Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Boxlight CorpBOXL · Entity 8315 | Director | August 09, 2025 | August 21, 2025 |
| FOCUS UNIVERSAL INC.FCUV · Entity 8087 | Director | June 08, 2018 | September 12, 2019 |
| Huckleberry.ai, Inc.DOMO · Entity 6423 | Director | July 14, 2026 | July 16, 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.
Boxlight Corp
Report date August 09, 2025 · Filed August 21, 2025
This filing explicitly reported no securities owned.
FOCUS UNIVERSAL INC.
Report date June 08, 2018 · Filed September 12, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2018-06-08 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
Huckleberry.ai, Inc.
Report date July 14, 2026 · Filed July 16, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table I · non-derivative | Direct | 126,229 |
Reported balance
After 2026-07-14 transaction · row 1
1 source rowRow 1 · 2026-07-14 · Grant · Acquired 52,870 · Balance 126,229 F1: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
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 14, 2026 Filed Jul 16, 2026 21:30 UTC | Huckleberry.ai, Inc. DOMO · Entity 6423 | GrantClass B Common Stock | 52,870 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-048530 · wk-form4_1784237451.xml · nonDerivative · entry 1 Clark Carine S. · CIK 0001771512 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 126,229 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 24, 2025 Filed Jun 26, 2025 22:09 UTC | Huckleberry.ai, Inc. DOMO · Entity 6423 | GrantClass B Common Stock | 13,461 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-033167 · wk-form4_1750975767.xml · nonDerivative · entry 1 Clark Carine S. · CIK 0001771512 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,359 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 11, 2024 Filed Jun 12, 2024 20:29 UTC | Huckleberry.ai, Inc. DOMO · Entity 6423 | GrantClass B Common Stock | 25,735 | $0.00 | $0.00 |
DisclosureSEC source: 0001505952-24-000033 · wk-form4_1718224184.xml · nonDerivative · entry 1 Clark Carine S. · CIK 0001771512 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,898 F1 · balance_after: 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 30, 2023 Filed Jul 4, 2023 00:21 UTC | Huckleberry.ai, Inc. DOMO · Entity 6423 | GrantClass B Common Stock | 11,937 | $0.00 | $0.00 |
DisclosureSEC source: 0001505952-23-000077 · wk-form4_1688430084.xml · nonDerivative · entry 1 Clark Carine S. · CIK 0001771512 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,163 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 02, 2022 Filed Jun 6, 2022 21:39 UTC | Huckleberry.ai, Inc. DOMO · Entity 6423 | GrantClass B Common Stock | 5,049 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-016373 · wf-form4_165455154201739.xml · nonDerivative · entry 1 Clark Carine S. · CIK 0001771512 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,226 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. 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 02, 2021 Filed Jun 3, 2021 21:23 UTC | Huckleberry.ai, Inc. DOMO · Entity 6423 | GrantClass B Common Stock | 2,257 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-21-011621 · wf-form4_162275533882693.xml · nonDerivative · entry 1 Clark Carine S. · CIK 0001771512 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,177 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. In the event the Reporting Person ceases to be a service provider, the unvested RSUs will be canceled by the Issuer. F1 · price: 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. 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 02, 2020 Filed Jun 4, 2020 23:39 UTC | Huckleberry.ai, Inc. DOMO · Entity 6423 | GrantClass B Common Stock | 5,305 | $0.00 | $0.00 |
DisclosureSEC source: 0001771512-20-000003 · wf-form4_159131397351598.xml · nonDerivative · entry 1 Clark Carine S. · CIK 0001771512 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,920 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. In the event the Reporting Person ceases to be a service provider, the unvested RSUs will be cancelled by the Issuer. F1 · price: 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. In the event the Reporting Person ceases to be a service provider, the unvested RSUs will be cancelled by the Issuer. Read SEC document |
| March 13, 2019 Filed Mar 28, 2019 23:28 UTC | Huckleberry.ai, Inc. DOMO · Entity 6423 | GrantClass B Common Stock | 9,615 | $0.00 | $0.00 |
DisclosureSEC source: 0001771512-19-000001 · wf-form4_155381571354205.xml · nonDerivative · entry 1 Clark Carine S. · CIK 0001771512 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,615 F1 · shares: The shares are represented by restricted stock units ("RSU"s). 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 F1 · price: The shares are represented by restricted stock units ("RSU"s). 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.