 2022-11-10 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2022-11-08 · Sale · Disposed 662,000 · Balance 365,710 Row 2 · 2022-11-09 · Sale · Disposed 281,750 · Balance 83,960 Row 3 · 2022-11-10 · Sale · Disposed 50,000 · Balance 33,960 |
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 |
|---|---|---|---|---|---|---|
| June 09, 2021 Filed Apr 27, 2022 19:37 UTC | ALTA EQUIPMENT GROUP INC. ALTG · Entity 6371 | GrantCommon Stock | 9,331 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-22-015756 · doc4.xml · nonDerivative · entry 1 Shribman Daniel · CIK 0001772389 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 356,761 F1 · security: The reporting person was granted such time-based restricted stock units ("RSUs") for the annual director grant on the date of the 2021 annual shareholder meeting on June 9, 2021. Each RSU represents the right to receive one share of Common Stock. Subject to the director's election to defer the receipt of the RSUs to the director's termination of service as a director, the RSUs vest 1/12th each month and fully vest on the date of the annual meeting in the following year. F1 · price: The reporting person was granted such time-based restricted stock units ("RSUs") for the annual director grant on the date of the 2021 annual shareholder meeting on June 9, 2021. Each RSU represents the right to receive one share of Common Stock. Subject to the director's election to defer the receipt of the RSUs to the director's termination of service as a director, the RSUs vest 1/12th each month and fully vest on the date of the annual meeting in the following year. Read SEC document |
| December 08, 2020 Filed Dec 11, 2020 02:55 UTC | Eos Energy Enterprises, Inc. EOSE · Entity 4901 | GrantStock Option (Right to Buy) · Derivative | 30,788 | $0.00 Strike: $14.43 | $0.00 |
DisclosureSEC source: 0001213900-20-042134 · ownership.xml · derivative · entry 2 Shribman Daniel · CIK 0001772389 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,788 Underlying: Common Stock · 30,788 shares Expires 2025-12-08 F4 · derivative.exercise_date: The reporting person was granted an option to purchase Common Stock which vests on the earlier of (i) the first anniversary of the Grant Date, and (ii) immediately prior to the date of the next annual shareholders meeting of the Company following the Grant Date; provided, that, the option shall vest in full upon the consummation of a Change in Control. Read SEC document |
| December 08, 2020 Filed Dec 11, 2020 02:55 UTC | Eos Energy Enterprises, Inc. EOSE · Entity 4901 | GrantRestricted Stock Units · Derivative | 5,198 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-20-042134 · ownership.xml · derivative · entry 1 Shribman Daniel · CIK 0001772389 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,198 Underlying: Common Stock · 5,198 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock F2 · derivative.exercise_date: The reporting person received restricted stock units which vest on the earlier of (i) the first anniversary of the Grant Date, and (ii) immediately prior to the date of the next annual shareholders meeting of the Company following the Grant Date; provided, that, the Restricted Stock Units shall vest in full upon the consummation of a Change in Control. F3 · derivative.expiration_date: Not applicable. Read SEC document |
| November 17, 2020 Filed Nov 18, 2020 15:36 UTC | ALTA EQUIPMENT GROUP INC. ALTG · Entity 6371 | PurchaseCommon Stock | 12,000 | $8.75 | $105,000.00 |
DisclosureSEC source: 0000899243-20-031395 · doc4.xml · nonDerivative · entry 1 Shribman Daniel · CIK 0001772389 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 338,985 F1 · kind: This transaction was executed in multiple trades at prices ranging from $8.40 to $9.07. The price set forth above reflects the weighted-average price per share. 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 transactions were effected. F1 · price: This transaction was executed in multiple trades at prices ranging from $8.40 to $9.07. The price set forth above reflects the weighted-average price per share. 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 transactions were effected. Read SEC document |
| November 16, 2020 Filed Nov 17, 2020 23:26 UTC | Eos Energy Enterprises, Inc. EOSE · Entity 4901 | OtherCommon Stock | 993,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-20-037808 · ownership.xml · nonDerivative · entry 1 Shribman Daniel · CIK 0001772389 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 993,750 F1 · kind: 993,750 shares of common stock acquired by the Reporting Person and reported herein were received in a pro rata distribution by B. Riley Principal Sponsor Co. II, LLC (the "Sponsor") to its members in connection with the business combination (the "Business Combination") between the Issuer (formerly known as B. Riley Principal Merger Corp. II, or "BMRG") and Eos Energy Storage LLC on November 16, 2020. F2 · shares: 397,500 of such shares are subject to the earnout restrictions set forth in the Sponsor Earnout Letter that was entered into on November 16, 2020, by and between BMRG and the Sponsor, in connection with the Business Combination. F2 · balance_after: 397,500 of such shares are subject to the earnout restrictions set forth in the Sponsor Earnout Letter that was entered into on November 16, 2020, by and between BMRG and the Sponsor, in connection with the Business Combination. Read SEC document |
| February 18, 2020 Filed Feb 19, 2020 20:42 UTC | ALTA EQUIPMENT GROUP INC. ALTG · Entity 6371 | PurchaseCommon Stock | 47,393 | $10.55 | $499,996.15 |
DisclosureSEC source: 0001213900-20-004231 · ownership.xml · nonDerivative · entry 2 Shribman Daniel · CIK 0001772389 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 326,985 Read SEC document |
| February 14, 2020 Filed Feb 19, 2020 20:42 UTC | ALTA EQUIPMENT GROUP INC. ALTG · Entity 6371 | OtherCommon Stock | 279,592 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001213900-20-004231 · ownership.xml · nonDerivative · entry 1 Shribman Daniel · CIK 0001772389 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 279,592 F1 · price: 279,592 shares of Common Stock acquired by the Reporting Person and reported herein were received in a pro rata distribution by B. Riley Principal Sponsor Co., LLC to certain of its members in connection with the merger of BR Canyon Merger Sub Corp., a wholly-owned subsidiary of the Issuer, with and into Alta Equipment Group, Inc. on February 14, 2020. 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.