Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Csquare, Inc.CSQR · Entity 4221 | Chief Operating Officer | July 15, 2026 | July 17, 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.
Csquare, Inc.
Report date July 15, 2026 · Filed July 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 266,666 |
Reported balance
After 2026-07-15 transaction · row 1
1 source rowRow 1 · 2026-07-15 · Grant · Acquired 266,666 · Balance 266,666 F1: As a result of the initial public offering ("IPO") of Csquare, Inc. (the "Issuer"), reflects the issuance of shares of the Issuer's common stock, par value $0.01 per share (the "Common Stock"). Of the amount reported, 200,000 shares remain subject to time-based vesting conditions, with 1/3 vesting on each of April 30, 2027 and the next two anniversaries thereafter. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 330,142 |
Reported balance
After 2026-07-15 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-07-15 · Grant · Acquired 330,142 · Balance 330,142 F2: Each restricted stock unit represents a contingent right to receive one share of Common Stock. F3: Consists of IPO rollover restricted stock units granted to the Reporting Person under the Csquare, Inc. 2026 Omnibus Incentive Plan (the "Omnibus Incentive Plan") that will vest in equal annual installments over five years, with an initial vesting date of March 30, 2027. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 21,428 |
Reported balance
After 2026-07-15 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-07-15 · Grant · Acquired 21,428 · Balance 21,428 F2: Each restricted stock unit represents a contingent right to receive one share of Common Stock. F4: Consists of restricted stock units granted to the Reporting Person under the Omnibus Incentive Plan that will vest in equal annual installments over three years, with an initial vesting date of July 15, 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: As a result of the initial public offering ("IPO") of Csquare, Inc. (the "Issuer"), reflects the issuance of shares of the Issuer's common stock, par value $0.01 per share (the "Common Stock"). Of the amount reported, 200,000 shares remain subject to time-based vesting conditions, with 1/3 vesting on each of April 30, 2027 and the next two anniversaries thereafter.
F2: Each restricted stock unit represents a contingent right to receive one share of Common Stock.
F3: Consists of IPO rollover restricted stock units granted to the Reporting Person under the Csquare, Inc. 2026 Omnibus Incentive Plan (the "Omnibus Incentive Plan") that will vest in equal annual installments over five years, with an initial vesting date of March 30, 2027.
F4: Consists of restricted stock units granted to the Reporting Person under the Omnibus Incentive Plan that will vest in equal annual installments over three years, with an initial vesting date of July 15, 2027.
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 |
|---|---|---|---|---|---|---|
| July 15, 2026 Filed Jul 17, 2026 20:05 UTC | Csquare, Inc. CSQR · Entity 4221 | GrantRestricted Stock Units · Derivative | 21,428 | $0.00 | $0.00 |
DisclosureSEC source: 0000950142-26-002119 · es260808256_4-charnock.xml · derivative · entry 3 Charnock Sean Patrick · CIK 0002122671 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,428 Underlying: Common Stock · 21,428 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Common Stock. F4 · derivative.exercise_date: Consists of restricted stock units granted to the Reporting Person under the Omnibus Incentive Plan that will vest in equal annual installments over three years, with an initial vesting date of July 15, 2027. F4 · derivative.expiration_date: Consists of restricted stock units granted to the Reporting Person under the Omnibus Incentive Plan that will vest in equal annual installments over three years, with an initial vesting date of July 15, 2027. Read SEC document |
| July 15, 2026 Filed Jul 17, 2026 20:05 UTC | Csquare, Inc. CSQR · Entity 4221 | GrantRestricted Stock Units · Derivative | 330,142 | $0.00 | $0.00 |
DisclosureSEC source: 0000950142-26-002119 · es260808256_4-charnock.xml · derivative · entry 2 Charnock Sean Patrick · CIK 0002122671 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 330,142 Underlying: Common Stock · 330,142 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Common Stock. F3 · derivative.exercise_date: Consists of IPO rollover restricted stock units granted to the Reporting Person under the Csquare, Inc. 2026 Omnibus Incentive Plan (the "Omnibus Incentive Plan") that will vest in equal annual installments over five years, with an initial vesting date of March 30, 2027. F3 · derivative.expiration_date: Consists of IPO rollover restricted stock units granted to the Reporting Person under the Csquare, Inc. 2026 Omnibus Incentive Plan (the "Omnibus Incentive Plan") that will vest in equal annual installments over five years, with an initial vesting date of March 30, 2027. Read SEC document |
| July 15, 2026 Filed Jul 17, 2026 20:05 UTC | Csquare, Inc. CSQR · Entity 4221 | GrantCommon Stock | 266,666 | $21.00 | $5,599,986.00 |
DisclosureSEC source: 0000950142-26-002119 · es260808256_4-charnock.xml · nonDerivative · entry 1 Charnock Sean Patrick · CIK 0002122671 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 266,666 F1 · shares: As a result of the initial public offering ("IPO") of Csquare, Inc. (the "Issuer"), reflects the issuance of shares of the Issuer's common stock, par value $0.01 per share (the "Common Stock"). Of the amount reported, 200,000 shares remain subject to time-based vesting conditions, with 1/3 vesting on each of April 30, 2027 and the next two anniversaries thereafter. 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.