Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BRC Group Holdings, Inc.RILY · Entity 6050 | Director | April 03, 2026 | April 07, 2026 |
| Eos Energy Enterprises, Inc.EOSE · Entity 4901 | Director | July 21, 2026 | August 06, 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.
BRC Group Holdings, Inc.
Report date April 03, 2026 · Filed April 07, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 55,980 |
Ending reported balance
After 2026-04-03 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-04-03 · Grant · Acquired 3,660 · Balance 8,221 F1: Represents shares issued for Board equity compensation. Row 2 · 2026-04-03 · Grant · Acquired 14,695 · Balance 22,916 F2: Represents a restricted stock unit that settles in common stock of the Company and vests in full on May 19, 2026, the Company's 2026 Annual Shareholder Meeting. Row 3 · 2026-04-03 · Grant · Acquired 33,064 · Balance 55,980 F3: Represents a restricted stock unit that settles in common stock of the Company and vests in full on April 3, 2027. |
| Common StockSEC Table I · non-derivative | IndirectSee Note | 5,701 |
Reported balance
Holding disclosure · report date 2026-04-03 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 5,701 F4: Held of record by D AND M WALTERS FAMILY TRUST, DAVID ALLEN WALTERS AND MARIAN KROGIUS WALTERS, TTEES DTD 7/6/2020 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares issued for Board equity compensation.
F2: Represents a restricted stock unit that settles in common stock of the Company and vests in full on May 19, 2026, the Company's 2026 Annual Shareholder Meeting.
F3: Represents a restricted stock unit that settles in common stock of the Company and vests in full on April 3, 2027.
F4: Held of record by D AND M WALTERS FAMILY TRUST, DAVID ALLEN WALTERS AND MARIAN KROGIUS WALTERS, TTEES DTD 7/6/2020
Eos Energy Enterprises, Inc.
Report date July 21, 2026 · Filed August 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 171,634 |
Reported balance
After 2026-07-21 transaction · row 1
1 source rowRow 1 · 2026-07-21 · Exercise / conversion · Acquired 11,407 · Balance 171,634 F1: Represents the conversion of a subscription right issued by the Issuer as part of a rights offering that closed on July 21, 2026 (the "Rights Offering"). Each subscription right was exercisable for units that consisted of (i) 1 share of common stock and (ii) 0.4388 of a warrant exercisable to acquire a share of common stock at an exercise price of $5.48 per share. |
| Subscription Rights (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $5.48 · Expires 2026-07-21 | Direct | 0 |
Reported balance
After 2026-07-21 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-07-21 · Exercise / conversion · Disposed 11,407 · Balance 0 F1: Represents the conversion of a subscription right issued by the Issuer as part of a rights offering that closed on July 21, 2026 (the "Rights Offering"). Each subscription right was exercisable for units that consisted of (i) 1 share of common stock and (ii) 0.4388 of a warrant exercisable to acquire a share of common stock at an exercise price of $5.48 per share. F3: Warrants became exercisable immediately after the Rights Offering closed and expire 10 years later, unless exercised or redeemed earlier. If a warrant is not exercised or redeemed before it expires, it will have no value. |
| Warrant (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $5.48 | Direct | 5,005 |
Reported balance
After 2026-07-21 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-07-21 · Exercise / conversion · Acquired 5,005 · Balance 5,005 F1: Represents the conversion of a subscription right issued by the Issuer as part of a rights offering that closed on July 21, 2026 (the "Rights Offering"). Each subscription right was exercisable for units that consisted of (i) 1 share of common stock and (ii) 0.4388 of a warrant exercisable to acquire a share of common stock at an exercise price of $5.48 per share. F3: Warrants became exercisable immediately after the Rights Offering closed and expire 10 years later, unless exercised or redeemed earlier. If a warrant is not exercised or redeemed before it expires, it will have no value. |
| Common StockSEC Table I · non-derivative | IndirectSee footnote | 5,000 |
Reported balance
Holding disclosure · report date 2026-07-21 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 5,000 F2: Shares of records held by David Walters and Marian Walters as trustees of the D. and M. Walters Family Trust dtd 7/6/2020. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the conversion of a subscription right issued by the Issuer as part of a rights offering that closed on July 21, 2026 (the "Rights Offering"). Each subscription right was exercisable for units that consisted of (i) 1 share of common stock and (ii) 0.4388 of a warrant exercisable to acquire a share of common stock at an exercise price of $5.48 per share.
F2: Shares of records held by David Walters and Marian Walters as trustees of the D. and M. Walters Family Trust dtd 7/6/2020.
F3: Warrants became exercisable immediately after the Rights Offering closed and expire 10 years later, unless exercised or redeemed earlier. If a warrant is not exercised or redeemed before it expires, it will have no value.
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 04, 2021 Filed Jun 8, 2021 16:02 UTC | BRC Group Holdings, Inc. RILY · Entity 6050 | GrantCommon Stock | 1,074 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-21-031393 · ownership.xml · nonDerivative · entry 1 Walters Marian · CIK 0001782905 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,775 F1 · shares: Represents a restricted stock unit that settles in common stock of the Company and vests in full on the earlier of June 4, 2022, or the Company's next Annual Shareholder Meeting. Read SEC document |
| December 08, 2020 Filed Dec 11, 2020 02:57 UTC | Eos Energy Enterprises, Inc. EOSE · Entity 4901 | GrantStock Option (Right to Buy) · Derivative | 18,473 | $0.00 Strike: $14.43 | $0.00 |
DisclosureSEC source: 0001213900-20-042138 · ownership.xml · derivative · entry 2 Walters Marian · CIK 0001782905 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,473 Underlying: Common Stock · 18,473 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 02:57 UTC | Eos Energy Enterprises, Inc. EOSE · Entity 4901 | GrantRestricted Stock Units · Derivative | 5,198 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-20-042138 · ownership.xml · derivative · entry 1 Walters Marian · CIK 0001782905 · 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 |
| June 18, 2020 Filed Jun 22, 2020 20:49 UTC | BRC Group Holdings, Inc. RILY · Entity 6050 | GrantCommon Stock | 3,456 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-20-015466 · ownership.xml · nonDerivative · entry 1 Walters Marian · CIK 0001782905 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,701 F1 · shares: Represents a restricted stock unit that settles in common stock of the Company and vests in full on the earlier of May 21, 2021, or the Company's next Annual Shareholder Meeting. Read SEC document |
| July 18, 2019 Filed Jul 22, 2019 21:02 UTC | BRC Group Holdings, Inc. RILY · Entity 6050 | GrantCommon Stock | 2,245 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-19-013325 · ownership.xml · nonDerivative · entry 1 Walters Marian · CIK 0001782905 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,245 F1 · shares: Represents a restricted stock unit that settles in common stock of the Company and vests in full on the earlier of May 21, 2020, or the Company's next Annual Shareholder Meeting. 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.