Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| STEM, INC.STEM · Entity 7172 | Director | August 07, 2026 | August 12, 2026 |
| WORLD KINECT CORPWKC · Entity 4582 | Chief Executive Officer | March 28, 2026 | March 31, 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.
STEM, INC.
Report date August 07, 2026 · Filed August 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, Par Value $0.0001 Per ShareSEC Table I · non-derivative | Direct | 14,207 |
Reported balance
After 2026-08-07 transaction · row 1
1 source rowRow 1 · 2026-08-07 · Exercise / conversion · Acquired 7,486 · Balance 14,207 F1: Each restricted stock unit ("RSU") converted into a share of common stock on a one-for-one basis. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2026-08-07 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-08-07 · Exercise / conversion · Disposed 7,486 · Balance 0 F1: Each restricted stock unit ("RSU") converted into a share of common stock on a one-for-one basis. F2: On June 4, 2025, the reporting person was granted 7,486 RSUs vesting 100% on August 7, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit ("RSU") converted into a share of common stock on a one-for-one basis.
F2: On June 4, 2025, the reporting person was granted 7,486 RSUs vesting 100% on August 7, 2026.
WORLD KINECT CORP
Report date March 28, 2026 · Filed March 31, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 269,409 |
Reported balance
After 2026-03-28 transaction · row 1
1 source rowRow 1 · 2026-03-28 · Tax withholding · Disposed 2,741 · Balance 269,409 F1: 7,814 restricted stock units held by the reporting person vested and settled on March 28, 2026. The issuer withheld the reported shares to cover the reporting person's tax liability associated with these restricted stock units. F2: The price shown is the closing price of the issuer's common stock on the NYSE on March 27, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: 7,814 restricted stock units held by the reporting person vested and settled on March 28, 2026. The issuer withheld the reported shares to cover the reporting person's tax liability associated with these restricted stock units.
F2: The price shown is the closing price of the issuer's common stock on the NYSE on March 27, 2026.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 15, 2019 Filed Mar 19, 2019 22:41 UTC | WORLD KINECT CORP INT · Entity 4582 | GrantCommon Stock | 23,420 | $29.68 | $695,105.60 |
DisclosureSEC source: 0001209191-19-020451 · doc4.xml · nonDerivative · entry 2 Birns Ira M · CIK 0001396673 · Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,955 F4 · shares: These restricted stock units will vest in three equal annual installments beginning on March 15, 2020. F2 · price: The price shown is the closing price of the issuer's common stock on the NYSE on March 15, 2019. Read SEC document |
| March 15, 2019 Filed Mar 19, 2019 22:41 UTC | WORLD KINECT CORP INT · Entity 4582 | Tax withholdingCommon Stock | 3,612 | $29.68 | $107,204.16 |
DisclosureSEC source: 0001209191-19-020451 · doc4.xml · nonDerivative · entry 1 Birns Ira M · CIK 0001396673 · Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,535 F1 · shares: 9,869 restricted stock units held by the reporting person vested and settled on March 15, 2019. The issuer withheld the reported shares to cover the reporting person's tax liability associated with these restricted stock units. F2 · price: The price shown is the closing price of the issuer's common stock on the NYSE on March 15, 2019. F3 · balance_after: Reflects the transfer of 48,909 shares of common stock to the reporting person's ex-spouse pursuant to a domestic relations order. Read SEC document |
| March 15, 2018 Filed Mar 19, 2018 23:06 UTC | WORLD KINECT CORP INT · Entity 4582 | GrantCommon Stock | 2,525 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-020727 · doc4.xml · nonDerivative · entry 3 Birns Ira M · CIK 0001396673 · Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,056 F4 · shares: These restricted stock units will vest in three equal annual installments beginning on March 15, 2019. Read SEC document |
| March 15, 2018 Filed Mar 19, 2018 23:06 UTC | WORLD KINECT CORP INT · Entity 4582 | Tax withholdingCommon Stock | 277 | $23.93 | $6,628.61 |
DisclosureSEC source: 0001209191-18-020727 · doc4.xml · nonDerivative · entry 2 Birns Ira M · CIK 0001396673 · Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,531 F3 · shares: 1,134 restricted stock units held by the reporting person vested and settled on March 15, 2018. The issuer withheld the reported shares to cover the reporting person's tax liability associated with these restricted stock units. F2 · price: The price shown is the closing price of the issuer's common stock on the NYSE on March 15, 2018. Read SEC document |
| March 15, 2018 Filed Mar 19, 2018 23:06 UTC | WORLD KINECT CORP INT · Entity 4582 | Tax withholdingCommon Stock | 2,199 | $23.93 | $52,622.07 |
DisclosureSEC source: 0001209191-18-020727 · doc4.xml · nonDerivative · entry 1 Birns Ira M · CIK 0001396673 · Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,808 F1 · shares: 9,027 restricted stock units held by the reporting person vested and settled on March 15, 2018. The issuer withheld the reported shares to cover the reporting person's tax liability associated with these restricted stock units. F2 · price: The price shown is the closing price of the issuer's common stock on the NYSE on March 15, 2018. Read SEC document |
| March 15, 2017 Filed Mar 17, 2017 22:31 UTC | WORLD KINECT CORP INT · Entity 4582 | Tax withholdingCommon Stock | 311 | $37.06 | $11,525.66 |
DisclosureSEC source: 0001209191-17-021534 · doc4.xml · nonDerivative · entry 3 Birns Ira M · CIK 0001396673 · Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,007 F4 · shares: 1,134 restricted stock units held by the reporting person vested and settled on March 15, 2017. The issuer withheld the reported shares to cover the reporting person's tax liability associated with these restricted stock units. F2 · price: The price shown is the closing price for the issuer's common stock on the NYSE on March 15, 2017. Read SEC document |
| March 15, 2017 Filed Mar 17, 2017 22:31 UTC | WORLD KINECT CORP INT · Entity 4582 | Tax withholdingCommon Stock | 2,470 | $37.06 | $91,538.20 |
DisclosureSEC source: 0001209191-17-021534 · doc4.xml · nonDerivative · entry 2 Birns Ira M · CIK 0001396673 · Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,318 F3 · shares: 9,028 restricted stock units held by the reporting person vested and settled on March 15, 2017. The issuer withheld the reported shares to cover the reporting person's tax liability associated with these restricted stock units. F2 · price: The price shown is the closing price for the issuer's common stock on the NYSE on March 15, 2017. Read SEC document |
| March 15, 2017 Filed Mar 17, 2017 22:31 UTC | WORLD KINECT CORP INT · Entity 4582 | Tax withholdingCommon Stock | 159 | $37.06 | $5,892.54 |
DisclosureSEC source: 0001209191-17-021534 · doc4.xml · nonDerivative · entry 1 Birns Ira M · CIK 0001396673 · Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,788 F1 · shares: 578 restricted stock units held by the reporting person vested and settled on March 15, 2017. The issuer withheld the reported shares to cover the reporting person's tax liability associated with these restricted stock units. F2 · price: The price shown is the closing price for the issuer's common stock on the NYSE on March 15, 2017. 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.