Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ONE STOP SYSTEMS, INC.OSS · Entity 2767 | Director · Chief Executive Officer | August 07, 2026 | September 04, 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.
ONE STOP SYSTEMS, INC.
Report date August 07, 2026 · Filed September 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 598,762 |
Reported balance
After 2026-08-07 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-08-07 · Tax withholding · Disposed 8,621 · Balance 598,762 F1: The Reporting Person forfeited 8,621 shares of common stock upon conversion of an aggregate 21,908 vested and outstanding restricted stock units into shares of common stock to cover tax withholdings, using the market price of the issuer's common stock at the time of forfeiture. These restricted stock units were part of the grant reported in Table I of the Form 4 filed by the Reporting Person with the Securities and Exchange Commission on February 7, 2025. F2: Includes 311,403 unvested restricted stock units held by the Reporting Person, all of which remain subject to certain vesting conditions. |
| Common StockSEC Table I · non-derivative | Direct | 590,141 |
Reported balance
After 2026-08-15 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-08-15 · Tax withholding · Disposed 8,621 · Balance 590,141 F3: The Reporting Person forfeited 8,621 shares of common stock upon conversion of an aggregate 21,908 vested and outstanding restricted stock units into shares of common stock to cover tax withholdings, using the market price of the issuer's common stock at the time of forfeiture. These restricted stock units were part of the grant reported in Table I of the Form 4 filed by the Reporting Person with the Securities and Exchange Commission on July 1, 2024. F4: Includes 289,495 unvested restricted stock units held by the Reporting Person, all of which remain subject to certain vesting conditions. |
Filing footnotes · ownership attribution and instrument terms
F1: The Reporting Person forfeited 8,621 shares of common stock upon conversion of an aggregate 21,908 vested and outstanding restricted stock units into shares of common stock to cover tax withholdings, using the market price of the issuer's common stock at the time of forfeiture. These restricted stock units were part of the grant reported in Table I of the Form 4 filed by the Reporting Person with the Securities and Exchange Commission on February 7, 2025.
F2: Includes 311,403 unvested restricted stock units held by the Reporting Person, all of which remain subject to certain vesting conditions.
F3: The Reporting Person forfeited 8,621 shares of common stock upon conversion of an aggregate 21,908 vested and outstanding restricted stock units into shares of common stock to cover tax withholdings, using the market price of the issuer's common stock at the time of forfeiture. These restricted stock units were part of the grant reported in Table I of the Form 4 filed by the Reporting Person with the Securities and Exchange Commission on July 1, 2024.
F4: Includes 289,495 unvested restricted stock units held by the Reporting Person, all of which remain subject to certain vesting conditions.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
CUBIC CORP /DE/
Report date May 25, 2021 · Filed May 25, 2021
Section 16 reporting ended · disclosed 2021-05-25. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2021-05-25 transaction · row 1
1 source rowRow 1 · 2021-05-25 · Disposition to issuer · Disposed 13,566 · Balance 0 F1: Disposed of as a result of a merger pursuant to the previously announced Agreement and Plan of Merger, dated as of February 7, 2021 (as amended, the "Merger Agreement"), by and among the Issuer, Atlas CC Acquisition Corp. and Atlas Merger Sub Inc. |
| Performance Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2021-05-25 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2021-05-25 · Disposition to issuer · Disposed 3,898 · Balance 0 F2: Each performance restricted stock unit ("PRSU") was cancelled pursuant to the Merger Agreement in exchange for the right to receive the cash consideration provided in the Merger Agreement (i.e., an amount equal to the product of (i) the number of PRSUs, based on the target number or the actual level earned, as applicable, multiplied by (ii) $75.00 per PRSU, less any required tax withholding). F1: Disposed of as a result of a merger pursuant to the previously announced Agreement and Plan of Merger, dated as of February 7, 2021 (as amended, the "Merger Agreement"), by and among the Issuer, Atlas CC Acquisition Corp. and Atlas Merger Sub Inc. |
| Performance Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2021-05-25 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2021-05-25 · Disposition to issuer · Disposed 9,285 · Balance 0 F2: Each performance restricted stock unit ("PRSU") was cancelled pursuant to the Merger Agreement in exchange for the right to receive the cash consideration provided in the Merger Agreement (i.e., an amount equal to the product of (i) the number of PRSUs, based on the target number or the actual level earned, as applicable, multiplied by (ii) $75.00 per PRSU, less any required tax withholding). F1: Disposed of as a result of a merger pursuant to the previously announced Agreement and Plan of Merger, dated as of February 7, 2021 (as amended, the "Merger Agreement"), by and among the Issuer, Atlas CC Acquisition Corp. and Atlas Merger Sub Inc. |
| Performance Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2021-05-25 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2021-05-25 · Disposition to issuer · Disposed 7,633 · Balance 0 F2: Each performance restricted stock unit ("PRSU") was cancelled pursuant to the Merger Agreement in exchange for the right to receive the cash consideration provided in the Merger Agreement (i.e., an amount equal to the product of (i) the number of PRSUs, based on the target number or the actual level earned, as applicable, multiplied by (ii) $75.00 per PRSU, less any required tax withholding). F1: Disposed of as a result of a merger pursuant to the previously announced Agreement and Plan of Merger, dated as of February 7, 2021 (as amended, the "Merger Agreement"), by and among the Issuer, Atlas CC Acquisition Corp. and Atlas Merger Sub Inc. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of as a result of a merger pursuant to the previously announced Agreement and Plan of Merger, dated as of February 7, 2021 (as amended, the "Merger Agreement"), by and among the Issuer, Atlas CC Acquisition Corp. and Atlas Merger Sub Inc.
F2: Each performance restricted stock unit ("PRSU") was cancelled pursuant to the Merger Agreement in exchange for the right to receive the cash consideration provided in the Merger Agreement (i.e., an amount equal to the product of (i) the number of PRSUs, based on the target number or the actual level earned, as applicable, multiplied by (ii) $75.00 per PRSU, less any required tax withholding).
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 |
|---|---|---|---|---|---|---|
| December 31, 2018 Filed Jan 2, 2019 18:27 UTC | CUBIC CORP /DE/ CUB · Entity 139094 | OtherCommon Stock | 31 | $51.05 | $1,582.64 |
DisclosureSEC source: 0001179110-19-000069 · edgar.xml · nonDerivative · entry 1 KNOWLES MICHAEL · CIK 0001755059 · President, CGD - SVP, CORP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 672 F1 · kind: Represents securities acquired through Cubic's ESPP. Read SEC document |
| November 21, 2018 Filed Nov 26, 2018 14:29 UTC | CUBIC CORP /DE/ CUB · Entity 139094 | GrantRestricted Stock Units · Derivative | 3,898 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-013176 · edgar.xml · derivative · entry 2 KNOWLES MICHAEL · CIK 0001755059 · President, CGD - SVP, CORP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,898 Underlying: Common Stock · 3,898 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of CUB common stock. F3 · derivative.exercise_date: The time-based RSUs vest in four equal installments on each of October 1, 2019, 2020, 2021 and 2022, subject to the Reporting Person's continued service with CUB through such date. Dividend equivalent rights accrue with respect to the RSUs when and as dividends are paid on CUB common stock and vest proportionately with the RSUs to which they relate. Vested shares and accrued dividends will be delivered to the Reporting Person following each vesting date. F3 · derivative.expiration_date: The time-based RSUs vest in four equal installments on each of October 1, 2019, 2020, 2021 and 2022, subject to the Reporting Person's continued service with CUB through such date. Dividend equivalent rights accrue with respect to the RSUs when and as dividends are paid on CUB common stock and vest proportionately with the RSUs to which they relate. Vested shares and accrued dividends will be delivered to the Reporting Person following each vesting date. Read SEC document |
| November 21, 2018 Filed Nov 26, 2018 14:29 UTC | CUBIC CORP /DE/ CUB · Entity 139094 | GrantRestricted Stock Units · Derivative | 3,898 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-013176 · edgar.xml · derivative · entry 1 KNOWLES MICHAEL · CIK 0001755059 · President, CGD - SVP, CORP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,898 Underlying: Common Stock · 3,898 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of CUB common stock. F2 · derivative.exercise_date: The performance-based RSUs vest on the date the Board of Directors certifies CUB's sales growth, EBITDA growth, and Total Shareholder Return for the three-year performance period ending on September 30, 2021, subject to the Reporting Person's continued service with CUB through such vesting date, except as otherwise provided in the applicable RSU agreement. The RSUs vest based 50% on sales growth and 50% on EBITDA growth, adjusted for a Total Shareholder Return factor, achieved by CUB during such performance period. Dividend equivalent rights accrue with respect to the RSUs when and as dividends are paid on CUB common stock and vest proportionately with the RSUs to which they relate. Vested shares and accrued dividends will be delivered to the Reporting Person following the vesting date. F2 · derivative.expiration_date: The performance-based RSUs vest on the date the Board of Directors certifies CUB's sales growth, EBITDA growth, and Total Shareholder Return for the three-year performance period ending on September 30, 2021, subject to the Reporting Person's continued service with CUB through such vesting date, except as otherwise provided in the applicable RSU agreement. The RSUs vest based 50% on sales growth and 50% on EBITDA growth, adjusted for a Total Shareholder Return factor, achieved by CUB during such performance period. Dividend equivalent rights accrue with respect to the RSUs when and as dividends are paid on CUB common stock and vest proportionately with the RSUs to which they relate. Vested shares and accrued dividends will be delivered to the Reporting Person following the vesting 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.