Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CareMax, Inc.CMAX · Entity 87127 | Director | June 08, 2023 | June 12, 2023 |
| POPULAR, INC.BPOP · Entity 1363 | Director | October 01, 2026 | October 05, 2026 |
| Primoris Services CorpPRIM · Entity 1018 | Director | July 31, 2026 | July 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.
CareMax, Inc.
Report date June 08, 2023 · Filed June 12, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 48,750 |
Reported balance
After 2023-06-08 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2023-06-08 · Grant · Acquired 48,750 · Balance 48,750 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the issuer's Class A common stock in accordance with the issuer's 2021 Long-Term Incentive Plan. The RSUs will vest on June 8, 2024, if on such date the reporting person has remained in continuous service as a director. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the issuer's Class A common stock in accordance with the issuer's 2021 Long-Term Incentive Plan. The RSUs will vest on June 8, 2024, if on such date the reporting person has remained in continuous service as a director.
POPULAR, INC.
Report date October 01, 2026 · Filed October 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 16,586 |
Reported balance
After 2026-10-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-10-01 · Grant · Acquired 99 · Balance 16,586 F1: Restricted stock units convert into common stock on a one-for-one basis. F2: Reflects Restricted Stock Units ("RSUs") received by the reporting person as a result of dividend equivalents accrued with respect to outstanding RSUs granted to the reporting person. Dividend equivalents are accrued at the same rate and at the same time as dividends are paid to ordinary shareholders. Dividend equivalents on RSUs are subject to the same terms and conditions as the underlying RSUs. F3: Restricted stock units are converted into an equivalent number of shares of common stock and issued to the reporting person on the 15th of August following the date of termination of service as a director. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units convert into common stock on a one-for-one basis.
F2: Reflects Restricted Stock Units ("RSUs") received by the reporting person as a result of dividend equivalents accrued with respect to outstanding RSUs granted to the reporting person. Dividend equivalents are accrued at the same rate and at the same time as dividends are paid to ordinary shareholders. Dividend equivalents on RSUs are subject to the same terms and conditions as the underlying RSUs.
F3: Restricted stock units are converted into an equivalent number of shares of common stock and issued to the reporting person on the 15th of August following the date of termination of service as a director.
Primoris Services Corp
Report date July 31, 2026 · Filed July 31, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 18,041 |
Reported balance
After 2026-07-31 transaction · row 1
1 source rowRow 1 · 2026-07-31 · Grant · Acquired 356 · Balance 18,041 F1: The non-employee director compensation program adopted by the Board in May 2011 and updated July 2024, provides for the issuance of restricted stock with a value of $37,500. The price per share was based on the average closing price during June 2026, resulting in a grant of 356 shares of stock. The shares of stock cannot be sold for a period of twelve months from the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: The non-employee director compensation program adopted by the Board in May 2011 and updated July 2024, provides for the issuance of restricted stock with a value of $37,500. The price per share was based on the average closing price during June 2026, resulting in a grant of 356 shares of stock. The shares of stock cannot be sold for a period of twelve months from the date of grant.
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 |
|---|---|---|---|---|---|---|
| January 03, 2022 Filed Jan 5, 2022 19:33 UTC | POPULAR, INC. BPOP · Entity 1363 | GrantRestricted Stock Units · Derivative | 13 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-001543 · doc4.xml · derivative · entry 2 Rodriguez Jose Ramon · CIK 0001859182 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,327 Underlying: Common Stock Par Value $0.01 per share · 13 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · kind: Reflects Restricted Stock Units (RSUs") received by the reporting person as a result of dividend equivalents accrued with respect to outstanding RSUs granted to the reporting person. Dividend equivalents are accrued at the same rate and at the same time as dividends are paid to ordinary shareholders. Dividend equivalents on RSUs are subject to the same terms and conditions as the underlying RSUs. F3 · derivative.exercise_date: Restricted stock units are converted into an equivalent number of shares of common stock and issued to the reporting person on the 15th of August following the date of termination of service as a director. F3 · derivative.expiration_date: Restricted stock units are converted into an equivalent number of shares of common stock and issued to the reporting person on the 15th of August following the date of termination of service as a director. Read SEC document |
| November 03, 2021 Filed Nov 3, 2021 22:11 UTC | Primoris Services Corp PRIM · Entity 1018 | GrantCommon Stock | 1,111 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-21-009857 · edgar.xml · nonDerivative · entry 1 Rodriguez Jose Ramon · CIK 0001859182 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,027 F1 · price: The non-employee director compensation program adopted by the Board in May 2011 and updated February 2020, provides for the issuance of restricted stock with a value of $28,500. The price per share was based on the average closing price during Sep. 2021, resulting in a grant of 1,111 shares of stock. The shares of stock cannot be sold for a period of twelve months from the date of grant. Read SEC document |
| October 29, 2021 Filed Nov 2, 2021 20:05 UTC | CareMax, Inc. CMAX · Entity 87127 | GrantRestricted Stock Units · Derivative | 16,500 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-062539 · doc4.xml · derivative · entry 1 Rodriguez Jose Ramon · CIK 0001859182 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,500 Underlying: Class A Common Stock · 16,500 shares Expires not disclosed F1 · derivative.exercise_date: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the issuer's Class A common stock in accordance with the issuer's 2021 Long-Term Incentive Plan. The RSUs will vest on October 29, 2022. F1 · derivative.expiration_date: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the issuer's Class A common stock in accordance with the issuer's 2021 Long-Term Incentive Plan. The RSUs will vest on October 29, 2022. Read SEC document |
| October 01, 2021 Filed Oct 5, 2021 17:52 UTC | POPULAR, INC. BPOP · Entity 1363 | GrantRestricted Stock Units · Derivative | 14 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-059300 · doc4.xml · derivative · entry 1 Rodriguez Jose Ramon · CIK 0001859182 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,314 Underlying: Common Stock Par Value $0.01 per share · 14 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · kind: Reflects Restricted Stock Units (RSUs") received by the reporting person as a result of dividend equivalents accrued with respect to outstanding RSUs granted to the reporting person. Dividend equivalents are accrued at the same rate and at the same time as dividends are paid to ordinary shareholders. Dividend equivalents on RSUs are subject to the same terms and conditions as the underlying RSUs. F3 · derivative.exercise_date: Restricted stock units are converted into an equivalent number of shares of common stock and issued to the reporting person on the 15th of August following the date of termination of service as a director. F3 · derivative.expiration_date: Restricted stock units are converted into an equivalent number of shares of common stock and issued to the reporting person on the 15th of August following the date of termination of service as a director. Read SEC document |
| August 27, 2021 Filed Aug 30, 2021 16:30 UTC | CareMax, Inc. CMAX · Entity 87127 | PurchaseClass A Common Stock, par value $0.0001 per share | 1,500 | $7.81 | $11,715.00 |
DisclosureSEC source: 0000899243-21-034514 · doc4.xml · nonDerivative · entry 1 Rodriguez Jose Ramon · CIK 0001859182 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,500 Read SEC document |
| August 03, 2021 Filed Aug 3, 2021 23:14 UTC | Primoris Services Corp PRIM · Entity 1018 | GrantCommon Stock | 916 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-21-007887 · edgar.xml · nonDerivative · entry 1 Rodriguez Jose Ramon · CIK 0001859182 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 916 F1 · price: The non-employee director compensation program adopted by the Board in May 2011 and updated February 2020, provides for the issuance of restricted stock with a value of $28,500. The price per share was based on the average closing price during June 2021, resulting in a grant of 916 shares of stock. The shares of stock cannot be sold for a period of twelve months from the date of grant. Read SEC document |
| June 30, 2021 Filed Jul 1, 2021 18:48 UTC | POPULAR, INC. BPOP · Entity 1363 | GrantRestricted Stock Units · Derivative | 2,300 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-044328 · doc4.xml · derivative · entry 1 Rodriguez Jose Ramon · CIK 0001859182 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,300 Underlying: Common Stock Par Value $0.01 per share · 2,300 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: Restricted stock units are converted into an equivalent number of shares of common stock and issued to the reporting person on the 15th of August following the date of termination of service as a director. F2 · derivative.expiration_date: Restricted stock units are converted into an equivalent number of shares of common stock and issued to the reporting person on the 15th of August following the date of termination of service as a director. 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.