Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Huckleberry.ai, Inc.DOMO · Entity 6423 | Director | October 05, 2026 | October 07, 2026 |
| Traeger, Inc.COOK · Entity 712 | Director | October 01, 2026 | October 05, 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.
Huckleberry.ai, Inc.
Report date October 05, 2026 · Filed October 07, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table I · non-derivative | Direct | 269,116 |
Reported balance
After 2026-10-05 transaction · row 1
1 source rowRow 1 · 2026-10-05 · Sale · Disposed 12,845 · Balance 269,116 F1: The sales reported are to satisfy certain tax obligations of the Reporting Person incurred with the vesting and settlement of Restricted Stock Units. F2: The sale price reported in Column 4 of Table I represents the weighted average sale price of the shares sold in multiple transactions ranging from $3.155 to $3.245 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the ranges set forth herein. |
Filing footnotes · ownership attribution and instrument terms
F1: The sales reported are to satisfy certain tax obligations of the Reporting Person incurred with the vesting and settlement of Restricted Stock Units.
F2: The sale price reported in Column 4 of Table I represents the weighted average sale price of the shares sold in multiple transactions ranging from $3.155 to $3.245 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the ranges set forth herein.
Traeger, Inc.
Report date October 01, 2026 · Filed October 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,643 |
Reported balance
After 2026-10-01 transaction · row 1
1 source rowRow 1 · 2026-10-01 · Grant · Acquired 1,643 · Balance 1,643 F1: Represents an award of Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Common Stock. The RSUs vest in full on the earlier to occur of (i) the one-year anniversary of the grant date and (ii) the date of the annual meeting of the stockholders in 2027, subject to continued service through the vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an award of Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Common Stock. The RSUs vest in full on the earlier to occur of (i) the one-year anniversary of the grant date and (ii) the date of the annual meeting of the stockholders in 2027, subject to continued service through the vesting date.
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 |
|---|---|---|---|---|---|---|
| October 05, 2026 Filed Oct 7, 2026 01:12 UTC | Huckleberry.ai, Inc. DOMO · Entity 6423 | SaleClass B Common Stock | 12,845 | $3.20 | $41,062.90 |
DisclosureSEC source: 0001628280-26-065279 · wk-form4_1791335562.xml · nonDerivative · entry 1 Jolley David R · CIK 0001972400 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 269,116 F1 · shares: The sales reported are to satisfy certain tax obligations of the Reporting Person incurred with the vesting and settlement of Restricted Stock Units. F2 · price: The sale price reported in Column 4 of Table I represents the weighted average sale price of the shares sold in multiple transactions ranging from $3.155 to $3.245 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the ranges set forth herein. Read SEC document |
| October 01, 2026 Filed Oct 5, 2026 21:45 UTC | Traeger, Inc. COOK · Entity 712 | GrantCommon Stock | 1,643 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-065083 · wk-form4_1791236728.xml · nonDerivative · entry 1 Jolley David R · CIK 0001972400 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,643 F1 · shares: Represents an award of Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Common Stock. The RSUs vest in full on the earlier to occur of (i) the one-year anniversary of the grant date and (ii) the date of the annual meeting of the stockholders in 2027, subject to continued service through the vesting date. Read SEC document |
| September 21, 2026 Filed Sep 23, 2026 23:01 UTC | Huckleberry.ai, Inc. DOMO · Entity 6423 | Tax withholdingClass B Common Stock | 6,286 | $3.72 | $23,383.92 |
DisclosureSEC source: 0001628280-26-063285 · wk-form4_1790204467.xml · nonDerivative · entry 1 Jolley David R · CIK 0001972400 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 281,961 F1 · shares: Shares withheld for payment of tax liability upon vesting of restricted stock units. Read SEC document |
| July 14, 2026 Filed Jul 16, 2026 21:28 UTC | Huckleberry.ai, Inc. DOMO · Entity 6423 | GrantClass B Common Stock | 52,870 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-048526 · wk-form4_1784237307.xml · nonDerivative · entry 1 Jolley David R · CIK 0001972400 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 288,247 F1 · shares: The shares are represented by restricted stock units (each, an "RSU"). Each RSU represents the Reporting Person's right to receive one share of Class B Common Stock of the Issuer, subject to the applicable vesting schedule set forth in the Issuer's outside director compensation policy. In the event the Reporting Person ceases to be a service provider, the unvested RSUs will be canceled by the Issuer. Read SEC document |
| March 20, 2026 Filed Mar 24, 2026 21:19 UTC | Huckleberry.ai, Inc. DOMO · Entity 6423 | Tax withholdingClass B Common Stock | 6,298 | $3.57 | $22,483.86 |
DisclosureSEC source: 0001628280-26-020859 · wk-form4_1774387180.xml · nonDerivative · entry 1 Jolley David R · CIK 0001972400 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 235,377 F1 · shares: Shares withheld for payment of tax liability upon vesting of restricted stock units. Read SEC document |
| December 20, 2025 Filed Dec 23, 2025 22:42 UTC | Huckleberry.ai, Inc. DOMO · Entity 6423 | Tax withholdingClass B Common Stock | 6,346 | $9.19 | $58,319.74 |
DisclosureSEC source: 0001628280-25-058798 · wk-form4_1766529770.xml · nonDerivative · entry 1 Jolley David R · CIK 0001972400 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 241,675 F1 · shares: Shares withheld for payment of tax liability upon vesting of restricted stock units. Read SEC document |
| September 20, 2025 Filed Sep 23, 2025 22:06 UTC | Huckleberry.ai, Inc. DOMO · Entity 6423 | Tax withholdingClass B Common Stock | 5,330 | $18.20 | $97,006.00 |
DisclosureSEC source: 0001628280-25-042518 · wk-form4_1758665199.xml · nonDerivative · entry 1 Jolley David R · CIK 0001972400 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 248,021 F1 · shares: Shares withheld for payment of tax liability upon vesting of restricted stock units. Read SEC document |
| June 24, 2025 Filed Jun 26, 2025 22:02 UTC | Huckleberry.ai, Inc. DOMO · Entity 6423 | GrantClass B Common Stock | 6,730 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-033160 · wk-form4_1750975372.xml · nonDerivative · entry 1 Jolley David R · CIK 0001972400 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 253,351 F1 · shares: The shares are represented by restricted stock units (each, an "RSU"). Each RSU represents the Reporting Person's right to receive one share of Class B Common Stock of the Issuer, subject to the applicable vesting schedule set forth in the Issuer's outside director compensation policy. In the event the Reporting Person ceases to be a service provider, the unvested RSUs will be canceled by the Issuer. Read SEC document |
| June 20, 2025 Filed Jun 25, 2025 00:26 UTC | Huckleberry.ai, Inc. DOMO · Entity 6423 | Tax withholdingClass B Common Stock | 9,122 | $12.70 | $115,849.40 |
DisclosureSEC source: 0001628280-25-032937 · wk-form4_1750811203.xml · nonDerivative · entry 1 Jolley David R · CIK 0001972400 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 246,621 F1 · shares: Shares withheld for payment of tax liability upon vesting of restricted stock units. Read SEC document |
| March 13, 2025 Filed Mar 14, 2025 21:17 UTC | Huckleberry.ai, Inc. DOMO · Entity 6423 | SaleClass B Common Stock | 25,000 | $8.31 | $207,855.00 |
DisclosureSEC source: 0001505952-25-000011 · wk-form4_1741987016.xml · nonDerivative · entry 1 Jolley David R · CIK 0001972400 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 255,743 F1 · price: The "Amount" and "Price" reported in this Column 4 reflect the aggregate number and weighted-average price, respectively, of shares sold. These shares were sold in multiple transactions at prices ranging from $8.30 to $8.38 inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth herein. Read SEC document |
| September 20, 2024 Filed Sep 24, 2024 20:09 UTC | Huckleberry.ai, Inc. DOMO · Entity 6423 | Tax withholdingClass B Common Stock | 6,174 | $7.02 | $43,341.48 |
DisclosureSEC source: 0001505952-24-000064 · wk-form4_1727208574.xml · nonDerivative · entry 1 Jolley David R · CIK 0001972400 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 285,291 F1 · kind: Shares withheld for payment of tax liability upon vesting of restricted stock units. Read SEC document |
| September 06, 2024 Filed Sep 6, 2024 23:09 UTC | Huckleberry.ai, Inc. DOMO · Entity 6423 | PurchaseClass B Common Stock | 10,000 | $6.99 | $69,875.00 |
DisclosureSEC source: 0001505952-24-000058 · wk-form4_1725664183.xml · nonDerivative · entry 1 Jolley David R · CIK 0001972400 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 291,465 F1 · price: The "Amount" and "Price" reported in this Column 4 reflect the aggregate number and weighted-average price, respectively, of shares sold. These shares were sold in multiple transactions at prices ranging from $6.96 to $7.00 inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth herein. Read SEC document |
| June 20, 2024 Filed Jun 25, 2024 00:19 UTC | Huckleberry.ai, Inc. DOMO · Entity 6423 | Tax withholdingClass B Common Stock | 4,078 | $6.90 | $28,138.20 |
DisclosureSEC source: 0001505952-24-000043 · wk-form4_1719274779.xml · nonDerivative · entry 1 Jolley David R · CIK 0001972400 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 281,465 Read SEC document |
| May 21, 2024 Filed May 23, 2024 00:34 UTC | Huckleberry.ai, Inc. DOMO · Entity 6423 | GrantClass B Common Stock | 70,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001505952-24-000028 · wk-form4_1716424478.xml · nonDerivative · entry 1 Jolley David R · CIK 0001972400 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 285,543 F1 · shares: The shares are represented by restricted stock units ("RSUs"). Each RSU represents the reporting person's right to receive one share of the issuer's Class B common stock, subject to the applicable vesting schedule. If the reporting person ceases to be a service provider, the unvested RSUs will be cancelled by the issuer. Read SEC document |
| April 11, 2024 Filed Apr 12, 2024 20:40 UTC | Huckleberry.ai, Inc. DOMO · Entity 6423 | SaleClass B Common Stock | 12,000 | $8.50 | $102,000.00 |
DisclosureSEC source: 0001505952-24-000018 · wk-form4_1712954449.xml · nonDerivative · entry 1 Jolley David R · CIK 0001972400 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 215,543 F1 · balance_after: Includes 300 shares acquired pursuant to the Issuer's 2018 Employee Stock Purchase Plan on April 1, 2024. Read SEC document |
| March 21, 2024 Filed Mar 22, 2024 23:25 UTC | Huckleberry.ai, Inc. DOMO · Entity 6423 | SaleClass B Common Stock | 23,338 | $9.33 | $217,766.88 |
DisclosureSEC source: 0001505952-24-000011 · wk-form4_1711149894.xml · nonDerivative · entry 2 Jolley David R · CIK 0001972400 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 227,243 F2 · shares: The sales reported by the Reporting Person are intended to cover the taxable obligation due on restricted stock units that vested on March 20, 2024. F3 · price: The sale price reported in Column 4 of Table I represents the weighted average sale price of the shares sold in multiple transactions ranging from $9.33 to $9.39 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the ranges set forth herein. Read SEC document |
| March 20, 2024 Filed Mar 22, 2024 23:25 UTC | Huckleberry.ai, Inc. DOMO · Entity 6423 | GrantClass B Common Stock | 20,581 | $0.00 | $0.00 |
DisclosureSEC source: 0001505952-24-000011 · wk-form4_1711149894.xml · nonDerivative · entry 1 Jolley David R · CIK 0001972400 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 250,581 F1 · shares: The shares are represented by restricted stock units ("RSUs"). Each RSU represents the Reporting Person's right to receive one share of Class B Common Stock of the Issuer, subject to the applicable vesting schedule. In the event the Reporting Person ceases to be a Service Provider, the unvested RSUs will be cancelled by the Issuer. Read SEC document |
| April 12, 2023 Filed Apr 14, 2023 00:10 UTC | Huckleberry.ai, Inc. DOMO · Entity 6423 | PurchaseClass B Common Stock | 5,000 | $14.00 | $70,000.00 |
DisclosureSEC source: 0001505952-23-000044 · wf-form4_168143103548647.xml · nonDerivative · entry 1 Jolley David R · CIK 0001972400 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 230,000 Read SEC document |
| April 03, 2023 Filed Apr 5, 2023 20:11 UTC | Huckleberry.ai, Inc. DOMO · Entity 6423 | GrantClass B Common Stock | 225,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001505952-23-000041 · wf-form4_168072549620984.xml · nonDerivative · entry 1 Jolley David R · CIK 0001972400 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 225,000 F1 · shares: The shares are represented by restricted stock units ("RSUs"). Each RSU represents the Reporting Person's right to receive one share of Class B Common Stock of the Issuer, subject to the applicable vesting schedule. In the event the Reporting Person ceases to be a Service Provider, the unvested RSUs will be cancelled by the Issuer. 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.